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 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.98K- 3.0% |
$621K - $758K
|
64K
$26.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.98K- 4.89% |
$621K - $759K
|
38.6K
$16.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Xxec, Inc.
|
SELL
|
- |
-1.99K- 5.93% |
$622K - $760K
|
31.5K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.99K- 2.5% |
$624K - $762K
|
77.7K
$32.7M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.99K- 3.81% |
$625K - $763K
|
50.4K
$21.2M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2K- 0.27% |
$626K - $764K
|
726K
$305M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2K- 1.23% |
$626K - $765K
|
161K
$67.5M
|
|
|
Jan 08, 2024
Q4 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 7.47% |
$627K - $765K
|
24.8K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Canal Insurance CO
|
SELL
|
- |
-2K- 3.1% |
$627K - $765K
|
62.5K
$26.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 11.11% |
$627K - $765K
|
16K
$6.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.02K- 0.85% |
$633K - $773K
|
237K
$99.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.02K- 3.84% |
$634K - $774K
|
50.6K
$21.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.03K- 4.83% |
$637K - $778K
|
40.1K
$16.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.03K- 8.19% |
$637K - $778K
|
22.8K
$9.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-2.04K- 6.82% |
$639K - $780K
|
27.9K
$11.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.05K- 11.26% |
$642K - $784K
|
16.1K
$6.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-2.06K- 25.11% |
$645K - $787K
|
6.13K
$2.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-2.06K- 1.49% |
$646K - $789K
|
136K
$57.1M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-2.06K- 7.43% |
$647K - $790K
|
25.7K
$10.8M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.07K- 3.65% |
$647K - $790K
|
54.5K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-2.09K- 6.01% |
$656K - $801K
|
32.8K
$13.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.1K- 44.61% |
$657K - $802K
|
2.6K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-2.1K- 5.29% |
$658K - $804K
|
37.6K
$15.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-2.1K- 3.35% |
$658K - $804K
|
60.5K
$25.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 0.1% |
$660K - $806K
|
2.05M
$862M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.11K- 9.75% |
$661K - $807K
|
19.5K
$8.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.12K- 14.45% |
$663K - $809K
|
12.5K
$5.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.13K- 13.56% |
$667K - $815K
|
13.6K
$5.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.14K- 7.65% |
$669K - $817K
|
25.8K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-2.16K- 63.1% |
$676K - $825K
|
1.26K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.16K- 0.86% |
$677K - $826K
|
249K
$104M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.16K- 4.03% |
$677K - $827K
|
51.4K
$21.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-2.17K- 2.26% |
$679K - $830K
|
93.7K
$39.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.17K- 0.75% |
$680K - $831K
|
288K
$121M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.18K- 0.38% |
$683K - $834K
|
576K
$242M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-2.19K- 1.64% |
$686K - $838K
|
131K
$55.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
SELL
|
- |
-2.22K- 16.6% |
$695K - $848K
|
11.1K
$4.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-2.22K- 3.75% |
$695K - $849K
|
56.9K
$23.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.22K- 12.28% |
$696K - $850K
|
15.9K
$6.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.23K- 3.15% |
$698K - $853K
|
68.6K
$28.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-2.23K- 9.89% |
$699K - $853K
|
20.3K
$8.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.23K- 4.5% |
$699K - $854K
|
47.3K
$19.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.24K- 6.21% |
$701K - $856K
|
33.8K
$14.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Long Walk Management LP
|
SELL
|
- |
-2.25K- 7.2% |
$705K - $861K
|
29K
$12.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.26K- 0.23% |
$707K - $863K
|
983K
$413M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.26K- 0.23% |
$707K - $863K
|
983K
$413M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.26K- 6.97% |
$708K - $864K
|
30.2K
$12.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.26K- 1.69% |
$710K - $866K
|
132K
$55.3M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-2.27K- 2.1% |
$710K - $867K
|
106K
$44.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.27K- 0.55% |
$710K - $868K
|
408K
$172M
|