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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-175- 8.19% |
$54.8K - $67K
|
1.96K
$981K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-176- 3.21% |
$55.2K - $67.4K
|
5.3K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-176- 1.04% |
$55.2K - $67.4K
|
16.8K
$8.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-177- 2.81% |
$55.5K - $67.7K
|
6.13K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-179- 0.38% |
$56.1K - $68.5K
|
47.1K
$23.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-180- 0.14% |
$56.4K - $68.9K
|
128K
$64.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-180- 1.0% |
$56.4K - $68.9K
|
17.8K
$8.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-182- 2.29% |
$57K - $69.7K
|
7.76K
$3.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-182- 5.88% |
$57K - $69.7K
|
2.91K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-182- 1.49% |
$57K - $69.7K
|
12.1K
$6.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-183- 0.65% |
$57.4K - $70K
|
28.1K
$14M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-183- 0.38% |
$57.4K - $70K
|
48.3K
$24.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-184- 1.95% |
$57.7K - $70.4K
|
9.23K
$4.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-184- 1.38% |
$57.7K - $70.4K
|
13.2K
$6.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-184- 5.93% |
$57.7K - $70.4K
|
2.92K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-184- 0.49% |
$57.7K - $70.4K
|
37.4K
$18.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-185- 9.9% |
$58K - $70.8K
|
1.68K
$842K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-185- 6.93% |
$58K - $70.8K
|
2.48K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-185- 0.66% |
$58K - $70.8K
|
28K
$14M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-186- 0.37% |
$58.3K - $71.2K
|
50.6K
$25.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-186- 0.17% |
$58.3K - $71.2K
|
107K
$53.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-186- 0.78% |
$58.3K - $71.2K
|
23.7K
$11.8M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-186- 5.86% |
$58.3K - $71.2K
|
2.99K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-187- 0.67% |
$58.6K - $71.6K
|
27.8K
$13.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-188- 0.85% |
$58.9K - $71.9K
|
21.9K
$11M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-188- 4.12% |
$58.9K - $71.9K
|
4.37K
$2.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-190- 0.97% |
$59.5K - $72.7K
|
19.5K
$9.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-190- 2.14% |
$59.5K - $72.7K
|
8.67K
$4.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-190- 0.46% |
$59.5K - $72.7K
|
41K
$20.5M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-191- 4.27% |
$59.9K - $73.1K
|
4.29K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-192- 2.71% |
$60.2K - $73.5K
|
6.89K
$3.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-195- 2.83% |
$61.1K - $74.6K
|
6.7K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-195- 0.82% |
$61.1K - $74.6K
|
23.7K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-196- 1.47% |
$61.4K - $75K
|
13.1K
$6.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-198- 1.84% |
$62.1K - $75.8K
|
10.5K
$5.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-198- 1.49% |
$62.1K - $75.8K
|
13.1K
$6.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-199- 7.89% |
$62.4K - $76.2K
|
2.32K
$1.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-200- 5.05% |
$62.7K - $76.5K
|
3.76K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-200- 3.92% |
$62.7K - $76.5K
|
4.91K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-200- 0.35% |
$62.7K - $76.5K
|
57.5K
$28.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-200- 8.33% |
$62.7K - $76.5K
|
2.2K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-200- 16.33% |
$62.7K - $76.5K
|
1.03K
$513K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-201- 0.4% |
$63K - $76.9K
|
50.6K
$25.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-201- 0.97% |
$63K - $76.9K
|
20.6K
$10.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-201- 7.99% |
$63K - $76.9K
|
2.32K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-201- 11.2% |
$63K - $76.9K
|
1.59K
$798K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-201- 1.01% |
$63K - $76.9K
|
19.6K
$9.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-202- 2.2% |
$63.3K - $77.3K
|
8.96K
$4.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-202- 1.41% |
$63.3K - $77.3K
|
14.1K
$7.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-203- 2.94% |
$63.6K - $77.7K
|
6.7K
$3.35M
|