Purchases and Sales Made in Q3 2023 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
3.23K
+ 0.79%
$1.01M - $1.16M
414K $182M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
3.23K
+ 5.98%
$1.01M - $1.16M
57.3K $25.2M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
3.22K
+ 14.65%
$1.01M - $1.16M
25.2K $11.1M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
3.21K
+ 4.06%
$1M - $1.15M
82.3K $36.1M
Oct 27, 2023 Q3 2023
Valliance Asset Management LTD

BUY
 -
3.2K
New
$999K - $1.15M
3.2K $1.41M
Nov 13, 2023 Q3 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
3.2K
+ 117.43%
$999K - $1.15M
5.93K $2.6M
Oct 31, 2023 Q3 2023
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.

BUY
 -
3.18K
New
$992K - $1.14M
3.18K $1.4M
Nov 13, 2023 Q3 2023
Private Capital Advisors, Inc.

BUY
 -
3.15K
+ 81.14%
$984K - $1.13M
7.04K $3.09M
Nov 07, 2023 Q3 2023
Moody Aldrich Partners LLC

BUY
 -
3.15K
New
$983K - $1.13M
3.15K $1.38M
Nov 15, 2023 Q3 2023
Spouting Rock Asset Management, LLC

Bryn Mawr, PA
BUY
 -
3.14K
+ 26.89%
$981K - $1.13M
14.8K $6.51M
Nov 07, 2023 Q3 2023
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
3.11K
+ 57.26%
$970K - $1.12M
8.53K $3.75M
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
3.08K
+ 0.69%
$961K - $1.11M
451K $198M
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
3.07K
+ 12.49%
$959K - $1.1M
27.7K $12.2M
Nov 14, 2023 Q3 2023
Family Management Corp

New York, NY
BUY
 -
3.07K
+ 6.69%
$958K - $1.1M
49K $21.5M
Nov 06, 2023 Q3 2023
Sonata Capital Group Inc

BUY
 -
3.07K
+ 11.28%
$957K - $1.1M
30.3K $13.3M
Nov 14, 2023 Q3 2023
Eschler Asset Management LLP

Cambridge, X0
BUY
 -
3.06K
New
$955K - $1.1M
3.06K $1.34M
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
3.06K
+ 31.44%
$954K - $1.1M
12.8K $5.61M
Oct 19, 2023 Q3 2023
Core Alternative Capital

BUY
 -
3.05K
+ 3.5%
$953K - $1.1M
90.4K $39.7M
Nov 01, 2023 Q3 2023
Synergy Financial Group, LTD

BUY
 -
3.04K
+ 16.78%
$949K - $1.09M
21.2K $9.29M
Oct 11, 2023 Q3 2023
Goodman Advisory Group, LLC

BUY
 -
3.03K
+ 13.13%
$947K - $1.09M
26.1K $11.5M
Nov 08, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
3.03K
+ 137.65%
$946K - $1.09M
5.23K $2.3M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
3.03K
+ 64.57%
$946K - $1.09M
7.73K $3.39M
Nov 07, 2023 Q3 2023
Graphene Investments Sas

Paris, I0
BUY
 -
3K
+ 8.85%
$936K - $1.08M
36.9K $16.2M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
2.98K
+ 24.7%
$931K - $1.07M
15.1K $6.62M
Oct 10, 2023 Q3 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
2.98K
+ 18.72%
$929K - $1.07M
18.9K $8.29M
Nov 01, 2023 Q3 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
2.97K
+ 84.45%
$927K - $1.07M
6.49K $2.85M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2.96K
+ 1.06%
$924K - $1.06M
282K $124M
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
2.93K
+ 19.18%
$914K - $1.05M
18.2K $8M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
2.91K
+ 3.75%
$907K - $1.05M
80.5K $35.4M
Oct 27, 2023 Q3 2023
State Of Michigan Retirement System

BUY
 -
2.9K
+ 0.12%
$905K - $1.04M
2.41M $1.06B
Oct 23, 2023 Q3 2023
Mcdaniel Terry & CO

BUY
 -
2.89K
+ 0.95%
$903K - $1.04M
306K $135M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
2.85K
+ 0.91%
$889K - $1.02M
316K $139M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
2.81K
+ 28.32%
$876K - $1.01M
12.7K $5.58M
Nov 14, 2023 Q3 2023
Kemnay Advisory Services Inc.

New York, NY
BUY
 -
2.8K
+ 10.33%
$874K - $1.01M
29.9K $13.1M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
2.8K
+ 3.22%
$873K - $1.01M
89.6K $39.4M
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
2.8K
+ 5.2%
$872K - $1M
56.5K $24.8M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
2.79K
+ 4.86%
$872K - $1M
60.3K $26.5M
Nov 14, 2023 Q3 2023
Financial Advisors Network, Inc.

BUY
 -
2.78K
+ 66.92%
$866K - $998K
6.92K $3.04M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
2.77K
+ 7.49%
$864K - $995K
39.7K $17.4M
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
2.77K
+ 15.13%
$864K - $995K
21.1K $9.25M
Nov 01, 2023 Q3 2023
Kinsale Capital Group, Inc.

BUY
 -
2.73K
+ 39.4%
$853K - $982K
9.67K $4.25M
Nov 14, 2023 Q3 2023
Sirios Capital Management L P

Boston, MA
BUY
 -
2.73K
+ 4.66%
$852K - $981K
61.3K $26.9M
Oct 26, 2023 Q3 2023
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
2.71K
+ 5.53%
$846K - $974K
51.7K $22.7M
Nov 14, 2023 Q3 2023
Junto Capital Management LP

New York, NY
BUY
 -
2.7K
+ 2.13%
$842K - $970K
129K $56.8M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
2.69K
+ 10.17%
$839K - $966K
29.1K $12.8M
Oct 23, 2023 Q3 2023
Maryland State Retirement & Pension System

BUY
 -
2.68K
+ 0.47%
$836K - $963K
573K $252M
Oct 25, 2023 Q3 2023
Bensler, LLC

Bellevue, WA
BUY
 -
2.67K
+ 3.17%
$835K - $961K
86.9K $38.2M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
2.66K
+ 9.67%
$829K - $955K
30.1K $13.2M
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
2.64K
+ 2.84%
$822K - $947K
95.3K $41.9M

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