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 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-80- 0.58% |
$25K - $28.8K
|
13.7K
$6M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-80- 0.21% |
$25K - $28.8K
|
38.9K
$17.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-80- 0.9% |
$25K - $28.8K
|
8.82K
$3.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-80- 3.27% |
$25K - $28.8K
|
2.36K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-82- 0.5% |
$25.6K - $29.5K
|
16.2K
$7.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Merlin Capital LLC
|
SELL
|
- |
-82- 5.02% |
$25.6K - $29.5K
|
1.55K
$682K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-82- 0.7% |
$25.6K - $29.5K
|
11.6K
$5.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-83- 0.98% |
$25.9K - $29.8K
|
8.36K
$3.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-85- 1.19% |
$26.5K - $30.6K
|
7.08K
$3.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-85- 0.26% |
$26.5K - $30.6K
|
32K
$14.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-85- 0.72% |
$26.5K - $30.6K
|
11.7K
$5.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-86- 0.12% |
$26.8K - $30.9K
|
70.4K
$30.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-86- 4.67% |
$26.8K - $30.9K
|
1.75K
$771K
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-87- 3.76% |
$27.2K - $31.3K
|
2.22K
$977K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
SELL
|
- |
-87- 0.3% |
$27.2K - $31.3K
|
29.1K
$12.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-87- 1.06% |
$27.2K - $31.3K
|
8.15K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-88- 0.23% |
$27.5K - $31.6K
|
37.4K
$16.4M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-90- 20.27% |
$28.1K - $32.4K
|
354
$156K
|
|
|
Oct 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-90- 0.29% |
$28.1K - $32.4K
|
30.6K
$13.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-90- 2.32% |
$28.1K - $32.4K
|
3.78K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-91- 0.44% |
$28.4K - $32.7K
|
20.5K
$9.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-91- 4.72% |
$28.4K - $32.7K
|
1.84K
$806K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-91- 1.01% |
$28.4K - $32.7K
|
8.95K
$3.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-92- 3.46% |
$28.7K - $33.1K
|
2.57K
$1.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-93- 1.44% |
$29K - $33.4K
|
6.37K
$2.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-93- 0.65% |
$29K - $33.4K
|
14.2K
$6.24M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-94- 7.06% |
$29.3K - $33.8K
|
1.24K
$543K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-94- 0.9% |
$29.3K - $33.8K
|
10.4K
$4.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-94- 0.18% |
$29.3K - $33.8K
|
53.5K
$23.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-94- 1.1% |
$29.3K - $33.8K
|
8.44K
$3.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-96- 0.49% |
$30K - $34.5K
|
19.5K
$8.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-96- 1.76% |
$30K - $34.5K
|
5.35K
$2.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-96- 1.84% |
$30K - $34.5K
|
5.12K
$2.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-98- 0.64% |
$30.6K - $35.2K
|
15.1K
$6.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-98- 2.83% |
$30.6K - $35.2K
|
3.37K
$1.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-99- 0.15% |
$30.9K - $35.6K
|
64.2K
$28.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-99- 5.69% |
$30.9K - $35.6K
|
1.64K
$721K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-99- 0.67% |
$30.9K - $35.6K
|
14.6K
$6.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-99- 7.55% |
$30.9K - $35.6K
|
1.21K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-100- 11.59% |
$31.2K - $35.9K
|
763
$335K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 0.4% |
$31.2K - $35.9K
|
24.7K
$10.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-100- 0.16% |
$31.2K - $35.9K
|
61.4K
$27M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-100- 7.23% |
$31.2K - $35.9K
|
1.28K
$564K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-100- 2.42% |
$31.2K - $35.9K
|
4.03K
$1.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 0.81% |
$31.2K - $35.9K
|
12.3K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
SELL
|
- |
-100- 1.35% |
$31.2K - $35.9K
|
7.32K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-100- 1.06% |
$31.2K - $35.9K
|
9.35K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-101- 4.52% |
$31.5K - $36.3K
|
2.13K
$937K
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-102- 2.18% |
$31.8K - $36.7K
|
4.58K
$2.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-103- 0.2% |
$32.2K - $37K
|
50.8K
$22.3M
|