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 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.38K+ 8.17% |
$431K - $497K
|
18.3K
$7.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.38K+ 43.44% |
$431K - $496K
|
4.56K
$1.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.38K+ 9.88% |
$430K - $496K
|
15.3K
$6.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.38K+ 34.72% |
$430K - $495K
|
5.35K
$2.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
1.38K+ 10.1% |
$430K - $495K
|
15K
$6.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.37K+ 2.22% |
$428K - $493K
|
63.1K
$26.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.37K+ 94.03% |
$428K - $493K
|
2.83K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.36K+ 9.4% |
$426K - $490K
|
15.9K
$6.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 6.69% |
$423K - $487K
|
21.6K
$9.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.36K+ 15.04% |
$423K - $487K
|
10.4K
$4.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
1.35K+ 3.06% |
$422K - $486K
|
45.5K
$19.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.35K+ 494.51% |
$421K - $485K
|
1.62K
$682K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.35K+ 7.32% |
$421K - $485K
|
19.8K
$8.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.35K+ 1.8% |
$421K - $485K
|
76.3K
$32.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.35K+ 0.48% |
$421K - $485K
|
280K
$118M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.35K+ 2.5% |
$420K - $484K
|
55.2K
$23.2M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.34K+ 18.42% |
$419K - $482K
|
8.62K
$3.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 15.08% |
$418K - $481K
|
10.2K
$4.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 16.68% |
$416K - $479K
|
9.32K
$3.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.33K+ 2.24% |
$414K - $477K
|
60.5K
$25.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.03% |
$414K - $476K
|
66.5K
$28M
|
|
|
Nov 14, 2023
Q3 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
1.33K+ 8.47% |
$414K - $476K
|
17K
$7.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
BUY
|
- |
1.33K+ 3.47% |
$414K - $476K
|
39.5K
$16.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.32K+ 197.16% |
$412K - $475K
|
1.99K
$837K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.31K+ 104.29% |
$410K - $472K
|
2.57K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.31K+ 7.47% |
$410K - $472K
|
18.9K
$7.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.31KNew |
$410K - $472K
|
1.31K
$551K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.3K+ 0.67% |
$404K - $466K
|
193K
$81.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.3KNew |
$404K - $466K
|
1.3K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.29K+ 12.89% |
$404K - $465K
|
11.3K
$4.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.29KNew |
$403K - $464K
|
1.29K
$542K
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.29K+ 1.42% |
$402K - $463K
|
92.3K
$38.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.28K+ 1.72% |
$400K - $461K
|
75.7K
$31.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.28K+ 62.03% |
$400K - $461K
|
3.35K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.28K+ 5.99% |
$399K - $460K
|
22.6K
$9.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.27K+ 1.87% |
$396K - $456K
|
69.2K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.27K+ 2.49% |
$395K - $455K
|
52K
$21.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.26K+ 13.16% |
$395K - $454K
|
10.9K
$4.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.26K+ 15.53% |
$393K - $453K
|
9.37K
$3.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.26K+ 0.44% |
$393K - $453K
|
290K
$122M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.26K+ 8.3% |
$393K - $452K
|
16.4K
$6.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 2.75% |
$392K - $451K
|
46.9K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.25K+ 3.29% |
$391K - $450K
|
39.3K
$16.5M
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.25K+ 4.31% |
$390K - $449K
|
30.2K
$12.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.25K+ 7.67% |
$389K - $448K
|
17.5K
$7.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.25K+ 123.39% |
$389K - $448K
|
2.25K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.23K+ 12.22% |
$385K - $444K
|
11.3K
$4.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.23K+ 20.39% |
$384K - $442K
|
7.26K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.23K+ 19.45% |
$384K - $442K
|
7.55K
$3.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
1.23K+ 1.93% |
$382K - $440K
|
64.8K
$27.2M
|