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 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-489- 1.12% |
$153K - $187K
|
43.1K
$18M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-490- 3.51% |
$154K - $188K
|
13.5K
$5.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-492- 2.2% |
$154K - $188K
|
21.9K
$9.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-494- 0.67% |
$155K - $189K
|
73.5K
$30.6M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-494- 2.45% |
$155K - $189K
|
19.6K
$8.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-496- 0.75% |
$155K - $190K
|
65.9K
$27.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-497- 22.92% |
$156K - $190K
|
1.67K
$697K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-497- 0.42% |
$156K - $190K
|
117K
$48.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-497- 15.4% |
$156K - $190K
|
2.73K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-497- 5.26% |
$156K - $190K
|
8.95K
$3.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-499- 3.56% |
$156K - $191K
|
13.5K
$5.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-499- 2.68% |
$156K - $191K
|
18.1K
$7.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 5.6% |
$157K - $191K
|
8.42K
$3.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-500- 4.67% |
$157K - $191K
|
10.2K
$4.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-500- 2.21% |
$157K - $191K
|
22.1K
$9.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-500- 0.69% |
$157K - $191K
|
71.7K
$29.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-500- 4.15% |
$157K - $191K
|
11.5K
$4.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-500- 36.23% |
$157K - $191K
|
880
$367K
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-500- 6.83% |
$157K - $191K
|
6.82K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-500- 2.62% |
$157K - $191K
|
18.6K
$7.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-502- 1.17% |
$157K - $192K
|
42.3K
$17.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-505- 2.17% |
$158K - $193K
|
22.8K
$9.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-507- 3.31% |
$159K - $194K
|
14.8K
$6.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-508- 0.98% |
$159K - $194K
|
51.4K
$21.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-509- 2.97% |
$160K - $195K
|
16.6K
$6.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-511- 2.64% |
$160K - $196K
|
18.9K
$7.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-511- 0.48% |
$160K - $196K
|
105K
$43.9M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-511- 3.54% |
$160K - $196K
|
13.9K
$5.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-512- 0.26% |
$160K - $196K
|
193K
$80.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-515- 6.17% |
$161K - $197K
|
7.83K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-515- 1.46% |
$161K - $197K
|
34.8K
$14.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-516- 2.07% |
$162K - $197K
|
24.5K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-518- 0.51% |
$162K - $198K
|
101K
$42.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-518- 3.46% |
$162K - $198K
|
14.5K
$6.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-519- 0.71% |
$163K - $199K
|
72.9K
$30.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-521- 4.45% |
$163K - $199K
|
11.2K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-522- 0.4% |
$164K - $200K
|
130K
$54.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-524- 11.31% |
$164K - $201K
|
4.11K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-524- 3.86% |
$164K - $201K
|
13.1K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-524- 2.14% |
$164K - $201K
|
24K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-525- 1.72% |
$165K - $201K
|
30K
$12.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-526- 0.35% |
$165K - $201K
|
148K
$61.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-529- 1.29% |
$166K - $202K
|
40.6K
$16.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-530- 3.06% |
$166K - $203K
|
16.8K
$7.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-530- 3.01% |
$166K - $203K
|
17.1K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-532- 18.85% |
$167K - $204K
|
2.29K
$955K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-533- 0.72% |
$167K - $204K
|
74K
$30.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-534- 1.75% |
$167K - $204K
|
30K
$12.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-535- 10.72% |
$168K - $205K
|
4.46K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-535- 2.54% |
$168K - $205K
|
20.6K
$8.57M
|