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 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.21K- 14.88% |
$380K - $464K
|
6.94K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.22K- 3.07% |
$381K - $466K
|
38.4K
$20.2M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.22K- 5.24% |
$383K - $468K
|
22.1K
$11.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.22K- 4.62% |
$383K - $468K
|
25.2K
$13.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.23K- 11.36% |
$384K - $469K
|
9.57K
$5.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.23K- 6.77% |
$384K - $469K
|
16.9K
$8.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.23K- 0.84% |
$385K - $470K
|
146K
$76.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.23K- 3.97% |
$386K - $471K
|
29.8K
$15.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-1.23K- 1.34% |
$387K - $472K
|
90.8K
$47.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 1.19% |
$387K - $472K
|
103K
$54M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.24K- 1.38% |
$389K - $475K
|
88.7K
$46.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.24K- 3.02% |
$389K - $475K
|
39.8K
$20.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.25K- 4.28% |
$390K - $476K
|
27.9K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.25K- 4.58% |
$392K - $478K
|
26K
$13.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.25K- 2.24% |
$392K - $479K
|
54.6K
$28.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.25K- 5.04% |
$393K - $480K
|
23.6K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 5.12% |
$393K - $480K
|
23.2K
$12.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Capco Asset Management, LLC
|
SELL
|
- |
-1.26K- 0.88% |
$394K - $481K
|
141K
$74.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.26K- 3.48% |
$396K - $484K
|
35K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.27K- 2.14% |
$397K - $484K
|
57.8K
$30.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.27K- 4.85% |
$398K - $486K
|
24.9K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-1.27K- 8.3% |
$398K - $486K
|
14K
$7.38M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.28K- 2.85% |
$400K - $488K
|
43.5K
$22.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.28K- 3.88% |
$402K - $491K
|
31.8K
$16.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.29K- 1.16% |
$403K - $492K
|
110K
$57.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.29K- 4.68% |
$406K - $495K
|
26.4K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.3K- 29.4% |
$407K - $497K
|
3.12K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.3K- 4.09% |
$407K - $497K
|
30.4K
$16M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.3K- 10.38% |
$407K - $498K
|
11.2K
$5.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.31K- 0.99% |
$410K - $500K
|
131K
$69.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.31K- 13.3% |
$411K - $501K
|
8.54K
$4.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.31K- 4.11% |
$412K - $503K
|
30.6K
$16.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.33K- 8.33% |
$418K - $510K
|
14.7K
$7.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.33K- 28.09% |
$418K - $510K
|
3.41K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.33K- 1.18% |
$418K - $511K
|
111K
$58.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.33K- 0.7% |
$418K - $511K
|
188K
$98.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 6.56% |
$419K - $512K
|
19K
$10M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.34K- 1.69% |
$420K - $512K
|
78.1K
$41.1M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.34K- 7.03% |
$420K - $512K
|
17.7K
$9.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-1.34K- 8.93% |
$420K - $513K
|
13.7K
$7.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.34K- 3.91% |
$420K - $513K
|
32.9K
$17.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.35K- 1.26% |
$423K - $517K
|
106K
$55.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.35K- 1.63% |
$424K - $517K
|
81.7K
$43M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.37K- 1.81% |
$429K - $524K
|
74.3K
$39.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.37K- 3.49% |
$429K - $524K
|
37.8K
$19.9M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.37K- 1.61% |
$430K - $525K
|
83.8K
$44.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 4.14% |
$431K - $526K
|
31.8K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.37K- 2.95% |
$431K - $526K
|
45.2K
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.38K- 5.03% |
$432K - $527K
|
26K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.38K- 30.69% |
$432K - $528K
|
3.11K
$1.64M
|