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 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.61K+ 1.49% |
$503K - $580K
|
110K
$48.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.61K+ 11.95% |
$503K - $579K
|
15.1K
$6.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.61K+ 3.77% |
$502K - $578K
|
44.2K
$19.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.6KNew |
$498K - $573K
|
1.6K
$701K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.6K+ 0.84% |
$498K - $573K
|
191K
$83.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.59K+ 9.22% |
$496K - $572K
|
18.8K
$8.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.58K+ 0.98% |
$493K - $568K
|
163K
$71.5M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.58K+ 1.73% |
$492K - $567K
|
92.8K
$40.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.56K+ 104.28% |
$487K - $560K
|
3.05K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.56K+ 5.03% |
$486K - $560K
|
32.5K
$14.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.55K+ 29.07% |
$485K - $559K
|
6.9K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.54K+ 13.4% |
$479K - $552K
|
13K
$5.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.53K+ 111.35% |
$478K - $550K
|
2.9K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.53K+ 10.52% |
$477K - $549K
|
16K
$7.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.53K+ 1.04% |
$477K - $549K
|
148K
$65M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.53K+ 8.73% |
$476K - $548K
|
19K
$8.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1.52K+ 3.42% |
$474K - $546K
|
45.9K
$20.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.51K+ 6.43% |
$470K - $542K
|
24.9K
$11M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.5K+ 128.55% |
$469K - $541K
|
2.67K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.5K+ 8.71% |
$469K - $540K
|
18.7K
$8.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
1.5K+ 23.27% |
$469K - $540K
|
7.95K
$3.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.5K+ 1.14% |
$467K - $538K
|
132K
$58.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.49K+ 21.14% |
$466K - $537K
|
8.56K
$3.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.49K+ 2.71% |
$466K - $537K
|
56.6K
$24.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.49K+ 6.5% |
$466K - $536K
|
24.4K
$10.7M
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.49K+ 25.42% |
$464K - $535K
|
7.34K
$3.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.48K+ 47.3% |
$463K - $533K
|
4.62K
$2.03M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.47K+ 0.38% |
$460K - $530K
|
387K
$170M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.47K+ 2.92% |
$460K - $530K
|
51.9K
$22.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.47K+ 38.82% |
$459K - $529K
|
5.26K
$2.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.46K+ 67.59% |
$456K - $525K
|
3.62K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.46K+ 2.23% |
$456K - $525K
|
67K
$29.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.46K+ 12.49% |
$455K - $524K
|
13.1K
$5.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.46K+ 3.02% |
$454K - $523K
|
49.7K
$21.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.45K+ 13.82% |
$453K - $522K
|
12K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.45K+ 55.19% |
$451K - $520K
|
4.07K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.44K+ 40.55% |
$449K - $517K
|
4.98K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.43K+ 76.44% |
$447K - $514K
|
3.3K
$1.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 14.58% |
$445K - $513K
|
11.2K
$4.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.42K+ 2.72% |
$444K - $512K
|
53.7K
$23.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.42K+ 2.6% |
$444K - $511K
|
56.2K
$24.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.42K+ 13.57% |
$443K - $510K
|
11.9K
$5.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.42K+ 1.06% |
$442K - $509K
|
134K
$59.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.42K+ 3.11% |
$442K - $509K
|
46.9K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.41K+ 2.8% |
$439K - $506K
|
51.7K
$22.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.41K+ 11.95% |
$439K - $505K
|
13.2K
$5.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
1.41K+ 11.28% |
$439K - $505K
|
13.9K
$6.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.41KNew |
$439K - $505K
|
1.41K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.4K+ 125.65% |
$437K - $504K
|
2.52K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.4K+ 11.39% |
$436K - $502K
|
13.7K
$6M
|