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 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-255- 1.46% |
$79.9K - $97.6K
|
17.3K
$6.82M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-256- 6.51% |
$80.2K - $98K
|
3.68K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-256- 0.98% |
$80.2K - $98K
|
25.8K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-257- 5.12% |
$80.5K - $98.4K
|
4.76K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-258- 0.13% |
$80.9K - $98.7K
|
200K
$78.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-259- 1.43% |
$81.2K - $99.1K
|
17.9K
$7.07M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-259- 4.54% |
$81.2K - $99.1K
|
5.44K
$2.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-260- 7.55% |
$81.5K - $99.5K
|
3.18K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-261- 1.39% |
$81.8K - $99.9K
|
18.5K
$7.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-262- 3.91% |
$82.1K - $100K
|
6.43K
$2.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-263- 5.43% |
$82.4K - $101K
|
4.58K
$1.81M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-263- 5.11% |
$82.4K - $101K
|
4.89K
$1.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-264- 0.33% |
$82.7K - $101K
|
78.8K
$31.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-264- 3.34% |
$82.7K - $101K
|
7.64K
$3.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-265- 0.65% |
$83K - $101K
|
40.4K
$16M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-265- 1.54% |
$83K - $101K
|
17K
$6.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-265- 3.12% |
$83K - $101K
|
8.24K
$3.26M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-265- 0.29% |
$83K - $101K
|
92.5K
$36.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-265- 1.08% |
$83K - $101K
|
24.2K
$9.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-267- 0.44% |
$83.7K - $102K
|
60K
$23.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-268- 0.42% |
$84K - $103K
|
64.3K
$25.4M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-270- 4.22% |
$84.6K - $103K
|
6.14K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-270- 2.33% |
$84.6K - $103K
|
11.3K
$4.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-271- 1.7% |
$84.9K - $104K
|
15.6K
$6.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-272- 0.89% |
$85.2K - $104K
|
30.4K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-272- 0.29% |
$85.2K - $104K
|
93.1K
$36.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-273- 2.0% |
$85.6K - $104K
|
13.4K
$5.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-273- 1.56% |
$85.6K - $104K
|
17.2K
$6.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-277- 0.64% |
$86.8K - $106K
|
43.3K
$17.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-278- 4.36% |
$87.1K - $106K
|
6.1K
$2.41M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-279- 2.3% |
$87.4K - $107K
|
11.9K
$4.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-279- 1.44% |
$87.4K - $107K
|
19.1K
$7.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-279- 4.24% |
$87.4K - $107K
|
6.31K
$2.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-280- 1.99% |
$87.7K - $107K
|
13.8K
$5.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-280- 0.43% |
$87.7K - $107K
|
64.8K
$25.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-281- 3.21% |
$88.1K - $108K
|
8.48K
$3.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-281- 0.64% |
$88.1K - $108K
|
43.9K
$17.4M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-281- 4.39% |
$88.1K - $108K
|
6.13K
$2.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-284- 5.43% |
$89K - $109K
|
4.95K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-284- 2.81% |
$89K - $109K
|
9.83K
$3.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-285- 1.58% |
$89.3K - $109K
|
17.8K
$7.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-285- 18.53% |
$89.3K - $109K
|
1.25K
$495K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-286- 1.85% |
$89.6K - $109K
|
15.2K
$6.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-286- 3.16% |
$89.6K - $109K
|
8.75K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-286- 2.12% |
$89.6K - $109K
|
13.2K
$5.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-288- 1.31% |
$90.3K - $110K
|
21.8K
$8.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-289- 3.07% |
$90.6K - $111K
|
9.13K
$3.61M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-290- 2.16% |
$90.9K - $111K
|
13.1K
$5.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-290- 0.3% |
$90.9K - $111K
|
96.2K
$38M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-291- 12.91% |
$91.2K - $111K
|
1.96K
$776K
|