Purchases and Sales Made in Q3 2023 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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 18, 2023 Q3 2023
Kessler Investment Group, LLC

BUY
 -
144
+ 1.05%
$44.9K - $51.8K
13.9K $5.97M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
144
+ 0.96%
$44.9K - $51.8K
15.2K $6.54M
Oct 31, 2023 Q3 2023
Optas, LLC

BUY
 -
144
+ 0.56%
$44.9K - $51.8K
25.9K $11.2M
Nov 03, 2023 Q3 2023
Cv Advisors LLC

Aventura, FL
BUY
 -
144
+ 0.81%
$44.9K - $51.8K
18K $7.75M
Feb 02, 2024 Q3 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
144
+ 8.52%
$44.9K - $51.8K
1.83K $790K
Nov 08, 2023 Q3 2023
Sepio Capital, LP

BUY
 -
143
+ 0.21%
$44.6K - $51.4K
69.1K $29.8M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
142
+ 0.63%
$44.3K - $51K
22.8K $9.8M
Nov 07, 2023 Q3 2023
Keystone Financial Services

BUY
 -
142
+ 6.46%
$44.3K - $51K
2.34K $1.01M
Oct 27, 2023 Q3 2023
Dt Investment Partners, LLC

BUY
 -
141
+ 0.24%
$44K - $50.7K
59.2K $25.5M
Nov 14, 2023 Q3 2023
Ubs Oconnor LLC

Chicago, IL
BUY
 -
141
+ 1.05%
$44K - $50.7K
13.6K $5.87M
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
139
+ 1.95%
$43.4K - $50K
7.28K $3.13M
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

BUY
 -
139
+ 0.32%
$43.4K - $50K
43.6K $18.8M
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
138
+ 0.93%
$43.1K - $49.6K
15K $6.47M
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
138
+ 1.58%
$43.1K - $49.6K
8.89K $3.83M
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
138
+ 1.69%
$43.1K - $49.6K
8.31K $3.58M
Oct 31, 2023 Q3 2023
Straight Path Wealth Management

BUY
 -
137
+ 22.5%
$42.8K - $49.3K
746 $321K
Nov 02, 2023 Q3 2023
Sloy Dahl & Holst, LLC

BUY
 -
137
+ 1.16%
$42.8K - $49.3K
11.9K $5.13M
Oct 30, 2023 Q3 2023
Spreng Capital Management, Inc.

BUY
 -
136
+ 0.45%
$42.5K - $48.9K
30.6K $13.2M
Nov 07, 2023 Q3 2023
American Planning Services, Inc.

Sun City Center, FL
BUY
 -
136
+ 6.79%
$42.5K - $48.9K
2.14K $921K
Oct 10, 2023 Q3 2023
Private Wealth Strategies, L.L.C.

BUY
 -
135
+ 7.64%
$42.1K - $48.5K
1.9K $819K
Oct 19, 2023 Q3 2023
Harrington Investments, Inc

BUY
 -
135
+ 0.44%
$42.1K - $48.5K
30.7K $13.2M
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
135
+ 7.14%
$42.1K - $48.5K
2.03K $872K
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
135
+ 3.72%
$42.1K - $48.5K
3.76K $1.62M
Nov 14, 2023 Q3 2023
Barr E S & CO

Lexington, KY
BUY
 -
135
+ 0.94%
$42.1K - $48.5K
14.5K $6.23M
Oct 16, 2023 Q3 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
134
+ 3.75%
$41.8K - $48.2K
3.71K $1.6M
Oct 17, 2023 Q3 2023
Purus Wealth Management, LLC

BUY
 -
134
+ 1.26%
$41.8K - $48.2K
10.7K $4.63M
Oct 26, 2023 Q3 2023
Sterling Investment Advisors LLC

BUY
 -
133
+ 20.68%
$41.5K - $47.8K
776 $334K
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
133
+ 1.67%
$41.5K - $47.8K
8.1K $3.49M
Oct 24, 2023 Q3 2023
Gradient Capital Advisors, LLC

BUY
 -
131
+ 0.9%
$40.9K - $47.1K
14.7K $6.34M
Oct 30, 2023 Q3 2023
Waycross Investment Management CO

Bellingham, WA
BUY
 -
131
+ 1.43%
$40.9K - $47.1K
9.29K $4M
Oct 10, 2023 Q3 2023
Tlwm

San Antonio, TX
BUY
 -
130
+ 2.77%
$40.6K - $46.7K
4.82K $2.07M
Nov 13, 2023 Q3 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
130
+ 2.86%
$40.6K - $46.7K
4.67K $2.01M
Nov 14, 2023 Q3 2023
Sphera Funds Management Ltd.

Tel Aviv, L3
BUY
 -
130
+ 0.38%
$40.6K - $46.7K
34.4K $14.8M
Nov 14, 2023 Q3 2023
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
130
+ 0.55%
$40.6K - $46.7K
23.9K $10.3M
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
129
+ 1.47%
$40.3K - $46.4K
8.91K $3.84M
Oct 23, 2023 Q3 2023
Acute Investment Advisory, LLC

Mesa, AZ
BUY
 -
129
+ 12.73%
$40.3K - $46.4K
1.14K $492K
Nov 15, 2023 Q3 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
129
+ 1.14%
$40.3K - $46.4K
11.5K $4.95M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
128
+ 1.42%
$40K - $46K
9.17K $3.95M
Nov 14, 2023 Q3 2023
Wills Financial Group, Inc.

BUY
 -
128
+ 0.29%
$40K - $46K
44.9K $19.3M
Oct 16, 2023 Q3 2023
Hilltop Wealth Advisors, LLC

BUY
 -
127
+ 7.88%
$39.6K - $45.7K
1.74K $748K
Oct 25, 2023 Q3 2023
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
127
+ 4.8%
$39.6K - $45.7K
2.78K $1.19M
Nov 13, 2023 Q3 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
127
+ 1.38%
$39.6K - $45.7K
9.35K $4.03M
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
127
New
$39.6K - $45.7K
127 $54.7K
Nov 14, 2023 Q3 2023
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
127
+ 0.67%
$39.6K - $45.7K
19.1K $8.2M
Jan 26, 2024 Q3 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
127
+ 1.81%
$39.6K - $45.7K
7.15K $3.08M
Oct 12, 2023 Q3 2023
Legato Capital Management LLC

BUY
 -
126
+ 0.61%
$39.3K - $45.3K
20.7K $8.9M
Oct 24, 2023 Q3 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
126
+ 0.85%
$39.3K - $45.3K
15K $6.45M
Oct 10, 2023 Q3 2023
Salvus Wealth Management, LLC

BUY
 -
125
+ 1.51%
$39K - $44.9K
8.39K $3.61M
Oct 30, 2023 Q3 2023
Insight Wealth Partners, LLC

BUY
 -
124
+ 10.85%
$38.7K - $44.6K
1.27K $545K

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