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 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
64+ 0.17% |
$20K - $23K
|
37.2K
$16.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
63+ 0.19% |
$19.7K - $22.6K
|
33.9K
$14.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
63+ 0.32% |
$19.7K - $22.6K
|
20K
$8.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
62+ 0.13% |
$19.4K - $22.3K
|
49K
$21.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
62+ 0.24% |
$19.4K - $22.3K
|
26.4K
$11.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
62+ 3.31% |
$19.4K - $22.3K
|
1.93K
$847K
|
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
62+ 0.12% |
$19.4K - $22.3K
|
51.9K
$22.7M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
62+ 2.54% |
$19.4K - $22.3K
|
2.51K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
61+ 0.66% |
$19K - $21.9K
|
9.35K
$4.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
60+ 2.26% |
$18.7K - $21.6K
|
2.71K
$1.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
60+ 1.41% |
$18.7K - $21.6K
|
4.32K
$1.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
60+ 1.47% |
$18.7K - $21.6K
|
4.15K
$1.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
60+ 0.27% |
$18.7K - $21.6K
|
22.4K
$9.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
60+ 3.47% |
$18.7K - $21.6K
|
1.79K
$785K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
60+ 2.15% |
$18.7K - $21.6K
|
2.85K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
60+ 0.54% |
$18.7K - $21.6K
|
11.2K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
60+ 0.31% |
$18.7K - $21.6K
|
19.6K
$8.57M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
59+ 0.28% |
$18.4K - $21.2K
|
20.9K
$9.17M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
59+ 4.16% |
$18.4K - $21.2K
|
1.48K
$647K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
59+ 0.41% |
$18.4K - $21.2K
|
14.4K
$6.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
59+ 0.14% |
$18.4K - $21.2K
|
43.4K
$19M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
58+ 0.67% |
$18.1K - $20.9K
|
8.72K
$3.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58+ 0.64% |
$18.1K - $20.9K
|
9.11K
$3.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
57+ 2.25% |
$17.8K - $20.5K
|
2.59K
$1.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
57+ 1.84% |
$17.8K - $20.5K
|
3.16K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
56+ 0.04% |
$17.5K - $20.1K
|
125K
$54.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
55+ 1.22% |
$17.2K - $19.8K
|
4.56K
$2M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
55+ 0.23% |
$17.2K - $19.8K
|
24.2K
$10.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
55+ 0.07% |
$17.2K - $19.8K
|
78K
$34.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
55+ 0.9% |
$17.2K - $19.8K
|
6.16K
$2.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
BUY
|
- |
54+ 0.28% |
$16.9K - $19.4K
|
19.6K
$8.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
53+ 0.43% |
$16.5K - $19.1K
|
12.3K
$5.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
52+ 0.17% |
$16.2K - $18.7K
|
30.9K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
52+ 4.1% |
$16.2K - $18.7K
|
1.32K
$579K
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
51+ 1.5% |
$15.9K - $18.3K
|
3.44K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
50+ 0.38% |
$15.6K - $18K
|
13.2K
$5.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
50+ 0.51% |
$15.6K - $18K
|
9.84K
$4.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
50+ 0.98% |
$15.6K - $18K
|
5.14K
$2.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
50+ 0.54% |
$15.6K - $18K
|
9.25K
$4.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
50+ 2.33% |
$15.6K - $18K
|
2.2K
$963K
|
|
|
Nov 08, 2023
Q3 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
50+ 2.37% |
$15.6K - $18K
|
2.16K
$947K
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
49+ 0.56% |
$15.3K - $17.6K
|
8.81K
$3.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
49+ 0.29% |
$15.3K - $17.6K
|
17K
$7.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
48+ 0.15% |
$15K - $17.3K
|
31.9K
$14M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
48+ 0.9% |
$15K - $17.3K
|
5.41K
$2.37M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
48+ 0.04% |
$15K - $17.3K
|
112K
$49M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
47+ 0.59% |
$14.7K - $16.9K
|
7.95K
$3.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
47+ 0.77% |
$14.7K - $16.9K
|
6.12K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
47+ 0.77% |
$14.7K - $16.9K
|
6.13K
$2.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
46+ 0.6% |
$14.4K - $16.5K
|
7.76K
$3.4M
|