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
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-164- 3.59% |
$51.2K - $59K
|
4.41K
$1.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-165- 0.3% |
$51.5K - $59.3K
|
55.3K
$23.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-166- 1.41% |
$51.8K - $59.7K
|
11.6K
$4.95M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-166- 3.25% |
$51.8K - $59.7K
|
4.94K
$2.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-169- 5.02% |
$52.8K - $60.8K
|
3.2K
$1.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-169- 0.11% |
$52.8K - $60.8K
|
147K
$62.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-170- 0.61% |
$53.1K - $61.1K
|
27.7K
$11.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-172- 1.25% |
$53.7K - $61.8K
|
13.6K
$5.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-173- 1.76% |
$54K - $62.2K
|
9.67K
$4.12M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-173- 0.49% |
$54K - $62.2K
|
35.1K
$14.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-173- 0.7% |
$54K - $62.2K
|
24.4K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-173- 0.65% |
$54K - $62.2K
|
26.6K
$11.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-174- 0.84% |
$54.3K - $62.6K
|
20.5K
$8.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-174- 0.36% |
$54.3K - $62.6K
|
48.5K
$20.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-175- 0.34% |
$54.6K - $62.9K
|
50.8K
$21.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-175- 0.72% |
$54.6K - $62.9K
|
24.1K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-176- 0.19% |
$54.9K - $63.3K
|
91.9K
$39.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-177- 1.39% |
$55.2K - $63.6K
|
12.5K
$5.34M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-179- 0.4% |
$55.9K - $64.3K
|
45K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-179- 0.25% |
$55.9K - $64.3K
|
72.3K
$30.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-180- 1.21% |
$56.2K - $64.7K
|
14.7K
$6.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-180- 1.07% |
$56.2K - $64.7K
|
16.7K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
SELL
|
- |
-180- 6.76% |
$56.2K - $64.7K
|
2.48K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-180- 0.77% |
$56.2K - $64.7K
|
23.3K
$9.91M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-181- 4.07% |
$56.5K - $65.1K
|
4.27K
$1.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-181- 0.14% |
$56.5K - $65.1K
|
127K
$54.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-182- 2.57% |
$56.8K - $65.4K
|
6.89K
$2.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-183- 6.29% |
$57.1K - $65.8K
|
2.73K
$1.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-184- 6.91% |
$57.4K - $66.1K
|
2.48K
$1.05M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-186- 8.72% |
$58.1K - $66.9K
|
1.95K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-187- 1.03% |
$58.4K - $67.2K
|
17.9K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-187- 2.13% |
$58.4K - $67.2K
|
8.6K
$3.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-188- 1.37% |
$58.7K - $67.6K
|
13.5K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-189- 0.62% |
$59K - $67.9K
|
30.5K
$13M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-190- 2.67% |
$59.3K - $68.3K
|
6.92K
$2.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-190- 0.2% |
$59.3K - $68.3K
|
96.5K
$41.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-191- 1.02% |
$59.6K - $68.7K
|
18.5K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-192- 20.02% |
$59.9K - $69K
|
767
$326K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-193- 1.27% |
$60.2K - $69.4K
|
15K
$6.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-194- 1.1% |
$60.6K - $69.7K
|
17.5K
$7.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-194- 1.01% |
$60.6K - $69.7K
|
19K
$8.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-194- 2.72% |
$60.6K - $69.7K
|
6.95K
$2.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-194- 0.69% |
$60.6K - $69.7K
|
27.9K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-194- 0.66% |
$60.6K - $69.7K
|
29.3K
$12.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-195- 15.73% |
$60.9K - $70.1K
|
1.05K
$445K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-195- 9.77% |
$60.9K - $70.1K
|
1.8K
$766K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-196- 3.75% |
$61.2K - $70.5K
|
5.03K
$2.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-196- 1.86% |
$61.2K - $70.5K
|
10.4K
$4.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-197- 0.7% |
$61.5K - $70.8K
|
27.9K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-198- 12.3% |
$61.8K - $71.2K
|
1.41K
$601K
|