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 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.84K- 5.87% |
$578K - $705K
|
29.6K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-1.85K- 8.27% |
$580K - $708K
|
20.5K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-1.85K- 2.3% |
$580K - $709K
|
78.7K
$39.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.86K- 2.45% |
$582K - $710K
|
74K
$37.2M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 1.63% |
$584K - $713K
|
112K
$56.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-1.86K- 9.5% |
$584K - $713K
|
17.8K
$8.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.87K- 8.29% |
$586K - $715K
|
20.7K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.87K- 14.16% |
$586K - $716K
|
11.3K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.87K- 3.57% |
$587K - $717K
|
50.6K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.89K- 1.83% |
$591K - $722K
|
101K
$50.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.9K- 24.62% |
$596K - $728K
|
5.82K
$2.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.9K- 1.67% |
$597K - $729K
|
112K
$56.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.91K- 0.27% |
$598K - $730K
|
717K
$361M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.91K- 13.43% |
$600K - $732K
|
12.3K
$6.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.94K- 13.05% |
$606K - $741K
|
12.9K
$6.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-1.94K- 1.72% |
$608K - $742K
|
111K
$55.8M
|
|
|
Feb 14, 2024
Q4 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.97K- 2.67% |
$616K - $752K
|
71.7K
$36.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.98K- 5.48% |
$620K - $757K
|
34.1K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.98K- 3.0% |
$621K - $758K
|
64K
$32.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.98K- 4.89% |
$621K - $759K
|
38.6K
$19.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Xxec, Inc.
|
SELL
|
- |
-1.99K- 5.93% |
$622K - $760K
|
31.5K
$15.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.99K- 2.5% |
$624K - $762K
|
77.7K
$39.1M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.99K- 3.81% |
$625K - $763K
|
50.4K
$25.3M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2K- 0.27% |
$626K - $764K
|
726K
$365M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2K- 1.23% |
$626K - $765K
|
161K
$80.8M
|
|
|
Jan 08, 2024
Q4 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 7.47% |
$627K - $765K
|
24.8K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Canal Insurance CO
|
SELL
|
- |
-2K- 3.1% |
$627K - $765K
|
62.5K
$31.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 11.11% |
$627K - $765K
|
16K
$8.05M
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.01K- 20.76% |
$630K - $770K
|
7.67K
$3.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.02K- 0.85% |
$633K - $773K
|
237K
$119M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.02K- 3.84% |
$634K - $774K
|
50.6K
$25.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.03K- 4.83% |
$637K - $778K
|
40.1K
$20.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.03K- 8.19% |
$637K - $778K
|
22.8K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-2.04K- 6.82% |
$639K - $780K
|
27.9K
$14M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.05K- 11.26% |
$642K - $784K
|
16.1K
$8.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-2.06K- 25.11% |
$645K - $787K
|
6.13K
$3.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-2.06K- 1.49% |
$646K - $789K
|
136K
$68.4M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-2.06K- 7.43% |
$647K - $790K
|
25.7K
$12.9M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.07K- 3.65% |
$647K - $790K
|
54.5K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-2.09K- 6.01% |
$656K - $801K
|
32.8K
$16.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.1K- 44.61% |
$657K - $802K
|
2.6K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-2.1K- 5.29% |
$658K - $804K
|
37.6K
$18.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-2.1K- 3.35% |
$658K - $804K
|
60.5K
$30.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 0.1% |
$660K - $806K
|
2.05M
$1.03B
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.11K- 9.75% |
$661K - $807K
|
19.5K
$9.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.12K- 14.45% |
$663K - $809K
|
12.5K
$6.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.13K- 13.56% |
$667K - $815K
|
13.6K
$6.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.14K- 7.65% |
$669K - $817K
|
25.8K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-2.16K- 63.1% |
$676K - $825K
|
1.26K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.16K- 0.86% |
$677K - $826K
|
249K
$125M
|