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
|
Novare Capital Management LLC
|
SELL
|
- |
-1.29K- 1.16% |
$403K - $492K
|
110K
$45.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.29K- 4.68% |
$406K - $495K
|
26.4K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.3K- 29.4% |
$407K - $497K
|
3.12K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.3K- 4.09% |
$407K - $497K
|
30.4K
$12.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.3K- 10.38% |
$407K - $498K
|
11.2K
$4.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.31K- 0.99% |
$410K - $500K
|
131K
$54.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.31K- 13.3% |
$411K - $501K
|
8.54K
$3.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.31K- 4.11% |
$412K - $503K
|
30.6K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.33K- 8.33% |
$418K - $510K
|
14.7K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.33K- 28.09% |
$418K - $510K
|
3.41K
$1.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.33K- 1.18% |
$418K - $511K
|
111K
$46.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.33K- 0.7% |
$418K - $511K
|
188K
$78.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 6.56% |
$419K - $512K
|
19K
$7.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.34K- 1.69% |
$420K - $512K
|
78.1K
$32.6M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.34K- 7.03% |
$420K - $512K
|
17.7K
$7.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-1.34K- 8.93% |
$420K - $513K
|
13.7K
$5.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.34K- 3.91% |
$420K - $513K
|
32.9K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.35K- 1.26% |
$423K - $517K
|
106K
$44.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.35K- 1.63% |
$424K - $517K
|
81.7K
$34.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.37K- 1.81% |
$429K - $524K
|
74.3K
$31M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.37K- 3.49% |
$429K - $524K
|
37.8K
$15.8M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.37K- 1.61% |
$430K - $525K
|
83.8K
$35M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 4.14% |
$431K - $526K
|
31.8K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.37K- 2.95% |
$431K - $526K
|
45.2K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.38K- 5.03% |
$432K - $527K
|
26K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.38K- 30.69% |
$432K - $528K
|
3.11K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.38K- 1.91% |
$432K - $528K
|
70.9K
$29.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.38K- 2.06% |
$432K - $528K
|
65.6K
$27.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.38K- 38.18% |
$433K - $529K
|
2.24K
$933K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-1.38K- 2.0% |
$433K - $529K
|
67.6K
$28.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 0.65% |
$434K - $530K
|
210K
$87.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.38K- 3.0% |
$434K - $530K
|
44.8K
$18.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.39K- 3.49% |
$434K - $530K
|
38.3K
$16M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-1.39K- 5.18% |
$434K - $530K
|
25.3K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.39K- 2.99% |
$435K - $531K
|
45K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 0.73% |
$436K - $533K
|
189K
$78.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.39K- 15.15% |
$436K - $533K
|
7.8K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.39K- 67.65% |
$437K - $533K
|
666
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-1.39K- 0.91% |
$437K - $533K
|
151K
$63.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.4K- 2.57% |
$437K - $534K
|
52.9K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-1.4K- 8.62% |
$437K - $534K
|
14.8K
$6.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.42K- 1.22% |
$444K - $542K
|
115K
$48M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.42K- 2.88% |
$444K - $542K
|
47.8K
$19.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-1.42K- 6.64% |
$446K - $545K
|
20K
$8.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.42K- 2.39% |
$446K - $545K
|
58.2K
$24.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.44K- 1.76% |
$450K - $550K
|
80.3K
$33.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.44K- 41.88% |
$450K - $550K
|
1.99K
$831K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.44K- 6.91% |
$451K - $551K
|
19.4K
$8.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.44K- 1.71% |
$451K - $551K
|
83K
$34.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.44K- 3.22% |
$451K - $551K
|
43.2K
$18M
|