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
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-500- 2.62% |
$157K - $191K
|
18.6K
$7.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-502- 1.17% |
$157K - $192K
|
42.3K
$16.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-505- 2.17% |
$158K - $193K
|
22.8K
$9.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-507- 3.31% |
$159K - $194K
|
14.8K
$5.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-508- 0.98% |
$159K - $194K
|
51.4K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-509- 2.97% |
$160K - $195K
|
16.6K
$6.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-511- 2.64% |
$160K - $196K
|
18.9K
$7.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-511- 0.48% |
$160K - $196K
|
105K
$42.1M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-511- 3.54% |
$160K - $196K
|
13.9K
$5.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-512- 0.26% |
$160K - $196K
|
193K
$77.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-515- 6.17% |
$161K - $197K
|
7.83K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-515- 1.46% |
$161K - $197K
|
34.8K
$13.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-516- 2.07% |
$162K - $197K
|
24.5K
$9.78M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-518- 0.51% |
$162K - $198K
|
101K
$40.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-518- 3.46% |
$162K - $198K
|
14.5K
$5.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-519- 0.71% |
$163K - $199K
|
72.9K
$29.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-521- 4.45% |
$163K - $199K
|
11.2K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-522- 0.4% |
$164K - $200K
|
130K
$51.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-524- 11.31% |
$164K - $201K
|
4.11K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-524- 3.86% |
$164K - $201K
|
13.1K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-524- 2.14% |
$164K - $201K
|
24K
$9.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-525- 1.72% |
$165K - $201K
|
30K
$12M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-526- 0.35% |
$165K - $201K
|
148K
$59.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-529- 1.29% |
$166K - $202K
|
40.6K
$16.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-530- 3.06% |
$166K - $203K
|
16.8K
$6.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-530- 3.01% |
$166K - $203K
|
17.1K
$6.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-532- 18.85% |
$167K - $204K
|
2.29K
$916K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-533- 0.72% |
$167K - $204K
|
74K
$29.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-534- 1.75% |
$167K - $204K
|
30K
$12M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-535- 10.72% |
$168K - $205K
|
4.46K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-535- 2.54% |
$168K - $205K
|
20.6K
$8.22M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-539- 2.39% |
$169K - $206K
|
22K
$8.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-541- 4.81% |
$170K - $207K
|
10.7K
$4.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-541- 1.83% |
$170K - $207K
|
29K
$11.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-542- 1.12% |
$170K - $207K
|
48K
$19.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-542- 1.94% |
$170K - $207K
|
27.4K
$11M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-543- 4.6% |
$170K - $208K
|
11.3K
$4.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-545- 3.04% |
$171K - $209K
|
17.4K
$6.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-550- 5.52% |
$172K - $210K
|
9.41K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-550- 7.95% |
$172K - $210K
|
6.37K
$2.55M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-554- 1.53% |
$174K - $212K
|
35.7K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-556- 0.72% |
$174K - $213K
|
76.4K
$30.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-556- 1.96% |
$174K - $213K
|
27.8K
$11.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-557- 4.79% |
$175K - $213K
|
11.1K
$4.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-558- 5.24% |
$175K - $214K
|
10.1K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-562- 0.45% |
$176K - $215K
|
123K
$49.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-563- 2.04% |
$176K - $215K
|
27K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-564- 1.92% |
$177K - $216K
|
28.8K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-565- 4.76% |
$177K - $216K
|
11.3K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-566- 0.71% |
$177K - $217K
|
78.9K
$31.5M
|