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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.64K+ 8441.82% |
$1.45M - $1.67M
|
4.7K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.64K+ 2.58% |
$1.45M - $1.67M
|
184K
$81M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.62K+ 9.54% |
$1.44M - $1.66M
|
53.1K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.61K+ 5.92% |
$1.44M - $1.66M
|
82.5K
$36.3M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.61KNew |
$1.44M - $1.66M
|
4.61K
$2.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4.59K+ 38.72% |
$1.43M - $1.65M
|
16.5K
$7.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.59K+ 9.92% |
$1.43M - $1.65M
|
50.8K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
4.52K+ 29.37% |
$1.41M - $1.63M
|
19.9K
$8.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.5K+ 11.73% |
$1.4M - $1.62M
|
42.9K
$18.8M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
4.5K+ 23.81% |
$1.4M - $1.62M
|
23.4K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4.5K+ 2.56% |
$1.4M - $1.62M
|
180K
$79.1M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.49KNew |
$1.4M - $1.61M
|
4.49K
$1.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
4.4K+ 6.68% |
$1.37M - $1.58M
|
70.3K
$30.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
4.4KNew |
$1.37M - $1.58M
|
4.4K
$1.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.4K+ 0.72% |
$1.37M - $1.58M
|
616K
$270M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.37K+ 6.96% |
$1.36M - $1.57M
|
67.1K
$29.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.36K+ 66.2% |
$1.36M - $1.57M
|
10.9K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
4.35K+ 21.18% |
$1.36M - $1.56M
|
24.9K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.34K+ 35.37% |
$1.35M - $1.56M
|
16.6K
$7.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.34K+ 277.12% |
$1.35M - $1.56M
|
5.9K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
4.32K+ 19.19% |
$1.35M - $1.55M
|
26.8K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.32K+ 11.7% |
$1.35M - $1.55M
|
41.2K
$18.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
4.3K+ 8.78% |
$1.34M - $1.55M
|
53.3K
$23.4M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
4.28K+ 27.53% |
$1.34M - $1.54M
|
19.8K
$8.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
4.24K+ 27.14% |
$1.32M - $1.52M
|
19.9K
$8.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.24K+ 0.53% |
$1.32M - $1.52M
|
806K
$354M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.23K+ 25.44% |
$1.32M - $1.52M
|
20.9K
$9.16M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.2K+ 9.63% |
$1.31M - $1.51M
|
47.8K
$21M
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.2K+ 2.59% |
$1.31M - $1.51M
|
166K
$73.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
4.18K+ 63.22% |
$1.3M - $1.5M
|
10.8K
$4.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
4.18K+ 18.77% |
$1.3M - $1.5M
|
26.4K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.14K+ 26.04% |
$1.29M - $1.49M
|
20.1K
$8.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.11K+ 11.54% |
$1.28M - $1.48M
|
39.7K
$17.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.08K+ 10.29% |
$1.27M - $1.47M
|
43.7K
$19.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.08K+ 4.82% |
$1.27M - $1.46M
|
88.7K
$39M
|
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
4.07K+ 1.6% |
$1.27M - $1.46M
|
259K
$114M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.06K+ 2.56% |
$1.27M - $1.46M
|
163K
$71.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
4.04K+ 5.79% |
$1.26M - $1.45M
|
73.8K
$32.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 4.03% |
$1.26M - $1.45M
|
104K
$45.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4K+ 6.84% |
$1.25M - $1.44M
|
62.5K
$27.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Matthew 25 Management Corp
|
BUY
|
- |
4K+ 26.67% |
$1.25M - $1.44M
|
19K
$8.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
BUY
|
- |
4K+ 7.2% |
$1.25M - $1.44M
|
59.5K
$26.1M
|
|
|
Nov 14, 2023
Q3 2023
|
One01 Capital, LP
Burlingame, CA |
BUY
|
- |
3.97K+ 17.87% |
$1.24M - $1.43M
|
26.2K
$11.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.96K+ 34.21% |
$1.24M - $1.42M
|
15.5K
$6.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
3.94K+ 0.65% |
$1.23M - $1.42M
|
606K
$266M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.94K+ 2.86% |
$1.23M - $1.41M
|
141K
$62.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.92K+ 6.14% |
$1.22M - $1.41M
|
67.8K
$29.8M
|
|
|
Nov 14, 2023
Q3 2023
|
In Depth Partners, LLC
Miami, FL |
BUY
|
- |
3.9K+ 12.98% |
$1.22M - $1.4M
|
33.9K
$14.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
3.87K+ 5.41% |
$1.21M - $1.39M
|
75.4K
$33.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.87K+ 3.56% |
$1.21M - $1.39M
|
113K
$49.4M
|