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 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-107- 0.35% |
$33.4K - $38.5K
|
30.7K
$13.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-108- 0.69% |
$33.7K - $38.8K
|
15.6K
$6.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-108- 0.11% |
$33.7K - $38.8K
|
98.8K
$42M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-109- 0.22% |
$34K - $39.2K
|
48.6K
$20.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-109- 0.17% |
$34K - $39.2K
|
63.9K
$27.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-109- 1.55% |
$34K - $39.2K
|
6.93K
$2.95M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-110- 0.55% |
$34.3K - $39.5K
|
19.9K
$8.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-111- 0.32% |
$34.6K - $39.9K
|
35K
$14.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-111- 0.91% |
$34.6K - $39.9K
|
12K
$5.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-112- 0.51% |
$35K - $40.3K
|
21.9K
$9.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-112- 0.09% |
$35K - $40.3K
|
119K
$50.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-113- 4.23% |
$35.3K - $40.6K
|
2.56K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-113- 1.13% |
$35.3K - $40.6K
|
9.85K
$4.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-113- 0.39% |
$35.3K - $40.6K
|
28.5K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-113- 0.02% |
$35.3K - $40.6K
|
522K
$222M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-114- 0.57% |
$35.6K - $41K
|
19.9K
$8.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-114- 0.26% |
$35.6K - $41K
|
44.2K
$18.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-114- 4.28% |
$35.6K - $41K
|
2.55K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-115- 3.26% |
$35.9K - $41.3K
|
3.41K
$1.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-115- 2.61% |
$35.9K - $41.3K
|
4.29K
$1.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-115- 0.69% |
$35.9K - $41.3K
|
16.5K
$7.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-115- 0.52% |
$35.9K - $41.3K
|
22K
$9.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-116- 0.38% |
$36.2K - $41.7K
|
30.4K
$12.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-116- 4.73% |
$36.2K - $41.7K
|
2.34K
$994K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-117- 1.9% |
$36.5K - $42.1K
|
6.05K
$2.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-118- 0.76% |
$36.8K - $42.4K
|
15.3K
$6.53M
|
|
|
Jun 14, 2024
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-118- 0.1% |
$36.8K - $42.4K
|
116K
$49.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-119- 0.83% |
$37.1K - $42.8K
|
14.2K
$6.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-119- 0.9% |
$37.1K - $42.8K
|
13.1K
$5.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-120- 1.22% |
$37.5K - $43.1K
|
9.72K
$4.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-120- 1.13% |
$37.5K - $43.1K
|
10.5K
$4.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-120- 0.69% |
$37.5K - $43.1K
|
17.3K
$7.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-120- 0.1% |
$37.5K - $43.1K
|
120K
$51.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-121- 0.54% |
$37.8K - $43.5K
|
22.1K
$9.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-122- 2.57% |
$38.1K - $43.9K
|
4.63K
$1.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-123- 0.37% |
$38.4K - $44.2K
|
32.8K
$13.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-123- 3.87% |
$38.4K - $44.2K
|
3.06K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-124- 1.4% |
$38.7K - $44.6K
|
8.73K
$3.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-124- 1.19% |
$38.7K - $44.6K
|
10.3K
$4.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-124- 0.86% |
$38.7K - $44.6K
|
14.3K
$6.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-124- 29.11% |
$38.7K - $44.6K
|
302
$128K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-124- 1.19% |
$38.7K - $44.6K
|
10.3K
$4.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-125- 0.64% |
$39K - $44.9K
|
19.5K
$8.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-126- 0.83% |
$39.3K - $45.3K
|
15K
$6.38M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-127- 2.5% |
$39.6K - $45.7K
|
4.95K
$2.11M
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-128- 0.49% |
$40K - $46K
|
26K
$11.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-128- 0.32% |
$40K - $46K
|
40.5K
$17.2M
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-129- 0.83% |
$40.3K - $46.4K
|
15.4K
$6.54M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-131- 4.72% |
$40.9K - $47.1K
|
2.65K
$1.13M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-131- 1.09% |
$40.9K - $47.1K
|
11.8K
$5.03M
|