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 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
88+ 0.28% |
$27.5K - $31.6K
|
31.7K
$13.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
88+ 4.98% |
$27.5K - $31.6K
|
1.86K
$813K
|
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
88+ 11.46% |
$27.5K - $31.6K
|
856
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
88+ 9.03% |
$27.5K - $31.6K
|
1.06K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
88+ 1.22% |
$27.5K - $31.6K
|
7.3K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
88+ 0.5% |
$27.5K - $31.6K
|
17.6K
$7.73M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
88+ 0.17% |
$27.5K - $31.6K
|
53.2K
$23.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
87+ 0.99% |
$27.2K - $31.3K
|
8.9K
$3.9M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
87+ 6.8% |
$27.2K - $31.3K
|
1.37K
$599K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
87+ 0.12% |
$27.2K - $31.3K
|
70K
$30.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
86+ 0.45% |
$26.8K - $30.9K
|
19.2K
$8.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
85+ 2.32% |
$26.5K - $30.6K
|
3.74K
$1.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84+ 1.55% |
$26.2K - $30.2K
|
5.49K
$2.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
83+ 1.37% |
$25.9K - $29.8K
|
6.13K
$2.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
83+ 0.14% |
$25.9K - $29.8K
|
58.2K
$25.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
83+ 1.37% |
$25.9K - $29.8K
|
6.15K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
81+ 5.56% |
$25.3K - $29.1K
|
1.54K
$674K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
80+ 0.21% |
$25K - $28.8K
|
37.6K
$16.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
80+ 1.55% |
$25K - $28.8K
|
5.23K
$2.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
80+ 0.66% |
$25K - $28.8K
|
12.2K
$5.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
78+ 0.61% |
$24.3K - $28K
|
12.9K
$5.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
78+ 2.62% |
$24.3K - $28K
|
3.05K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
76+ 0.49% |
$23.7K - $27.3K
|
15.7K
$6.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
76+ 1.05% |
$23.7K - $27.3K
|
7.32K
$3.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
76+ 1.03% |
$23.7K - $27.3K
|
7.43K
$3.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.72% |
$23.4K - $27K
|
10.4K
$4.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
75+ 2.13% |
$23.4K - $27K
|
3.6K
$1.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
75+ 3.87% |
$23.4K - $27K
|
2.01K
$881K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
75+ 0.8% |
$23.4K - $27K
|
9.41K
$4.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
74+ 0.72% |
$23.1K - $26.6K
|
10.4K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
73+ 0.12% |
$22.8K - $26.2K
|
61.4K
$26.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
72+ 1.64% |
$22.5K - $25.9K
|
4.47K
$1.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
72+ 4.52% |
$22.5K - $25.9K
|
1.66K
$729K
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
71+ 0.77% |
$22.2K - $25.5K
|
9.33K
$4.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
71+ 6.43% |
$22.2K - $25.5K
|
1.18K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
71+ 0.32% |
$22.2K - $25.5K
|
21.9K
$9.61M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
71+ 4.34% |
$22.2K - $25.5K
|
1.71K
$748K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
70+ 0.37% |
$21.8K - $25.2K
|
18.8K
$8.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
69+ 0.85% |
$21.5K - $24.8K
|
8.15K
$3.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
69+ 0.31% |
$21.5K - $24.8K
|
22.6K
$9.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
68+ 0.48% |
$21.2K - $24.4K
|
14.1K
$6.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
68+ 2.75% |
$21.2K - $24.4K
|
2.54K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
67+ 0.05% |
$20.9K - $24.1K
|
133K
$58.1M
|
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
67+ 0.28% |
$20.9K - $24.1K
|
24.1K
$10.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
66+ 5.09% |
$20.6K - $23.7K
|
1.36K
$597K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
66+ 2.64% |
$20.6K - $23.7K
|
2.57K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
66+ 0.53% |
$20.6K - $23.7K
|
12.6K
$5.5M
|
|
|
Oct 18, 2023
Q3 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
65+ 5.83% |
$20.3K - $23.4K
|
1.18K
$517K
|
|
|
Nov 03, 2023
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
65+ 1.12% |
$20.3K - $23.4K
|
5.87K
$2.57M
|
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
65+ 1.12% |
$20.3K - $23.4K
|
5.87K
$2.57M
|