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
|
Cairn Investment Group, Inc.
|
BUY
|
- |
121+ 4.3% |
$37.8K - $43.5K
|
2.93K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
120+ 0.78% |
$37.5K - $43.1K
|
15.5K
$6.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
120+ 0.46% |
$37.5K - $43.1K
|
26.4K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
120+ 3.45% |
$37.5K - $43.1K
|
3.6K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
120+ 0.4% |
$37.5K - $43.1K
|
30.3K
$12.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
119+ 0.73% |
$37.1K - $42.8K
|
16.4K
$6.99M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
119+ 1.81% |
$37.1K - $42.8K
|
6.69K
$2.84M
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
118+ 0.48% |
$36.8K - $42.4K
|
24.5K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
118+ 0.96% |
$36.8K - $42.4K
|
12.4K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
118+ 3.06% |
$36.8K - $42.4K
|
3.97K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
117+ 3.86% |
$36.5K - $42.1K
|
3.15K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
117+ 0.38% |
$36.5K - $42.1K
|
30.8K
$13.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
116+ 0.5% |
$36.2K - $41.7K
|
23.2K
$9.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
115+ 1.06% |
$35.9K - $41.3K
|
11K
$4.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
115+ 3.51% |
$35.9K - $41.3K
|
3.39K
$1.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
115+ 1.48% |
$35.9K - $41.3K
|
7.86K
$3.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
114+ 8.17% |
$35.6K - $41K
|
1.51K
$642K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
114+ 0.86% |
$35.6K - $41K
|
13.4K
$5.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
114+ 0.32% |
$35.6K - $41K
|
35.7K
$15.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
114+ 1.91% |
$35.6K - $41K
|
6.08K
$2.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
114+ 0.12% |
$35.6K - $41K
|
95.2K
$40.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
114+ 0.67% |
$35.6K - $41K
|
17.1K
$7.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
113+ 0.48% |
$35.3K - $40.6K
|
23.7K
$10.1M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
113+ 0.19% |
$35.3K - $40.6K
|
60.3K
$25.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
112+ 5.49% |
$35K - $40.3K
|
2.15K
$915K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
112+ 10.37% |
$35K - $40.3K
|
1.19K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
112+ 1.29% |
$35K - $40.3K
|
8.79K
$3.74M
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
BUY
|
- |
112+ 11.05% |
$35K - $40.3K
|
1.13K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
111+ 6.39% |
$34.6K - $39.9K
|
1.85K
$787K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
111+ 3.03% |
$34.6K - $39.9K
|
3.77K
$1.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
111+ 0.1% |
$34.6K - $39.9K
|
107K
$45.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
109+ 0.4% |
$34K - $39.2K
|
27.3K
$11.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
109+ 4.36% |
$34K - $39.2K
|
2.61K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
109+ 3.11% |
$34K - $39.2K
|
3.61K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
108+ 1.01% |
$33.7K - $38.8K
|
10.8K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
108+ 2.02% |
$33.7K - $38.8K
|
5.46K
$2.32M
|
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
108+ 0.41% |
$33.7K - $38.8K
|
26.5K
$11.3M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
108+ 1.33% |
$33.7K - $38.8K
|
8.21K
$3.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
107+ 2.83% |
$33.4K - $38.5K
|
3.89K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
107+ 0.98% |
$33.4K - $38.5K
|
11K
$4.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
106+ 2.43% |
$33.1K - $38.1K
|
4.46K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
106+ 0.74% |
$33.1K - $38.1K
|
14.4K
$6.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
106+ 0.82% |
$33.1K - $38.1K
|
13K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
106+ 9.88% |
$33.1K - $38.1K
|
1.18K
$502K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
105+ 0.99% |
$32.8K - $37.7K
|
10.7K
$4.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 88.98% |
$32.8K - $37.7K
|
223
$94.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
105+ 2.92% |
$32.8K - $37.7K
|
3.71K
$1.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
105+ 0.13% |
$32.8K - $37.7K
|
83K
$35.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
105+ 1.5% |
$32.8K - $37.7K
|
7.11K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
105+ 0.62% |
$32.8K - $37.7K
|
17.2K
$7.3M
|