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 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
46+ 0.64% |
$14.4K - $16.5K
|
7.29K
$3.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
46+ 0.19% |
$14.4K - $16.5K
|
24.4K
$10.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
45+ 0.05% |
$14K - $16.2K
|
91.1K
$39.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
45+ 0.56% |
$14K - $16.2K
|
8.04K
$3.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
45+ 0.1% |
$14K - $16.2K
|
46.8K
$20.5M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.04% |
$14K - $16.2K
|
114K
$49.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
45+ 0.53% |
$14K - $16.2K
|
8.6K
$3.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
44+ 6.36% |
$13.7K - $15.8K
|
736
$322K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
44+ 1.44% |
$13.7K - $15.8K
|
3.09K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
44+ 0.58% |
$13.7K - $15.8K
|
7.66K
$3.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
43+ 0.71% |
$13.4K - $15.5K
|
6.1K
$2.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
43+ 0.45% |
$13.4K - $15.5K
|
9.53K
$4.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
43+ 0.89% |
$13.4K - $15.5K
|
4.87K
$2.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
43+ 0.27% |
$13.4K - $15.5K
|
15.9K
$6.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
43+ 1.27% |
$13.4K - $15.5K
|
3.43K
$1.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
42+ 0.45% |
$13.1K - $15.1K
|
9.48K
$4.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.26% |
$13.1K - $15.1K
|
16.2K
$7.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.65% |
$12.8K - $14.7K
|
6.31K
$2.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
41+ 0.52% |
$12.8K - $14.7K
|
7.95K
$3.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
40+ 3.68% |
$12.5K - $14.4K
|
1.13K
$494K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
40+ 0.16% |
$12.5K - $14.4K
|
25K
$11M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
39+ 0.14% |
$12.2K - $14K
|
28.8K
$12.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.63% |
$12.2K - $14K
|
6.25K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
39+ 0.2% |
$12.2K - $14K
|
20K
$8.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
38+ 0.13% |
$11.9K - $13.7K
|
28.3K
$12.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
38+ 0.78% |
$11.9K - $13.7K
|
4.93K
$2.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
37+ 0.83% |
$11.5K - $13.3K
|
4.49K
$1.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
37+ 1.15% |
$11.5K - $13.3K
|
3.25K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
37+ 0.24% |
$11.5K - $13.3K
|
15.3K
$6.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
37+ 1.94% |
$11.5K - $13.3K
|
1.95K
$853K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
36+ 0.67% |
$11.2K - $12.9K
|
5.41K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
36+ 0.99% |
$11.2K - $12.9K
|
3.67K
$1.61M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
35+ 5.2% |
$10.9K - $12.6K
|
708
$310K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
35+ 0.92% |
$10.9K - $12.6K
|
3.84K
$1.68M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
34+ 0.25% |
$10.6K - $12.2K
|
13.4K
$5.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
34+ 0.32% |
$10.6K - $12.2K
|
10.8K
$4.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
34+ 0.67% |
$10.6K - $12.2K
|
5.08K
$2.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
33+ 4.0% |
$10.3K - $11.9K
|
858
$376K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
33+ 0.85% |
$10.3K - $11.9K
|
3.89K
$1.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
33+ 0.09% |
$10.3K - $11.9K
|
37.6K
$16.5M
|
|
|
Nov 09, 2023
Q3 2023
|
University Of Texas
|
BUY
|
- |
33New |
$10.3K - $11.9K
|
33
$14.5K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
33+ 0.06% |
$10.3K - $11.9K
|
52.2K
$22.9M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
33+ 0.1% |
$10.3K - $11.9K
|
33.1K
$14.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
32+ 0.57% |
$9.99K - $11.5K
|
5.6K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
32+ 0.54% |
$9.99K - $11.5K
|
5.97K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
31+ 1.35% |
$9.68K - $11.1K
|
2.33K
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
31+ 1.44% |
$9.68K - $11.1K
|
2.19K
$960K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
31+ 2.1% |
$9.68K - $11.1K
|
1.51K
$660K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
31+ 0.2% |
$9.68K - $11.1K
|
15.8K
$6.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
30+ 0.04% |
$9.36K - $10.8K
|
78.7K
$34.5M
|