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 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
856+ 3.26% |
$267K - $308K
|
27.1K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Saltoro Capital, LP
Dallas, TX |
BUY
|
- |
856New |
$267K - $308K
|
856
$375K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
854+ 4.01% |
$267K - $307K
|
22.1K
$9.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
852+ 9.23% |
$266K - $306K
|
10.1K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
852+ 116.39% |
$266K - $306K
|
1.58K
$694K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
850+ 2.84% |
$265K - $306K
|
30.8K
$13.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
BUY
|
- |
849New |
$265K - $305K
|
849
$372K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
847+ 1.83% |
$264K - $304K
|
47.2K
$20.7M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
846+ 6.23% |
$264K - $304K
|
14.4K
$6.32M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
845+ 6.05% |
$264K - $304K
|
14.8K
$6.49M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
844+ 22.52% |
$263K - $303K
|
4.59K
$2.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
844+ 1.3% |
$263K - $303K
|
65.5K
$28.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
843+ 15.92% |
$263K - $303K
|
6.14K
$2.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
842+ 4.31% |
$263K - $303K
|
20.4K
$8.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
841+ 10.97% |
$263K - $302K
|
8.5K
$3.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
829+ 25.6% |
$259K - $298K
|
4.07K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
826+ 5.3% |
$258K - $297K
|
16.4K
$7.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
826+ 2.37% |
$258K - $297K
|
35.6K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
826+ 0.44% |
$258K - $297K
|
189K
$83M
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
825+ 19.14% |
$258K - $297K
|
5.14K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
825+ 1.63% |
$258K - $297K
|
51.3K
$22.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
823+ 24.42% |
$257K - $296K
|
4.19K
$1.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
822+ 2.52% |
$257K - $296K
|
33.4K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
820+ 12.44% |
$256K - $295K
|
7.41K
$3.25M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
815+ 4.42% |
$254K - $293K
|
19.2K
$8.43M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
808+ 12.94% |
$252K - $290K
|
7.05K
$3.09M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
804+ 7.53% |
$251K - $289K
|
11.5K
$5.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
800+ 62.99% |
$250K - $288K
|
2.07K
$907K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
794+ 2.12% |
$248K - $285K
|
38.3K
$16.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
BUY
|
- |
791+ 0.49% |
$247K - $284K
|
161K
$70.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
790+ 4.84% |
$247K - $284K
|
17.1K
$7.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
789+ 9.12% |
$246K - $284K
|
9.44K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
787+ 1.74% |
$246K - $283K
|
46.1K
$20.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
786New |
$245K - $283K
|
786
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
786+ 0.18% |
$245K - $283K
|
431K
$189M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
780+ 2.69% |
$243K - $280K
|
29.8K
$13M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
780+ 24.96% |
$243K - $280K
|
3.91K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
776+ 12.78% |
$242K - $279K
|
6.85K
$3M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
773+ 1.16% |
$241K - $278K
|
67.7K
$29.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
768+ 8.24% |
$240K - $276K
|
10.1K
$4.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
767New |
$239K - $276K
|
767
$336K
|
|
|
Nov 22, 2023
Q3 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
767New |
$239K - $276K
|
767
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
765+ 7.14% |
$239K - $275K
|
11.5K
$5.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
761+ 4.97% |
$238K - $274K
|
16.1K
$7.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
761+ 4.69% |
$238K - $274K
|
17K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
760+ 2.67% |
$237K - $273K
|
29.2K
$12.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
759+ 2.18% |
$237K - $273K
|
35.6K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
757+ 30.69% |
$236K - $272K
|
3.22K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
756+ 1.27% |
$236K - $272K
|
60.4K
$26.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
753+ 6.1% |
$235K - $271K
|
13.1K
$5.73M
|