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 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
169+ 0.79% |
$52.8K - $60.8K
|
21.7K
$9.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
168+ 0.76% |
$52.4K - $60.4K
|
22.3K
$9.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
167+ 1.52% |
$52.1K - $60K
|
11.2K
$4.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
167+ 0.78% |
$52.1K - $60K
|
21.6K
$9.3M
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
165+ 0.94% |
$51.5K - $59.3K
|
17.8K
$7.65M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
165+ 1.15% |
$51.5K - $59.3K
|
14.6K
$6.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
164+ 0.44% |
$51.2K - $59K
|
37.9K
$16.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
163+ 1.95% |
$50.9K - $58.6K
|
8.52K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
163+ 2.16% |
$50.9K - $58.6K
|
7.7K
$3.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
162+ 1.49% |
$50.6K - $58.2K
|
11K
$4.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
162+ 6.3% |
$50.6K - $58.2K
|
2.74K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
162+ 2.07% |
$50.6K - $58.2K
|
7.99K
$3.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
160+ 6.73% |
$49.9K - $57.5K
|
2.54K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
160+ 0.55% |
$49.9K - $57.5K
|
29.1K
$12.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
160+ 1.75% |
$49.9K - $57.5K
|
9.3K
$4M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
160+ 0.51% |
$49.9K - $57.5K
|
31.6K
$13.6M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
160+ 1.44% |
$49.9K - $57.5K
|
11.3K
$4.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
160+ 2.65% |
$49.9K - $57.5K
|
6.21K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
160+ 1.0% |
$49.9K - $57.5K
|
16.2K
$6.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
160+ 0.07% |
$49.9K - $57.5K
|
239K
$103M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
159+ 0.79% |
$49.6K - $57.2K
|
20.4K
$8.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
156+ 1.05% |
$48.7K - $56.1K
|
15K
$6.46M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
156+ 1.05% |
$48.7K - $56.1K
|
15K
$6.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
155+ 0.36% |
$48.4K - $55.7K
|
42.7K
$18.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
155+ 3.07% |
$48.4K - $55.7K
|
5.21K
$2.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
154+ 5.88% |
$48.1K - $55.4K
|
2.77K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
153+ 0.47% |
$47.8K - $55K
|
32.7K
$14.1M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
152+ 2.76% |
$47.4K - $54.6K
|
5.65K
$2.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
152+ 4.8% |
$47.4K - $54.6K
|
3.32K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
152+ 0.22% |
$47.4K - $54.6K
|
69.4K
$29.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
152+ 0.46% |
$47.4K - $54.6K
|
33.2K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
152+ 2.51% |
$47.4K - $54.6K
|
6.22K
$2.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
151+ 0.7% |
$47.1K - $54.3K
|
21.6K
$9.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
150+ 1.08% |
$46.8K - $53.9K
|
14K
$6.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
150+ 1.52% |
$46.8K - $53.9K
|
10K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
150+ 0.61% |
$46.8K - $53.9K
|
24.7K
$10.6M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 2.3% |
$46.8K - $53.9K
|
6.68K
$2.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
149+ 2.95% |
$46.5K - $53.6K
|
5.2K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
149+ 0.45% |
$46.5K - $53.6K
|
33.1K
$14.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
149+ 0.35% |
$46.5K - $53.6K
|
43K
$18.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
148+ 0.46% |
$46.2K - $53.2K
|
32.5K
$14M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
148+ 2.38% |
$46.2K - $53.2K
|
6.37K
$2.74M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
147+ 2.88% |
$45.9K - $52.8K
|
5.25K
$2.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
147+ 1.63% |
$45.9K - $52.8K
|
9.18K
$3.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
147+ 2.03% |
$45.9K - $52.8K
|
7.41K
$3.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
147+ 0.84% |
$45.9K - $52.8K
|
17.7K
$7.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
146+ 6.88% |
$45.6K - $52.5K
|
2.27K
$976K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
146+ 2.88% |
$45.6K - $52.5K
|
5.22K
$2.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
145+ 0.48% |
$45.3K - $52.1K
|
30.4K
$13.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
145+ 1.31% |
$45.3K - $52.1K
|
11.2K
$4.84M
|