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 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-42- 0.62% |
$13.1K - $15.1K
|
6.69K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-42- 1.72% |
$13.1K - $15.1K
|
2.4K
$1.05M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-43- 3.51% |
$13.4K - $15.5K
|
1.18K
$519K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-43- 0.09% |
$13.4K - $15.5K
|
49.2K
$21.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-43- 0.66% |
$13.4K - $15.5K
|
6.51K
$2.86M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-43- 1.03% |
$13.4K - $15.5K
|
4.14K
$1.82M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-44- 1.89% |
$13.7K - $15.8K
|
2.28K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-44- 0.74% |
$13.7K - $15.8K
|
5.9K
$2.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-45- 0.08% |
$14K - $16.2K
|
54.7K
$24M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-46- 0.44% |
$14.4K - $16.5K
|
10.3K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-46- 0.03% |
$14.4K - $16.5K
|
162K
$71.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-46- 1.13% |
$14.4K - $16.5K
|
4.02K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-46- 2.5% |
$14.4K - $16.5K
|
1.8K
$789K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-46- 0.03% |
$14.4K - $16.5K
|
162K
$71.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-47- 0.11% |
$14.7K - $16.9K
|
41.7K
$18.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-48- 1.55% |
$15K - $17.3K
|
3.06K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-48- 0.11% |
$15K - $17.3K
|
42.8K
$18.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-48- 0.31% |
$15K - $17.3K
|
15.7K
$6.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-48- 0.9% |
$15K - $17.3K
|
5.26K
$2.31M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-49- 0.35% |
$15.3K - $17.6K
|
14.1K
$6.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-49- 0.17% |
$15.3K - $17.6K
|
28.2K
$12.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-49- 0.03% |
$15.3K - $17.6K
|
171K
$75.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-49- 0.69% |
$15.3K - $17.6K
|
7.06K
$3.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-50- 2.37% |
$15.6K - $18K
|
2.06K
$903K
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-51- 5.67% |
$15.9K - $18.3K
|
848
$373K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-52- 1.07% |
$16.2K - $18.7K
|
4.82K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-52- 0.26% |
$16.2K - $18.7K
|
19.8K
$8.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-53- 0.32% |
$16.5K - $19.1K
|
16.3K
$7.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-53- 0.78% |
$16.5K - $19.1K
|
6.7K
$2.94M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-54- 1.04% |
$16.9K - $19.4K
|
5.15K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-54- 0.32% |
$16.9K - $19.4K
|
16.8K
$7.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.19% |
$16.9K - $19.4K
|
29.1K
$12.8M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-54- 0.41% |
$16.9K - $19.4K
|
13.1K
$5.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-54- 1.35% |
$16.9K - $19.4K
|
3.94K
$1.73M
|
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-55- 0.73% |
$17.2K - $19.8K
|
7.51K
$3.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-55- 8.74% |
$17.2K - $19.8K
|
574
$252K
|
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-56- 0.28% |
$17.5K - $20.1K
|
20.2K
$8.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-56- 0.32% |
$17.5K - $20.1K
|
17.6K
$7.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-57- 5.62% |
$17.8K - $20.5K
|
957
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-57- 1.43% |
$17.8K - $20.5K
|
3.94K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-57- 0.34% |
$17.8K - $20.5K
|
16.6K
$7.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-58- 0.16% |
$18.1K - $20.9K
|
36.1K
$15.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Searle & Co.
|
SELL
|
- |
-58- 0.15% |
$18.1K - $20.9K
|
38K
$16.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-59- 0.03% |
$18.4K - $21.2K
|
171K
$75.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-59- 0.98% |
$18.4K - $21.2K
|
5.96K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-60- 2.05% |
$18.7K - $21.6K
|
2.86K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-60- 0.43% |
$18.7K - $21.6K
|
14K
$6.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-60- 0.74% |
$18.7K - $21.6K
|
8.09K
$3.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-62- 0.44% |
$19.4K - $22.3K
|
14K
$6.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-62- 0.46% |
$19.4K - $22.3K
|
13.4K
$5.88M
|