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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-592- 1.36% |
$186K - $227K
|
42.9K
$22M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-593- 0.43% |
$186K - $227K
|
139K
$70.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-593- 4.33% |
$186K - $227K
|
13.1K
$6.71M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-593- 1.19% |
$186K - $227K
|
49.4K
$25.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-594- 1.52% |
$186K - $227K
|
38.4K
$19.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-596- 0.67% |
$187K - $228K
|
88.1K
$45.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-599- 0.98% |
$188K - $229K
|
60.6K
$31M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-600- 4.17% |
$188K - $230K
|
13.8K
$7.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-603- 50.59% |
$189K - $231K
|
589
$301K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-604- 44.18% |
$189K - $231K
|
763
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-606- 0.8% |
$190K - $232K
|
75.2K
$38.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-606- 3.98% |
$190K - $232K
|
14.6K
$7.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-611- 2.71% |
$191K - $234K
|
21.9K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-611- 1.64% |
$191K - $234K
|
36.6K
$18.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-613- 2.82% |
$192K - $235K
|
21.2K
$10.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-613- 0.56% |
$192K - $235K
|
109K
$55.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-615- 7.22% |
$193K - $235K
|
7.91K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-616- 1.64% |
$193K - $236K
|
37K
$18.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-618- 6.28% |
$194K - $237K
|
9.22K
$4.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-619- 3.9% |
$194K - $237K
|
15.3K
$7.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-620- 3.19% |
$194K - $237K
|
18.8K
$9.64M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-620- 16.94% |
$194K - $237K
|
3.04K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-624- 0.75% |
$196K - $239K
|
82.4K
$42.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-625- 1.32% |
$196K - $239K
|
46.8K
$23.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-629- 3.08% |
$197K - $241K
|
19.8K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-629- 3.15% |
$197K - $241K
|
19.3K
$9.88M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-629- 9.35% |
$197K - $241K
|
6.1K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-633- 11.23% |
$198K - $242K
|
5.01K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-634- 4.12% |
$199K - $243K
|
14.7K
$7.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-636- 0.04% |
$199K - $243K
|
1.53M
$785M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-638- 1.39% |
$200K - $244K
|
45.2K
$23.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-640- 7.19% |
$201K - $245K
|
8.26K
$4.23M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-640- 3.94% |
$201K - $245K
|
15.6K
$7.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-644- 7.07% |
$202K - $246K
|
8.46K
$4.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-644- 7.89% |
$202K - $246K
|
7.52K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-646- 0.86% |
$202K - $247K
|
74.7K
$38.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-647- 12.1% |
$203K - $248K
|
4.7K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-648- 3.56% |
$203K - $248K
|
17.6K
$8.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-650- 5.66% |
$204K - $249K
|
10.8K
$5.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-651- 0.71% |
$204K - $249K
|
91.5K
$46.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-657- 5.88% |
$206K - $251K
|
10.5K
$5.39M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-657- 4.33% |
$206K - $251K
|
14.5K
$7.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-660- 6.86% |
$207K - $253K
|
8.96K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-661- 1.38% |
$207K - $253K
|
47.3K
$24.2M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-662- 6.13% |
$207K - $253K
|
10.1K
$5.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-663- 4.7% |
$208K - $254K
|
13.4K
$6.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-663- 0.35% |
$208K - $254K
|
188K
$96M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-666- 1.97% |
$209K - $255K
|
33.1K
$16.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-666- 8.38% |
$209K - $255K
|
7.29K
$3.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-672- 1.41% |
$211K - $257K
|
46.9K
$24M
|