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 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-571- 2.56% |
$179K - $219K
|
21.8K
$8.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-573- 0.91% |
$180K - $219K
|
62.5K
$25.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-573- 1.48% |
$180K - $219K
|
38.2K
$15.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-574- 3.81% |
$180K - $220K
|
14.5K
$5.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-574- 14.52% |
$180K - $220K
|
3.38K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-575- 0.84% |
$180K - $220K
|
68.3K
$27.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-576- 0.82% |
$181K - $220K
|
69.7K
$28.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-577- 1.19% |
$181K - $221K
|
48K
$19.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-578- 13.03% |
$181K - $221K
|
3.86K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-583- 3.87% |
$183K - $223K
|
14.5K
$5.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-583- 3.63% |
$183K - $223K
|
15.5K
$6.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-584- 11.18% |
$183K - $223K
|
4.64K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-585- 2.87% |
$183K - $224K
|
19.8K
$8.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-585- 23.77% |
$183K - $224K
|
1.88K
$766K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-586- 23.62% |
$184K - $224K
|
1.9K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-586- 1.51% |
$184K - $224K
|
38.3K
$15.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-587- 5.23% |
$184K - $225K
|
10.6K
$4.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-589- 1.43% |
$185K - $225K
|
40.5K
$16.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-591- 2.54% |
$185K - $226K
|
22.6K
$9.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-591- 18.64% |
$185K - $226K
|
2.58K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-592- 1.85% |
$186K - $227K
|
31.4K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-592- 14.56% |
$186K - $227K
|
3.48K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-592- 1.36% |
$186K - $227K
|
42.9K
$17.5M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-592- 1.36% |
$186K - $227K
|
42.9K
$17.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-593- 0.43% |
$186K - $227K
|
139K
$56.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-593- 4.33% |
$186K - $227K
|
13.1K
$5.35M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-593- 1.19% |
$186K - $227K
|
49.4K
$20.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-594- 1.52% |
$186K - $227K
|
38.4K
$15.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-596- 0.67% |
$187K - $228K
|
88.1K
$36M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-599- 0.98% |
$188K - $229K
|
60.6K
$24.7M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-600- 4.17% |
$188K - $230K
|
13.8K
$5.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-603- 50.59% |
$189K - $231K
|
589
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-604- 44.18% |
$189K - $231K
|
763
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-606- 0.8% |
$190K - $232K
|
75.2K
$30.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-606- 3.98% |
$190K - $232K
|
14.6K
$5.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-611- 2.71% |
$191K - $234K
|
21.9K
$8.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-611- 1.64% |
$191K - $234K
|
36.6K
$14.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-613- 2.82% |
$192K - $235K
|
21.2K
$8.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-613- 0.56% |
$192K - $235K
|
109K
$44.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-615- 7.22% |
$193K - $235K
|
7.91K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-616- 1.64% |
$193K - $236K
|
37K
$15.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-618- 6.28% |
$194K - $237K
|
9.22K
$3.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-619- 3.9% |
$194K - $237K
|
15.3K
$6.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-620- 3.19% |
$194K - $237K
|
18.8K
$7.7M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-620- 16.94% |
$194K - $237K
|
3.04K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-624- 0.75% |
$196K - $239K
|
82.4K
$33.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-625- 1.32% |
$196K - $239K
|
46.8K
$19.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-629- 3.08% |
$197K - $241K
|
19.8K
$8.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-629- 3.15% |
$197K - $241K
|
19.3K
$7.89M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-629- 9.35% |
$197K - $241K
|
6.1K
$2.49M
|