Purchases and Sales Made in Q4 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 2023. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-132- 1.58% |
$41.4K - $50.5K
|
8.22K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-132- 0.08% |
$41.4K - $50.5K
|
167K
$70.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-134- 1.25% |
$42K - $51.3K
|
10.6K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-135- 0.61% |
$42.3K - $51.7K
|
21.8K
$9.23M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-135- 6.37% |
$42.3K - $51.7K
|
1.98K
$838K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-136- 0.89% |
$42.6K - $52K
|
15.2K
$6.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-136- 0.62% |
$42.6K - $52K
|
21.8K
$9.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-137- 0.47% |
$42.9K - $52.4K
|
28.8K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-137- 0.24% |
$42.9K - $52.4K
|
56.8K
$24M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-137- 1.79% |
$42.9K - $52.4K
|
7.53K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-137- 0.77% |
$42.9K - $52.4K
|
17.6K
$7.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-138- 1.41% |
$43.2K - $52.8K
|
9.62K
$4.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-138- 1.66% |
$43.2K - $52.8K
|
8.17K
$3.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-139- 1.12% |
$43.6K - $53.2K
|
12.3K
$5.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-139- 0.96% |
$43.6K - $53.2K
|
14.4K
$6.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-140- 12.13% |
$43.9K - $53.6K
|
1.01K
$428K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-140- 5.99% |
$43.9K - $53.6K
|
2.2K
$929K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-140- 1.23% |
$43.9K - $53.6K
|
11.2K
$4.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-140- 3.89% |
$43.9K - $53.6K
|
3.46K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-142- 14.52% |
$44.5K - $54.3K
|
836
$353K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-143- 3.46% |
$44.8K - $54.7K
|
3.99K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-144- 1.07% |
$45.1K - $55.1K
|
13.3K
$5.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-145- 2.09% |
$45.4K - $55.5K
|
6.78K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-145- 0.81% |
$45.4K - $55.5K
|
17.8K
$7.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-145- 0.47% |
$45.4K - $55.5K
|
30.8K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-146- 1.56% |
$45.8K - $55.9K
|
9.21K
$3.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-147- 2.02% |
$46.1K - $56.3K
|
7.15K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-147- 0.24% |
$46.1K - $56.3K
|
61.3K
$25.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-148- 0.75% |
$46.4K - $56.6K
|
19.7K
$8.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-149- 0.33% |
$46.7K - $57K
|
44.4K
$18.7M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-149- 0.8% |
$46.7K - $57K
|
18.5K
$7.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-150- 2.52% |
$47K - $57.4K
|
5.79K
$2.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-150- 0.73% |
$47K - $57.4K
|
20.4K
$8.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-150- 0.02% |
$47K - $57.4K
|
775K
$327M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-150- 0.37% |
$47K - $57.4K
|
40.3K
$17M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-151- 1.97% |
$47.3K - $57.8K
|
7.51K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-151- 4.75% |
$47.3K - $57.8K
|
3.03K
$1.28M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-151- 4.75% |
$47.3K - $57.8K
|
3.03K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-152- 2.15% |
$47.6K - $58.2K
|
6.93K
$2.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-152- 0.68% |
$47.6K - $58.2K
|
22.2K
$9.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-152- 0.16% |
$47.6K - $58.2K
|
92.3K
$39M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-153- 17.19% |
$47.9K - $58.6K
|
737
$311K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-153- 5.55% |
$47.9K - $58.6K
|
2.61K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-154- 0.33% |
$48.3K - $58.9K
|
45.9K
$19.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-154- 1.72% |
$48.3K - $58.9K
|
8.81K
$3.72M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-154- 0.69% |
$48.3K - $58.9K
|
22.3K
$9.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-155- 3.03% |
$48.6K - $59.3K
|
4.97K
$2.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-156- 5.5% |
$48.9K - $59.7K
|
2.68K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-156- 0.45% |
$48.9K - $59.7K
|
34.8K
$14.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-156- 7.82% |
$48.9K - $59.7K
|
1.84K
$777K
|