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 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
532+ 19.73% |
$166K - $191K
|
3.23K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
529+ 28.47% |
$165K - $190K
|
2.39K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
529+ 1.43% |
$165K - $190K
|
37.6K
$16.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
528+ 4.84% |
$165K - $190K
|
11.4K
$4.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
528+ 10.27% |
$165K - $190K
|
5.67K
$2.44M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
526+ 0.39% |
$164K - $189K
|
135K
$58.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
526+ 4.05% |
$164K - $189K
|
13.5K
$5.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
526+ 2.38% |
$164K - $189K
|
22.6K
$9.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
525+ 2.17% |
$164K - $189K
|
24.7K
$10.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
524+ 3.78% |
$164K - $188K
|
14.4K
$6.19M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
523+ 7.17% |
$163K - $188K
|
7.81K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
522+ 3.9% |
$163K - $188K
|
13.9K
$5.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
522+ 25.56% |
$163K - $188K
|
2.56K
$1.1M
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
522+ 0.78% |
$163K - $188K
|
67.6K
$29.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
521+ 1.63% |
$163K - $187K
|
32.5K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
519+ 2.09% |
$162K - $187K
|
25.4K
$10.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
518+ 33.33% |
$162K - $186K
|
2.07K
$892K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
518+ 5.87% |
$162K - $186K
|
9.35K
$4.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
516+ 11.57% |
$161K - $185K
|
4.97K
$2.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
513+ 2.26% |
$160K - $184K
|
23.2K
$9.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
513+ 2.16% |
$160K - $184K
|
24.3K
$10.5M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
513+ 2.96% |
$160K - $184K
|
17.8K
$7.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
512+ 1.68% |
$160K - $184K
|
30.9K
$13.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
512+ 12.07% |
$160K - $184K
|
4.76K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
511+ 6.36% |
$160K - $184K
|
8.55K
$3.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
510+ 28.3% |
$159K - $183K
|
2.31K
$995K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
508+ 5.25% |
$159K - $183K
|
10.2K
$4.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
506+ 2.46% |
$158K - $182K
|
21.1K
$9.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
504+ 2.92% |
$157K - $181K
|
17.8K
$7.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
504+ 3.67% |
$157K - $181K
|
14.3K
$6.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
502+ 3.64% |
$157K - $180K
|
14.3K
$6.16M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
500+ 56.05% |
$156K - $180K
|
1.39K
$599K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
500+ 4.99% |
$156K - $180K
|
10.5K
$4.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
500+ 33.33% |
$156K - $180K
|
2K
$861K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
499+ 12.25% |
$156K - $179K
|
4.57K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
498+ 2.68% |
$155K - $179K
|
19.1K
$8.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
497+ 2.26% |
$155K - $179K
|
22.5K
$9.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
497+ 1.36% |
$155K - $179K
|
37.1K
$16M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
497+ 2.9% |
$155K - $179K
|
17.6K
$7.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
496+ 3.64% |
$155K - $178K
|
14.1K
$6.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
495+ 12.43% |
$155K - $178K
|
4.48K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
493+ 0.9% |
$154K - $177K
|
55.3K
$23.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
491+ 0.17% |
$153K - $177K
|
284K
$122M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
490+ 0.4% |
$153K - $176K
|
123K
$52.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
490+ 0.45% |
$153K - $176K
|
109K
$46.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
486+ 18.1% |
$152K - $175K
|
3.17K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
485+ 0.96% |
$151K - $174K
|
50.9K
$21.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
485+ 4.76% |
$151K - $174K
|
10.7K
$4.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
485+ 2.31% |
$151K - $174K
|
21.5K
$9.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
482+ 3.76% |
$150K - $173K
|
13.3K
$5.72M
|