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 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.92K+ 5.52% |
$598K - $689K
|
36.6K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.9K+ 1.23% |
$594K - $684K
|
157K
$65.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.89K+ 1.77% |
$589K - $678K
|
108K
$45.4M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.88K+ 2.03% |
$588K - $677K
|
94.5K
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.86K+ 1.73% |
$582K - $670K
|
109K
$46M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.86K+ 16.3% |
$580K - $668K
|
13.3K
$5.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.86K+ 3.62% |
$580K - $668K
|
53.2K
$22.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
BUY
|
- |
1.85K+ 4.14% |
$577K - $665K
|
46.6K
$19.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.84K+ 4.51% |
$576K - $663K
|
42.7K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.84K+ 1.2% |
$576K - $663K
|
155K
$65.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.83K+ 2.35% |
$570K - $656K
|
79.6K
$33.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.82K+ 5.09% |
$568K - $654K
|
37.6K
$15.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.82K+ 11.33% |
$567K - $653K
|
17.9K
$7.5M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.81K+ 20.23% |
$566K - $651K
|
10.8K
$4.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.81K+ 2.79% |
$564K - $650K
|
66.7K
$28M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.8K+ 2.96% |
$562K - $647K
|
62.7K
$26.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
1.79K+ 2.61% |
$559K - $644K
|
70.4K
$29.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.79K+ 41.33% |
$559K - $643K
|
6.12K
$2.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.78K+ 1.98% |
$556K - $640K
|
91.8K
$38.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.77K+ 1.36% |
$554K - $638K
|
132K
$55.4M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.77K+ 1.36% |
$554K - $638K
|
132K
$55.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.77K+ 5.32% |
$552K - $636K
|
35K
$14.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.77K+ 13.82% |
$552K - $636K
|
14.6K
$6.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.77K+ 17.48% |
$552K - $636K
|
11.9K
$4.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.76K+ 1.15% |
$549K - $632K
|
155K
$65.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.75K+ 0.91% |
$546K - $629K
|
194K
$81.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.74K+ 6.04% |
$542K - $624K
|
30.5K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.74K+ 1.08% |
$542K - $624K
|
162K
$68.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.73K+ 2.45% |
$541K - $623K
|
72.5K
$30.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
1.73K+ 2.33% |
$538K - $620K
|
75.8K
$31.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.72K+ 4.42% |
$536K - $618K
|
40.6K
$17M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.7K+ 47.96% |
$529K - $609K
|
5.23K
$2.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.69K+ 6.21% |
$526K - $606K
|
28.9K
$12.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.68K+ 1.28% |
$525K - $605K
|
133K
$55.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.68K+ 4.22% |
$525K - $604K
|
41.5K
$17.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.68K+ 8.61% |
$524K - $604K
|
21.2K
$8.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.68K+ 1.13% |
$523K - $603K
|
150K
$63.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.68K+ 34.73% |
$523K - $603K
|
6.51K
$2.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
1.67K+ 26.81% |
$521K - $600K
|
7.89K
$3.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.67K+ 4.23% |
$521K - $600K
|
41.1K
$17.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.66K+ 0.72% |
$517K - $595K
|
231K
$97.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.63K+ 26.61% |
$509K - $586K
|
7.76K
$3.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.62K+ 3.78% |
$505K - $582K
|
44.5K
$18.7M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
1.62K+ 1.71% |
$505K - $582K
|
96.2K
$40.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 1.54% |
$505K - $582K
|
107K
$45M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.62K+ 2.3% |
$504K - $581K
|
71.8K
$30.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.61K+ 1.52% |
$503K - $580K
|
107K
$45.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.61K+ 1.49% |
$503K - $580K
|
110K
$46M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.61K+ 11.95% |
$503K - $579K
|
15.1K
$6.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.61K+ 3.77% |
$502K - $578K
|
44.2K
$18.6M
|