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 |
|---|---|---|---|---|---|---|---|
|
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
$3.73M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-154- 0.69% |
$48.3K - $58.9K
|
22.3K
$9.42M
|
|
|
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
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-157- 0.52% |
$49.2K - $60.1K
|
30.3K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-159- 1.49% |
$49.8K - $60.8K
|
10.5K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-159- 0.25% |
$49.8K - $60.8K
|
63K
$26.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-159- 5.35% |
$49.8K - $60.8K
|
2.81K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-160- 1.87% |
$50.1K - $61.2K
|
8.4K
$3.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-160- 5.98% |
$50.1K - $61.2K
|
2.51K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-160- 2.31% |
$50.1K - $61.2K
|
6.78K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-160- 1.97% |
$50.1K - $61.2K
|
7.97K
$3.37M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-161- 1.22% |
$50.5K - $61.6K
|
13K
$5.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-161- 0.22% |
$50.5K - $61.6K
|
71.5K
$30.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-161- 0.12% |
$50.5K - $61.6K
|
136K
$57.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-161- 20.75% |
$50.5K - $61.6K
|
615
$260K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-162- 14.46% |
$50.8K - $62K
|
958
$405K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-165- 0.83% |
$51.7K - $63.1K
|
19.7K
$8.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-165- 2.8% |
$51.7K - $63.1K
|
5.74K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-165- 0.54% |
$51.7K - $63.1K
|
30.2K
$12.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-165- 0.91% |
$51.7K - $63.1K
|
18K
$7.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-165- 5.7% |
$51.7K - $63.1K
|
2.73K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-165- 4.44% |
$51.7K - $63.1K
|
3.55K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-165- 0.16% |
$51.7K - $63.1K
|
106K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-166- 3.06% |
$52K - $63.5K
|
5.26K
$2.22M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-166- 1.8% |
$52K - $63.5K
|
9.04K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-167- 0.28% |
$52.3K - $63.9K
|
59K
$25M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-167- 5.87% |
$52.3K - $63.9K
|
2.68K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-167- 2.12% |
$52.3K - $63.9K
|
7.72K
$3.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-169- 0.33% |
$53K - $64.7K
|
51.2K
$21.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-169- 0.82% |
$53K - $64.7K
|
20.4K
$8.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-170- 0.69% |
$53.3K - $65.1K
|
24.5K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-171- 2.96% |
$53.6K - $65.4K
|
5.6K
$2.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-173- 2.13% |
$54.2K - $66.2K
|
7.95K
$3.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-174- 0.57% |
$54.5K - $66.6K
|
30.2K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-175- 1.25% |
$54.8K - $67K
|
13.9K
$5.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-175- 1.83% |
$54.8K - $67K
|
9.37K
$3.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-175- 0.11% |
$54.8K - $67K
|
155K
$65.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-175- 3.13% |
$54.8K - $67K
|
5.42K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-175- 6.31% |
$54.8K - $67K
|
2.6K
$1.1M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-175- 8.19% |
$54.8K - $67K
|
1.96K
$829K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-176- 3.21% |
$55.2K - $67.4K
|
5.3K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-176- 1.04% |
$55.2K - $67.4K
|
16.8K
$7.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-177- 2.81% |
$55.5K - $67.7K
|
6.13K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-179- 0.38% |
$56.1K - $68.5K
|
47.1K
$19.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-180- 0.14% |
$56.4K - $68.9K
|
128K
$54.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-180- 1.0% |
$56.4K - $68.9K
|
17.8K
$7.53M
|