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 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 4.98% |
$826K - $1.01M
|
50.3K
$21.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.64K- 2.0% |
$827K - $1.01M
|
130K
$54.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.65K- 6.78% |
$829K - $1.01M
|
36.3K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.66K- 9.47% |
$835K - $1.02M
|
25.4K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.67K- 3.57% |
$837K - $1.02M
|
72.1K
$30.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.67K- 13.1% |
$837K - $1.02M
|
17.7K
$7.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.72K- 21.69% |
$852K - $1.04M
|
9.81K
$4.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.73K- 15.73% |
$856K - $1.05M
|
14.6K
$6.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.75K- 13.94% |
$862K - $1.05M
|
17K
$7.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.76K- 7.51% |
$865K - $1.06M
|
34K
$14.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.76K- 6.91% |
$865K - $1.06M
|
37.2K
$15.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.77K- 0.97% |
$868K - $1.06M
|
281K
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.78K- 5.79% |
$872K - $1.07M
|
45.3K
$19M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.8K- 5.41% |
$876K - $1.07M
|
48.9K
$20.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.8K- 27.89% |
$877K - $1.07M
|
7.23K
$3.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.8K- 9.06% |
$877K - $1.07M
|
28.1K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.8K- 0.89% |
$878K - $1.07M
|
313K
$132M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.81K- 1.11% |
$880K - $1.08M
|
250K
$105M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.82K- 3.11% |
$882K - $1.08M
|
87.6K
$36.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.82K- 1.55% |
$885K - $1.08M
|
179K
$75.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.84K- 3.88% |
$888K - $1.08M
|
70.2K
$29.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 6.26% |
$889K - $1.09M
|
42.5K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-2.85K- 2.78% |
$892K - $1.09M
|
99.6K
$41.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.86K- 3.15% |
$897K - $1.1M
|
87.9K
$36.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-2.87K- 23.51% |
$901K - $1.1M
|
9.35K
$3.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.88K- 55.5% |
$902K - $1.1M
|
2.31K
$969K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.88K- 3.53% |
$903K - $1.1M
|
78.8K
$33.1M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.89K- 20.76% |
$906K - $1.11M
|
11K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.9K- 4.58% |
$908K - $1.11M
|
60.4K
$25.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.91K- 2.26% |
$910K - $1.11M
|
126K
$52.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.91K- 1.11% |
$913K - $1.11M
|
260K
$109M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.92K- 4.85% |
$914K - $1.12M
|
57.3K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-2.93K- 14.13% |
$917K - $1.12M
|
17.8K
$7.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-2.93K- 1.86% |
$918K - $1.12M
|
155K
$65.1M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-2.93K- 1.48% |
$918K - $1.12M
|
195K
$82.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.94K- 9.37% |
$921K - $1.13M
|
28.4K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-2.94K- 2.36% |
$922K - $1.13M
|
121K
$51M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.95K- 3.26% |
$925K - $1.13M
|
87.5K
$36.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-2.96K- 0.88% |
$928K - $1.13M
|
333K
$140M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.97K- 9.81% |
$929K - $1.13M
|
27.3K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-2.97K- 4.69% |
$930K - $1.14M
|
60.3K
$25.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.97K- 2.45% |
$931K - $1.14M
|
118K
$49.7M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.98K- 1.51% |
$935K - $1.14M
|
195K
$81.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.99K- 2.64% |
$938K - $1.15M
|
110K
$46.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3K- 1.22% |
$939K - $1.15M
|
242K
$102M
|
|
|
Feb 08, 2024
Q4 2023
|
Jackson Hill Advisors, LLC
|
SELL
|
- |
-3K- 8.82% |
$940K - $1.15M
|
31K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Artal Group S.A.
Luxembourg, N4 |
SELL
|
- |
-3K- 54.55% |
$940K - $1.15M
|
2.5K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.03K- 3.74% |
$949K - $1.16M
|
78K
$32.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-3.03K- 4.79% |
$949K - $1.16M
|
60.2K
$25.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-3.05K- 17.79% |
$956K - $1.17M
|
14.1K
$5.93M
|