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 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-131- 0.27% |
$40.9K - $47.1K
|
48.5K
$20.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-131- 4.06% |
$40.9K - $47.1K
|
3.1K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-131- 15.9% |
$40.9K - $47.1K
|
693
$295K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-132- 0.04% |
$41.2K - $47.5K
|
299K
$127M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-133- 6.55% |
$41.5K - $47.8K
|
1.9K
$807K
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-134- 11.65% |
$41.8K - $48.2K
|
1.02K
$432K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-134- 0.44% |
$41.8K - $48.2K
|
30.7K
$13M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-134- 1.6% |
$41.8K - $48.2K
|
8.25K
$3.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-135- 0.83% |
$42.1K - $48.5K
|
16K
$6.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-136- 0.14% |
$42.5K - $48.9K
|
99.4K
$42.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-136- 1.39% |
$42.5K - $48.9K
|
9.62K
$4.09M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-136- 1.46% |
$42.5K - $48.9K
|
9.19K
$3.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-138- 5.33% |
$43.1K - $49.6K
|
2.45K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-139- 1.23% |
$43.4K - $50K
|
11.2K
$4.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-139- 1.48% |
$43.4K - $50K
|
9.28K
$3.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-140- 1.74% |
$43.7K - $50.3K
|
7.9K
$3.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-140- 1.15% |
$43.7K - $50.3K
|
12K
$5.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-141- 2.75% |
$44K - $50.7K
|
4.99K
$2.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-142- 2.13% |
$44.3K - $51K
|
6.54K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-143- 4.74% |
$44.6K - $51.4K
|
2.88K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-144- 0.91% |
$44.9K - $51.8K
|
15.6K
$6.64M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-144- 3.79% |
$44.9K - $51.8K
|
3.66K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-146- 0.84% |
$45.6K - $52.5K
|
17.2K
$7.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-147- 2.25% |
$45.9K - $52.8K
|
6.38K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-150- 0.24% |
$46.8K - $53.9K
|
62.2K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-150- 0.81% |
$46.8K - $53.9K
|
18.3K
$7.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-150- 13.95% |
$46.8K - $53.9K
|
925
$394K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-151- 3.86% |
$47.1K - $54.3K
|
3.76K
$1.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-152- 6.7% |
$47.4K - $54.6K
|
2.12K
$901K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-153- 2.45% |
$47.8K - $55K
|
6.1K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-153- 8.86% |
$47.8K - $55K
|
1.57K
$670K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-153- 0.5% |
$47.8K - $55K
|
30.5K
$13M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-153- 0.54% |
$47.8K - $55K
|
28.4K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-153- 3.41% |
$47.8K - $55K
|
4.33K
$1.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-154- 1.08% |
$48.1K - $55.4K
|
14.2K
$6.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-154- 0.46% |
$48.1K - $55.4K
|
33.5K
$14.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Penbrook Management LLC
|
SELL
|
- |
-155- 0.53% |
$48.4K - $55.7K
|
28.9K
$12.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-155- 0.69% |
$48.4K - $55.7K
|
22.4K
$9.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-155- 1.85% |
$48.4K - $55.7K
|
8.23K
$3.5M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-156- 0.83% |
$48.7K - $56.1K
|
18.6K
$7.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-158- 10.74% |
$49.3K - $56.8K
|
1.31K
$559K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-158- 1.43% |
$49.3K - $56.8K
|
10.9K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-158- 0.02% |
$49.3K - $56.8K
|
904K
$385M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-159- 1.86% |
$49.6K - $57.2K
|
8.39K
$3.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-160- 0.57% |
$49.9K - $57.5K
|
28.1K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-161- 0.93% |
$50.3K - $57.9K
|
17.1K
$7.28M
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-162- 0.43% |
$50.6K - $58.2K
|
37.1K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-162- 0.56% |
$50.6K - $58.2K
|
28.6K
$12.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-163- 1.71% |
$50.9K - $58.6K
|
9.38K
$3.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-164- 1.07% |
$51.2K - $59K
|
15.1K
$6.43M
|