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 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-378- 0.92% |
$118K - $145K
|
40.9K
$17M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-379- 1.81% |
$119K - $145K
|
20.6K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-379- 1.59% |
$119K - $145K
|
23.5K
$9.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-381- 1.17% |
$119K - $146K
|
32.2K
$13.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-383- 2.55% |
$120K - $147K
|
14.6K
$6.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-384- 1.01% |
$120K - $147K
|
37.5K
$15.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-385- 2.95% |
$121K - $147K
|
12.7K
$5.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
SELL
|
- |
-386- 0.16% |
$121K - $148K
|
246K
$102M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-387- 3.89% |
$121K - $148K
|
9.57K
$3.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-387- 1.31% |
$121K - $148K
|
29.2K
$12.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-388- 1.95% |
$122K - $148K
|
19.5K
$8.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-389- 8.53% |
$122K - $149K
|
4.17K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-389- 0.36% |
$122K - $149K
|
107K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-389- 22.43% |
$122K - $149K
|
1.35K
$561K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-390- 1.77% |
$122K - $149K
|
21.7K
$9.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-393- 5.94% |
$123K - $150K
|
6.22K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-394- 0.04% |
$123K - $151K
|
905K
$377M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-395- 1.36% |
$124K - $151K
|
28.7K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-396- 6.86% |
$124K - $152K
|
5.37K
$2.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-397- 0.59% |
$124K - $152K
|
67.3K
$28.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-399- 20.21% |
$125K - $153K
|
1.58K
$657K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-399- 18.36% |
$125K - $153K
|
1.77K
$740K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 2.23% |
$125K - $153K
|
17.5K
$7.3M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-401- 1.17% |
$126K - $153K
|
34K
$14.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-403- 0.5% |
$126K - $154K
|
79.5K
$33.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-403- 0.63% |
$126K - $154K
|
63.8K
$26.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-404- 3.46% |
$127K - $155K
|
11.3K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-404- 0.93% |
$127K - $155K
|
43.1K
$18M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-406- 23.15% |
$127K - $155K
|
1.35K
$562K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-406- 0.96% |
$127K - $155K
|
41.8K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-406- 2.77% |
$127K - $155K
|
14.2K
$5.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-408- 1.55% |
$128K - $156K
|
26K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-410- 0.58% |
$128K - $157K
|
70.8K
$29.5M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-410- 1.64% |
$128K - $157K
|
24.6K
$10.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-412- 1.06% |
$129K - $158K
|
38.5K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-412- 0.4% |
$129K - $158K
|
101K
$42.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-415- 2.76% |
$130K - $159K
|
14.6K
$6.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-416- 1.8% |
$130K - $159K
|
22.7K
$9.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-418- 0.15% |
$131K - $160K
|
274K
$114M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-419- 0.7% |
$131K - $160K
|
59.3K
$24.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-420- 3.74% |
$132K - $161K
|
10.8K
$4.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-421- 6.56% |
$132K - $161K
|
5.99K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-421- 3.17% |
$132K - $161K
|
12.8K
$5.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-423- 9.91% |
$133K - $162K
|
3.85K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-424- 4.0% |
$133K - $162K
|
10.2K
$4.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-425- 2.25% |
$133K - $163K
|
18.4K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-425- 16.66% |
$133K - $163K
|
2.13K
$887K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-427- 15.98% |
$134K - $163K
|
2.25K
$936K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-428- 13.09% |
$134K - $164K
|
2.84K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-428- 0.31% |
$134K - $164K
|
139K
$57.9M
|