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 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-6.16K- 3.89% |
$1.93M - $2.36M
|
152K
$76.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-6.2K- 41.33% |
$1.94M - $2.37M
|
8.8K
$4.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-6.21K- 8.07% |
$1.94M - $2.37M
|
70.7K
$35.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.22K- 6.28% |
$1.95M - $2.38M
|
92.9K
$46.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.23K- 4.38% |
$1.95M - $2.38M
|
136K
$68.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-6.29K- 9.49% |
$1.97M - $2.41M
|
60K
$30.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-6.29K- 2.54% |
$1.97M - $2.41M
|
241K
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.32K- 0.27% |
$1.98M - $2.42M
|
2.33M
$1.17B
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.37K- 8.33% |
$2M - $2.44M
|
70.2K
$35.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-6.38K- 1.38% |
$2M - $2.44M
|
458K
$230M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-6.39K- 7.24% |
$2M - $2.45M
|
81.8K
$41.2M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-6.43K- 31.96% |
$2.01M - $2.46M
|
13.7K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-6.43K- 1.63% |
$2.01M - $2.46M
|
389K
$196M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-6.46K- 7.1% |
$2.02M - $2.47M
|
84.5K
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.46K- 2.81% |
$2.03M - $2.47M
|
224K
$113M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.49K- 10.96% |
$2.03M - $2.48M
|
52.7K
$26.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-6.49K- 16.19% |
$2.03M - $2.48M
|
33.6K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-6.52K- 46.57% |
$2.04M - $2.5M
|
7.48K
$3.76M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-6.57K- 10.59% |
$2.06M - $2.51M
|
55.4K
$27.9M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-6.62K- 0.38% |
$2.07M - $2.53M
|
1.72M
$867M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.7K- 4.6% |
$2.1M - $2.57M
|
139K
$70M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.8K- 4.31% |
$2.13M - $2.6M
|
151K
$76M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-6.88K- 10.48% |
$2.16M - $2.63M
|
58.8K
$29.6M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-6.96K- 6.9% |
$2.18M - $2.66M
|
93.9K
$47.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6.98K- 7.6% |
$2.19M - $2.67M
|
84.9K
$42.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratan Capital Management LP
Miami Beach, FL |
SELL
|
- |
-6.99K- 21.01% |
$2.19M - $2.67M
|
26.3K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-7K- 45.16% |
$2.19M - $2.68M
|
8.5K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Nellore Capital Management LLC
Palo Alto, CA |
SELL
|
- |
-7K- 3.26% |
$2.19M - $2.68M
|
208K
$104M
|
|
|
Feb 05, 2024
Q4 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-7K- 52.65% |
$2.19M - $2.68M
|
6.3K
$3.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.06K- 8.42% |
$2.21M - $2.7M
|
76.8K
$38.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.12K- 2.39% |
$2.23M - $2.73M
|
291K
$147M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.14K- 10.97% |
$2.24M - $2.73M
|
57.9K
$29.1M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.2K- 35.57% |
$2.26M - $2.75M
|
13K
$6.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-7.2K- 21.77% |
$2.26M - $2.75M
|
25.9K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-7.2K- 0.99% |
$2.26M - $2.76M
|
718K
$361M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-7.21K- 2.13% |
$2.26M - $2.76M
|
331K
$167M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-7.27K- 47.41% |
$2.28M - $2.78M
|
8.07K
$4.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-7.33K- 10.47% |
$2.3M - $2.81M
|
62.7K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-7.55K- 77.04% |
$2.37M - $2.89M
|
2.25K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-7.56K- 2.26% |
$2.37M - $2.89M
|
326K
$164M
|
|
|
Jan 17, 2024
Q4 2023
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-7.57K- 27.9% |
$2.37M - $2.9M
|
19.6K
$9.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-7.59K- 39.23% |
$2.38M - $2.9M
|
11.8K
$5.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7.6K- 2.3% |
$2.38M - $2.91M
|
322K
$162M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-7.71K- 17.55% |
$2.42M - $2.95M
|
36.2K
$18.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-7.71K- 0.56% |
$2.42M - $2.95M
|
1.36M
$686M
|
|
|
Feb 12, 2024
Q4 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-7.72K- 3.11% |
$2.42M - $2.95M
|
240K
$121M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7.79K- 21.33% |
$2.44M - $2.98M
|
28.7K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-7.81K- 5.47% |
$2.45M - $2.99M
|
135K
$67.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.82K- 64.99% |
$2.45M - $2.99M
|
4.22K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.87K- 1.83% |
$2.47M - $3.01M
|
421K
$212M
|