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 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
985+ 1.81% |
$307K - $354K
|
55.4K
$24.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
985+ 108.84% |
$307K - $354K
|
1.89K
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
981+ 1.5% |
$306K - $353K
|
66.4K
$29.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
976+ 3.62% |
$305K - $351K
|
28K
$12.2M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
976+ 0.7% |
$305K - $351K
|
140K
$61.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
973+ 7.68% |
$304K - $350K
|
13.6K
$5.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
966+ 6.62% |
$302K - $347K
|
15.6K
$6.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
966New |
$302K - $347K
|
966
$423K
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
964+ 28.54% |
$301K - $347K
|
4.34K
$1.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
960+ 5.94% |
$300K - $345K
|
17.1K
$7.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
960+ 10.99% |
$300K - $345K
|
9.7K
$4.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
957+ 0.39% |
$299K - $344K
|
247K
$108M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
957+ 3.69% |
$299K - $344K
|
26.9K
$11.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
950+ 3.58% |
$297K - $342K
|
27.5K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
949+ 13.1% |
$296K - $341K
|
8.19K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
938+ 0.93% |
$293K - $337K
|
102K
$44.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
936New |
$292K - $336K
|
936
$410K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
936+ 9.17% |
$292K - $336K
|
11.1K
$4.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
932+ 6.7% |
$291K - $335K
|
14.8K
$6.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
931+ 0.68% |
$291K - $335K
|
137K
$60M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
926+ 32.71% |
$289K - $333K
|
3.76K
$1.65M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
925+ 107.06% |
$289K - $333K
|
1.79K
$784K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
921+ 14.45% |
$287K - $331K
|
7.3K
$3.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
919+ 3.07% |
$287K - $330K
|
30.9K
$13.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
917+ 3.03% |
$286K - $330K
|
31.2K
$13.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
917+ 0.69% |
$286K - $330K
|
134K
$58.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
915+ 4.65% |
$286K - $329K
|
20.6K
$9.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
913+ 10.35% |
$285K - $328K
|
9.73K
$4.26M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
908+ 5.32% |
$283K - $326K
|
18K
$7.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
903+ 2.28% |
$282K - $325K
|
40.6K
$17.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
900+ 3.26% |
$281K - $324K
|
28.5K
$12.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
898+ 2.35% |
$280K - $323K
|
39.1K
$17.1M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
897+ 3.61% |
$280K - $322K
|
25.8K
$11.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
895+ 18.26% |
$279K - $322K
|
5.8K
$2.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
886+ 3.58% |
$277K - $319K
|
25.6K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
885+ 5.56% |
$276K - $318K
|
16.8K
$7.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
883+ 2.68% |
$276K - $317K
|
33.8K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
883+ 8.55% |
$276K - $317K
|
11.2K
$4.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
882New |
$275K - $317K
|
882
$386K
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
881+ 2.89% |
$275K - $317K
|
31.4K
$13.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
879+ 19.9% |
$274K - $316K
|
5.3K
$2.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
876+ 35.08% |
$273K - $315K
|
3.37K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
875New |
$273K - $315K
|
875
$383K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
873+ 1.07% |
$272K - $314K
|
82.5K
$36.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
873+ 0.83% |
$272K - $314K
|
106K
$46.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
871+ 4.98% |
$272K - $313K
|
18.4K
$8.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
871+ 4.06% |
$272K - $313K
|
22.3K
$9.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
870+ 1.53% |
$272K - $313K
|
57.7K
$25.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
864+ 5.25% |
$270K - $311K
|
17.3K
$7.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
859+ 1.15% |
$268K - $309K
|
75.3K
$33M
|