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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-200- 11.76% |
$62.4K - $71.9K
|
1.5K
$766K
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-201- 4.12% |
$62.7K - $72.3K
|
4.68K
$2.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-202- 1.09% |
$63.1K - $72.6K
|
18.3K
$9.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-202- 1.35% |
$63.1K - $72.6K
|
14.7K
$7.52M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-202- 0.59% |
$63.1K - $72.6K
|
33.9K
$17.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-203- 1.1% |
$63.4K - $73K
|
18.2K
$9.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-203- 6.3% |
$63.4K - $73K
|
3.02K
$1.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-206- 0.46% |
$64.3K - $74.1K
|
44.5K
$22.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-206- 0.34% |
$64.3K - $74.1K
|
60.2K
$30.8M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-207- 7.0% |
$64.6K - $74.4K
|
2.75K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-209- 0.68% |
$65.2K - $75.1K
|
30.4K
$15.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-209- 0.24% |
$65.2K - $75.1K
|
86.1K
$44M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-210- 8.36% |
$65.5K - $75.5K
|
2.3K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-210- 2.23% |
$65.5K - $75.5K
|
9.22K
$4.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-213- 1.38% |
$66.5K - $76.6K
|
15.2K
$7.76M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-214- 1.11% |
$66.8K - $76.9K
|
19.1K
$9.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-215- 0.08% |
$67.1K - $77.3K
|
265K
$135M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-216- 2.57% |
$67.4K - $77.6K
|
8.18K
$4.18M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-216- 2.8% |
$67.4K - $77.6K
|
7.49K
$3.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-218- 2.26% |
$68K - $78.4K
|
9.41K
$4.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-218- 4.1% |
$68K - $78.4K
|
5.11K
$2.61M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-219- 1.87% |
$68.4K - $78.7K
|
11.5K
$5.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-220- 3.71% |
$68.7K - $79.1K
|
5.7K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-220- 7.2% |
$68.7K - $79.1K
|
2.84K
$1.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-223- 0.2% |
$69.6K - $80.2K
|
110K
$56.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-223- 0.98% |
$69.6K - $80.2K
|
22.5K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-224- 0.1% |
$69.9K - $80.5K
|
230K
$118M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-225- 0.05% |
$70.2K - $80.9K
|
498K
$255M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-225- 1.17% |
$70.2K - $80.9K
|
19K
$9.71M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-225- 0.05% |
$70.2K - $80.9K
|
498K
$255M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-225- 16.07% |
$70.2K - $80.9K
|
1.18K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-226- 1.02% |
$70.5K - $81.2K
|
21.9K
$11.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-227- 0.51% |
$70.9K - $81.6K
|
44K
$22.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-229- 3.18% |
$71.5K - $82.3K
|
6.98K
$3.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-230- 2.03% |
$71.8K - $82.7K
|
11.1K
$5.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-230- 1.99% |
$71.8K - $82.7K
|
11.3K
$5.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-230- 0.64% |
$71.8K - $82.7K
|
35.8K
$18.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-231- 0.2% |
$72.1K - $83K
|
113K
$57.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-231- 1.21% |
$72.1K - $83K
|
18.8K
$9.6M
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-232- 1.29% |
$72.4K - $83.4K
|
17.8K
$9.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-234- 2.96% |
$73K - $84.1K
|
7.68K
$3.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-234- 0.58% |
$73K - $84.1K
|
39.9K
$20.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
SELL
|
- |
-235- 1.04% |
$73.4K - $84.5K
|
22.4K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-235- 0.72% |
$73.4K - $84.5K
|
32.4K
$16.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-236- 2.44% |
$73.7K - $84.8K
|
9.42K
$4.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-236- 0.02% |
$73.7K - $84.8K
|
959K
$490M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-236- 1.68% |
$73.7K - $84.8K
|
13.8K
$7.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-237- 5.51% |
$74K - $85.2K
|
4.07K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-237- 5.71% |
$74K - $85.2K
|
3.91K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-237- 0.4% |
$74K - $85.2K
|
59.1K
$30.2M
|