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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
104+ 2.24% |
$32.5K - $37.4K
|
4.75K
$2.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
104+ 1.65% |
$32.5K - $37.4K
|
6.42K
$2.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
103+ 1.16% |
$32.2K - $37K
|
8.96K
$3.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
103+ 4.99% |
$32.2K - $37K
|
2.17K
$923K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
103+ 7.02% |
$32.2K - $37K
|
1.57K
$668K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
103+ 5.61% |
$32.2K - $37K
|
1.94K
$824K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
102+ 0.22% |
$31.8K - $36.7K
|
46.6K
$19.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
102+ 0.07% |
$31.8K - $36.7K
|
153K
$65.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
102+ 5.14% |
$31.8K - $36.7K
|
2.09K
$887K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
101+ 1.04% |
$31.5K - $36.3K
|
9.8K
$4.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
101+ 13.24% |
$31.5K - $36.3K
|
864
$368K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
100+ 1.8% |
$31.2K - $35.9K
|
5.66K
$2.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 0.98% |
$31.2K - $35.9K
|
10.3K
$4.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
100+ 10.38% |
$31.2K - $35.9K
|
1.06K
$452K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
100+ 1.32% |
$31.2K - $35.9K
|
7.65K
$3.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
100+ 0.17% |
$31.2K - $35.9K
|
57.3K
$24.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
100+ 14.08% |
$31.2K - $35.9K
|
810
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
100+ 0.48% |
$31.2K - $35.9K
|
21.1K
$8.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
99+ 0.12% |
$30.9K - $35.6K
|
79.7K
$33.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
99+ 1.54% |
$30.9K - $35.6K
|
6.53K
$2.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
98+ 2.97% |
$30.6K - $35.2K
|
3.4K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
97+ 0.24% |
$30.3K - $34.9K
|
41.3K
$17.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
97+ 5.99% |
$30.3K - $34.9K
|
1.72K
$730K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.34% |
$30.3K - $34.9K
|
28.7K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
97+ 0.1% |
$30.3K - $34.9K
|
98.1K
$41.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
96+ 1.59% |
$30K - $34.5K
|
6.13K
$2.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
95+ 0.42% |
$29.7K - $34.2K
|
22.8K
$9.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
95+ 0.59% |
$29.7K - $34.2K
|
16.2K
$6.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
95+ 2.57% |
$29.7K - $34.2K
|
3.79K
$1.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
95+ 1.15% |
$29.7K - $34.2K
|
8.35K
$3.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
92+ 10.2% |
$28.7K - $33.1K
|
994
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Capco Asset Management, LLC
|
BUY
|
- |
92+ 0.06% |
$28.7K - $33.1K
|
142K
$60.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
92+ 0.93% |
$28.7K - $33.1K
|
10K
$4.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
91+ 0.58% |
$28.4K - $32.7K
|
15.8K
$6.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
91+ 0.32% |
$28.4K - $32.7K
|
28.2K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
91+ 2.88% |
$28.4K - $32.7K
|
3.25K
$1.38M
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
91+ 0.79% |
$28.4K - $32.7K
|
11.5K
$4.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
90+ 1.01% |
$28.1K - $32.4K
|
9K
$3.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
90+ 1.32% |
$28.1K - $32.4K
|
6.92K
$2.95M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
90+ 0.44% |
$28.1K - $32.4K
|
20.3K
$8.65M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
89+ 2.95% |
$27.8K - $32K
|
3.11K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
89+ 0.58% |
$27.8K - $32K
|
15.4K
$6.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
89+ 2.24% |
$27.8K - $32K
|
4.07K
$1.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
88+ 0.4% |
$27.5K - $31.6K
|
22.3K
$9.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
88+ 0.28% |
$27.5K - $31.6K
|
31.7K
$13.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
88+ 4.98% |
$27.5K - $31.6K
|
1.86K
$789K
|
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
88+ 11.46% |
$27.5K - $31.6K
|
856
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
88+ 9.03% |
$27.5K - $31.6K
|
1.06K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
88+ 1.22% |
$27.5K - $31.6K
|
7.3K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
88+ 0.5% |
$27.5K - $31.6K
|
17.6K
$7.5M
|