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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-644- 7.89% |
$202K - $246K
|
7.52K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-646- 0.86% |
$202K - $247K
|
74.7K
$38.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-647- 12.1% |
$203K - $248K
|
4.7K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-648- 3.56% |
$203K - $248K
|
17.6K
$9.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-650- 5.66% |
$204K - $249K
|
10.8K
$5.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-651- 0.71% |
$204K - $249K
|
91.5K
$47.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-657- 5.88% |
$206K - $251K
|
10.5K
$5.45M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-657- 4.33% |
$206K - $251K
|
14.5K
$7.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-660- 6.86% |
$207K - $253K
|
8.96K
$4.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-661- 1.38% |
$207K - $253K
|
47.3K
$24.5M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-662- 6.13% |
$207K - $253K
|
10.1K
$5.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-663- 4.7% |
$208K - $254K
|
13.4K
$6.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-663- 0.35% |
$208K - $254K
|
188K
$97.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-666- 1.97% |
$209K - $255K
|
33.1K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-666- 8.38% |
$209K - $255K
|
7.29K
$3.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-672- 1.41% |
$211K - $257K
|
46.9K
$24.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-675- 1.14% |
$212K - $258K
|
58.8K
$30.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-676- 1.75% |
$212K - $259K
|
38.1K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-677- 4.13% |
$212K - $259K
|
15.7K
$8.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-682- 1.23% |
$214K - $261K
|
54.5K
$28.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-682- 11.99% |
$214K - $261K
|
5.01K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-683- 4.4% |
$214K - $261K
|
14.9K
$7.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-684- 0.76% |
$214K - $262K
|
89.9K
$46.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-685- 0.99% |
$215K - $262K
|
68.4K
$35.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-685- 1.29% |
$215K - $262K
|
52.6K
$27.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-686- 7.41% |
$215K - $263K
|
8.58K
$4.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-687- 9.43% |
$215K - $263K
|
6.6K
$3.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-688- 1.45% |
$216K - $263K
|
46.6K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-689- 2.18% |
$216K - $264K
|
30.9K
$16M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-689- 1.14% |
$216K - $264K
|
59.6K
$30.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-691- 5.22% |
$217K - $264K
|
12.5K
$6.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-692- 3.67% |
$217K - $265K
|
18.1K
$9.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-695- 3.68% |
$218K - $266K
|
18.2K
$9.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-696- 4.88% |
$218K - $266K
|
13.6K
$7.03M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-700- 2.09% |
$219K - $268K
|
32.8K
$17M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-702- 3.59% |
$220K - $269K
|
18.9K
$9.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-707- 3.3% |
$222K - $271K
|
20.7K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-708- 11.06% |
$222K - $271K
|
5.69K
$2.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-710- 1.39% |
$223K - $272K
|
50.4K
$26.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-710- 5.97% |
$223K - $272K
|
11.2K
$5.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-712- 44.28% |
$223K - $272K
|
896
$464K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-712- 0.77% |
$223K - $272K
|
91.5K
$47.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-712- 6.12% |
$223K - $272K
|
10.9K
$5.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-715- 6.14% |
$224K - $274K
|
10.9K
$5.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-716- 9.91% |
$224K - $274K
|
6.51K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-717- 2.64% |
$225K - $274K
|
26.5K
$13.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-723- 1.63% |
$227K - $277K
|
43.8K
$22.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-725- 14.44% |
$227K - $277K
|
4.3K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-726- 2.05% |
$228K - $278K
|
34.8K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-730- 2.66% |
$229K - $279K
|
26.7K
$13.9M
|