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 24, 2023
Q3 2023
|
Shaker Investments LLC
|
BUY
|
- |
3.86K+ 142.95% |
$1.21M - $1.39M
|
6.57K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3.86K+ 37.6% |
$1.2M - $1.39M
|
14.1K
$6.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.84K+ 90.02% |
$1.2M - $1.38M
|
8.11K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.83K+ 3.41% |
$1.2M - $1.38M
|
116K
$51.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.81K+ 0.97% |
$1.19M - $1.37M
|
397K
$174M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.8K+ 20.53% |
$1.19M - $1.37M
|
22.3K
$9.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.78K+ 15.52% |
$1.18M - $1.36M
|
28.1K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.75K+ 25.0% |
$1.17M - $1.35M
|
18.8K
$8.24M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.75K+ 6.43% |
$1.17M - $1.35M
|
62K
$27.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.73K+ 6.72% |
$1.17M - $1.34M
|
59.3K
$26M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street LLC
|
BUY
|
- |
3.7K+ 1.5% |
$1.15M - $1.33M
|
250K
$110M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.68K+ 10.34% |
$1.15M - $1.32M
|
39.2K
$17.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.67K+ 13.98% |
$1.15M - $1.32M
|
29.9K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.66K+ 10.88% |
$1.14M - $1.32M
|
37.3K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
3.65K+ 0.85% |
$1.14M - $1.31M
|
434K
$191M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.64K+ 3.88% |
$1.14M - $1.31M
|
97.7K
$42.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.61K+ 9.46% |
$1.13M - $1.3M
|
41.8K
$18.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.59K+ 133.94% |
$1.12M - $1.29M
|
6.27K
$2.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.57K+ 8.44% |
$1.11M - $1.28M
|
45.8K
$20.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.54K+ 55.83% |
$1.11M - $1.27M
|
9.89K
$4.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.54KNew |
$1.1M - $1.27M
|
3.54K
$1.55M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.52K+ 2.76% |
$1.1M - $1.27M
|
131K
$57.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
3.5K+ 13.21% |
$1.09M - $1.26M
|
30K
$13.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
3.48K+ 1.72% |
$1.09M - $1.25M
|
206K
$90.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.48KNew |
$1.09M - $1.25M
|
3.48K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.47K+ 4.53% |
$1.08M - $1.25M
|
80.2K
$35.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.46K+ 3.22% |
$1.08M - $1.24M
|
111K
$48.7M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.46K+ 13.77% |
$1.08M - $1.24M
|
28.6K
$12.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
3.45K+ 3.75% |
$1.08M - $1.24M
|
95.5K
$41.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.44K+ 1.84% |
$1.07M - $1.24M
|
190K
$83.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$1.07M - $1.23M
|
3.42K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.42K+ 116.75% |
$1.07M - $1.23M
|
6.34K
$2.79M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.41KNew |
$1.06M - $1.23M
|
3.41K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.37KNew |
$1.05M - $1.21M
|
3.37K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.37K+ 2.98% |
$1.05M - $1.21M
|
116K
$51.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Parametrica Management LTD
|
BUY
|
- |
3.36K+ 35.09% |
$1.05M - $1.21M
|
12.9K
$5.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3.35K+ 58.36% |
$1.05M - $1.2M
|
9.09K
$3.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.35K+ 4.7% |
$1.05M - $1.2M
|
74.6K
$32.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.34K+ 22.48% |
$1.04M - $1.2M
|
18.2K
$7.99M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
3.33K+ 67.56% |
$1.04M - $1.2M
|
8.26K
$3.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.32K+ 9.24% |
$1.04M - $1.19M
|
39.2K
$17.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.3K+ 17.43% |
$1.03M - $1.18M
|
22.2K
$9.75M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.28K+ 13.29% |
$1.02M - $1.18M
|
27.9K
$12.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.27K+ 2.13% |
$1.02M - $1.18M
|
157K
$68.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.26K+ 2.07% |
$1.02M - $1.17M
|
161K
$70.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.25K+ 11.06% |
$1.02M - $1.17M
|
32.7K
$14.4M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.24K+ 2.83% |
$1.01M - $1.16M
|
118K
$51.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.24K+ 7.33% |
$1.01M - $1.16M
|
47.4K
$20.8M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.24K+ 4.18% |
$1.01M - $1.16M
|
80.6K
$35.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.24KNew |
$1.01M - $1.16M
|
3.24K
$1.42M
|