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 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
237+ 0.02% |
$74K - $85.2K
|
1.04M
$447M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
237+ 3.05% |
$74K - $85.2K
|
8.02K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
235+ 0.48% |
$73.4K - $84.5K
|
49.6K
$21.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
231+ 1.22% |
$72.1K - $83K
|
19.1K
$8.24M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
231+ 3.63% |
$72.1K - $83K
|
6.6K
$2.84M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
229+ 1.5% |
$71.5K - $82.3K
|
15.5K
$6.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
229+ 1.61% |
$71.5K - $82.3K
|
14.4K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
229+ 11.7% |
$71.5K - $82.3K
|
2.19K
$942K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
228+ 6.44% |
$71.2K - $82K
|
3.77K
$1.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
228+ 0.6% |
$71.2K - $82K
|
37.9K
$16.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
227+ 5.18% |
$70.9K - $81.6K
|
4.61K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
227+ 5.59% |
$70.9K - $81.6K
|
4.29K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
223+ 2.29% |
$69.6K - $80.2K
|
9.96K
$4.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
222+ 5.44% |
$69.3K - $79.8K
|
4.3K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
220+ 9.12% |
$68.7K - $79.1K
|
2.63K
$1.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
219New |
$68.4K - $78.7K
|
219
$94.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
218+ 0.2% |
$68K - $78.4K
|
110K
$47.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
BUY
|
- |
217+ 0.67% |
$67.7K - $78K
|
32.7K
$14.1M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
216+ 7.51% |
$67.4K - $77.6K
|
3.09K
$1.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
215+ 0.94% |
$67.1K - $77.3K
|
23.1K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
214+ 3.14% |
$66.8K - $76.9K
|
7.04K
$3.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
213+ 1.06% |
$66.5K - $76.6K
|
20.4K
$8.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
213+ 2.51% |
$66.5K - $76.6K
|
8.7K
$3.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
212+ 1.56% |
$66.2K - $76.2K
|
13.8K
$5.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
212+ 6.77% |
$66.2K - $76.2K
|
3.34K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
210+ 3.39% |
$65.5K - $75.5K
|
6.41K
$2.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
209+ 0.93% |
$65.2K - $75.1K
|
22.6K
$9.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
209+ 0.71% |
$65.2K - $75.1K
|
29.6K
$12.7M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
209+ 25.3% |
$65.2K - $75.1K
|
1.04K
$446K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
208+ 2.79% |
$64.9K - $74.8K
|
7.66K
$3.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
206+ 19.4% |
$64.3K - $74.1K
|
1.27K
$546K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
205+ 2.1% |
$64K - $73.7K
|
9.97K
$4.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
205New |
$64K - $73.7K
|
205
$88.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
204+ 6.84% |
$63.7K - $73.3K
|
3.19K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
203+ 6.72% |
$63.4K - $73K
|
3.22K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
202+ 8.48% |
$63.1K - $72.6K
|
2.58K
$1.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
202+ 2.32% |
$63.1K - $72.6K
|
8.9K
$3.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
201+ 8.23% |
$62.7K - $72.3K
|
2.64K
$1.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
201+ 0.42% |
$62.7K - $72.3K
|
48K
$20.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
200+ 11.81% |
$62.4K - $71.9K
|
1.89K
$815K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
BUY
|
- |
200+ 4.13% |
$62.4K - $71.9K
|
5.04K
$2.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
200+ 0.35% |
$62.4K - $71.9K
|
57.8K
$24.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200+ 5.05% |
$62.4K - $71.9K
|
4.16K
$1.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
200+ 4.7% |
$62.4K - $71.9K
|
4.45K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
200+ 3.94% |
$62.4K - $71.9K
|
5.28K
$2.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
196+ 4.87% |
$61.2K - $70.5K
|
4.22K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
195+ 0.73% |
$60.9K - $70.1K
|
26.7K
$11.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
195+ 6.35% |
$60.9K - $70.1K
|
3.27K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
195+ 4.69% |
$60.9K - $70.1K
|
4.35K
$1.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
193+ 0.24% |
$60.2K - $69.4K
|
81.7K
$35.2M
|