Purchases and Sales Made in Q3 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.88K+ 35.96% |
$1.83M - $2.11M
|
22.2K
$9.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
5.81K+ 2.77% |
$1.81M - $2.09M
|
216K
$90.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.8K+ 446.15% |
$1.81M - $2.09M
|
7.1K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
5.8K+ 0.45% |
$1.81M - $2.09M
|
1.28M
$539M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
5.72K+ 117.53% |
$1.79M - $2.06M
|
10.6K
$4.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.69K+ 2.28% |
$1.77M - $2.04M
|
255K
$107M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
5.69K+ 19.92% |
$1.77M - $2.04M
|
34.2K
$14.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.66K+ 11.38% |
$1.77M - $2.03M
|
55.4K
$23.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
5.64K+ 5.06% |
$1.76M - $2.03M
|
117K
$49.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.63K+ 6.1% |
$1.76M - $2.02M
|
97.9K
$41.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
5.6K+ 287.77% |
$1.75M - $2.01M
|
7.55K
$3.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.59K+ 37.43% |
$1.75M - $2.01M
|
20.5K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
5.57K+ 8.61% |
$1.74M - $2M
|
70.3K
$29.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
5.56K+ 0.46% |
$1.74M - $2M
|
1.21M
$508M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5.56K+ 55570.0% |
$1.73M - $2M
|
5.57K
$2.34M
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.53K+ 8.99% |
$1.73M - $1.99M
|
67K
$28.2M
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.53K+ 8.99% |
$1.73M - $1.99M
|
67K
$28.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.52K+ 6.99% |
$1.72M - $1.98M
|
84.4K
$35.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.47K+ 3.35% |
$1.71M - $1.97M
|
169K
$71M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.4K+ 13.83% |
$1.68M - $1.94M
|
44.4K
$18.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5.38K+ 344.37% |
$1.68M - $1.93M
|
6.94K
$2.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
5.37K+ 1.15% |
$1.67M - $1.93M
|
470K
$198M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.35KNew |
$1.67M - $1.92M
|
5.35K
$2.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.17K+ 4.18% |
$1.61M - $1.86M
|
129K
$54.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.14KNew |
$1.61M - $1.85M
|
5.14K
$2.16M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.13KNew |
$1.6M - $1.84M
|
5.13K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.07K+ 563.11% |
$1.58M - $1.82M
|
5.97K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
5.06K+ 138.15% |
$1.58M - $1.82M
|
8.72K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
5KNew |
$1.56M - $1.8M
|
5K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
5K+ 6.67% |
$1.56M - $1.8M
|
80K
$33.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.98K+ 31.99% |
$1.55M - $1.79M
|
20.5K
$8.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.94K+ 3.59% |
$1.54M - $1.78M
|
143K
$59.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
4.89K+ 121.44% |
$1.53M - $1.76M
|
8.92K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
4.89KNew |
$1.53M - $1.76M
|
4.89K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.87K+ 0.68% |
$1.52M - $1.75M
|
719K
$302M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.84K+ 18.87% |
$1.51M - $1.74M
|
30.5K
$12.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
4.82K+ 20.53% |
$1.51M - $1.73M
|
28.3K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.81K+ 1.07% |
$1.5M - $1.73M
|
456K
$191M
|
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
4.81K+ 2.82% |
$1.5M - $1.73M
|
175K
$73.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
4.8K+ 1.92% |
$1.5M - $1.73M
|
254K
$107M
|
|
|
Oct 31, 2023
Q3 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$1.5M - $1.73M
|
4.8K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.8K+ 92.5% |
$1.5M - $1.73M
|
9.99K
$4.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.72K+ 1.62% |
$1.47M - $1.7M
|
296K
$124M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.7K+ 3.09% |
$1.47M - $1.69M
|
157K
$65.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.69K+ 7.44% |
$1.46M - $1.69M
|
67.8K
$28.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.69K+ 7.88% |
$1.46M - $1.68M
|
64.1K
$26.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.64K+ 8441.82% |
$1.45M - $1.67M
|
4.7K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.64K+ 2.58% |
$1.45M - $1.67M
|
184K
$77.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.62K+ 9.54% |
$1.44M - $1.66M
|
53.1K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.61K+ 5.92% |
$1.44M - $1.66M
|
82.5K
$34.7M
|