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 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
276+ 4.52% |
$86.2K - $99.2K
|
6.39K
$2.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
275New |
$85.8K - $98.9K
|
275
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
274+ 0.65% |
$85.5K - $98.5K
|
42.5K
$18.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
273+ 0.37% |
$85.2K - $98.1K
|
74K
$31.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
273+ 13.42% |
$85.2K - $98.1K
|
2.31K
$994K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
270+ 7.61% |
$84.3K - $97.1K
|
3.82K
$1.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
269+ 3.44% |
$84K - $96.7K
|
8.1K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
269+ 6.02% |
$84K - $96.7K
|
4.74K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
268+ 0.03% |
$83.7K - $96.3K
|
985K
$424M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
268+ 0.03% |
$83.7K - $96.3K
|
985K
$424M
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
267+ 1.8% |
$83.3K - $96K
|
15.1K
$6.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
267+ 1.25% |
$83.3K - $96K
|
21.6K
$9.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
266+ 0.16% |
$83K - $95.6K
|
167K
$72M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
265+ 1.21% |
$82.7K - $95.3K
|
22.1K
$9.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
265+ 0.56% |
$82.7K - $95.3K
|
47.6K
$20.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
263+ 5.7% |
$82.1K - $94.5K
|
4.88K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
261+ 3.3% |
$81.5K - $93.8K
|
8.17K
$3.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
259+ 1.3% |
$80.8K - $93.1K
|
20.1K
$8.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
259+ 1.07% |
$80.8K - $93.1K
|
24.5K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
259+ 0.5% |
$80.8K - $93.1K
|
51.7K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
259+ 16.1% |
$80.8K - $93.1K
|
1.87K
$804K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
259+ 2.56% |
$80.8K - $93.1K
|
10.4K
$4.46M
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
258+ 1.98% |
$80.5K - $92.7K
|
13.3K
$5.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
258+ 6.27% |
$80.5K - $92.7K
|
4.37K
$1.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
255+ 25.1% |
$79.6K - $91.7K
|
1.27K
$547K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
255+ 2.63% |
$79.6K - $91.7K
|
9.96K
$4.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
255+ 1.94% |
$79.6K - $91.7K
|
13.4K
$5.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
255+ 2.14% |
$79.6K - $91.7K
|
12.2K
$5.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
253+ 0.88% |
$79K - $91K
|
29K
$12.5M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
252+ 1.29% |
$78.7K - $90.6K
|
19.8K
$8.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
252+ 1.79% |
$78.7K - $90.6K
|
14.3K
$6.15M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
251+ 3.27% |
$78.3K - $90.2K
|
7.92K
$3.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
251+ 10.3% |
$78.3K - $90.2K
|
2.69K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
251+ 0.66% |
$78.3K - $90.2K
|
38.1K
$16.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
250+ 1.71% |
$78K - $89.9K
|
14.8K
$6.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
250+ 7.54% |
$78K - $89.9K
|
3.57K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
250+ 8.1% |
$78K - $89.9K
|
3.34K
$1.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
247+ 7.21% |
$77.1K - $88.8K
|
3.67K
$1.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
246+ 3.57% |
$76.8K - $88.4K
|
7.15K
$3.08M
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
245+ 2.53% |
$76.5K - $88.1K
|
9.94K
$4.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
245+ 0.62% |
$76.5K - $88.1K
|
39.6K
$17M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
242+ 0.2% |
$75.5K - $87K
|
121K
$51.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
241+ 3.99% |
$75.2K - $86.6K
|
6.28K
$2.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
241+ 1.5% |
$75.2K - $86.6K
|
16.3K
$7.03M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
240+ 2.83% |
$74.9K - $86.3K
|
8.71K
$3.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
239+ 1.57% |
$74.6K - $85.9K
|
15.4K
$6.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
239+ 2.03% |
$74.6K - $85.9K
|
12K
$5.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
239+ 0.17% |
$74.6K - $85.9K
|
139K
$59.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
238+ 0.79% |
$74.3K - $85.6K
|
30.2K
$13M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
238+ 2.39% |
$74.3K - $85.6K
|
10.2K
$4.39M
|