Purchases and Sales Made in Q3 2023 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
776
+ 12.78%
$242K - $279K
6.85K $3.5M
Nov 06, 2023 Q3 2023
Sfmg, LLC

BUY
 -
773
+ 1.16%
$241K - $278K
67.7K $34.6M
Nov 08, 2023 Q3 2023
Concentrum Wealth Management

BUY
 -
768
+ 8.24%
$240K - $276K
10.1K $5.16M
Nov 09, 2023 Q3 2023
Sandbar Asset Management LLP

London, X0
BUY
 -
767
New
$239K - $276K
767 $392K
Nov 22, 2023 Q3 2023
Josh Arnold Investment Consultant, LLC

Edina, MN
BUY
 -
767
New
$239K - $276K
767 $392K
Nov 14, 2023 Q3 2023
Game Creek Capital, LP

Boston, MA
BUY
 -
765
+ 7.14%
$239K - $275K
11.5K $5.86M
Nov 14, 2023 Q3 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
761
+ 4.97%
$238K - $274K
16.1K $8.21M
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
761
+ 4.69%
$238K - $274K
17K $8.69M
Nov 14, 2023 Q3 2023
Sentinel Trust CO Lba

Houston, TX
BUY
 -
760
+ 2.67%
$237K - $273K
29.2K $14.9M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
759
+ 2.18%
$237K - $273K
35.6K $18.2M
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
756
+ 1.27%
$236K - $272K
60.4K $30.9M
Nov 02, 2023 Q3 2023
Gitterman Wealth Management, LLC

BUY
 -
753
+ 6.1%
$235K - $271K
13.1K $6.69M
Nov 08, 2023 Q3 2023
Davidson Trust CO

BUY
 -
753
+ 2.24%
$235K - $271K
34.4K $17.6M
Nov 07, 2023 Q3 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
751
New
$234K - $270K
751 $384K
Oct 16, 2023 Q3 2023
Prospect Hill Management, LLC

BUY
 -
750
New
$234K - $270K
750 $383K
Nov 14, 2023 Q3 2023
Unison Asset Management LLC

BUY
 -
750
+ 3.68%
$234K - $270K
21.1K $10.8M
Oct 24, 2023 Q3 2023
Sfe Investment Counsel

Los Angeles, CA
BUY
 -
747
+ 5.62%
$233K - $269K
14.1K $7.18M
Oct 19, 2023 Q3 2023
Slow Capital, Inc.

BUY
 -
746
+ 3.69%
$233K - $268K
21K $10.7M
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
746
+ 3.56%
$233K - $268K
21.7K $11.1M
Oct 24, 2023 Q3 2023
Apexium Financial, LP

BUY
 -
745
+ 3.37%
$233K - $268K
22.9K $11.7M
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
744
+ 12.87%
$232K - $267K
6.53K $3.33M
Nov 02, 2023 Q3 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
743
+ 8.32%
$232K - $267K
9.67K $4.94M
Oct 18, 2023 Q3 2023
Financial Strategies Group, Inc.

BUY
 -
742
+ 9.67%
$232K - $267K
8.42K $4.3M
Nov 07, 2023 Q3 2023
Mycio Wealth Partners, LLC

BUY
 -
741
New
$231K - $266K
741 $379K
Nov 14, 2023 Q3 2023
Axiom Advisory, LLC

San Diego, CA
BUY
 -
741
+ 101.23%
$231K - $266K
1.47K $753K
Oct 25, 2023 Q3 2023
Keating Investment Counselors Inc

BUY
 -
740
+ 25.92%
$231K - $266K
3.6K $1.84M
Nov 08, 2023 Q3 2023
Central Asset Investments & Management Holdings (Hk) LTD

BUY
 -
740
+ 1.91%
$231K - $266K
39.5K $20.2M
Nov 06, 2023 Q3 2023
Must Asset Management Inc.

BUY
 -
737
+ 30.03%
$230K - $265K
3.19K $1.63M
Oct 31, 2023 Q3 2023
Montis Financial, LLC

BUY
 -
736
+ 10.88%
$230K - $265K
7.5K $3.83M
Oct 30, 2023 Q3 2023
Altrius Capital Management Inc

New Bern, NC
BUY
 -
735
New
$229K - $264K
735 $375K
Oct 13, 2023 Q3 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
734
+ 5.76%
$229K - $264K
13.5K $6.89M
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
734
+ 1.49%
$229K - $264K
50K $25.5M
Nov 13, 2023 Q3 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
734
+ 0.35%
$229K - $264K
213K $109M
Nov 02, 2023 Q3 2023
Capital Performance Advisors LLP

BUY
 -
733
+ 7.25%
$229K - $264K
10.8K $5.54M
Nov 21, 2023 Q3 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
731
+ 16.35%
$228K - $263K
5.2K $2.66M
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
729
+ 5.18%
$228K - $262K
14.8K $7.56M
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

BUY
 -
727
+ 25.9%
$227K - $261K
3.53K $1.81M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
727
+ 0.32%
$227K - $261K
228K $116M
Oct 25, 2023 Q3 2023
Ayalon Insurance Comp Ltd.

BUY
 -
725
+ 4.66%
$226K - $261K
16.3K $8.32M
Oct 25, 2023 Q3 2023
Northstar Asset Management LLC

BUY
 -
725
+ 2.36%
$226K - $261K
31.5K $16.1M
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
725
+ 0.52%
$226K - $261K
139K $71.1M
Oct 31, 2023 Q3 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
724
+ 12.04%
$226K - $260K
6.74K $3.44M
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
723
+ 14.71%
$226K - $260K
5.64K $2.88M
Oct 27, 2023 Q3 2023
Center For Asset Management LLC

BUY
 -
723
+ 8.59%
$226K - $260K
9.14K $4.67M
Nov 13, 2023 Q3 2023
Bedell Frazier Investment Counseling, LLC

BUY
 -
722
+ 2.28%
$225K - $260K
32.4K $16.6M
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
720
+ 20.45%
$225K - $259K
4.24K $2.17M
Oct 20, 2023 Q3 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
718
+ 11.35%
$224K - $258K
7.04K $3.6M
Nov 29, 2023 Q3 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
718
+ 5.43%
$224K - $258K
13.9K $7.13M
Oct 23, 2023 Q3 2023
Sweet Financial Partners, LLC

BUY
 -
716
+ 5.38%
$223K - $257K
14K $7.16M

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