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 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-63- 1.78% |
$19.7K - $22.6K
|
3.48K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-63- 0.37% |
$19.7K - $22.6K
|
17.2K
$7.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-64- 1.46% |
$20K - $23K
|
4.33K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-64- 0.07% |
$20K - $23K
|
95.8K
$42.1M
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-64- 4.6% |
$20K - $23K
|
1.33K
$583K
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
SELL
|
- |
-65- 7.87% |
$20.3K - $23.4K
|
761
$334K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-65- 0.93% |
$20.3K - $23.4K
|
6.91K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-65- 3.18% |
$20.3K - $23.4K
|
1.98K
$869K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-65- 0.04% |
$20.3K - $23.4K
|
162K
$71.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-65- 0.43% |
$20.3K - $23.4K
|
14.9K
$6.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-65- 6.63% |
$20.3K - $23.4K
|
915
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-65- 0.34% |
$20.3K - $23.4K
|
19.2K
$8.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-66- 0.28% |
$20.6K - $23.7K
|
23.7K
$10.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
SELL
|
- |
-66- 0.13% |
$20.6K - $23.7K
|
52.3K
$23M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-66- 1.09% |
$20.6K - $23.7K
|
5.98K
$2.63M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
SELL
|
- |
-66- 0.13% |
$20.6K - $23.7K
|
52.3K
$23M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-67- 0.3% |
$20.9K - $24.1K
|
22.4K
$9.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-67- 0.15% |
$20.9K - $24.1K
|
44.2K
$19.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-67- 0.89% |
$20.9K - $24.1K
|
7.5K
$3.3M
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-67- 1.21% |
$20.9K - $24.1K
|
5.48K
$2.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-68- 0.18% |
$21.2K - $24.4K
|
38K
$16.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-69- 1.4% |
$21.5K - $24.8K
|
4.85K
$2.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-69- 2.84% |
$21.5K - $24.8K
|
2.36K
$1.04M
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-70- 0.36% |
$21.8K - $25.2K
|
19.4K
$8.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.49% |
$21.8K - $25.2K
|
14.2K
$6.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-70- 2.42% |
$21.8K - $25.2K
|
2.82K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
SELL
|
- |
-70- 0.98% |
$21.8K - $25.2K
|
7.1K
$3.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-71- 7.6% |
$22.2K - $25.5K
|
863
$379K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-71- 0.14% |
$22.2K - $25.5K
|
52.2K
$22.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-71- 25.27% |
$22.2K - $25.5K
|
210
$92.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-72- 0.61% |
$22.5K - $25.9K
|
11.7K
$5.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-73- 0.86% |
$22.8K - $26.2K
|
8.43K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-73- 0.26% |
$22.8K - $26.2K
|
28.4K
$12.5M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-73- 2.89% |
$22.8K - $26.2K
|
2.45K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-74- 0.9% |
$23.1K - $26.6K
|
8.18K
$3.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-74- 2.66% |
$23.1K - $26.6K
|
2.71K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-75- 7.08% |
$23.4K - $27K
|
984
$432K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-75- 3.74% |
$23.4K - $27K
|
1.93K
$848K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-75- 2.52% |
$23.4K - $27K
|
2.9K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-75- 2.56% |
$23.4K - $27K
|
2.86K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-76- 0.25% |
$23.7K - $27.3K
|
30.2K
$13.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-76- 0.2% |
$23.7K - $27.3K
|
37.8K
$16.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-76- 2.39% |
$23.7K - $27.3K
|
3.1K
$1.36M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.77% |
$24K - $27.7K
|
9.95K
$4.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-77- 1.99% |
$24K - $27.7K
|
3.8K
$1.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-78- 0.88% |
$24.3K - $28K
|
8.78K
$3.86M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-78- 2.0% |
$24.3K - $28K
|
3.83K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-79- 0.23% |
$24.7K - $28.4K
|
34.4K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-79- 5.21% |
$24.7K - $28.4K
|
1.44K
$631K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-80- 0.32% |
$25K - $28.8K
|
25K
$11M
|