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 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.23K+ 12.22% |
$385K - $444K
|
11.3K
$4.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.23K+ 20.39% |
$384K - $442K
|
7.26K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.23K+ 19.45% |
$384K - $442K
|
7.55K
$3.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
1.23K+ 1.93% |
$382K - $440K
|
64.8K
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.22K+ 1.75% |
$382K - $440K
|
71.2K
$31.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.22K+ 69.71% |
$381K - $439K
|
2.98K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.22K+ 1.28% |
$379K - $437K
|
96.2K
$42.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.21K+ 7.27% |
$379K - $436K
|
17.9K
$7.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.21K+ 2.25% |
$378K - $435K
|
54.9K
$24.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.21K+ 6.29% |
$377K - $434K
|
20.4K
$8.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.2K+ 17.31% |
$376K - $433K
|
8.16K
$3.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.2K+ 3.19% |
$374K - $431K
|
38.7K
$17M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.2K+ 13.26% |
$373K - $430K
|
10.2K
$4.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.2KNew |
$373K - $430K
|
1.2K
$525K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.19K+ 19.42% |
$371K - $428K
|
7.32K
$3.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.18K+ 0.97% |
$370K - $426K
|
124K
$54.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.18KNew |
$369K - $425K
|
1.18K
$520K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.18KNew |
$369K - $425K
|
1.18K
$519K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.18K+ 2.16% |
$369K - $425K
|
55.8K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.18K+ 33.69% |
$368K - $424K
|
4.68K
$2.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.18K+ 32.26% |
$367K - $423K
|
4.82K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.18K+ 18.72% |
$367K - $423K
|
7.46K
$3.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.18KNew |
$367K - $422K
|
1.18K
$516K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.17K+ 0.8% |
$366K - $422K
|
149K
$65.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.17K+ 6.47% |
$365K - $420K
|
19.2K
$8.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
1.17K+ 16.75% |
$364K - $420K
|
8.14K
$3.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.17K+ 15.32% |
$364K - $419K
|
8.77K
$3.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.16K+ 73.53% |
$363K - $418K
|
2.75K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.16K+ 2.82% |
$361K - $416K
|
42.1K
$18.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 4.07% |
$361K - $416K
|
29.5K
$13M
|
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
1.15K+ 6.27% |
$359K - $413K
|
19.5K
$8.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 1.04% |
$356K - $410K
|
111K
$48.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.14K+ 4.85% |
$356K - $410K
|
24.7K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 15.48% |
$356K - $410K
|
8.51K
$3.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.14K+ 10.0% |
$356K - $409K
|
12.5K
$5.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.13K+ 2.92% |
$354K - $407K
|
40K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.13K+ 4.72% |
$353K - $407K
|
25.1K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.12K+ 14.86% |
$351K - $404K
|
8.69K
$3.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.12K+ 3.84% |
$349K - $402K
|
30.3K
$13.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
1.12KNew |
$348K - $401K
|
1.12K
$490K
|
|
|
Oct 23, 2023
Q3 2023
|
Trinity Street Asset Management LLP
|
BUY
|
- |
1.11K+ 2.81% |
$347K - $400K
|
40.6K
$17.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.11K+ 2.13% |
$347K - $399K
|
53.3K
$23.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.11K+ 3.24% |
$346K - $399K
|
35.3K
$15.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.11K+ 10.58% |
$346K - $399K
|
11.6K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.11K+ 56.12% |
$345K - $397K
|
3.07K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.1K+ 3.21% |
$344K - $396K
|
35.3K
$15.5M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1.1K+ 16.72% |
$343K - $395K
|
7.68K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.1K+ 2.1% |
$343K - $395K
|
53.4K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.1K+ 0.9% |
$342K - $394K
|
124K
$54.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.1K+ 59.25% |
$342K - $394K
|
2.94K
$1.29M
|