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 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.11% |
$3.12K - $3.59K
|
9.36K
$3.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-10- 0.42% |
$3.12K - $3.59K
|
2.38K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-10- 0.03% |
$3.12K - $3.59K
|
33.4K
$14.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-10- 1.54% |
$3.12K - $3.59K
|
638
$271K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-10- 0.04% |
$3.12K - $3.59K
|
22.9K
$9.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-11- 0.04% |
$3.43K - $3.95K
|
26.4K
$11.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-11- 0.14% |
$3.43K - $3.95K
|
7.71K
$3.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-11- 1.15% |
$3.43K - $3.95K
|
942
$401K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11- 0.17% |
$3.43K - $3.95K
|
6.64K
$2.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-11- 0.09% |
$3.43K - $3.95K
|
11.6K
$4.95M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-12- 0.35% |
$3.75K - $4.31K
|
3.38K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-12- 0.04% |
$3.75K - $4.31K
|
31.1K
$13.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-12- 0.53% |
$3.75K - $4.31K
|
2.26K
$962K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-12- 0.12% |
$3.75K - $4.31K
|
10.3K
$4.38M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-13- 0.85% |
$4.06K - $4.67K
|
1.52K
$645K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-13- 0.09% |
$4.06K - $4.67K
|
13.8K
$5.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.27% |
$4.06K - $4.67K
|
4.77K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-13- 0.04% |
$4.06K - $4.67K
|
30.5K
$13M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.02% |
$4.37K - $5.03K
|
76.5K
$32.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-14- 0.03% |
$4.37K - $5.03K
|
44.5K
$18.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-14- 0.16% |
$4.37K - $5.03K
|
8.56K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-14- 0.13% |
$4.37K - $5.03K
|
11K
$4.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-15- 0.05% |
$4.68K - $5.39K
|
28.6K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-15- 1.54% |
$4.68K - $5.39K
|
960
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-15- 0.07% |
$4.68K - $5.39K
|
20.6K
$8.76M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-15- 0.18% |
$4.68K - $5.39K
|
8.5K
$3.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-16- 0.42% |
$4.99K - $5.75K
|
3.79K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.34% |
$4.99K - $5.75K
|
4.63K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-16- 0.23% |
$4.99K - $5.75K
|
7.07K
$3.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-16- 0.56% |
$4.99K - $5.75K
|
2.82K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-16- 1.59% |
$4.99K - $5.75K
|
989
$421K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-17- 0.29% |
$5.31K - $6.11K
|
5.94K
$2.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Hendley & CO Inc
|
SELL
|
- |
-17- 0.03% |
$5.31K - $6.11K
|
52.4K
$22.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-17- 0.02% |
$5.31K - $6.11K
|
92.5K
$39.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 0.95% |
$5.62K - $6.47K
|
1.88K
$799K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-18- 0.52% |
$5.62K - $6.47K
|
3.47K
$1.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-18- 0.11% |
$5.62K - $6.47K
|
16.1K
$6.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-18- 1.81% |
$5.62K - $6.47K
|
978
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-18- 1.81% |
$5.62K - $6.47K
|
978
$416K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-19- 0.38% |
$5.93K - $6.83K
|
4.92K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-19- 0.05% |
$5.93K - $6.83K
|
41.2K
$17.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-19- 2.38% |
$5.93K - $6.83K
|
781
$332K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-20- 2.34% |
$6.24K - $7.19K
|
835
$355K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-20- 0.55% |
$6.24K - $7.19K
|
3.61K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-20- 0.43% |
$6.24K - $7.19K
|
4.64K
$1.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-20- 0.64% |
$6.24K - $7.19K
|
3.1K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-20- 0.29% |
$6.24K - $7.19K
|
6.9K
$2.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-21- 1.23% |
$6.55K - $7.55K
|
1.68K
$715K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-21- 0.18% |
$6.55K - $7.55K
|
11.8K
$5.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-21- 1.04% |
$6.55K - $7.55K
|
2K
$849K
|