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 24, 2023 Q3 2023
Horizon Wealth Management, LLC

BUY
 -
609
+ 5.62%
$190K - $219K
11.4K $4.93M
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
609
+ 1.24%
$190K - $219K
49.6K $21.3M
Oct 18, 2023 Q3 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
608
+ 37.86%
$190K - $219K
2.21K $953K
Nov 13, 2023 Q3 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
608
+ 4.63%
$190K - $219K
13.7K $5.92M
Nov 22, 2023 Q3 2023
Chelsea Counsel CO

BUY
 -
608
+ 2.33%
$190K - $219K
26.7K $11.5M
Oct 11, 2023 Q3 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
606
+ 4.32%
$189K - $218K
14.6K $6.3M
Nov 14, 2023 Q3 2023
Wimmer Associates 1, LLC

Pasadena, CA
BUY
 -
606
+ 2.26%
$189K - $218K
27.4K $11.8M
Oct 31, 2023 Q3 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
603
+ 4.77%
$188K - $217K
13.2K $5.7M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
601
+ 1.2%
$188K - $216K
50.8K $21.9M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
601
+ 3.22%
$188K - $216K
19.2K $8.28M
Nov 14, 2023 Q3 2023
Ironvine Capital Partners, LLC

Omaha, NE
BUY
 -
599
+ 0.26%
$187K - $215K
227K $97.6M
Oct 12, 2023 Q3 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
597
+ 5.39%
$186K - $215K
11.7K $5.03M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
597
+ 1.21%
$186K - $215K
50K $21.5M
Oct 19, 2023 Q3 2023
Focus Wealth Advisors, LLC

BUY
 -
596
+ 9.45%
$186K - $214K
6.9K $2.97M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
596
+ 1.31%
$186K - $214K
46K $19.8M
Oct 25, 2023 Q3 2023
Snider Financial Group

Bellevue, WA
BUY
 -
595
+ 2.93%
$186K - $214K
20.9K $9M
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
592
+ 3.48%
$185K - $213K
17.6K $7.59M
Jun 25, 2024 Q3 2023
Transatlantique Private Wealth LLC

BUY
 -
590
+ 1.99%
$184K - $212K
30.3K $13M
Nov 09, 2023 Q3 2023
Kensington Investment Counsel, LLC

BUY
 -
589
+ 2.33%
$184K - $212K
25.8K $11.1M
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
588
+ 18.09%
$184K - $211K
3.84K $1.65M
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
585
+ 0.47%
$183K - $210K
125K $53.9M
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

BUY
 -
583
+ 1.85%
$182K - $210K
32.1K $13.8M
Nov 06, 2023 Q3 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
581
New
$181K - $209K
581 $250K
Oct 25, 2023 Q3 2023
Seven Bridge Financial Group, LLC

BUY
 -
580
+ 0.96%
$181K - $209K
60.7K $26.1M
Nov 13, 2023 Q3 2023
Somerville Kurt F

BUY
 -
580
+ 0.85%
$181K - $209K
69K $29.7M
Oct 19, 2023 Q3 2023
Derbend Asset Management

BUY
 -
578
+ 5.18%
$180K - $208K
11.7K $5.06M
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

BUY
 -
578
+ 16.09%
$180K - $208K
4.17K $1.8M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
578
+ 5.52%
$180K - $208K
11.1K $4.76M
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
575
+ 1.63%
$179K - $207K
35.8K $15.4M
Nov 09, 2023 Q3 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
574
+ 119.58%
$179K - $206K
1.05K $454K
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
572
+ 8.6%
$179K - $206K
7.23K $3.11M
Oct 25, 2023 Q3 2023
Hixon Zuercher, LLC

BUY
 -
568
+ 2.53%
$177K - $204K
23K $9.91M
Nov 07, 2023 Q3 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
566
+ 2.43%
$177K - $203K
23.9K $10.3M
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
566
+ 5.8%
$177K - $203K
10.3K $4.45M
Nov 07, 2023 Q3 2023
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
561
+ 3.84%
$175K - $202K
15.2K $6.53M
Nov 13, 2023 Q3 2023
South Street Advisors LLC

New York, NY
BUY
 -
558
+ 0.83%
$174K - $201K
67.6K $29.1M
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
557
+ 3.15%
$174K - $200K
18.3K $7.86M
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
556
+ 5.91%
$174K - $200K
9.96K $4.29M
Oct 10, 2023 Q3 2023
Abner Herrman & Brock LLC

BUY
 -
550
+ 0.7%
$172K - $198K
79.4K $34.2M
Nov 01, 2023 Q3 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
550
+ 2.07%
$172K - $198K
27.2K $11.7M
Nov 09, 2023 Q3 2023
Curran Financial Partners, LLC

BUY
 -
548
+ 18.63%
$171K - $197K
3.49K $1.5M
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

BUY
 -
547
+ 0.53%
$171K - $197K
104K $44.6M
Nov 02, 2023 Q3 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
547
+ 0.38%
$171K - $197K
143K $61.4M
Nov 13, 2023 Q3 2023
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
542
+ 3.54%
$169K - $195K
15.9K $6.83M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
541
+ 5.04%
$169K - $194K
11.3K $4.85M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
537
+ 5.11%
$168K - $193K
11K $4.75M
Nov 09, 2023 Q3 2023
Knuff & CO LLC

Foster City, CA
BUY
 -
536
+ 0.91%
$167K - $193K
59.2K $25.5M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
533
+ 0.33%
$166K - $192K
162K $69.7M
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
533
+ 4.95%
$166K - $192K
11.3K $4.86M

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