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
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.49K- 4.92% |
$467K - $571K
|
28.8K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.49K- 0.95% |
$467K - $571K
|
156K
$65.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1.49K- 0.89% |
$468K - $571K
|
167K
$70M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.49K- 13.16% |
$468K - $571K
|
9.84K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.5K- 0.92% |
$469K - $573K
|
161K
$67.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-1.5K- 25.0% |
$470K - $574K
|
4.5K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.5K- 1.16% |
$470K - $574K
|
127K
$53.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.51K- 4.6% |
$472K - $577K
|
31.2K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.51K- 25.5% |
$474K - $578K
|
4.41K
$1.85M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.51K- 5.99% |
$474K - $579K
|
23.7K
$9.96M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.51K- 58.78% |
$474K - $579K
|
1.06K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.52K- 20.38% |
$476K - $582K
|
5.94K
$2.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 0.53% |
$481K - $588K
|
288K
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.54K- 4.42% |
$482K - $588K
|
33.2K
$14M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.54K- 7.18% |
$482K - $589K
|
19.9K
$8.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.54K- 14.59% |
$484K - $591K
|
9.04K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.55K- 0.09% |
$486K - $594K
|
1.77M
$745M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 2.9% |
$488K - $595K
|
52K
$21.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.56K- 0.49% |
$488K - $595K
|
316K
$133M
|
|
|
Feb 14, 2024
Q4 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.56K- 4.83% |
$489K - $597K
|
30.7K
$12.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.57K- 5.21% |
$491K - $600K
|
28.5K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.57K- 7.32% |
$493K - $602K
|
19.9K
$8.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-1.58K- 3.67% |
$494K - $603K
|
41.3K
$17.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.59K- 13.15% |
$497K - $607K
|
10.5K
$4.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 0.43% |
$498K - $608K
|
369K
$155M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.59K- 0.85% |
$498K - $608K
|
184K
$77.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.59K- 1.34% |
$498K - $608K
|
117K
$49.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.6K- 3.39% |
$501K - $612K
|
45.6K
$19.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-1.6K- 19.28% |
$501K - $612K
|
6.7K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-1.6K- 16.67% |
$501K - $612K
|
8K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-1.6K- 40.97% |
$501K - $612K
|
2.31K
$969K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.6K- 3.94% |
$502K - $613K
|
39.1K
$16.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.61K- 0.67% |
$503K - $615K
|
237K
$99.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.61K- 7.73% |
$505K - $617K
|
19.2K
$8.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.61K- 3.43% |
$506K - $618K
|
45.5K
$19.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.64K- 5.14% |
$512K - $626K
|
30.2K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.64K- 0.5% |
$513K - $626K
|
327K
$137M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-1.64K- 0.38% |
$513K - $627K
|
430K
$181M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.64K- 2.63% |
$515K - $629K
|
60.9K
$25.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.65K- 1.4% |
$516K - $630K
|
116K
$48.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.65K- 2.69% |
$517K - $631K
|
59.6K
$25.1M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.65K- 5.14% |
$517K - $632K
|
30.5K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-1.65K- 7.41% |
$518K - $633K
|
20.7K
$8.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.66K- 3.71% |
$519K - $633K
|
42.9K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.66K- 1.0% |
$520K - $635K
|
164K
$68.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.66K- 14.66% |
$521K - $636K
|
9.67K
$4.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.66K- 1.89% |
$521K - $636K
|
86.4K
$36.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.67K- 7.1% |
$522K - $638K
|
21.8K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.67K- 6.03% |
$524K - $640K
|
26K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1.67K- 1.57% |
$524K - $640K
|
105K
$44.1M
|