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 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-217- 2.92% |
$68K - $83K
|
7.21K
$2.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-217- 0.08% |
$68K - $83K
|
278K
$110M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-218- 1.92% |
$68.3K - $83.4K
|
11.1K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-218- 2.91% |
$68.3K - $83.4K
|
7.28K
$2.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-219- 1.54% |
$68.6K - $83.8K
|
14K
$5.54M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-219- 1.37% |
$68.6K - $83.8K
|
15.8K
$6.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-220- 7.89% |
$68.9K - $84.2K
|
2.57K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-220- 0.23% |
$68.9K - $84.2K
|
95.5K
$37.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-220- 6.33% |
$68.9K - $84.2K
|
3.26K
$1.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-221- 2.94% |
$69.3K - $84.6K
|
7.29K
$2.88M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-224- 1.95% |
$70.2K - $85.7K
|
11.3K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-224- 1.15% |
$70.2K - $85.7K
|
19.3K
$7.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-224- 1.25% |
$70.2K - $85.7K
|
17.7K
$6.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-225- 7.0% |
$70.5K - $86.1K
|
2.99K
$1.18M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-225- 6.98% |
$70.5K - $86.1K
|
3K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-226- 0.52% |
$70.8K - $86.5K
|
42.9K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-228- 0.8% |
$71.5K - $87.3K
|
28.4K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-229- 4.28% |
$71.8K - $87.6K
|
5.12K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-230- 3.63% |
$72.1K - $88K
|
6.1K
$2.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-231- 2.42% |
$72.4K - $88.4K
|
9.32K
$3.69M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-233- 1.18% |
$73K - $89.2K
|
19.6K
$7.74M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-235- 3.06% |
$73.6K - $89.9K
|
7.44K
$2.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-235- 0.74% |
$73.6K - $89.9K
|
31.4K
$12.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-235- 0.38% |
$73.6K - $89.9K
|
61.9K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-239- 3.45% |
$74.9K - $91.5K
|
6.69K
$2.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-240- 3.92% |
$75.2K - $91.8K
|
5.89K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-240- 0.91% |
$75.2K - $91.8K
|
26.1K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-242- 37.52% |
$75.8K - $92.6K
|
403
$159K
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-242- 2.58% |
$75.8K - $92.6K
|
9.12K
$3.61M
|
|
|
Mar 28, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-242- 2.58% |
$75.8K - $92.6K
|
9.12K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-243- 1.09% |
$76.2K - $93K
|
22.1K
$8.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-244- 0.99% |
$76.5K - $93.4K
|
24.5K
$9.68M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-244- 0.99% |
$76.5K - $93.4K
|
24.5K
$9.68M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-245- 0.55% |
$76.8K - $93.8K
|
44.5K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-245- 0.8% |
$76.8K - $93.8K
|
30.3K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-247- 2.23% |
$77.4K - $94.5K
|
10.8K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-249- 22.33% |
$78K - $95.3K
|
866
$342K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-250- 4.87% |
$78.3K - $95.7K
|
4.89K
$1.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-250- 1.52% |
$78.3K - $95.7K
|
16.2K
$6.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-250- 28.34% |
$78.3K - $95.7K
|
632
$250K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-250- 3.11% |
$78.3K - $95.7K
|
7.78K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-250- 0.65% |
$78.3K - $95.7K
|
38.1K
$15.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-251- 1.41% |
$78.7K - $96.1K
|
17.5K
$6.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-251- 1.02% |
$78.7K - $96.1K
|
24.4K
$9.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-252- 2.31% |
$79K - $96.4K
|
10.7K
$4.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-253- 1.91% |
$79.3K - $96.8K
|
13K
$5.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-254- 0.73% |
$79.6K - $97.2K
|
34.4K
$13.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-255- 2.13% |
$79.9K - $97.6K
|
11.7K
$4.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-255- 5.8% |
$79.9K - $97.6K
|
4.14K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-255- 0.21% |
$79.9K - $97.6K
|
120K
$47.4M
|