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 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
753+ 2.24% |
$235K - $271K
|
34.4K
$15.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
751New |
$234K - $270K
|
751
$329K
|
|
|
Oct 16, 2023
Q3 2023
|
Prospect Hill Management, LLC
|
BUY
|
- |
750New |
$234K - $270K
|
750
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Unison Asset Management LLC
|
BUY
|
- |
750+ 3.68% |
$234K - $270K
|
21.1K
$9.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
747+ 5.62% |
$233K - $269K
|
14.1K
$6.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
746+ 3.69% |
$233K - $268K
|
21K
$9.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
746+ 3.56% |
$233K - $268K
|
21.7K
$9.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
745+ 3.37% |
$233K - $268K
|
22.9K
$10M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
744+ 12.87% |
$232K - $267K
|
6.53K
$2.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
743+ 8.32% |
$232K - $267K
|
9.67K
$4.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
742+ 9.67% |
$232K - $267K
|
8.42K
$3.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
741New |
$231K - $266K
|
741
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
741+ 101.23% |
$231K - $266K
|
1.47K
$645K
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
740+ 25.92% |
$231K - $266K
|
3.6K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
740+ 1.91% |
$231K - $266K
|
39.5K
$17.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Must Asset Management Inc.
|
BUY
|
- |
737+ 30.03% |
$230K - $265K
|
3.19K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
BUY
|
- |
736+ 10.88% |
$230K - $265K
|
7.5K
$3.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
735New |
$229K - $264K
|
735
$322K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
734+ 5.76% |
$229K - $264K
|
13.5K
$5.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
734+ 1.49% |
$229K - $264K
|
50K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
734+ 0.35% |
$229K - $264K
|
213K
$93.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
733+ 7.25% |
$229K - $264K
|
10.8K
$4.75M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
731+ 16.35% |
$228K - $263K
|
5.2K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
729+ 5.18% |
$228K - $262K
|
14.8K
$6.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
727+ 25.9% |
$227K - $261K
|
3.53K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
727+ 0.32% |
$227K - $261K
|
228K
$99.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
725+ 4.66% |
$226K - $261K
|
16.3K
$7.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
725+ 2.36% |
$226K - $261K
|
31.5K
$13.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
725+ 0.52% |
$226K - $261K
|
139K
$61M
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
724+ 12.04% |
$226K - $260K
|
6.74K
$2.95M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
723+ 14.71% |
$226K - $260K
|
5.64K
$2.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
723+ 8.59% |
$226K - $260K
|
9.14K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
722+ 2.28% |
$225K - $260K
|
32.4K
$14.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
720+ 20.45% |
$225K - $259K
|
4.24K
$1.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
718+ 11.35% |
$224K - $258K
|
7.04K
$3.09M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
718+ 5.43% |
$224K - $258K
|
13.9K
$6.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
716+ 5.38% |
$223K - $257K
|
14K
$6.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
711+ 16.47% |
$222K - $256K
|
5.03K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
711New |
$222K - $256K
|
711
$311K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
710+ 20.71% |
$222K - $255K
|
4.14K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
703+ 11.08% |
$219K - $253K
|
7.05K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
703+ 9.46% |
$219K - $253K
|
8.13K
$3.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
700+ 5.59% |
$218K - $252K
|
13.2K
$5.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
BUY
|
- |
699+ 5.34% |
$218K - $251K
|
13.8K
$6.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
698+ 0.94% |
$218K - $251K
|
74.7K
$32.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
698+ 3.57% |
$218K - $251K
|
20.2K
$8.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
696+ 5.42% |
$217K - $250K
|
13.5K
$5.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
694+ 1.66% |
$217K - $249K
|
42.6K
$18.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
692+ 2.25% |
$216K - $249K
|
31.5K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
692New |
$216K - $249K
|
692
$303K
|