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 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$312 - $359
|
10.1K
$4.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
1+ 0.01% |
$312 - $359
|
15.2K
$6.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.12% |
$312 - $359
|
813
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$312 - $359
|
23.5K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1+ 0.1% |
$312 - $359
|
1.05K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.1% |
$312 - $359
|
992
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$312 - $359
|
1.57K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1+ 0.0% |
$312 - $359
|
75.9K
$33.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$312 - $359
|
1.73K
$762K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.63K
$1.15M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.3K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1- 0.05% |
$312 - $359
|
1.92K
$844K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-1- -0.0% |
$312 - $359
|
63.5K
$27.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-1- 0.02% |
$312 - $359
|
4.09K
$1.8M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$312 - $359
|
11.3K
$4.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1- -0.0% |
$312 - $359
|
36.7K
$16.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.01% |
$312 - $359
|
8.85K
$3.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-2- 0.12% |
$624 - $719
|
1.66K
$729K
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-2- 0.01% |
$624 - $719
|
29K
$12.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2- 0.16% |
$624 - $719
|
1.27K
$559K
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-2- 0.01% |
$624 - $719
|
15.1K
$6.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.03% |
$624 - $719
|
5.77K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$624 - $719
|
2.4K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3- 0.01% |
$936 - $1.08K
|
28.9K
$12.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.01% |
$936 - $1.08K
|
20.5K
$9.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-3- 0.19% |
$936 - $1.08K
|
1.54K
$676K
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
SELL
|
- |
-3- 0.05% |
$936 - $1.08K
|
6.3K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
SELL
|
- |
-4- 0.27% |
$1.25K - $1.44K
|
1.45K
$638K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4- -0.0% |
$1.25K - $1.44K
|
236K
$104M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4- 0.22% |
$1.25K - $1.44K
|
1.78K
$783K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4- 0.12% |
$1.25K - $1.44K
|
3.27K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5- 0.01% |
$1.56K - $1.8K
|
38.9K
$17.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-5- 0.04% |
$1.56K - $1.8K
|
11.6K
$5.1M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-5- 0.04% |
$1.56K - $1.8K
|
13.9K
$6.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-5- 0.06% |
$1.56K - $1.8K
|
7.97K
$3.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-5- 0.06% |
$1.56K - $1.8K
|
8.83K
$3.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-5- 0.19% |
$1.56K - $1.8K
|
2.63K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
SELL
|
- |
-6- 0.03% |
$1.87K - $2.16K
|
21.1K
$9.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6- 0.07% |
$1.87K - $2.16K
|
8.71K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-6- 0.05% |
$1.87K - $2.16K
|
13.1K
$5.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-6- 0.08% |
$1.87K - $2.16K
|
7.08K
$3.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-7- 0.25% |
$2.18K - $2.52K
|
2.8K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7- 0.13% |
$2.18K - $2.52K
|
5.19K
$2.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-7- 0.01% |
$2.18K - $2.52K
|
68.2K
$30M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7- 0.21% |
$2.18K - $2.52K
|
3.29K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-7- 0.04% |
$2.18K - $2.52K
|
18.1K
$7.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-7- 1.0% |
$2.18K - $2.52K
|
691
$304K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-8- 0.81% |
$2.5K - $2.88K
|
981
$431K
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-8- 0.45% |
$2.5K - $2.88K
|
1.78K
$781K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-8- 0.18% |
$2.5K - $2.88K
|
4.56K
$2M
|