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 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-265- 3.12% |
$83K - $101K
|
8.24K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-265- 0.29% |
$83K - $101K
|
92.5K
$37.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-265- 1.08% |
$83K - $101K
|
24.2K
$9.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-267- 0.44% |
$83.7K - $102K
|
60K
$24.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-268- 0.42% |
$84K - $103K
|
64.3K
$26.3M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-270- 4.22% |
$84.6K - $103K
|
6.14K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-270- 2.33% |
$84.6K - $103K
|
11.3K
$4.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-271- 1.7% |
$84.9K - $104K
|
15.6K
$6.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-272- 0.89% |
$85.2K - $104K
|
30.4K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-272- 0.29% |
$85.2K - $104K
|
93.1K
$38M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-273- 2.0% |
$85.6K - $104K
|
13.4K
$5.46M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-273- 1.56% |
$85.6K - $104K
|
17.2K
$7.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-277- 0.64% |
$86.8K - $106K
|
43.3K
$17.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-278- 4.36% |
$87.1K - $106K
|
6.1K
$2.49M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-279- 2.3% |
$87.4K - $107K
|
11.9K
$4.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-279- 1.44% |
$87.4K - $107K
|
19.1K
$7.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-279- 4.24% |
$87.4K - $107K
|
6.31K
$2.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-280- 1.99% |
$87.7K - $107K
|
13.8K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-280- 0.43% |
$87.7K - $107K
|
64.8K
$26.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-281- 3.21% |
$88.1K - $108K
|
8.48K
$3.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-281- 0.64% |
$88.1K - $108K
|
43.9K
$17.9M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-281- 4.39% |
$88.1K - $108K
|
6.13K
$2.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-284- 5.43% |
$89K - $109K
|
4.95K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-284- 2.81% |
$89K - $109K
|
9.83K
$4.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-285- 1.58% |
$89.3K - $109K
|
17.8K
$7.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-285- 18.53% |
$89.3K - $109K
|
1.25K
$512K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-286- 1.85% |
$89.6K - $109K
|
15.2K
$6.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-286- 3.16% |
$89.6K - $109K
|
8.75K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-286- 2.12% |
$89.6K - $109K
|
13.2K
$5.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-288- 1.31% |
$90.3K - $110K
|
21.8K
$8.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-289- 3.07% |
$90.6K - $111K
|
9.13K
$3.73M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-290- 2.16% |
$90.9K - $111K
|
13.1K
$5.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-290- 0.3% |
$90.9K - $111K
|
96.2K
$39.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-291- 12.91% |
$91.2K - $111K
|
1.96K
$802K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-292- 0.62% |
$91.5K - $112K
|
47K
$19.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-293- 5.0% |
$91.8K - $112K
|
5.57K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-293- 1.93% |
$91.8K - $112K
|
14.9K
$6.09M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-293- 0.86% |
$91.8K - $112K
|
33.6K
$13.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-295- 3.17% |
$92.5K - $113K
|
9K
$3.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-295- 4.26% |
$92.5K - $113K
|
6.63K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-297- 0.65% |
$93.1K - $114K
|
45.6K
$18.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-298- 0.95% |
$93.4K - $114K
|
31K
$12.7M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-299- 0.97% |
$93.7K - $114K
|
30.5K
$12.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-299- 0.74% |
$93.7K - $114K
|
40.3K
$16.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-299- 1.61% |
$93.7K - $114K
|
18.2K
$7.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-299- 0.16% |
$93.7K - $114K
|
189K
$77.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-300- 0.96% |
$94K - $115K
|
30.9K
$12.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-300- 1.63% |
$94K - $115K
|
18.2K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-300- 5.14% |
$94K - $115K
|
5.53K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-302- 7.24% |
$94.6K - $116K
|
3.87K
$1.58M
|