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 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-47- 0.55% |
$14.7K - $18K
|
8.55K
$3.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-48- 3.33% |
$15K - $18.4K
|
1.39K
$578K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-48- 0.96% |
$15K - $18.4K
|
4.94K
$2.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-48- 0.53% |
$15K - $18.4K
|
9.04K
$3.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-48- 0.07% |
$15K - $18.4K
|
66.8K
$27.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-49- 0.16% |
$15.4K - $18.8K
|
30.2K
$12.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-50- 0.28% |
$15.7K - $19.1K
|
17.7K
$7.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-50- 1.03% |
$15.7K - $19.1K
|
4.78K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-50- 0.67% |
$15.7K - $19.1K
|
7.46K
$3.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-50- 0.5% |
$15.7K - $19.1K
|
9.95K
$4.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-50- 0.18% |
$15.7K - $19.1K
|
27.3K
$11.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 7.14% |
$15.7K - $19.1K
|
650
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-50- 0.38% |
$15.7K - $19.1K
|
13.1K
$5.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-50- 6.52% |
$15.7K - $19.1K
|
717
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-50- 0.17% |
$15.7K - $19.1K
|
30K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-50- 0.31% |
$15.7K - $19.1K
|
15.9K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.26% |
$15.7K - $19.1K
|
19K
$7.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-51- 0.69% |
$16K - $19.5K
|
7.3K
$3.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-51- 0.99% |
$16K - $19.5K
|
5.09K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-51- 2.41% |
$16K - $19.5K
|
2.07K
$858K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-52- 2.29% |
$16.3K - $19.9K
|
2.22K
$919K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-52- 0.05% |
$16.3K - $19.9K
|
103K
$42.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-53- 1.52% |
$16.6K - $20.3K
|
3.44K
$1.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-53- 0.89% |
$16.6K - $20.3K
|
5.9K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-53- 2.54% |
$16.6K - $20.3K
|
2.03K
$843K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.33% |
$16.9K - $20.7K
|
16.4K
$6.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-54- 2.01% |
$16.9K - $20.7K
|
2.63K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-54- 0.28% |
$16.9K - $20.7K
|
19.5K
$8.08M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-54- 0.32% |
$16.9K - $20.7K
|
16.6K
$6.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-55- 0.25% |
$17.2K - $21K
|
21.5K
$8.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-55- 1.1% |
$17.2K - $21K
|
4.95K
$2.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-55- 2.86% |
$17.2K - $21K
|
1.87K
$776K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-55- 0.2% |
$17.2K - $21K
|
27.8K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-55- 2.6% |
$17.2K - $21K
|
2.06K
$855K
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-55- 0.08% |
$17.2K - $21K
|
70K
$29.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-56- 0.42% |
$17.5K - $21.4K
|
13.2K
$5.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-56- 2.18% |
$17.5K - $21.4K
|
2.51K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-56- 1.48% |
$17.5K - $21.4K
|
3.74K
$1.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-57- 0.4% |
$17.9K - $21.8K
|
14.2K
$5.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-57- 0.3% |
$17.9K - $21.8K
|
19.2K
$7.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-57- 1.09% |
$17.9K - $21.8K
|
5.16K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-57- 5.14% |
$17.9K - $21.8K
|
1.05K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-58- 0.09% |
$18.2K - $22.2K
|
67K
$27.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-59- 0.63% |
$18.5K - $22.6K
|
9.34K
$3.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-59- 1.8% |
$18.5K - $22.6K
|
3.23K
$1.34M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-59- 0.07% |
$18.5K - $22.6K
|
80.2K
$33.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-60- 0.55% |
$18.8K - $23K
|
10.9K
$4.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-60- 0.42% |
$18.8K - $23K
|
14.1K
$5.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-60- 3.19% |
$18.8K - $23K
|
1.82K
$755K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-60- 0.88% |
$18.8K - $23K
|
6.79K
$2.82M
|