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
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-19- 2.38% |
$5.93K - $6.83K
|
781
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-20- 2.34% |
$6.24K - $7.19K
|
835
$367K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-20- 0.55% |
$6.24K - $7.19K
|
3.61K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-20- 0.43% |
$6.24K - $7.19K
|
4.64K
$2.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-20- 0.64% |
$6.24K - $7.19K
|
3.1K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-20- 0.29% |
$6.24K - $7.19K
|
6.9K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-21- 1.23% |
$6.55K - $7.55K
|
1.68K
$739K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-21- 0.18% |
$6.55K - $7.55K
|
11.8K
$5.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-21- 1.04% |
$6.55K - $7.55K
|
2K
$876K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-21- 0.42% |
$6.55K - $7.55K
|
5.02K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-21- 0.49% |
$6.55K - $7.55K
|
4.25K
$1.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-21- 0.41% |
$6.55K - $7.55K
|
5.07K
$2.23M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-22- 0.95% |
$6.87K - $7.91K
|
2.3K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-22- 0.52% |
$6.87K - $7.91K
|
4.21K
$1.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-22- 0.83% |
$6.87K - $7.91K
|
2.64K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-22- 1.21% |
$6.87K - $7.91K
|
1.8K
$789K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-22- 0.18% |
$6.87K - $7.91K
|
12.2K
$5.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-22- 2.6% |
$6.87K - $7.91K
|
824
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-22- 0.34% |
$6.87K - $7.91K
|
6.51K
$2.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-23- 0.13% |
$7.18K - $8.27K
|
17.8K
$7.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-23- 1.91% |
$7.18K - $8.27K
|
1.18K
$518K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-23- 0.71% |
$7.18K - $8.27K
|
3.22K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-23- 0.21% |
$7.18K - $8.27K
|
11K
$4.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-23- 1.32% |
$7.18K - $8.27K
|
1.72K
$754K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-25- 0.62% |
$7.8K - $8.99K
|
4K
$1.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-25- 2.2% |
$7.8K - $8.99K
|
1.11K
$487K
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-25- 0.07% |
$7.8K - $8.99K
|
37.7K
$16.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.08% |
$7.8K - $8.99K
|
33.1K
$14.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-25- 0.1% |
$7.8K - $8.99K
|
25K
$11M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-25- 0.31% |
$7.8K - $8.99K
|
7.93K
$3.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-25- 2.84% |
$7.8K - $8.99K
|
854
$375K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.13% |
$7.8K - $8.99K
|
19.5K
$8.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-26- 0.13% |
$8.12K - $9.35K
|
19.8K
$8.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-26- 0.4% |
$8.12K - $9.35K
|
6.47K
$2.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-26- 0.39% |
$8.12K - $9.35K
|
6.66K
$2.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-26- 0.49% |
$8.12K - $9.35K
|
5.29K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-26- 0.04% |
$8.12K - $9.35K
|
61.2K
$26.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26- 0.16% |
$8.12K - $9.35K
|
16.5K
$7.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-27- 0.31% |
$8.43K - $9.71K
|
8.55K
$3.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-27- 0.24% |
$8.43K - $9.71K
|
11.3K
$4.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-27- 0.19% |
$8.43K - $9.71K
|
14.5K
$6.38M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-27- 1.45% |
$8.43K - $9.71K
|
1.84K
$807K
|
|
|
Mar 11, 2024
Q3 2023
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-27- 3.52% |
$8.43K - $9.71K
|
740
$325K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-28- 0.24% |
$8.74K - $10.1K
|
11.7K
$5.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-28- 0.79% |
$8.74K - $10.1K
|
3.5K
$1.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-28- 3.43% |
$8.74K - $10.1K
|
788
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-28- 0.74% |
$8.74K - $10.1K
|
3.74K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-28- 0.11% |
$8.74K - $10.1K
|
24.5K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-28- 0.11% |
$8.74K - $10.1K
|
26.3K
$11.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-28- 0.32% |
$8.74K - $10.1K
|
8.6K
$3.78M
|