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
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-27- 1.13% |
$8.46K - $10.3K
|
2.37K
$947K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-28- 4.26% |
$8.77K - $10.7K
|
630
$252K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-28- 0.79% |
$8.77K - $10.7K
|
3.52K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-28- 0.5% |
$8.77K - $10.7K
|
5.54K
$2.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-28- 0.18% |
$8.77K - $10.7K
|
15.6K
$6.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-28- 0.21% |
$8.77K - $10.7K
|
13.1K
$5.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-29- 0.45% |
$9.09K - $11.1K
|
6.45K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-29- 1.26% |
$9.09K - $11.1K
|
2.27K
$907K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-29- 0.63% |
$9.09K - $11.1K
|
4.58K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-29- 0.56% |
$9.09K - $11.1K
|
5.18K
$2.07M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-30- 0.18% |
$9.4K - $11.5K
|
17.1K
$6.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-30- 0.17% |
$9.4K - $11.5K
|
17.7K
$7.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-30- 1.55% |
$9.4K - $11.5K
|
1.9K
$760K
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-30- 0.06% |
$9.4K - $11.5K
|
53.4K
$21.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-30- 0.84% |
$9.4K - $11.5K
|
3.52K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-30- 1.14% |
$9.4K - $11.5K
|
2.61K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-30- 0.26% |
$9.4K - $11.5K
|
11.7K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-30- 0.69% |
$9.4K - $11.5K
|
4.32K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-30- 0.15% |
$9.4K - $11.5K
|
19.5K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-30- 1.31% |
$9.4K - $11.5K
|
2.26K
$905K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-31- 0.09% |
$9.72K - $11.9K
|
35.9K
$14.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-31- 0.4% |
$9.72K - $11.9K
|
7.66K
$3.06M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-31- 0.53% |
$9.72K - $11.9K
|
5.82K
$2.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-32- 0.17% |
$10K - $12.2K
|
18.8K
$7.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-32- 0.1% |
$10K - $12.2K
|
31.8K
$12.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-33- 0.06% |
$10.3K - $12.6K
|
54.6K
$21.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-33- 0.04% |
$10.3K - $12.6K
|
76.3K
$30.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-33- 0.75% |
$10.3K - $12.6K
|
4.38K
$1.75M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-34- 1.08% |
$10.7K - $13K
|
3.11K
$1.24M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-34- 0.83% |
$10.7K - $13K
|
4.05K
$1.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-34- 0.22% |
$10.7K - $13K
|
15.4K
$6.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-34- 1.33% |
$10.7K - $13K
|
2.52K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-34- 1.65% |
$10.7K - $13K
|
2.03K
$811K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-34- 0.55% |
$10.7K - $13K
|
6.17K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-34- 3.35% |
$10.7K - $13K
|
982
$393K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-35- 0.92% |
$11K - $13.4K
|
3.75K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-35- 0.38% |
$11K - $13.4K
|
9.07K
$3.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-35- 0.42% |
$11K - $13.4K
|
8.35K
$3.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-35- 14.0% |
$11K - $13.4K
|
215
$85.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-35- 0.01% |
$11K - $13.4K
|
498K
$199M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-36- 0.43% |
$11.3K - $13.8K
|
8.36K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-36- 0.13% |
$11.3K - $13.8K
|
28.7K
$11.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-37- 0.69% |
$11.6K - $14.2K
|
5.35K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-38- 0.55% |
$11.9K - $14.5K
|
6.84K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-38- 0.73% |
$11.9K - $14.5K
|
5.16K
$2.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-38- 2.41% |
$11.9K - $14.5K
|
1.54K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-39- 0.38% |
$12.2K - $14.9K
|
10.2K
$4.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-40- 0.22% |
$12.5K - $15.3K
|
18.3K
$7.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-40- 1.84% |
$12.5K - $15.3K
|
2.13K
$851K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-40- 0.79% |
$12.5K - $15.3K
|
5.03K
$2.01M
|