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 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-539- 2.39% |
$169K - $206K
|
22K
$9.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-541- 4.81% |
$170K - $207K
|
10.7K
$4.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-541- 1.83% |
$170K - $207K
|
29K
$12.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-542- 1.12% |
$170K - $207K
|
48K
$20M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-542- 1.94% |
$170K - $207K
|
27.4K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-543- 4.6% |
$170K - $208K
|
11.3K
$4.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-545- 3.04% |
$171K - $209K
|
17.4K
$7.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-550- 5.52% |
$172K - $210K
|
9.41K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-550- 7.95% |
$172K - $210K
|
6.37K
$2.66M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-554- 1.53% |
$174K - $212K
|
35.7K
$14.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-556- 0.72% |
$174K - $213K
|
76.4K
$31.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-556- 1.96% |
$174K - $213K
|
27.8K
$11.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-557- 4.79% |
$175K - $213K
|
11.1K
$4.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-558- 5.24% |
$175K - $214K
|
10.1K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-562- 0.45% |
$176K - $215K
|
123K
$51.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-563- 2.04% |
$176K - $215K
|
27K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-564- 1.92% |
$177K - $216K
|
28.8K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-565- 4.76% |
$177K - $216K
|
11.3K
$4.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-566- 0.71% |
$177K - $217K
|
78.9K
$32.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-566- 0.72% |
$177K - $217K
|
78.5K
$32.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-567- 5.65% |
$178K - $217K
|
9.48K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-568- 4.24% |
$178K - $217K
|
12.8K
$5.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-571- 2.56% |
$179K - $219K
|
21.8K
$9.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-573- 0.91% |
$180K - $219K
|
62.5K
$26.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-573- 1.48% |
$180K - $219K
|
38.2K
$15.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-574- 3.81% |
$180K - $220K
|
14.5K
$6.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-574- 14.52% |
$180K - $220K
|
3.38K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-575- 0.84% |
$180K - $220K
|
68.3K
$28.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-576- 0.82% |
$181K - $220K
|
69.7K
$29.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-577- 1.19% |
$181K - $221K
|
48K
$20M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-578- 13.03% |
$181K - $221K
|
3.86K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-583- 3.87% |
$183K - $223K
|
14.5K
$6.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-583- 3.63% |
$183K - $223K
|
15.5K
$6.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-584- 11.18% |
$183K - $223K
|
4.64K
$1.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-585- 2.87% |
$183K - $224K
|
19.8K
$8.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-585- 23.77% |
$183K - $224K
|
1.88K
$782K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-586- 23.62% |
$184K - $224K
|
1.9K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-586- 1.51% |
$184K - $224K
|
38.3K
$16M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-587- 5.23% |
$184K - $225K
|
10.6K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-589- 1.43% |
$185K - $225K
|
40.5K
$16.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-591- 2.54% |
$185K - $226K
|
22.6K
$9.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-591- 18.64% |
$185K - $226K
|
2.58K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-592- 1.85% |
$186K - $227K
|
31.4K
$13.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-592- 14.56% |
$186K - $227K
|
3.48K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-592- 1.36% |
$186K - $227K
|
42.9K
$17.9M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-592- 1.36% |
$186K - $227K
|
42.9K
$17.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-593- 0.43% |
$186K - $227K
|
139K
$57.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-593- 4.33% |
$186K - $227K
|
13.1K
$5.47M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-593- 1.19% |
$186K - $227K
|
49.4K
$20.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-594- 1.52% |
$186K - $227K
|
38.4K
$16M
|