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 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-114- 0.89% |
$35.7K - $43.6K
|
12.6K
$5.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-114- 14.47% |
$35.7K - $43.6K
|
674
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-115- 0.27% |
$36K - $44K
|
42.8K
$17.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-116- 0.44% |
$36.4K - $44.4K
|
26K
$10.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-117- 0.07% |
$36.7K - $44.8K
|
172K
$70.4M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-117- 0.78% |
$36.7K - $44.8K
|
14.9K
$6.08M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-119- 1.38% |
$37.3K - $45.5K
|
8.49K
$3.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-120- 15.73% |
$37.6K - $45.9K
|
643
$263K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-121- 3.66% |
$37.9K - $46.3K
|
3.18K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-121- 0.61% |
$37.9K - $46.3K
|
19.9K
$8.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-122- 9.74% |
$38.2K - $46.7K
|
1.13K
$462K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-122- 0.28% |
$38.2K - $46.7K
|
43.8K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-123- 0.54% |
$38.5K - $47.1K
|
22.8K
$9.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-124- 0.38% |
$38.9K - $47.5K
|
32.6K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-124- 1.42% |
$38.9K - $47.5K
|
8.6K
$3.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-125- 3.08% |
$39.2K - $47.8K
|
3.93K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-126- 0.87% |
$39.5K - $48.2K
|
14.3K
$5.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-126- 3.24% |
$39.5K - $48.2K
|
3.77K
$1.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-127- 2.6% |
$39.8K - $48.6K
|
4.76K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-127- 0.12% |
$39.8K - $48.6K
|
109K
$44.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-128- 3.63% |
$40.1K - $49K
|
3.4K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-129- 12.08% |
$40.4K - $49.4K
|
939
$384K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-130- 1.35% |
$40.7K - $49.8K
|
9.52K
$3.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-130- 66.33% |
$40.7K - $49.8K
|
66
$27K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-130- 6.08% |
$40.7K - $49.8K
|
2.01K
$820K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-130- 1.83% |
$40.7K - $49.8K
|
6.97K
$2.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-130- 0.23% |
$40.7K - $49.8K
|
55.9K
$22.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-131- 9.92% |
$41.1K - $50.1K
|
1.19K
$486K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-131- 9.41% |
$41.1K - $50.1K
|
1.26K
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-131- 1.3% |
$41.1K - $50.1K
|
9.94K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-131- 1.11% |
$41.1K - $50.1K
|
11.7K
$4.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-132- 6.56% |
$41.4K - $50.5K
|
1.88K
$767K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-132- 1.58% |
$41.4K - $50.5K
|
8.22K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-132- 0.08% |
$41.4K - $50.5K
|
167K
$68.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-134- 1.25% |
$42K - $51.3K
|
10.6K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-135- 0.61% |
$42.3K - $51.7K
|
21.8K
$8.92M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-135- 6.37% |
$42.3K - $51.7K
|
1.98K
$810K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-136- 0.89% |
$42.6K - $52K
|
15.2K
$6.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-136- 0.62% |
$42.6K - $52K
|
21.8K
$8.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-137- 0.47% |
$42.9K - $52.4K
|
28.8K
$11.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-137- 0.24% |
$42.9K - $52.4K
|
56.8K
$23.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-137- 1.79% |
$42.9K - $52.4K
|
7.53K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-137- 0.77% |
$42.9K - $52.4K
|
17.6K
$7.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-138- 1.41% |
$43.2K - $52.8K
|
9.62K
$3.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-138- 1.66% |
$43.2K - $52.8K
|
8.17K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-139- 1.12% |
$43.6K - $53.2K
|
12.3K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-139- 0.96% |
$43.6K - $53.2K
|
14.4K
$5.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-140- 12.13% |
$43.9K - $53.6K
|
1.01K
$414K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-140- 5.99% |
$43.9K - $53.6K
|
2.2K
$898K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-140- 1.23% |
$43.9K - $53.6K
|
11.2K
$4.58M
|