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 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.6K+ 39.57% |
$812K - $935K
|
9.18K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
2.6K+ 2.15% |
$812K - $935K
|
123K
$51.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.58KNew |
$806K - $928K
|
2.58K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.58K+ 2.79% |
$805K - $927K
|
95.1K
$39.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.57K+ 4.87% |
$802K - $924K
|
55.3K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.56K+ 25.24% |
$799K - $920K
|
12.7K
$5.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.56K+ 8.56% |
$798K - $919K
|
32.4K
$13.6M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.54K+ 3.89% |
$794K - $914K
|
67.9K
$28.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.54K+ 4.12% |
$793K - $913K
|
64.1K
$26.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.52KNew |
$787K - $906K
|
2.52K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
2.51K+ 2.58% |
$785K - $904K
|
99.8K
$42M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.5K+ 88.56% |
$780K - $899K
|
5.32K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
2.5K+ 83.33% |
$780K - $899K
|
5.5K
$2.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
2.47K+ 47.18% |
$772K - $889K
|
7.72K
$3.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 6.47% |
$771K - $888K
|
40.6K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.46K+ 17.7% |
$769K - $885K
|
16.4K
$6.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.46K+ 7.9% |
$767K - $883K
|
33.5K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.43K+ 2.04% |
$759K - $874K
|
121K
$51M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.42K+ 14.41% |
$756K - $871K
|
19.2K
$8.08M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.39K+ 1.86% |
$745K - $858K
|
131K
$54.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.38K+ 9.78% |
$742K - $855K
|
26.7K
$11.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.38K+ 117.97% |
$742K - $854K
|
4.39K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
2.38K+ 4.02% |
$741K - $854K
|
61.5K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.37K+ 5.57% |
$740K - $852K
|
44.9K
$18.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.37K+ 5.77% |
$739K - $851K
|
43.4K
$18.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.35K+ 7.93% |
$732K - $843K
|
31.9K
$13.4M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.35K+ 7.93% |
$732K - $843K
|
31.9K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.32K+ 4.91% |
$723K - $832K
|
49.5K
$20.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.31K+ 6.0% |
$720K - $829K
|
40.7K
$17.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.29K+ 8.79% |
$716K - $824K
|
28.4K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
2.28K+ 14.42% |
$712K - $820K
|
18.1K
$7.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.28K+ 0.75% |
$711K - $819K
|
305K
$128M
|
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
2.27K+ 8.04% |
$708K - $816K
|
30.5K
$12.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.27K+ 7.93% |
$708K - $815K
|
30.9K
$13M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.26K+ 159.65% |
$705K - $812K
|
3.67K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.25K+ 3.43% |
$704K - $810K
|
68.1K
$28.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.25K+ 65.72% |
$702K - $808K
|
5.67K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.24K+ 26.31% |
$699K - $805K
|
10.7K
$4.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 40.99% |
$697K - $803K
|
7.68K
$3.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
2.23K+ 2.51% |
$696K - $801K
|
91.2K
$38.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.22K+ 81.26% |
$694K - $800K
|
4.96K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.22K+ 5.07% |
$694K - $800K
|
46.1K
$19.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.22K+ 0.45% |
$693K - $798K
|
490K
$206M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.22K+ 5.13% |
$692K - $797K
|
45.4K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.21K+ 0.36% |
$690K - $795K
|
609K
$256M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.2K+ 0.23% |
$686K - $790K
|
946K
$398M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2.19K+ 0.82% |
$683K - $787K
|
268K
$113M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.18K+ 11.86% |
$682K - $785K
|
20.6K
$8.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.18KNew |
$680K - $784K
|
2.18K
$916K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.17K+ 4.06% |
$678K - $780K
|
55.7K
$23.4M
|