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
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-69- 0.78% |
$21.6K - $26.4K
|
8.79K
$3.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-69- 0.17% |
$21.6K - $26.4K
|
41.4K
$16.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-70- 0.46% |
$21.9K - $26.8K
|
15K
$5.94M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-70- 8.0% |
$21.9K - $26.8K
|
805
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-70- 0.51% |
$21.9K - $26.8K
|
13.7K
$5.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-70- 0.71% |
$21.9K - $26.8K
|
9.85K
$3.89M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 2.79% |
$21.9K - $26.8K
|
2.44K
$963K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-71- 0.83% |
$22.3K - $27.2K
|
8.47K
$3.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-71- 2.56% |
$22.3K - $27.2K
|
2.7K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-71- 6.0% |
$22.3K - $27.2K
|
1.11K
$440K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-72- 2.12% |
$22.6K - $27.6K
|
3.32K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-72- 0.69% |
$22.6K - $27.6K
|
10.3K
$4.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-72- 0.38% |
$22.6K - $27.6K
|
18.8K
$7.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-72- 0.36% |
$22.6K - $27.6K
|
20.1K
$7.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-72- 1.87% |
$22.6K - $27.6K
|
3.77K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-72- 0.53% |
$22.6K - $27.6K
|
13.4K
$5.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-73- 0.12% |
$22.9K - $27.9K
|
63.3K
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-73- 0.85% |
$22.9K - $27.9K
|
8.49K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-73- 3.04% |
$22.9K - $27.9K
|
2.33K
$920K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-73- 0.49% |
$22.9K - $27.9K
|
14.8K
$5.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-74- 2.89% |
$23.2K - $28.3K
|
2.49K
$983K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-74- 1.56% |
$23.2K - $28.3K
|
4.67K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-75- 1.4% |
$23.5K - $28.7K
|
5.27K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-75- 2.31% |
$23.5K - $28.7K
|
3.17K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-76- 0.54% |
$23.8K - $29.1K
|
14.1K
$5.56M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-76- 1.79% |
$23.8K - $29.1K
|
4.17K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-77- 2.7% |
$24.1K - $29.5K
|
2.77K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-77- 6.53% |
$24.1K - $29.5K
|
1.1K
$436K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-78- 1.58% |
$24.4K - $29.9K
|
4.84K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-78- 0.75% |
$24.4K - $29.9K
|
10.3K
$4.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-79- 0.05% |
$24.8K - $30.2K
|
146K
$57.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-79- 5.86% |
$24.8K - $30.2K
|
1.27K
$501K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-79- 1.39% |
$24.8K - $30.2K
|
5.6K
$2.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-80- 6.64% |
$25.1K - $30.6K
|
1.12K
$444K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-80- 2.12% |
$25.1K - $30.6K
|
3.69K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-80- 0.44% |
$25.1K - $30.6K
|
18.2K
$7.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-81- 0.66% |
$25.4K - $31K
|
12.2K
$4.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-81- 6.3% |
$25.4K - $31K
|
1.2K
$476K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-82- 1.9% |
$25.7K - $31.4K
|
4.24K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-82- 0.65% |
$25.7K - $31.4K
|
12.5K
$4.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-82- 0.2% |
$25.7K - $31.4K
|
40.4K
$16M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-83- 2.6% |
$26K - $31.8K
|
3.11K
$1.23M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84- 0.65% |
$26.3K - $32.1K
|
12.8K
$5.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-85- 0.34% |
$26.6K - $32.5K
|
25.2K
$9.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-85- 0.84% |
$26.6K - $32.5K
|
10K
$3.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-85- 0.28% |
$26.6K - $32.5K
|
30K
$11.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.29% |
$26.6K - $32.5K
|
6.52K
$2.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-86- 6.09% |
$27K - $32.9K
|
1.33K
$524K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-87- 5.01% |
$27.3K - $33.3K
|
1.65K
$653K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-88- 0.16% |
$27.6K - $33.7K
|
54.1K
$21.4M
|