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 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-1.4K- 8.62% |
$437K - $534K
|
14.8K
$7.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.42K- 1.22% |
$444K - $542K
|
115K
$58.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.42K- 2.88% |
$444K - $542K
|
47.8K
$24.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-1.42K- 6.64% |
$446K - $545K
|
20K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.42K- 2.39% |
$446K - $545K
|
58.2K
$29.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.44K- 1.76% |
$450K - $550K
|
80.3K
$41M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.44K- 41.88% |
$450K - $550K
|
1.99K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.44K- 6.91% |
$451K - $551K
|
19.4K
$9.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.44K- 1.71% |
$451K - $551K
|
83K
$42.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.44K- 3.22% |
$451K - $551K
|
43.2K
$22.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-1.44K- 29.93% |
$452K - $552K
|
3.38K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-1.44K- 58.12% |
$452K - $552K
|
1.04K
$531K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.46K- 4.12% |
$456K - $557K
|
33.9K
$17.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.46K- 10.11% |
$458K - $559K
|
13K
$6.63M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.46K- 1.23% |
$458K - $559K
|
118K
$60M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-1.48K- 11.97% |
$462K - $564K
|
10.8K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.48K- 27.88% |
$464K - $567K
|
3.83K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.49K- 3.45% |
$466K - $569K
|
41.6K
$21.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.49K- 52.6% |
$466K - $569K
|
1.34K
$685K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.49K- 4.92% |
$467K - $571K
|
28.8K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.49K- 0.95% |
$467K - $571K
|
156K
$79.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1.49K- 0.89% |
$468K - $571K
|
167K
$85.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.49K- 13.16% |
$468K - $571K
|
9.84K
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.5K- 0.92% |
$469K - $573K
|
161K
$82.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-1.5K- 25.0% |
$470K - $574K
|
4.5K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.5K- 1.16% |
$470K - $574K
|
127K
$65.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.51K- 4.6% |
$472K - $577K
|
31.2K
$16M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.51K- 25.5% |
$474K - $578K
|
4.41K
$2.26M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.51K- 5.99% |
$474K - $579K
|
23.7K
$12.1M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.51K- 58.78% |
$474K - $579K
|
1.06K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.52K- 20.38% |
$476K - $582K
|
5.94K
$3.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 0.53% |
$481K - $588K
|
288K
$147M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.54K- 4.42% |
$482K - $588K
|
33.2K
$17M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.54K- 7.18% |
$482K - $589K
|
19.9K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.54K- 14.59% |
$484K - $591K
|
9.04K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.55K- 0.09% |
$486K - $594K
|
1.77M
$906M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 2.9% |
$488K - $595K
|
52K
$26.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.56K- 0.49% |
$488K - $595K
|
316K
$161M
|
|
|
Feb 14, 2024
Q4 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.56K- 4.83% |
$489K - $597K
|
30.7K
$15.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.57K- 5.21% |
$491K - $600K
|
28.5K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.57K- 7.32% |
$493K - $602K
|
19.9K
$10.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-1.58K- 3.67% |
$494K - $603K
|
41.3K
$21.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.59K- 13.15% |
$497K - $607K
|
10.5K
$5.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 0.43% |
$498K - $608K
|
369K
$189M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.59K- 0.85% |
$498K - $608K
|
184K
$94.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.59K- 1.34% |
$498K - $608K
|
117K
$59.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.6K- 3.39% |
$501K - $612K
|
45.6K
$23.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-1.6K- 19.28% |
$501K - $612K
|
6.7K
$3.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-1.6K- 16.67% |
$501K - $612K
|
8K
$4.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-1.6K- 40.97% |
$501K - $612K
|
2.31K
$1.18M
|