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
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.03K- 7.15% |
$322K - $393K
|
13.3K
$5.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.03K- 0.77% |
$322K - $394K
|
133K
$56M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.03K- 4.18% |
$323K - $395K
|
23.6K
$9.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.03K- 1.38% |
$323K - $395K
|
73.5K
$30.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.04K- 1.53% |
$326K - $398K
|
66.7K
$28M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.04K- 1.86% |
$326K - $398K
|
54.9K
$23.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.05K- 1.44% |
$327K - $400K
|
71.5K
$30M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.05K- 1.23% |
$328K - $400K
|
83.9K
$35.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.05K- 3.6% |
$328K - $400K
|
28K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.06K- 10.45% |
$331K - $404K
|
9.04K
$3.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1.06K- 2.68% |
$332K - $405K
|
38.4K
$16.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-1.07K- 1.72% |
$334K - $408K
|
60.8K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.65% |
$334K - $408K
|
63.8K
$26.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.07K- 2.9% |
$335K - $409K
|
35.7K
$15M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.4% |
$338K - $413K
|
75.9K
$31.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-1.08K- 3.22% |
$338K - $413K
|
32.4K
$13.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.08K- 21.07% |
$339K - $414K
|
4.05K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.08K- 17.92% |
$339K - $414K
|
4.95K
$2.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.08K- 4.01% |
$339K - $414K
|
25.9K
$10.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.09K- 9.09% |
$341K - $416K
|
10.9K
$4.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-1.09K- 3.55% |
$341K - $416K
|
29.6K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1.09K- 21.68% |
$343K - $419K
|
3.95K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-1.1K- 0.47% |
$344K - $420K
|
231K
$97.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.1K- 4.07% |
$344K - $420K
|
25.9K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Glynn Capital Management LLC
|
SELL
|
- |
-1.1K- 1.43% |
$345K - $421K
|
75.8K
$31.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.1K- 5.33% |
$345K - $422K
|
19.6K
$8.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 10.09% |
$348K - $425K
|
9.89K
$4.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 11.89% |
$348K - $425K
|
8.24K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 4.82% |
$349K - $426K
|
22K
$9.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.12K- 0.93% |
$350K - $427K
|
119K
$50M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.12K- 5.0% |
$350K - $428K
|
21.3K
$8.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.13K- 1.8% |
$354K - $432K
|
61.8K
$26M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.13K- 1.97% |
$355K - $433K
|
56.4K
$23.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-1.13K- 0.62% |
$355K - $434K
|
181K
$76M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.14K- 1.18% |
$357K - $436K
|
95.1K
$39.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.14K- 2.54% |
$358K - $437K
|
43.8K
$18.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.14K- 3.46% |
$359K - $438K
|
31.9K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.14K- 44.97% |
$359K - $438K
|
1.4K
$588K
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.15K- 8.22% |
$359K - $439K
|
12.8K
$5.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.15K- 2.45% |
$359K - $439K
|
45.7K
$19.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.15K- 0.43% |
$359K - $439K
|
265K
$111M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.15K- 12.47% |
$359K - $439K
|
8.05K
$3.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.15K- 1.9% |
$360K - $439K
|
59.4K
$24.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.15K- 3.65% |
$360K - $440K
|
30.4K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 40.34% |
$361K - $441K
|
1.7K
$716K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.15K- 4.51% |
$361K - $441K
|
24.4K
$10.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.15K- 3.65% |
$362K - $442K
|
30.4K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.16K- 1.21% |
$362K - $442K
|
94.1K
$39.5M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.16K- 8.84% |
$362K - $442K
|
11.9K
$5.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.17K- 0.57% |
$366K - $447K
|
204K
$85.9M
|