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 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-6- 0.09% |
$1.88K - $2.3K
|
6.92K
$2.77M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-6- 0.08% |
$1.88K - $2.3K
|
7.37K
$2.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7- 0.15% |
$2.19K - $2.68K
|
4.59K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-7- 0.31% |
$2.19K - $2.68K
|
2.25K
$899K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-7- 0.06% |
$2.19K - $2.68K
|
12.5K
$5.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7- 0.38% |
$2.19K - $2.68K
|
1.84K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 0.07% |
$2.19K - $2.68K
|
10.3K
$4.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8- 0.21% |
$2.51K - $3.06K
|
3.75K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-8- 0.45% |
$2.51K - $3.06K
|
1.78K
$710K
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-8- 0.77% |
$2.51K - $3.06K
|
1.03K
$411K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-9- 0.04% |
$2.82K - $3.44K
|
20.3K
$8.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-9- 0.12% |
$2.82K - $3.44K
|
7.25K
$2.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$2.82K - $3.44K
|
28.7K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-9- 0.21% |
$2.82K - $3.44K
|
4.34K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9- 0.13% |
$2.82K - $3.44K
|
7.15K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-9- 0.07% |
$2.82K - $3.44K
|
12.6K
$5.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-10- 0.04% |
$3.13K - $3.83K
|
27.3K
$10.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-10- 0.02% |
$3.13K - $3.83K
|
57.7K
$23.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.11% |
$3.13K - $3.83K
|
8.83K
$3.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-10- 0.94% |
$3.13K - $3.83K
|
1.05K
$421K
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-10- 0.07% |
$3.13K - $3.83K
|
14.6K
$5.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-11- 0.14% |
$3.45K - $4.21K
|
7.92K
$3.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-11- 0.05% |
$3.45K - $4.21K
|
22.1K
$8.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-11- 0.5% |
$3.45K - $4.21K
|
2.2K
$881K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-11- 0.13% |
$3.45K - $4.21K
|
8.49K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-11- 0.18% |
$3.45K - $4.21K
|
6.15K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-11- 0.35% |
$3.45K - $4.21K
|
3.17K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-12- 0.29% |
$3.76K - $4.59K
|
4.18K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-12- 0.3% |
$3.76K - $4.59K
|
3.99K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-14- 0.73% |
$4.39K - $5.36K
|
1.91K
$765K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-14- 0.18% |
$4.39K - $5.36K
|
7.94K
$3.18M
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-14- 0.22% |
$4.39K - $5.36K
|
6.35K
$2.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-15- 0.42% |
$4.7K - $5.74K
|
3.57K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 0.11% |
$4.7K - $5.74K
|
14.1K
$5.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-15- 0.28% |
$4.7K - $5.74K
|
5.28K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-15- 0.15% |
$4.7K - $5.74K
|
9.67K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-15- 0.47% |
$4.7K - $5.74K
|
3.21K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-15- 0.25% |
$4.7K - $5.74K
|
5.95K
$2.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-15- 0.07% |
$4.7K - $5.74K
|
20.6K
$8.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-16- 0.29% |
$5.01K - $6.12K
|
5.48K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-16- 1.03% |
$5.01K - $6.12K
|
1.54K
$615K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-17- 0.18% |
$5.33K - $6.51K
|
9.48K
$3.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-17- 0.14% |
$5.33K - $6.51K
|
12.1K
$4.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17- 0.39% |
$5.33K - $6.51K
|
4.32K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-17- 1.78% |
$5.33K - $6.51K
|
937
$375K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-18- 0.34% |
$5.64K - $6.89K
|
5.28K
$2.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-18- 0.52% |
$5.64K - $6.89K
|
3.46K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-18- 0.29% |
$5.64K - $6.89K
|
6.28K
$2.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-18- 0.8% |
$5.64K - $6.89K
|
2.24K
$897K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-18- 0.78% |
$5.64K - $6.89K
|
2.28K
$913K
|