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 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-346- 1.75% |
$108K - $132K
|
19.4K
$7.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-348- 1.04% |
$109K - $133K
|
33K
$13.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-349- 0.49% |
$109K - $134K
|
70.9K
$28.3M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-349- 4.76% |
$109K - $134K
|
6.99K
$2.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-350- 2.6% |
$110K - $134K
|
13.1K
$5.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-351- 1.38% |
$110K - $134K
|
25K
$10M
|
|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-354- 0.95% |
$111K - $135K
|
36.9K
$14.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-356- 4.22% |
$112K - $136K
|
8.08K
$3.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-356- 0.15% |
$112K - $136K
|
240K
$95.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-359- 3.34% |
$113K - $137K
|
10.4K
$4.15M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-362- 3.21% |
$113K - $139K
|
10.9K
$4.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-363- 0.58% |
$114K - $139K
|
62K
$24.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-364- 12.16% |
$114K - $139K
|
2.63K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-364- 1.18% |
$114K - $139K
|
30.6K
$12.2M
|
|
|
May 21, 2024
Q4 2023
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-364- 2.06% |
$114K - $139K
|
17.3K
$6.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-366- 0.68% |
$115K - $140K
|
53.1K
$21.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-367- 11.23% |
$115K - $140K
|
2.9K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-367- 2.72% |
$115K - $140K
|
13.1K
$5.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-367- 11.54% |
$115K - $140K
|
2.81K
$1.12M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-368- 0.31% |
$115K - $141K
|
117K
$46.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-368- 8.81% |
$115K - $141K
|
3.81K
$1.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-368- 1.76% |
$115K - $141K
|
20.6K
$8.23M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-369- 4.23% |
$116K - $141K
|
8.35K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-370- 0.82% |
$116K - $142K
|
44.5K
$17.8M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-371- 8.8% |
$116K - $142K
|
3.85K
$1.54M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-371- 1.99% |
$116K - $142K
|
18.3K
$7.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-372- 4.59% |
$117K - $142K
|
7.73K
$3.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-373- 0.6% |
$117K - $143K
|
61.8K
$24.7M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-374- 2.26% |
$117K - $143K
|
16.2K
$6.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-377- 4.61% |
$118K - $144K
|
7.81K
$3.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-377- 0.76% |
$118K - $144K
|
49.4K
$19.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-378- 0.92% |
$118K - $145K
|
40.9K
$16.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-379- 1.81% |
$119K - $145K
|
20.6K
$8.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-379- 1.59% |
$119K - $145K
|
23.5K
$9.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-381- 1.17% |
$119K - $146K
|
32.2K
$12.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-383- 2.55% |
$120K - $147K
|
14.6K
$5.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-384- 1.01% |
$120K - $147K
|
37.5K
$15M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-385- 2.95% |
$121K - $147K
|
12.7K
$5.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
SELL
|
- |
-386- 0.16% |
$121K - $148K
|
246K
$98.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-387- 3.89% |
$121K - $148K
|
9.57K
$3.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-387- 1.31% |
$121K - $148K
|
29.2K
$11.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-388- 1.95% |
$122K - $148K
|
19.5K
$7.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-389- 8.53% |
$122K - $149K
|
4.17K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-389- 0.36% |
$122K - $149K
|
107K
$43M
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-389- 22.43% |
$122K - $149K
|
1.35K
$538K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-390- 1.77% |
$122K - $149K
|
21.7K
$8.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-393- 5.94% |
$123K - $150K
|
6.22K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-394- 0.04% |
$123K - $151K
|
905K
$362M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-395- 1.36% |
$124K - $151K
|
28.7K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-396- 6.86% |
$124K - $152K
|
5.37K
$2.15M
|