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 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-190- 0.46% |
$59.5K - $72.7K
|
41K
$16.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-191- 4.27% |
$59.9K - $73.1K
|
4.29K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-192- 2.71% |
$60.2K - $73.5K
|
6.89K
$2.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-195- 2.83% |
$61.1K - $74.6K
|
6.7K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-195- 0.82% |
$61.1K - $74.6K
|
23.7K
$9.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-196- 1.47% |
$61.4K - $75K
|
13.1K
$5.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-198- 1.84% |
$62.1K - $75.8K
|
10.5K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-198- 1.49% |
$62.1K - $75.8K
|
13.1K
$5.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-199- 7.89% |
$62.4K - $76.2K
|
2.32K
$928K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-200- 5.05% |
$62.7K - $76.5K
|
3.76K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-200- 3.92% |
$62.7K - $76.5K
|
4.91K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-200- 0.35% |
$62.7K - $76.5K
|
57.5K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-200- 8.33% |
$62.7K - $76.5K
|
2.2K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-200- 16.33% |
$62.7K - $76.5K
|
1.03K
$410K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-201- 0.4% |
$63K - $76.9K
|
50.6K
$20.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-201- 0.97% |
$63K - $76.9K
|
20.6K
$8.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-201- 7.99% |
$63K - $76.9K
|
2.32K
$925K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-201- 11.2% |
$63K - $76.9K
|
1.59K
$637K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-201- 1.01% |
$63K - $76.9K
|
19.6K
$7.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-202- 2.2% |
$63.3K - $77.3K
|
8.96K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-202- 1.41% |
$63.3K - $77.3K
|
14.1K
$5.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-203- 2.94% |
$63.6K - $77.7K
|
6.7K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-204- 1.89% |
$63.9K - $78.1K
|
10.6K
$4.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-204- 27.16% |
$63.9K - $78.1K
|
547
$219K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-206- 0.44% |
$64.6K - $78.8K
|
46.4K
$18.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-207- 0.25% |
$64.9K - $79.2K
|
81.5K
$32.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-207- 1.5% |
$64.9K - $79.2K
|
13.6K
$5.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-207- 8.16% |
$64.9K - $79.2K
|
2.33K
$931K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-207- 1.11% |
$64.9K - $79.2K
|
18.4K
$7.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-209- 0.78% |
$65.5K - $80K
|
26.6K
$10.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-210- 33.33% |
$65.8K - $80.4K
|
420
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-210- 1.43% |
$65.8K - $80.4K
|
14.5K
$5.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-210- 3.54% |
$65.8K - $80.4K
|
5.73K
$2.29M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-212- 0.57% |
$66.4K - $81.1K
|
36.9K
$14.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-213- 0.88% |
$66.8K - $81.5K
|
23.9K
$9.56M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-213- 1.21% |
$66.8K - $81.5K
|
17.4K
$6.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-215- 0.92% |
$67.4K - $82.3K
|
23.3K
$9.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-215- 1.21% |
$67.4K - $82.3K
|
17.6K
$7.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-215- 2.3% |
$67.4K - $82.3K
|
9.15K
$3.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-217- 2.92% |
$68K - $83K
|
7.21K
$2.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-217- 0.08% |
$68K - $83K
|
278K
$111M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-218- 1.92% |
$68.3K - $83.4K
|
11.1K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-218- 2.91% |
$68.3K - $83.4K
|
7.28K
$2.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-219- 1.54% |
$68.6K - $83.8K
|
14K
$5.61M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-219- 1.37% |
$68.6K - $83.8K
|
15.8K
$6.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-220- 7.89% |
$68.9K - $84.2K
|
2.57K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-220- 0.23% |
$68.9K - $84.2K
|
95.5K
$38.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-220- 6.33% |
$68.9K - $84.2K
|
3.26K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-221- 2.94% |
$69.3K - $84.6K
|
7.29K
$2.91M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-224- 1.95% |
$70.2K - $85.7K
|
11.3K
$4.51M
|