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
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-801- 20.18% |
$251K - $307K
|
3.17K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-805- 3.24% |
$252K - $308K
|
24.1K
$9.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-806- 14.47% |
$253K - $308K
|
4.76K
$1.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-808- 5.83% |
$253K - $309K
|
13.1K
$5.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-810- 1.93% |
$254K - $310K
|
41.2K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-817- 0.82% |
$256K - $313K
|
98.6K
$39.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-820- 4.29% |
$257K - $314K
|
18.3K
$7.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-820- 1.71% |
$257K - $314K
|
47.3K
$18.9M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-822- 1.01% |
$258K - $315K
|
80.7K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-827- 0.19% |
$259K - $316K
|
427K
$171M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-829- 9.76% |
$260K - $317K
|
7.67K
$3.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-830- 2.87% |
$260K - $318K
|
28.1K
$11.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-836- 37.95% |
$262K - $320K
|
1.37K
$546K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-838- 6.14% |
$263K - $321K
|
12.8K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-841- 3.82% |
$264K - $322K
|
21.2K
$8.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-842- 28.61% |
$264K - $322K
|
2.1K
$840K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-843- 2.9% |
$264K - $323K
|
28.3K
$11.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-846- 2.58% |
$265K - $324K
|
31.9K
$12.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-848- 0.93% |
$266K - $325K
|
90.3K
$36.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-849- 3.76% |
$266K - $325K
|
21.7K
$8.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-851- 1.79% |
$267K - $326K
|
46.6K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-854- 19.59% |
$268K - $327K
|
3.51K
$1.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-855- 1.86% |
$268K - $327K
|
45.1K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-856- 5.41% |
$268K - $328K
|
15K
$5.99M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-857- 15.84% |
$269K - $328K
|
4.55K
$1.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-858- 10.88% |
$269K - $328K
|
7.03K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-860- 4.09% |
$270K - $329K
|
20.2K
$8.07M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-863- 3.26% |
$270K - $330K
|
25.6K
$10.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-871- 9.3% |
$273K - $333K
|
8.49K
$3.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-871- 9.71% |
$273K - $333K
|
8.1K
$3.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-872- 2.63% |
$273K - $334K
|
32.3K
$12.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-875- 21.1% |
$274K - $335K
|
3.27K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-877- 10.56% |
$275K - $336K
|
7.43K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-877- 4.41% |
$275K - $336K
|
19K
$7.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-877- 5.11% |
$275K - $336K
|
16.3K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-877- 4.15% |
$275K - $336K
|
20.3K
$8.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-886- 4.89% |
$278K - $339K
|
17.2K
$6.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-887- 5.73% |
$278K - $339K
|
14.6K
$5.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-888- 0.66% |
$278K - $340K
|
134K
$53.5M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-889- 7.66% |
$279K - $340K
|
10.7K
$4.28M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-894- 1.73% |
$280K - $342K
|
50.8K
$20.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-899- 0.45% |
$282K - $344K
|
198K
$79.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-900- 3.8% |
$282K - $344K
|
22.8K
$9.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Alta Fox Capital Management, LLC
Fort Worth, TX |
SELL
|
- |
-900- 4.02% |
$282K - $344K
|
21.5K
$8.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-903- 1.38% |
$283K - $346K
|
64.6K
$25.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-910- 0.65% |
$285K - $348K
|
139K
$55.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-910- 3.6% |
$285K - $348K
|
24.4K
$9.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-916- 1.3% |
$287K - $351K
|
69.6K
$27.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-919- 3.02% |
$288K - $352K
|
29.5K
$11.8M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-920- 88.8% |
$288K - $352K
|
116
$46.4K
|