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 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-225- 6.98% |
$70.5K - $86.1K
|
3K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-226- 0.52% |
$70.8K - $86.5K
|
42.9K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-228- 0.8% |
$71.5K - $87.3K
|
28.4K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-229- 4.28% |
$71.8K - $87.6K
|
5.12K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-230- 3.63% |
$72.1K - $88K
|
6.1K
$2.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-231- 2.42% |
$72.4K - $88.4K
|
9.32K
$3.81M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-233- 1.18% |
$73K - $89.2K
|
19.6K
$8M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-235- 3.06% |
$73.6K - $89.9K
|
7.44K
$3.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-235- 0.74% |
$73.6K - $89.9K
|
31.4K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-235- 0.38% |
$73.6K - $89.9K
|
61.9K
$25.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-239- 3.45% |
$74.9K - $91.5K
|
6.69K
$2.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-240- 3.92% |
$75.2K - $91.8K
|
5.89K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-240- 0.91% |
$75.2K - $91.8K
|
26.1K
$10.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-242- 37.52% |
$75.8K - $92.6K
|
403
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-243- 1.09% |
$76.2K - $93K
|
22.1K
$9.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-244- 0.99% |
$76.5K - $93.4K
|
24.5K
$10M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-244- 0.99% |
$76.5K - $93.4K
|
24.5K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-245- 0.55% |
$76.8K - $93.8K
|
44.5K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-245- 0.8% |
$76.8K - $93.8K
|
30.3K
$12.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-247- 2.23% |
$77.4K - $94.5K
|
10.8K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-249- 22.33% |
$78K - $95.3K
|
866
$354K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-250- 4.87% |
$78.3K - $95.7K
|
4.89K
$2M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-250- 1.52% |
$78.3K - $95.7K
|
16.2K
$6.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-250- 28.34% |
$78.3K - $95.7K
|
632
$258K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-250- 3.11% |
$78.3K - $95.7K
|
7.78K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-250- 0.65% |
$78.3K - $95.7K
|
38.1K
$15.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-251- 1.41% |
$78.7K - $96.1K
|
17.5K
$7.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-251- 1.02% |
$78.7K - $96.1K
|
24.4K
$9.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-252- 2.31% |
$79K - $96.4K
|
10.7K
$4.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-253- 1.91% |
$79.3K - $96.8K
|
13K
$5.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-254- 0.73% |
$79.6K - $97.2K
|
34.4K
$14M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-255- 2.13% |
$79.9K - $97.6K
|
11.7K
$4.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-255- 5.8% |
$79.9K - $97.6K
|
4.14K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-255- 0.21% |
$79.9K - $97.6K
|
120K
$49M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-255- 1.46% |
$79.9K - $97.6K
|
17.3K
$7.05M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-256- 6.51% |
$80.2K - $98K
|
3.68K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-256- 0.98% |
$80.2K - $98K
|
25.8K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-257- 5.12% |
$80.5K - $98.4K
|
4.76K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-258- 0.13% |
$80.9K - $98.7K
|
200K
$81.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-259- 1.43% |
$81.2K - $99.1K
|
17.9K
$7.3M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-259- 4.54% |
$81.2K - $99.1K
|
5.44K
$2.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-260- 7.55% |
$81.5K - $99.5K
|
3.18K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-261- 1.39% |
$81.8K - $99.9K
|
18.5K
$7.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-262- 3.91% |
$82.1K - $100K
|
6.43K
$2.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-263- 5.43% |
$82.4K - $101K
|
4.58K
$1.87M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-263- 5.11% |
$82.4K - $101K
|
4.89K
$2M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-264- 0.33% |
$82.7K - $101K
|
78.8K
$32.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-264- 3.34% |
$82.7K - $101K
|
7.64K
$3.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-265- 0.65% |
$83K - $101K
|
40.4K
$16.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-265- 1.54% |
$83K - $101K
|
17K
$6.93M
|