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 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-712- 44.28% |
$223K - $272K
|
896
$358K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-712- 0.77% |
$223K - $272K
|
91.5K
$36.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-712- 6.12% |
$223K - $272K
|
10.9K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-715- 6.14% |
$224K - $274K
|
10.9K
$4.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-716- 9.91% |
$224K - $274K
|
6.51K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-717- 2.64% |
$225K - $274K
|
26.5K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-723- 1.63% |
$227K - $277K
|
43.8K
$17.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-725- 14.44% |
$227K - $277K
|
4.3K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-726- 2.05% |
$228K - $278K
|
34.8K
$13.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-730- 2.66% |
$229K - $279K
|
26.7K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-736- 1.13% |
$231K - $282K
|
64.4K
$25.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-738- 5.45% |
$231K - $282K
|
12.8K
$5.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-739- 1.29% |
$232K - $283K
|
56.6K
$22.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-740- 1.87% |
$232K - $283K
|
38.8K
$15.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-743- 8.11% |
$233K - $284K
|
8.42K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-743- 2.51% |
$233K - $284K
|
28.9K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-744- 2.41% |
$233K - $285K
|
30.2K
$12.1M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-744- 2.41% |
$233K - $285K
|
30.2K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-747- 0.79% |
$234K - $286K
|
94.2K
$37.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-750- 0.74% |
$235K - $287K
|
101K
$40.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-751- 8.57% |
$235K - $287K
|
8.02K
$3.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-753- 7.95% |
$236K - $288K
|
8.72K
$3.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-754- 1.95% |
$236K - $289K
|
37.9K
$15.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-755- 5.12% |
$237K - $289K
|
14K
$5.6M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-758- 21.81% |
$238K - $290K
|
2.72K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-759- 4.28% |
$238K - $290K
|
17K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-759- 4.11% |
$238K - $290K
|
17.7K
$7.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-762- 1.7% |
$239K - $292K
|
44.1K
$17.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-764- 1.97% |
$239K - $292K
|
38.1K
$15.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-764- 2.86% |
$239K - $292K
|
25.9K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-764- 0.61% |
$239K - $292K
|
124K
$49.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-773- 2.17% |
$242K - $296K
|
34.9K
$13.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-775- 6.75% |
$243K - $297K
|
10.7K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-778- 4.37% |
$244K - $298K
|
17K
$6.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-783- 0.41% |
$245K - $300K
|
191K
$76.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-784- 1.84% |
$246K - $300K
|
41.9K
$16.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-784- 1.56% |
$246K - $300K
|
49.5K
$19.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-784- 9.17% |
$246K - $300K
|
7.76K
$3.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-785- 0.64% |
$246K - $300K
|
122K
$48.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-785- 2.64% |
$246K - $300K
|
28.9K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-787- 1.12% |
$247K - $301K
|
69.5K
$27.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-788- 0.41% |
$247K - $302K
|
190K
$75.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-790- 1.08% |
$248K - $302K
|
72.3K
$28.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-793- 2.36% |
$249K - $303K
|
32.8K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-795- 8.66% |
$249K - $304K
|
8.38K
$3.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-798- 8.01% |
$250K - $305K
|
9.16K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-798- 16.89% |
$250K - $305K
|
3.93K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-799- 12.77% |
$250K - $306K
|
5.46K
$2.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-801- 5.66% |
$251K - $307K
|
13.4K
$5.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-801- 4.73% |
$251K - $307K
|
16.1K
$6.45M
|