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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
481+ 1.59% |
$150K - $173K
|
30.8K
$13.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
480+ 2.84% |
$150K - $173K
|
17.4K
$7.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
480+ 5.08% |
$150K - $173K
|
9.92K
$4.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
479+ 0.09% |
$150K - $172K
|
528K
$227M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
477+ 10.38% |
$149K - $171K
|
5.07K
$2.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
473+ 2.67% |
$148K - $170K
|
18.2K
$7.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
473+ 1.75% |
$148K - $170K
|
27.6K
$11.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
472+ 18.31% |
$147K - $170K
|
3.05K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
471+ 4.47% |
$147K - $169K
|
11K
$4.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
470+ 0.89% |
$147K - $169K
|
53.1K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
468+ 4.69% |
$146K - $168K
|
10.4K
$4.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
465+ 1.04% |
$145K - $167K
|
45.1K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
463+ 2.19% |
$145K - $166K
|
21.6K
$9.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
461+ 10.9% |
$144K - $166K
|
4.69K
$2.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
459+ 1.71% |
$143K - $165K
|
27.4K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
458+ 18.76% |
$143K - $165K
|
2.9K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
454+ 6.94% |
$142K - $163K
|
7K
$3.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
453+ 9.15% |
$141K - $163K
|
5.4K
$2.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
452+ 1.23% |
$141K - $162K
|
37.2K
$16M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
451+ 2.61% |
$141K - $162K
|
17.7K
$7.64M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
451+ 3.35% |
$141K - $162K
|
13.9K
$6M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
450+ 2.11% |
$140K - $162K
|
21.8K
$9.38M
|
|
|
Dec 02, 2024
Q3 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
450+ 4.94% |
$140K - $162K
|
9.56K
$4.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
449+ 4.06% |
$140K - $161K
|
11.5K
$4.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
449+ 3.95% |
$140K - $161K
|
11.8K
$5.09M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
448+ 3.18% |
$140K - $161K
|
14.6K
$6.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
447+ 3.64% |
$140K - $161K
|
12.7K
$5.47M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
447+ 3.51% |
$140K - $161K
|
13.2K
$5.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
442+ 5.93% |
$138K - $159K
|
7.9K
$3.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
441+ 0.79% |
$138K - $159K
|
56K
$24.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
440+ 1.85% |
$137K - $158K
|
24.3K
$10.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
440+ 12.52% |
$137K - $158K
|
3.95K
$1.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
436+ 2.38% |
$136K - $157K
|
18.8K
$8.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
436+ 2.95% |
$136K - $157K
|
15.2K
$6.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
435+ 3.78% |
$136K - $156K
|
11.9K
$5.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
434+ 6.13% |
$135K - $156K
|
7.51K
$3.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
434+ 3.59% |
$135K - $156K
|
12.5K
$5.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
434+ 6.09% |
$135K - $156K
|
7.56K
$3.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
432+ 4.95% |
$135K - $155K
|
9.16K
$3.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
430+ 9.74% |
$134K - $155K
|
4.85K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
430+ 1.62% |
$134K - $155K
|
27K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
425+ 9.59% |
$133K - $153K
|
4.86K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
424+ 0.88% |
$132K - $152K
|
48.8K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
423+ 21.18% |
$132K - $152K
|
2.42K
$1.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
422+ 7.29% |
$132K - $152K
|
6.21K
$2.67M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
420+ 3.61% |
$131K - $151K
|
12K
$5.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
420+ 27.5% |
$131K - $151K
|
1.95K
$838K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
419+ 5.08% |
$131K - $151K
|
8.67K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
418+ 1.99% |
$130K - $150K
|
21.4K
$9.21M
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
417+ 21.38% |
$130K - $150K
|
2.37K
$1.02M
|