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 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
416+ 1.28% |
$130K - $150K
|
32.8K
$14.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
415+ 2.97% |
$130K - $149K
|
14.4K
$6.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
415+ 4.02% |
$130K - $149K
|
10.7K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
410+ 2.84% |
$128K - $147K
|
14.9K
$6.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
409+ 12.6% |
$128K - $147K
|
3.65K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
408+ 2.49% |
$127K - $147K
|
16.8K
$7.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
407+ 7.53% |
$127K - $146K
|
5.81K
$2.5M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
407+ 1.92% |
$127K - $146K
|
21.6K
$9.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
406+ 0.89% |
$127K - $146K
|
45.9K
$19.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
406+ 3.31% |
$127K - $146K
|
12.7K
$5.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
406+ 5.65% |
$127K - $146K
|
7.59K
$3.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
405+ 5.42% |
$126K - $146K
|
7.87K
$3.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
405+ 1.39% |
$126K - $146K
|
29.5K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
405+ 0.4% |
$126K - $146K
|
101K
$43.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
404+ 1.51% |
$126K - $145K
|
27.1K
$11.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
404+ 13.39% |
$126K - $145K
|
3.42K
$1.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
404+ 0.87% |
$126K - $145K
|
46.6K
$20.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
404+ 10.25% |
$126K - $145K
|
4.35K
$1.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
403+ 3.09% |
$126K - $145K
|
13.5K
$5.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
403+ 3.05% |
$126K - $145K
|
13.6K
$5.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
400+ 18.66% |
$125K - $144K
|
2.54K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
400+ 9.96% |
$125K - $144K
|
4.42K
$1.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
BUY
|
- |
400+ 1.99% |
$125K - $144K
|
20.5K
$8.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
397+ 1.17% |
$124K - $143K
|
34.2K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
392+ 3.99% |
$122K - $141K
|
10.2K
$4.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
392+ 13.09% |
$122K - $141K
|
3.39K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
392+ 0.74% |
$122K - $141K
|
53.7K
$23.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
391+ 1.13% |
$122K - $141K
|
35.1K
$15.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
391+ 0.67% |
$122K - $141K
|
59K
$25.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
389+ 1.71% |
$121K - $140K
|
23.2K
$9.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
388+ 2.75% |
$121K - $139K
|
14.5K
$6.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
BUY
|
- |
388+ 2.1% |
$121K - $139K
|
18.9K
$8.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
387+ 2.0% |
$121K - $139K
|
19.7K
$8.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
387+ 16.23% |
$121K - $139K
|
2.77K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
385+ 2.14% |
$120K - $138K
|
18.3K
$7.9M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
384+ 3.75% |
$120K - $138K
|
10.6K
$4.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
383+ 0.89% |
$120K - $138K
|
43.5K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
383+ 1.88% |
$120K - $138K
|
20.7K
$8.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
381+ 0.89% |
$119K - $137K
|
43.4K
$18.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
381+ 1.05% |
$119K - $137K
|
36.7K
$15.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
381+ 2.82% |
$119K - $137K
|
13.9K
$5.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
381+ 2.11% |
$119K - $137K
|
18.5K
$7.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
379+ 1.63% |
$118K - $136K
|
23.6K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
378+ 5.53% |
$118K - $136K
|
7.21K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
377+ 0.85% |
$118K - $136K
|
44.9K
$19.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
376+ 3.66% |
$117K - $135K
|
10.6K
$4.58M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
376+ 4.78% |
$117K - $135K
|
8.24K
$3.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
374+ 10.33% |
$117K - $134K
|
3.99K
$1.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
374+ 2.29% |
$117K - $134K
|
16.7K
$7.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
373+ 2.75% |
$116K - $134K
|
13.9K
$6M
|