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 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
318+ 3.31% |
$99.3K - $114K
|
9.92K
$4.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
317+ 5.42% |
$98.9K - $114K
|
6.16K
$2.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
316+ 3.69% |
$98.6K - $114K
|
8.89K
$3.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
315+ 2.69% |
$98.3K - $113K
|
12K
$5M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
315+ 1.65% |
$98.3K - $113K
|
19.4K
$8.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
315+ 2.0% |
$98.3K - $113K
|
16.1K
$6.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
314+ 6.71% |
$98K - $113K
|
4.99K
$2.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
312+ 1.8% |
$97.4K - $112K
|
17.7K
$7.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
312+ 2.85% |
$97.4K - $112K
|
11.2K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
312+ 1.87% |
$97.4K - $112K
|
17K
$7.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
311+ 7.5% |
$97.1K - $112K
|
4.46K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
310+ 14.27% |
$96.8K - $111K
|
2.48K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
308+ 2.23% |
$96.1K - $111K
|
14.1K
$5.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
308+ 1.69% |
$96.1K - $111K
|
18.5K
$7.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
306+ 2.27% |
$95.5K - $110K
|
13.8K
$5.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
305+ 9.96% |
$95.2K - $110K
|
3.37K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
305+ 5.85% |
$95.2K - $110K
|
5.52K
$2.3M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
305+ 3.43% |
$95.2K - $110K
|
9.2K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
304+ 3.06% |
$94.9K - $109K
|
10.2K
$4.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
303+ 10.12% |
$94.6K - $109K
|
3.3K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
303+ 2.68% |
$94.6K - $109K
|
11.6K
$4.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
301+ 2.88% |
$94K - $108K
|
10.8K
$4.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Defender Capital, Llc.
|
BUY
|
- |
301+ 9.16% |
$94K - $108K
|
3.59K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
300+ 2.13% |
$93.6K - $108K
|
14.4K
$5.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
300+ 7.35% |
$93.6K - $108K
|
4.38K
$1.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
300+ 37.97% |
$93.6K - $108K
|
1.09K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 1.25% |
$93.6K - $108K
|
24.3K
$10.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
299+ 2.85% |
$93.3K - $107K
|
10.8K
$4.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
299+ 6.89% |
$93.3K - $107K
|
4.64K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
298+ 1.93% |
$93K - $107K
|
15.7K
$6.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
298+ 0.97% |
$93K - $107K
|
30.9K
$12.8M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
298+ 0.97% |
$93K - $107K
|
30.9K
$12.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
296+ 4.97% |
$92.4K - $106K
|
6.25K
$2.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
296+ 1.47% |
$92.4K - $106K
|
20.4K
$8.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
296+ 1.44% |
$92.4K - $106K
|
20.8K
$8.66M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
295+ 5.48% |
$92.1K - $106K
|
5.68K
$2.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
294+ 5.12% |
$91.8K - $106K
|
6.03K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
292+ 9.78% |
$91.1K - $105K
|
3.28K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
291+ 3.37% |
$90.8K - $105K
|
8.93K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
290+ 1.66% |
$90.5K - $104K
|
17.8K
$7.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
289+ 3.75% |
$90.2K - $104K
|
7.99K
$3.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
287+ 1.96% |
$89.6K - $103K
|
14.9K
$6.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
BUY
|
- |
286+ 14.97% |
$89.3K - $103K
|
2.2K
$913K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
286+ 2.85% |
$89.3K - $103K
|
10.3K
$4.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
285+ 2.04% |
$89K - $102K
|
14.3K
$5.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
285+ 1.5% |
$89K - $102K
|
19.3K
$8.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
284+ 4.2% |
$88.6K - $102K
|
7.04K
$2.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
284+ 6.46% |
$88.6K - $102K
|
4.68K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
283+ 8.51% |
$88.3K - $102K
|
3.61K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
281+ 1.83% |
$87.7K - $101K
|
15.6K
$6.49M
|