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 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
193+ 0.36% |
$60.2K - $69.4K
|
54K
$23.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
192+ 5.09% |
$59.9K - $69K
|
3.96K
$1.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
191+ 5.41% |
$59.6K - $68.7K
|
3.72K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
190+ 8.42% |
$59.3K - $68.3K
|
2.45K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
190+ 1.93% |
$59.3K - $68.3K
|
10K
$4.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
190+ 3.31% |
$59.3K - $68.3K
|
5.93K
$2.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
189+ 0.31% |
$59K - $67.9K
|
60.3K
$26M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
189+ 0.3% |
$59K - $67.9K
|
62.4K
$26.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
189+ 4.55% |
$59K - $67.9K
|
4.34K
$1.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
188+ 5.59% |
$58.7K - $67.6K
|
3.55K
$1.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
188+ 5.01% |
$58.7K - $67.6K
|
3.94K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
188+ 6.1% |
$58.7K - $67.6K
|
3.27K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
188+ 4.85% |
$58.7K - $67.6K
|
4.07K
$1.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
187+ 2.53% |
$58.4K - $67.2K
|
7.57K
$3.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
187+ 3.73% |
$58.4K - $67.2K
|
5.2K
$2.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
186+ 1.38% |
$58.1K - $66.9K
|
13.7K
$5.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
185+ 9.79% |
$57.7K - $66.5K
|
2.08K
$893K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
183+ 0.33% |
$57.1K - $65.8K
|
56K
$24.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
182+ 1.23% |
$56.8K - $65.4K
|
14.9K
$6.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
182+ 6.69% |
$56.8K - $65.4K
|
2.9K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
182+ 0.37% |
$56.8K - $65.4K
|
49.9K
$21.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
181+ 1.07% |
$56.5K - $65.1K
|
17.1K
$7.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
181+ 5.39% |
$56.5K - $65.1K
|
3.54K
$1.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
180+ 20.27% |
$56.2K - $64.7K
|
1.07K
$460K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
179+ 0.8% |
$55.9K - $64.3K
|
22.5K
$9.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
179+ 4.3% |
$55.9K - $64.3K
|
4.34K
$1.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
179+ 2.89% |
$55.9K - $64.3K
|
6.38K
$2.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
179+ 0.7% |
$55.9K - $64.3K
|
25.8K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
177+ 21.2% |
$55.2K - $63.6K
|
1.01K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
177+ 13.86% |
$55.2K - $63.6K
|
1.45K
$626K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
176+ 7.63% |
$54.9K - $63.3K
|
2.48K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
176+ 12.16% |
$54.9K - $63.3K
|
1.62K
$699K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
175+ 1.02% |
$54.6K - $62.9K
|
17.3K
$7.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
175+ 6.21% |
$54.6K - $62.9K
|
2.99K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
175+ 0.9% |
$54.6K - $62.9K
|
19.6K
$8.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
175+ 1.84% |
$54.6K - $62.9K
|
9.68K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
175New |
$54.6K - $62.9K
|
175
$75.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
174+ 2.17% |
$54.3K - $62.6K
|
8.19K
$3.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
174+ 0.31% |
$54.3K - $62.6K
|
57K
$24.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
174+ 1.65% |
$54.3K - $62.6K
|
10.7K
$4.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
173+ 3.68% |
$54K - $62.2K
|
4.87K
$2.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
172+ 0.72% |
$53.7K - $61.8K
|
24K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
172+ 15.91% |
$53.7K - $61.8K
|
1.25K
$539K
|
|
|
Nov 02, 2023
Q3 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
172+ 0.84% |
$53.7K - $61.8K
|
20.7K
$8.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
172+ 3.43% |
$53.7K - $61.8K
|
5.18K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
172+ 2.09% |
$53.7K - $61.8K
|
8.4K
$3.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
171+ 1.33% |
$53.4K - $61.5K
|
13K
$5.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
170+ 1.04% |
$53.1K - $61.1K
|
16.5K
$7.11M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
170+ 0.13% |
$53.1K - $61.1K
|
129K
$55.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
169+ 0.13% |
$52.8K - $60.8K
|
129K
$55.3M
|