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 27, 2023
Q3 2023
|
Valliance Asset Management LTD
|
BUY
|
- |
3.2KNew |
$999K - $1.15M
|
3.2K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.2K+ 117.43% |
$999K - $1.15M
|
5.93K
$2.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
3.18KNew |
$992K - $1.14M
|
3.18K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3.15K+ 81.14% |
$984K - $1.13M
|
7.04K
$2.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
3.15KNew |
$983K - $1.13M
|
3.15K
$1.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
3.14K+ 26.89% |
$981K - $1.13M
|
14.8K
$6.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.13K+ 5.47% |
$977K - $1.13M
|
60.3K
$25.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.11K+ 57.26% |
$970K - $1.12M
|
8.53K
$3.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.08K+ 0.69% |
$961K - $1.11M
|
451K
$189M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.07K+ 12.49% |
$959K - $1.1M
|
27.7K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
3.07K+ 6.69% |
$958K - $1.1M
|
49K
$20.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
3.07K+ 11.28% |
$957K - $1.1M
|
30.3K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
3.06KNew |
$955K - $1.1M
|
3.06K
$1.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.06K+ 31.44% |
$954K - $1.1M
|
12.8K
$5.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
3.05K+ 3.5% |
$953K - $1.1M
|
90.4K
$38M
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.04K+ 16.78% |
$949K - $1.09M
|
21.2K
$8.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.03K+ 13.13% |
$947K - $1.09M
|
26.1K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.03K+ 137.65% |
$946K - $1.09M
|
5.23K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.03K+ 64.57% |
$946K - $1.09M
|
7.73K
$3.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
3K+ 8.85% |
$936K - $1.08M
|
36.9K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.98K+ 24.7% |
$931K - $1.07M
|
15.1K
$6.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.98K+ 18.72% |
$929K - $1.07M
|
18.9K
$7.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.97K+ 84.45% |
$927K - $1.07M
|
6.49K
$2.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.96K+ 1.06% |
$924K - $1.06M
|
282K
$118M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.93K+ 19.18% |
$914K - $1.05M
|
18.2K
$7.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.91K+ 3.75% |
$907K - $1.05M
|
80.5K
$33.8M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.9K+ 0.12% |
$905K - $1.04M
|
2.41M
$1.01B
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.89K+ 0.95% |
$903K - $1.04M
|
306K
$129M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.85K+ 0.91% |
$889K - $1.02M
|
316K
$133M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.81K+ 28.32% |
$876K - $1.01M
|
12.7K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
2.8K+ 10.33% |
$874K - $1.01M
|
29.9K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.8K+ 3.22% |
$873K - $1.01M
|
89.6K
$37.6M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.8K+ 5.2% |
$872K - $1M
|
56.5K
$23.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.79K+ 4.86% |
$872K - $1M
|
60.3K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.78K+ 66.92% |
$866K - $998K
|
6.92K
$2.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.77K+ 7.49% |
$864K - $995K
|
39.7K
$16.7M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.77K+ 15.13% |
$864K - $995K
|
21.1K
$8.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.73K+ 39.4% |
$853K - $982K
|
9.67K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
2.73K+ 4.66% |
$852K - $981K
|
61.3K
$25.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.71K+ 5.53% |
$846K - $974K
|
51.7K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
2.7K+ 2.13% |
$842K - $970K
|
129K
$54.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.69K+ 10.17% |
$839K - $966K
|
29.1K
$12.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.68K+ 0.47% |
$836K - $963K
|
573K
$241M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.67K+ 3.17% |
$835K - $961K
|
86.9K
$36.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
2.66K+ 9.67% |
$829K - $955K
|
30.1K
$12.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.64K+ 2.84% |
$822K - $947K
|
95.3K
$40M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.63K+ 1.29% |
$821K - $945K
|
207K
$86.8M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.63K+ 23.03% |
$821K - $945K
|
14K
$5.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 7.74% |
$815K - $938K
|
36.3K
$15.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.61K+ 3.46% |
$813K - $936K
|
77.8K
$32.7M
|