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 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-19- 0.27% |
$5.95K - $7.27K
|
6.94K
$2.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-19- 0.51% |
$5.95K - $7.27K
|
3.7K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-19- 0.31% |
$5.95K - $7.27K
|
6.08K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-19- 2.11% |
$5.95K - $7.27K
|
880
$352K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-20- 1.2% |
$6.27K - $7.65K
|
1.64K
$657K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-20- 0.9% |
$6.27K - $7.65K
|
2.2K
$881K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-20- 0.43% |
$6.27K - $7.65K
|
4.62K
$1.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-20- 0.51% |
$6.27K - $7.65K
|
3.87K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-20- 2.61% |
$6.27K - $7.65K
|
745
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-20- 1.91% |
$6.27K - $7.65K
|
1.03K
$410K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-20- 0.18% |
$6.27K - $7.65K
|
11K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-20- 0.51% |
$6.27K - $7.65K
|
3.92K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.05% |
$6.27K - $7.65K
|
38.1K
$15.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-20- 0.62% |
$6.27K - $7.65K
|
3.2K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-21- 0.2% |
$6.58K - $8.04K
|
10.6K
$4.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-21- 0.57% |
$6.58K - $8.04K
|
3.69K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-21- 2.51% |
$6.58K - $8.04K
|
814
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-21- 0.23% |
$6.58K - $8.04K
|
9.25K
$3.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-21- 0.26% |
$6.58K - $8.04K
|
7.98K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-21- 1.14% |
$6.58K - $8.04K
|
1.83K
$731K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-22- 0.08% |
$6.89K - $8.42K
|
26.4K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-22- 0.1% |
$6.89K - $8.42K
|
22.8K
$9.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-22- 0.34% |
$6.89K - $8.42K
|
6.36K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-22- 0.09% |
$6.89K - $8.42K
|
24.4K
$9.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-23- 0.3% |
$7.21K - $8.8K
|
7.66K
$3.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.75% |
$7.21K - $8.8K
|
3.03K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
SELL
|
- |
-24- 2.28% |
$7.52K - $9.18K
|
1.03K
$411K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-24- 0.07% |
$7.52K - $9.18K
|
33.1K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-24- 0.35% |
$7.52K - $9.18K
|
6.91K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-24- 2.2% |
$7.52K - $9.18K
|
1.07K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-24- 0.27% |
$7.52K - $9.18K
|
8.71K
$3.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-25- 0.22% |
$7.83K - $9.57K
|
11.2K
$4.48M
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-25- 0.05% |
$7.83K - $9.57K
|
52.1K
$20.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-25- 0.04% |
$7.83K - $9.57K
|
71.1K
$28.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-25- 0.52% |
$7.83K - $9.57K
|
4.79K
$1.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-25- 32.47% |
$7.83K - $9.57K
|
52
$20.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-25- 0.43% |
$7.83K - $9.57K
|
5.84K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-25- 0.27% |
$7.83K - $9.57K
|
9.4K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-25- 0.24% |
$7.83K - $9.57K
|
10.4K
$4.16M
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.05% |
$7.83K - $9.57K
|
48.4K
$19.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-26- 0.4% |
$8.15K - $9.95K
|
6.42K
$2.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-26- 1.18% |
$8.15K - $9.95K
|
2.17K
$868K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-26- 1.45% |
$8.15K - $9.95K
|
1.77K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-26- 0.39% |
$8.15K - $9.95K
|
6.66K
$2.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-27- 0.87% |
$8.46K - $10.3K
|
3.09K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-27- 2.12% |
$8.46K - $10.3K
|
1.24K
$497K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-27- 0.24% |
$8.46K - $10.3K
|
11K
$4.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
SELL
|
- |
-27- 0.26% |
$8.46K - $10.3K
|
10.4K
$4.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-27- 0.72% |
$8.46K - $10.3K
|
3.71K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
SELL
|
- |
-27- 0.57% |
$8.46K - $10.3K
|
4.68K
$1.87M
|