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 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.06K- 2.8% |
$959K - $1.17M
|
106K
$44.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.06K- 43.24% |
$960K - $1.17M
|
4.02K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.07K- 6.76% |
$963K - $1.18M
|
42.4K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.08K- 0.68% |
$965K - $1.18M
|
453K
$190M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-3.11K- 16.03% |
$974K - $1.19M
|
16.3K
$6.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-3.13K- 1.6% |
$982K - $1.2M
|
193K
$81.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.13K- 4.54% |
$982K - $1.2M
|
65.9K
$27.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.15K- 13.84% |
$987K - $1.21M
|
19.6K
$8.24M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.15K- 3.41% |
$988K - $1.21M
|
89.3K
$37.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-3.16K- 3.79% |
$989K - $1.21M
|
80K
$33.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.18K- 1.85% |
$996K - $1.22M
|
168K
$70.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.19K- 8.93% |
$998K - $1.22M
|
32.5K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.2K- 10.06% |
$1M - $1.23M
|
28.6K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-3.24K- 3.82% |
$1.02M - $1.24M
|
81.6K
$34.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.25K- 0.19% |
$1.02M - $1.24M
|
1.72M
$724M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.25K- 3.81% |
$1.02M - $1.24M
|
82.1K
$34.5M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-3.28K- 10.63% |
$1.03M - $1.25M
|
27.6K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-3.28K- 20.17% |
$1.03M - $1.26M
|
13K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-3.31K- 92.0% |
$1.04M - $1.27M
|
288
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-3.31K- 1.56% |
$1.04M - $1.27M
|
210K
$88M
|
|
|
Feb 13, 2024
Q4 2023
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
SELL
|
- |
-3.33K- 5.39% |
$1.04M - $1.27M
|
58.4K
$24.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.34K- 2.92% |
$1.05M - $1.28M
|
111K
$46.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-3.35K- 2.23% |
$1.05M - $1.28M
|
147K
$61.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.36K- 1.01% |
$1.05M - $1.29M
|
328K
$138M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.36K- 1.87% |
$1.05M - $1.29M
|
177K
$74.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.38K- 1.65% |
$1.06M - $1.29M
|
201K
$84.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.39K- 2.18% |
$1.06M - $1.3M
|
152K
$63.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.41K- 12.26% |
$1.07M - $1.3M
|
24.4K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-3.42K- 31.33% |
$1.07M - $1.31M
|
7.5K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 3.17% |
$1.08M - $1.32M
|
105K
$44.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-3.48K- 3.37% |
$1.09M - $1.33M
|
100K
$42M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-3.49K- 1.14% |
$1.09M - $1.34M
|
303K
$127M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.52K- 2.87% |
$1.1M - $1.35M
|
119K
$50.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-3.52K- 0.52% |
$1.1M - $1.35M
|
676K
$284M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.52K- 20.42% |
$1.1M - $1.35M
|
13.7K
$5.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.53K- 1.82% |
$1.11M - $1.35M
|
190K
$80M
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-3.57K- 7.67% |
$1.12M - $1.37M
|
42.9K
$18M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-3.57K- 13.1% |
$1.12M - $1.37M
|
23.7K
$9.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.59K- 6.33% |
$1.12M - $1.37M
|
53K
$22.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.59K- 4.04% |
$1.12M - $1.37M
|
85.1K
$35.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.59K- 23.91% |
$1.13M - $1.37M
|
11.4K
$4.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-3.59K- 1.68% |
$1.13M - $1.38M
|
210K
$88.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.6K- 19.92% |
$1.13M - $1.38M
|
14.5K
$6.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.61K- 7.35% |
$1.13M - $1.38M
|
45.4K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.61K- 14.26% |
$1.13M - $1.38M
|
21.7K
$9.11M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-3.63K- 80.75% |
$1.14M - $1.39M
|
865
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-3.63K- 1.68% |
$1.14M - $1.39M
|
212K
$89.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-3.64K- 19.35% |
$1.14M - $1.39M
|
15.2K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-3.65K- 14.46% |
$1.14M - $1.4M
|
21.6K
$9.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3.65K- 1.59% |
$1.14M - $1.4M
|
226K
$95M
|