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 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-56- 2.18% |
$17.5K - $21.4K
|
2.51K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-56- 1.48% |
$17.5K - $21.4K
|
3.74K
$1.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-57- 0.4% |
$17.9K - $21.8K
|
14.2K
$5.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-57- 0.3% |
$17.9K - $21.8K
|
19.2K
$7.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-57- 1.09% |
$17.9K - $21.8K
|
5.16K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-57- 5.14% |
$17.9K - $21.8K
|
1.05K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-58- 0.09% |
$18.2K - $22.2K
|
67K
$26.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-59- 0.63% |
$18.5K - $22.6K
|
9.34K
$3.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-59- 1.8% |
$18.5K - $22.6K
|
3.23K
$1.29M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-59- 0.07% |
$18.5K - $22.6K
|
80.2K
$32.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-60- 0.55% |
$18.8K - $23K
|
10.9K
$4.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-60- 0.42% |
$18.8K - $23K
|
14.1K
$5.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-60- 3.19% |
$18.8K - $23K
|
1.82K
$727K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-60- 0.88% |
$18.8K - $23K
|
6.79K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-60- 2.28% |
$18.8K - $23K
|
2.57K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-61- 0.55% |
$19.1K - $23.3K
|
10.9K
$4.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-61- 5.07% |
$19.1K - $23.3K
|
1.14K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-61- 1.67% |
$19.1K - $23.3K
|
3.6K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-61- 1.01% |
$19.1K - $23.3K
|
5.98K
$2.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-63- 0.21% |
$19.7K - $24.1K
|
29.5K
$11.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-63- 0.2% |
$19.7K - $24.1K
|
32.2K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-63- 0.16% |
$19.7K - $24.1K
|
38.5K
$15.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-64- 0.41% |
$20.1K - $24.5K
|
15.5K
$6.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-64- 9.37% |
$20.1K - $24.5K
|
619
$247K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-64- 0.98% |
$20.1K - $24.5K
|
6.46K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-64- 2.49% |
$20.1K - $24.5K
|
2.5K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-65- 0.99% |
$20.4K - $24.9K
|
6.47K
$2.59M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-65- 1.23% |
$20.4K - $24.9K
|
5.22K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-65- 0.39% |
$20.4K - $24.9K
|
16.5K
$6.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-65- 1.85% |
$20.4K - $24.9K
|
3.45K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-65- 0.79% |
$20.4K - $24.9K
|
8.19K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-65- 0.37% |
$20.4K - $24.9K
|
17.7K
$7.09M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-65- 0.09% |
$20.4K - $24.9K
|
73.9K
$29.5M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-65- 0.85% |
$20.4K - $24.9K
|
7.56K
$3.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-66- 4.84% |
$20.7K - $25.3K
|
1.3K
$518K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-66- 0.81% |
$20.7K - $25.3K
|
8.12K
$3.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-67- 1.57% |
$21K - $25.6K
|
4.2K
$1.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-67- 0.28% |
$21K - $25.6K
|
24.1K
$9.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-67- 1.41% |
$21K - $25.6K
|
4.68K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-68- 5.76% |
$21.3K - $26K
|
1.11K
$444K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-69- 0.78% |
$21.6K - $26.4K
|
8.79K
$3.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-69- 0.17% |
$21.6K - $26.4K
|
41.4K
$16.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-70- 0.46% |
$21.9K - $26.8K
|
15K
$6M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-70- 8.0% |
$21.9K - $26.8K
|
805
$322K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-70- 0.51% |
$21.9K - $26.8K
|
13.7K
$5.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-70- 0.71% |
$21.9K - $26.8K
|
9.85K
$3.94M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 2.79% |
$21.9K - $26.8K
|
2.44K
$974K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-71- 0.83% |
$22.3K - $27.2K
|
8.47K
$3.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-71- 2.56% |
$22.3K - $27.2K
|
2.7K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-71- 6.0% |
$22.3K - $27.2K
|
1.11K
$444K
|