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
Oct 20, 2023 Q3 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
688
+ 1.81%
$215K - $247K
38.8K $17M
Nov 07, 2023 Q3 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
687
+ 74.59%
$214K - $247K
1.61K $704K
Oct 10, 2023 Q3 2023
Stokes Capital Advisors, LLC

BUY
 -
685
+ 2.01%
$214K - $246K
34.7K $15.2M
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
684
+ 11.38%
$214K - $246K
6.69K $2.93M
Oct 10, 2023 Q3 2023
Cox Capital Mgt LLC

BUY
 -
683
+ 4.12%
$213K - $246K
17.3K $7.57M
Oct 11, 2023 Q3 2023
Stewardship Advisors, LLC

BUY
 -
683
New
$213K - $246K
683 $299K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
683
+ 1.58%
$213K - $246K
43.8K $19.2M
Oct 11, 2023 Q3 2023
Spence Asset Management

BUY
 -
682
+ 1.22%
$213K - $245K
56.4K $24.7M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
681
+ 4.12%
$213K - $245K
17.2K $7.53M
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
677
+ 0.76%
$211K - $243K
89.9K $39.4M
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
676
+ 4.34%
$211K - $243K
16.2K $7.11M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
675
+ 5.08%
$211K - $243K
14K $6.11M
Oct 27, 2023 Q3 2023
Bordeaux Wealth Advisors LLC

BUY
 -
670
+ 3.08%
$209K - $241K
22.4K $9.81M
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
669
+ 4.4%
$209K - $240K
15.9K $6.96M
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
668
+ 4.6%
$209K - $240K
15.2K $6.65M
Oct 20, 2023 Q3 2023
Borer Denton & Associates, Inc.

Blue Bell, PA
BUY
 -
667
+ 1.02%
$208K - $240K
66.4K $29.1M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
660
+ 2.61%
$206K - $237K
25.9K $11.4M
Oct 25, 2023 Q3 2023
Jacobsen Capital Management

BUY
 -
656
+ 5.56%
$205K - $236K
12.5K $5.46M
Nov 15, 2023 Q3 2023
Mc Donough Capital Management, Inc

Orlando, FL
BUY
 -
656
+ 2.7%
$205K - $236K
25K $10.9M
Nov 09, 2023 Q3 2023
Cyrus J. Lawrence, LLC

BUY
 -
655
+ 0.7%
$204K - $235K
94.7K $41.5M
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
655
+ 6.31%
$204K - $235K
11K $4.83M
Oct 31, 2023 Q3 2023
Ninepoint Partners LP

BUY
 -
653
+ 7.86%
$204K - $235K
8.97K $3.93M
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
653
+ 6.01%
$204K - $235K
11.5K $5.05M
Oct 25, 2023 Q3 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
648
+ 16.85%
$202K - $233K
4.49K $1.97M
Nov 09, 2023 Q3 2023
Foundry Partners, LLC

BUY
 -
645
+ 30.07%
$201K - $232K
2.79K $1.22M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
645
+ 0.95%
$201K - $232K
68.8K $30.1M
Oct 26, 2023 Q3 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
644
+ 27.89%
$201K - $232K
2.95K $1.29M
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
643
+ 0.57%
$201K - $231K
114K $50.1M
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
640
+ 5.89%
$200K - $230K
11.5K $5.04M
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
640
+ 6.39%
$200K - $230K
10.6K $4.66M
Nov 08, 2023 Q3 2023
Amg National Trust Bank

BUY
 -
640
+ 0.95%
$200K - $230K
67.9K $29.7M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
640
+ 2.3%
$200K - $230K
28.5K $12.5M
Oct 23, 2023 Q3 2023
Ledge Wealth Management, Inc.

BUY
 -
634
+ 6.12%
$198K - $228K
11K $4.82M
Oct 31, 2023 Q3 2023
Sterling Manor Financial, LLC

BUY
 -
634
+ 46.62%
$198K - $228K
1.99K $874K
Nov 09, 2023 Q3 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
634
+ 28.92%
$198K - $228K
2.83K $1.24M
Oct 23, 2023 Q3 2023
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
633
+ 8.4%
$198K - $228K
8.17K $3.58M
Oct 17, 2023 Q3 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
631
+ 0.83%
$197K - $227K
76.9K $33.7M
Nov 14, 2023 Q3 2023
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
631
+ 2.37%
$197K - $227K
27.2K $11.9M
Oct 27, 2023 Q3 2023
Spectrum Financial Alliance LTD LLC

BUY
 -
627
New
$196K - $225K
627 $275K
Oct 16, 2023 Q3 2023
Mc Broom & Associates, LLC

BUY
 -
623
+ 3.25%
$194K - $224K
19.8K $8.66M
Oct 19, 2023 Q3 2023
Riversedge Advisors, LLC

BUY
 -
620
+ 15.62%
$194K - $223K
4.59K $2.01M
Nov 07, 2023 Q3 2023
Lcm Capital Management Inc

BUY
 -
614
+ 3.14%
$192K - $221K
20.2K $8.83M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
614
+ 6.16%
$192K - $221K
10.6K $4.64M
Nov 13, 2023 Q3 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
613
+ 18.82%
$191K - $220K
3.87K $1.7M
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
612
+ 4.13%
$191K - $220K
15.4K $6.77M
Nov 02, 2023 Q3 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
612
+ 1.43%
$191K - $220K
43.4K $19M
Nov 13, 2023 Q3 2023
Apriem Advisors

Irvine, CA
BUY
 -
612
+ 3.61%
$191K - $220K
17.6K $7.7M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
611
+ 25.87%
$191K - $220K
2.97K $1.3M
Nov 13, 2023 Q3 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
611
+ 1.96%
$191K - $220K
31.8K $13.9M

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