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 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-292- 0.62% |
$91.5K - $112K
|
47K
$20M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-293- 5.0% |
$91.8K - $112K
|
5.57K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-293- 1.93% |
$91.8K - $112K
|
14.9K
$6.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-295- 3.17% |
$92.5K - $113K
|
9K
$3.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-295- 4.26% |
$92.5K - $113K
|
6.63K
$2.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-297- 0.65% |
$93.1K - $114K
|
45.6K
$19.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-298- 0.95% |
$93.4K - $114K
|
31K
$13.2M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-299- 0.97% |
$93.7K - $114K
|
30.5K
$13M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-299- 0.74% |
$93.7K - $114K
|
40.3K
$17.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-299- 1.61% |
$93.7K - $114K
|
18.2K
$7.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-299- 0.16% |
$93.7K - $114K
|
189K
$80.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-300- 0.96% |
$94K - $115K
|
30.9K
$13.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-300- 1.63% |
$94K - $115K
|
18.2K
$7.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-300- 5.14% |
$94K - $115K
|
5.53K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-302- 7.24% |
$94.6K - $116K
|
3.87K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-302- 32.23% |
$94.6K - $116K
|
635
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-303- 1.38% |
$95K - $116K
|
21.6K
$9.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-303- 30.86% |
$95K - $116K
|
679
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-304- 0.9% |
$95.3K - $116K
|
33.6K
$14.3M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-305- 2.58% |
$95.6K - $117K
|
11.5K
$4.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-305- 19.83% |
$95.6K - $117K
|
1.23K
$525K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-307- 1.27% |
$96.2K - $117K
|
23.9K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-308- 1.01% |
$96.5K - $118K
|
30.2K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-308- 2.1% |
$96.5K - $118K
|
14.4K
$6.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-309- 5.09% |
$96.8K - $118K
|
5.77K
$2.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-311- 0.16% |
$97.5K - $119K
|
195K
$82.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-311- 0.41% |
$97.5K - $119K
|
74.8K
$31.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-311- 0.33% |
$97.5K - $119K
|
94.7K
$40.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-312- 0.59% |
$97.8K - $119K
|
52.8K
$22.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-313- 4.32% |
$98.1K - $120K
|
6.93K
$2.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-314- 1.58% |
$98.4K - $120K
|
19.6K
$8.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-315- 24.32% |
$98.7K - $121K
|
980
$417K
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-315- 0.64% |
$98.7K - $121K
|
48.9K
$20.8M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-316- 3.17% |
$99K - $121K
|
9.65K
$4.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
SELL
|
- |
-319- 0.24% |
$100K - $122K
|
131K
$55.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-320- 2.85% |
$100K - $122K
|
10.9K
$4.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-320- 3.92% |
$100K - $122K
|
7.85K
$3.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-321- 1.21% |
$101K - $123K
|
26.2K
$11.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-321- 25.32% |
$101K - $123K
|
947
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-322- 18.12% |
$101K - $123K
|
1.46K
$619K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-324- 1.04% |
$102K - $124K
|
30.8K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-325- 1.5% |
$102K - $124K
|
21.3K
$9.08M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-325- 1.51% |
$102K - $124K
|
21.2K
$9.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-325- 2.21% |
$102K - $124K
|
14.4K
$6.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-328- 0.64% |
$103K - $126K
|
50.6K
$21.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-329- 1.87% |
$103K - $126K
|
17.2K
$7.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-330- 0.63% |
$103K - $126K
|
52.4K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-330- 2.06% |
$103K - $126K
|
15.7K
$6.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-332- 3.16% |
$104K - $127K
|
10.2K
$4.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-333- 0.12% |
$104K - $127K
|
267K
$114M
|