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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-28- 0.79% |
$8.74K - $10.1K
|
3.5K
$1.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-29- 2.64% |
$9.05K - $10.4K
|
1.07K
$469K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-30- 2.43% |
$9.36K - $10.8K
|
1.2K
$529K
|
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-30- 0.09% |
$9.36K - $10.8K
|
32.7K
$14.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-30- 0.61% |
$9.36K - $10.8K
|
4.89K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 1.15% |
$9.36K - $10.8K
|
2.57K
$1.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-31- 0.94% |
$9.68K - $11.1K
|
3.25K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-31- 0.28% |
$9.68K - $11.1K
|
11K
$4.82M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-31- 0.53% |
$9.68K - $11.1K
|
5.82K
$2.56M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-31- 0.26% |
$9.68K - $11.1K
|
11.8K
$5.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.08% |
$9.68K - $11.1K
|
37.7K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-31- 0.01% |
$9.68K - $11.1K
|
235K
$103M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-32- 0.17% |
$9.99K - $11.5K
|
18.7K
$8.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-32- 1.4% |
$9.99K - $11.5K
|
2.25K
$988K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-32- 0.14% |
$9.99K - $11.5K
|
22.1K
$9.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-33- 1.1% |
$10.3K - $11.9K
|
2.96K
$1.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-33- 1.13% |
$10.3K - $11.9K
|
2.9K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-33- 1.64% |
$10.3K - $11.9K
|
1.97K
$867K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-33- 0.95% |
$10.3K - $11.9K
|
3.43K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-33- 0.14% |
$10.3K - $11.9K
|
23.8K
$10.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-34- 0.42% |
$10.6K - $12.2K
|
8K
$3.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-34- 0.21% |
$10.6K - $12.2K
|
16.4K
$7.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-34- 0.22% |
$10.6K - $12.2K
|
15.2K
$6.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-34- 0.05% |
$10.6K - $12.2K
|
67K
$29.4M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-34- 2.24% |
$10.6K - $12.2K
|
1.48K
$651K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-35- 0.42% |
$10.9K - $12.6K
|
8.36K
$3.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-35- 2.64% |
$10.9K - $12.6K
|
1.29K
$567K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-35- 0.94% |
$10.9K - $12.6K
|
3.71K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-35- 2.66% |
$10.9K - $12.6K
|
1.28K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-35- 0.5% |
$10.9K - $12.6K
|
7K
$3.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-36- 4.36% |
$11.2K - $12.9K
|
789
$347K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-36- 0.43% |
$11.2K - $12.9K
|
8.31K
$3.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-36- 0.16% |
$11.2K - $12.9K
|
22.6K
$9.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-37- 0.25% |
$11.5K - $13.3K
|
14.7K
$6.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-37- 0.39% |
$11.5K - $13.3K
|
9.37K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Granger Management LLC
|
SELL
|
- |
-37- 0.57% |
$11.5K - $13.3K
|
6.45K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-37- 0.47% |
$11.5K - $13.3K
|
7.88K
$3.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-38- 1.2% |
$11.9K - $13.7K
|
3.12K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-38- 0.33% |
$11.9K - $13.7K
|
11.4K
$4.99M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-39- 1.08% |
$12.2K - $14K
|
3.56K
$1.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-39- 0.1% |
$12.2K - $14K
|
39.7K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-39- 0.4% |
$12.2K - $14K
|
9.81K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-39- 0.29% |
$12.2K - $14K
|
13.5K
$5.93M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-39- 0.25% |
$12.2K - $14K
|
15.3K
$6.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-40- 0.12% |
$12.5K - $14.4K
|
33.9K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-41- 0.22% |
$12.8K - $14.7K
|
18.4K
$8.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-42- 21.88% |
$13.1K - $15.1K
|
150
$65.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-42- 4.44% |
$13.1K - $15.1K
|
904
$397K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-42- 1.21% |
$13.1K - $15.1K
|
3.44K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-42- 0.23% |
$13.1K - $15.1K
|
18.3K
$8.05M
|