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 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-140- 12.13% |
$43.9K - $53.6K
|
1.01K
$405K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-140- 5.99% |
$43.9K - $53.6K
|
2.2K
$879K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-140- 1.23% |
$43.9K - $53.6K
|
11.2K
$4.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-140- 3.89% |
$43.9K - $53.6K
|
3.46K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-142- 14.52% |
$44.5K - $54.3K
|
836
$334K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-143- 3.46% |
$44.8K - $54.7K
|
3.99K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-144- 1.07% |
$45.1K - $55.1K
|
13.3K
$5.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-145- 2.09% |
$45.4K - $55.5K
|
6.78K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-145- 0.81% |
$45.4K - $55.5K
|
17.8K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-145- 0.47% |
$45.4K - $55.5K
|
30.8K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-146- 1.56% |
$45.8K - $55.9K
|
9.21K
$3.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-147- 2.02% |
$46.1K - $56.3K
|
7.15K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-147- 0.24% |
$46.1K - $56.3K
|
61.3K
$24.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-148- 0.75% |
$46.4K - $56.6K
|
19.7K
$7.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-149- 0.33% |
$46.7K - $57K
|
44.4K
$17.7M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-149- 0.8% |
$46.7K - $57K
|
18.5K
$7.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-150- 2.52% |
$47K - $57.4K
|
5.79K
$2.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-150- 0.73% |
$47K - $57.4K
|
20.4K
$8.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-150- 0.02% |
$47K - $57.4K
|
775K
$310M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-150- 0.37% |
$47K - $57.4K
|
40.3K
$16.1M
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-150- 0.35% |
$47K - $57.4K
|
43.1K
$17.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-151- 1.97% |
$47.3K - $57.8K
|
7.51K
$3M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-151- 4.75% |
$47.3K - $57.8K
|
3.03K
$1.21M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-151- 4.75% |
$47.3K - $57.8K
|
3.03K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-152- 2.15% |
$47.6K - $58.2K
|
6.93K
$2.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-152- 0.68% |
$47.6K - $58.2K
|
22.2K
$8.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-152- 0.16% |
$47.6K - $58.2K
|
92.3K
$36.9M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-153- 17.19% |
$47.9K - $58.6K
|
737
$295K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-153- 5.55% |
$47.9K - $58.6K
|
2.61K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-154- 0.33% |
$48.3K - $58.9K
|
45.9K
$18.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-154- 1.72% |
$48.3K - $58.9K
|
8.81K
$3.52M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-154- 0.69% |
$48.3K - $58.9K
|
22.3K
$8.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-155- 3.03% |
$48.6K - $59.3K
|
4.97K
$1.99M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-156- 5.5% |
$48.9K - $59.7K
|
2.68K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-156- 0.45% |
$48.9K - $59.7K
|
34.8K
$13.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-156- 7.82% |
$48.9K - $59.7K
|
1.84K
$735K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-157- 0.52% |
$49.2K - $60.1K
|
30.3K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-159- 1.49% |
$49.8K - $60.8K
|
10.5K
$4.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-159- 0.25% |
$49.8K - $60.8K
|
63K
$25.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-159- 5.35% |
$49.8K - $60.8K
|
2.81K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-160- 1.87% |
$50.1K - $61.2K
|
8.4K
$3.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-160- 5.98% |
$50.1K - $61.2K
|
2.51K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-160- 2.31% |
$50.1K - $61.2K
|
6.78K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-160- 1.97% |
$50.1K - $61.2K
|
7.97K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-161- 1.22% |
$50.5K - $61.6K
|
13K
$5.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-161- 0.22% |
$50.5K - $61.6K
|
71.5K
$28.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-161- 0.12% |
$50.5K - $61.6K
|
136K
$54.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-161- 20.75% |
$50.5K - $61.6K
|
615
$246K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-162- 14.46% |
$50.8K - $62K
|
958
$383K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-165- 0.83% |
$51.7K - $63.1K
|
19.7K
$7.86M
|