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 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.09K+ 5.68% |
$341K - $393K
|
20.3K
$8.93M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.09K+ 8.34% |
$340K - $391K
|
14.1K
$6.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.09K+ 2.08% |
$339K - $390K
|
53.3K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1.09KNew |
$339K - $390K
|
1.09K
$477K
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.09K+ 50.8% |
$339K - $390K
|
3.22K
$1.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.08K+ 9.17% |
$337K - $388K
|
12.8K
$5.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.07K+ 3.3% |
$335K - $386K
|
33.5K
$14.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
1.07K+ 11.21% |
$334K - $385K
|
10.6K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.06K+ 2.69% |
$330K - $380K
|
40.5K
$17.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.06K+ 12.58% |
$330K - $380K
|
9.46K
$4.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.06K+ 1.99% |
$330K - $380K
|
54.2K
$23.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.05K+ 6.37% |
$329K - $379K
|
17.6K
$7.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.05K+ 3.47% |
$329K - $379K
|
31.4K
$13.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.05K+ 2.09% |
$328K - $378K
|
51.4K
$22.6M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.05K+ 2.99% |
$328K - $377K
|
36.1K
$15.9M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
1.05K+ 24.73% |
$327K - $377K
|
5.29K
$2.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.05K+ 3.35% |
$326K - $376K
|
32.3K
$14.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.04KNew |
$326K - $375K
|
1.04K
$458K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.04K+ 16.2% |
$324K - $374K
|
7.45K
$3.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.04K+ 100.29% |
$324K - $373K
|
2.07K
$911K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.04K+ 2.08% |
$324K - $373K
|
50.9K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.04K+ 0.52% |
$324K - $373K
|
199K
$87.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.04K+ 4.47% |
$323K - $372K
|
24.2K
$10.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.04K+ 20.57% |
$323K - $372K
|
6.07K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.03K+ 3.1% |
$322K - $370K
|
34.3K
$15.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 3.36% |
$320K - $369K
|
31.5K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02K+ 5.57% |
$320K - $368K
|
19.4K
$8.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.02K+ 5.05% |
$318K - $366K
|
21.2K
$9.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.01K+ 1.33% |
$316K - $364K
|
77K
$33.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.01K+ 0.6% |
$316K - $364K
|
169K
$74.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1.01K+ 3.07% |
$314K - $361K
|
33.7K
$14.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.01K+ 33.16% |
$314K - $361K
|
4.04K
$1.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1K+ 27.79% |
$313K - $361K
|
4.62K
$2.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1K+ 2.88% |
$313K - $360K
|
35.8K
$15.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
1K+ 69.63% |
$313K - $360K
|
2.44K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
1K+ 26.34% |
$313K - $360K
|
4.81K
$2.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 14.57% |
$312K - $360K
|
7.87K
$3.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1K+ 164.74% |
$312K - $359K
|
1.61K
$706K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1K+ 2777.78% |
$312K - $359K
|
1.04K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
1K+ 0.38% |
$312K - $359K
|
262K
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
1K+ 5.52% |
$312K - $359K
|
19.1K
$8.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1K+ 67.8% |
$312K - $359K
|
2.48K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
1KNew |
$312K - $359K
|
1K
$439K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
999+ 5.63% |
$312K - $359K
|
18.7K
$8.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
997+ 1.19% |
$311K - $358K
|
84.8K
$37.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
995+ 67.87% |
$311K - $358K
|
2.46K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
994+ 2.63% |
$310K - $357K
|
38.7K
$17M
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
992+ 1.88% |
$310K - $357K
|
53.8K
$23.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
988+ 7.46% |
$308K - $355K
|
14.2K
$6.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
987+ 3.39% |
$308K - $355K
|
30.1K
$13.2M
|