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 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-736- 1.13% |
$231K - $282K
|
64.4K
$33.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-738- 5.45% |
$231K - $282K
|
12.8K
$6.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-739- 1.29% |
$232K - $283K
|
56.6K
$29.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-740- 1.87% |
$232K - $283K
|
38.8K
$20.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-743- 8.11% |
$233K - $284K
|
8.42K
$4.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-743- 2.51% |
$233K - $284K
|
28.9K
$14.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-744- 2.41% |
$233K - $285K
|
30.2K
$15.6M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-744- 2.41% |
$233K - $285K
|
30.2K
$15.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-747- 0.79% |
$234K - $286K
|
94.2K
$48.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-750- 0.74% |
$235K - $287K
|
101K
$52.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-751- 8.57% |
$235K - $287K
|
8.02K
$4.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-753- 7.95% |
$236K - $288K
|
8.72K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-754- 1.95% |
$236K - $289K
|
37.9K
$19.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-755- 5.12% |
$237K - $289K
|
14K
$7.25M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-758- 21.81% |
$238K - $290K
|
2.72K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-759- 4.28% |
$238K - $290K
|
17K
$8.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-759- 4.11% |
$238K - $290K
|
17.7K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-762- 1.7% |
$239K - $292K
|
44.1K
$22.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-764- 1.97% |
$239K - $292K
|
38.1K
$19.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-764- 2.86% |
$239K - $292K
|
25.9K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-764- 0.61% |
$239K - $292K
|
124K
$64.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-773- 2.17% |
$242K - $296K
|
34.9K
$18.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-775- 6.75% |
$243K - $297K
|
10.7K
$5.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-778- 4.37% |
$244K - $298K
|
17K
$8.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-783- 0.41% |
$245K - $300K
|
191K
$98.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-784- 1.84% |
$246K - $300K
|
41.9K
$21.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-784- 1.56% |
$246K - $300K
|
49.5K
$25.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-784- 9.17% |
$246K - $300K
|
7.76K
$4.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-785- 0.64% |
$246K - $300K
|
122K
$63M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-785- 2.64% |
$246K - $300K
|
28.9K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-787- 1.12% |
$247K - $301K
|
69.5K
$36M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-788- 0.41% |
$247K - $302K
|
190K
$98.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-790- 1.08% |
$248K - $302K
|
72.3K
$37.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-793- 2.36% |
$249K - $303K
|
32.8K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-795- 8.66% |
$249K - $304K
|
8.38K
$4.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-798- 8.01% |
$250K - $305K
|
9.16K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-798- 16.89% |
$250K - $305K
|
3.93K
$2.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-799- 12.77% |
$250K - $306K
|
5.46K
$2.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-801- 5.66% |
$251K - $307K
|
13.4K
$6.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-801- 4.73% |
$251K - $307K
|
16.1K
$8.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-801- 20.18% |
$251K - $307K
|
3.17K
$1.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-805- 3.24% |
$252K - $308K
|
24.1K
$12.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-806- 14.47% |
$253K - $308K
|
4.76K
$2.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-808- 5.83% |
$253K - $309K
|
13.1K
$6.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-810- 1.93% |
$254K - $310K
|
41.2K
$21.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-817- 0.82% |
$256K - $313K
|
98.6K
$51M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-820- 4.29% |
$257K - $314K
|
18.3K
$9.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-820- 1.71% |
$257K - $314K
|
47.3K
$24.5M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-822- 1.01% |
$258K - $315K
|
80.7K
$41.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-827- 0.19% |
$259K - $316K
|
427K
$221M
|