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 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-397- 0.59% |
$124K - $152K
|
67.3K
$26.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-399- 20.21% |
$125K - $153K
|
1.58K
$630K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-399- 18.36% |
$125K - $153K
|
1.77K
$709K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 2.23% |
$125K - $153K
|
17.5K
$7M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-401- 1.17% |
$126K - $153K
|
34K
$13.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-403- 0.5% |
$126K - $154K
|
79.5K
$31.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-403- 0.63% |
$126K - $154K
|
63.8K
$25.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-404- 3.46% |
$127K - $155K
|
11.3K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-404- 0.93% |
$127K - $155K
|
43.1K
$17.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-406- 23.15% |
$127K - $155K
|
1.35K
$539K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-406- 0.96% |
$127K - $155K
|
41.8K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-406- 2.77% |
$127K - $155K
|
14.2K
$5.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-408- 1.55% |
$128K - $156K
|
26K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-410- 0.58% |
$128K - $157K
|
70.8K
$28.3M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-410- 1.64% |
$128K - $157K
|
24.6K
$9.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-412- 1.06% |
$129K - $158K
|
38.5K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-412- 0.4% |
$129K - $158K
|
101K
$40.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-415- 2.76% |
$130K - $159K
|
14.6K
$5.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-416- 1.8% |
$130K - $159K
|
22.7K
$9.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-418- 0.15% |
$131K - $160K
|
274K
$110M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-419- 0.7% |
$131K - $160K
|
59.3K
$23.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-420- 3.74% |
$132K - $161K
|
10.8K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-421- 6.56% |
$132K - $161K
|
5.99K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-421- 3.17% |
$132K - $161K
|
12.8K
$5.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-423- 9.91% |
$133K - $162K
|
3.85K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-424- 4.0% |
$133K - $162K
|
10.2K
$4.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-425- 2.25% |
$133K - $163K
|
18.4K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-425- 16.66% |
$133K - $163K
|
2.13K
$850K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-427- 15.98% |
$134K - $163K
|
2.25K
$897K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-428- 13.09% |
$134K - $164K
|
2.84K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-428- 0.31% |
$134K - $164K
|
139K
$55.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-429- 6.4% |
$134K - $164K
|
6.27K
$2.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-430- 0.67% |
$135K - $165K
|
63.5K
$25.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-430- 2.09% |
$135K - $165K
|
20.2K
$8.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-431- 0.7% |
$135K - $165K
|
61.1K
$24.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-431- 0.97% |
$135K - $165K
|
43.8K
$17.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-431- 0.56% |
$135K - $165K
|
76.1K
$30.4M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-431- 13.93% |
$135K - $165K
|
2.66K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-432- 9.97% |
$135K - $165K
|
3.9K
$1.56M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-434- 4.98% |
$136K - $166K
|
8.28K
$3.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-434- 1.9% |
$136K - $166K
|
22.4K
$8.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-436- 1.76% |
$137K - $167K
|
24.3K
$9.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-438- 2.79% |
$137K - $168K
|
15.3K
$6.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-439- 3.54% |
$138K - $168K
|
12K
$4.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-440- 10.82% |
$138K - $168K
|
3.63K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-441- 2.55% |
$138K - $169K
|
16.8K
$6.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-442- 0.61% |
$139K - $169K
|
71.5K
$28.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-443- 0.54% |
$139K - $170K
|
82.1K
$32.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
SELL
|
- |
-446- 0.34% |
$140K - $171K
|
131K
$52.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-446- 1.39% |
$140K - $171K
|
31.7K
$12.7M
|