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 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
30+ 0.14% |
$9.36K - $10.8K
|
21.5K
$9.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
30+ 3.31% |
$9.36K - $10.8K
|
937
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29+ 0.42% |
$9.05K - $10.4K
|
6.87K
$3.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
29+ 0.36% |
$9.05K - $10.4K
|
8.13K
$3.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
29+ 0.09% |
$9.05K - $10.4K
|
31.5K
$13.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
29+ 0.22% |
$9.05K - $10.4K
|
13.2K
$5.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28+ 1.11% |
$8.74K - $10.1K
|
2.55K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
28+ 1.26% |
$8.74K - $10.1K
|
2.26K
$988K
|
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
28+ 0.28% |
$8.74K - $10.1K
|
10.1K
$4.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
27+ 0.8% |
$8.43K - $9.71K
|
3.4K
$1.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
27+ 0.23% |
$8.43K - $9.71K
|
11.8K
$5.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
27+ 0.9% |
$8.43K - $9.71K
|
3.04K
$1.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
26+ 0.2% |
$8.12K - $9.35K
|
13.3K
$5.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
26+ 0.23% |
$8.12K - $9.35K
|
11.4K
$5M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26+ 1.04% |
$8.12K - $9.35K
|
2.52K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 0.28% |
$8.12K - $9.35K
|
9.4K
$4.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26+ 0.49% |
$8.12K - $9.35K
|
5.35K
$2.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 0.45% |
$7.8K - $8.99K
|
5.64K
$2.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
25+ 0.24% |
$7.8K - $8.99K
|
10.3K
$4.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
25+ 19.69% |
$7.8K - $8.99K
|
152
$66.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
24+ 0.23% |
$7.49K - $8.63K
|
10.3K
$4.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
24+ 1.45% |
$7.49K - $8.63K
|
1.68K
$734K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
24+ 3.73% |
$7.49K - $8.63K
|
668
$293K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
24+ 1.05% |
$7.49K - $8.63K
|
2.31K
$1.01M
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
24+ 0.44% |
$7.49K - $8.63K
|
5.43K
$2.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
23+ 0.12% |
$7.18K - $8.27K
|
18.8K
$8.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
23+ 3.7% |
$7.18K - $8.27K
|
645
$283K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
22+ 0.06% |
$6.87K - $7.91K
|
34.8K
$15.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
22+ 0.21% |
$6.87K - $7.91K
|
10.6K
$4.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
22+ 0.91% |
$6.87K - $7.91K
|
2.45K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.21% |
$6.87K - $7.91K
|
10.7K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
22+ 0.09% |
$6.87K - $7.91K
|
23.9K
$10.5M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22+ 3.43% |
$6.87K - $7.91K
|
663
$290K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
21+ 0.15% |
$6.55K - $7.55K
|
13.7K
$6.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
20+ 0.06% |
$6.24K - $7.19K
|
36K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20+ 2.65% |
$6.24K - $7.19K
|
775
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
19+ 1.3% |
$5.93K - $6.83K
|
1.48K
$650K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
19+ 0.06% |
$5.93K - $6.83K
|
31.4K
$13.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.22% |
$5.62K - $6.47K
|
8.38K
$3.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18+ 0.04% |
$5.62K - $6.47K
|
48.4K
$21.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
18+ 1.79% |
$5.62K - $6.47K
|
1.03K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
18+ 0.98% |
$5.62K - $6.47K
|
1.86K
$816K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
18+ 0.76% |
$5.62K - $6.47K
|
2.38K
$1.04M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
18+ 1.79% |
$5.62K - $6.47K
|
1.02K
$447K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 0.11% |
$5.31K - $6.11K
|
16.2K
$7.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
17+ 0.09% |
$5.31K - $6.11K
|
19.4K
$8.51M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 0.55% |
$4.99K - $5.75K
|
2.91K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
16+ 1.86% |
$4.99K - $5.75K
|
875
$383K
|
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
16+ 0.13% |
$4.99K - $5.75K
|
12.5K
$5.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
16+ 0.24% |
$4.99K - $5.75K
|
6.62K
$2.9M
|