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 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-76- 0.54% |
$23.8K - $29.1K
|
14.1K
$5.84M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-76- 1.79% |
$23.8K - $29.1K
|
4.17K
$1.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-77- 2.7% |
$24.1K - $29.5K
|
2.77K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-77- 6.53% |
$24.1K - $29.5K
|
1.1K
$457K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-78- 1.58% |
$24.4K - $29.9K
|
4.84K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-78- 0.75% |
$24.4K - $29.9K
|
10.3K
$4.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-79- 0.05% |
$24.8K - $30.2K
|
146K
$60.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-79- 5.86% |
$24.8K - $30.2K
|
1.27K
$526K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-79- 1.39% |
$24.8K - $30.2K
|
5.6K
$2.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-80- 6.64% |
$25.1K - $30.6K
|
1.12K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-80- 2.12% |
$25.1K - $30.6K
|
3.69K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-80- 0.44% |
$25.1K - $30.6K
|
18.2K
$7.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-81- 0.66% |
$25.4K - $31K
|
12.2K
$5.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-81- 6.3% |
$25.4K - $31K
|
1.2K
$500K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-82- 1.9% |
$25.7K - $31.4K
|
4.24K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-82- 0.65% |
$25.7K - $31.4K
|
12.5K
$5.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-82- 0.2% |
$25.7K - $31.4K
|
40.4K
$16.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-83- 2.6% |
$26K - $31.8K
|
3.11K
$1.29M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84- 0.65% |
$26.3K - $32.1K
|
12.8K
$5.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-85- 0.34% |
$26.6K - $32.5K
|
25.2K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-85- 0.84% |
$26.6K - $32.5K
|
10K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-85- 0.28% |
$26.6K - $32.5K
|
30K
$12.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.29% |
$26.6K - $32.5K
|
6.52K
$2.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-86- 6.09% |
$27K - $32.9K
|
1.33K
$550K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-87- 5.01% |
$27.3K - $33.3K
|
1.65K
$685K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-88- 0.16% |
$27.6K - $33.7K
|
54.1K
$22.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-90- 9.05% |
$28.2K - $34.4K
|
904
$375K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-90- 2.41% |
$28.2K - $34.4K
|
3.65K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-90- 0.6% |
$28.2K - $34.4K
|
15K
$6.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-90- 0.29% |
$28.2K - $34.4K
|
31.4K
$13M
|
|
|
Jan 30, 2024
Q4 2023
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-90- 14.35% |
$28.2K - $34.4K
|
537
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-90- 0.12% |
$28.2K - $34.4K
|
75.7K
$31.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-90- 6.28% |
$28.2K - $34.4K
|
1.34K
$557K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-91- 0.89% |
$28.5K - $34.8K
|
10.2K
$4.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-91- 4.95% |
$28.5K - $34.8K
|
1.75K
$725K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-91- 0.64% |
$28.5K - $34.8K
|
14.1K
$5.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-91- 13.5% |
$28.5K - $34.8K
|
583
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-92- 1.93% |
$28.8K - $35.2K
|
4.68K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-93- 2.53% |
$29.1K - $35.6K
|
3.58K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-93- 3.66% |
$29.1K - $35.6K
|
2.45K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-94- 3.46% |
$29.5K - $36K
|
2.62K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-94- 0.73% |
$29.5K - $36K
|
12.9K
$5.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-96- 1.47% |
$30.1K - $36.7K
|
6.45K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-96- 2.87% |
$30.1K - $36.7K
|
3.25K
$1.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-97- 1.58% |
$30.4K - $37.1K
|
6.05K
$2.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-97- 0.11% |
$30.4K - $37.1K
|
84.7K
$35.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-98- 7.7% |
$30.7K - $37.5K
|
1.18K
$488K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-98- 1.13% |
$30.7K - $37.5K
|
8.6K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-98- 0.75% |
$30.7K - $37.5K
|
12.9K
$5.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-99- 0.8% |
$31K - $37.9K
|
12.2K
$5.06M
|