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 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-236- 2.44% |
$73.7K - $84.8K
|
9.42K
$4.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-236- 0.02% |
$73.7K - $84.8K
|
959K
$408M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-236- 1.68% |
$73.7K - $84.8K
|
13.8K
$5.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-237- 5.51% |
$74K - $85.2K
|
4.07K
$1.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-237- 5.71% |
$74K - $85.2K
|
3.91K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-237- 0.4% |
$74K - $85.2K
|
59.1K
$25.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-239- 2.63% |
$74.6K - $85.9K
|
8.86K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-239- 0.78% |
$74.6K - $85.9K
|
30.3K
$12.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-240- 3.39% |
$74.9K - $86.3K
|
6.85K
$2.91M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-240- 3.31% |
$74.9K - $86.3K
|
7K
$2.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-243- 4.16% |
$75.9K - $87.4K
|
5.6K
$2.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-244- 2.24% |
$76.2K - $87.7K
|
10.7K
$4.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-246- 1.67% |
$76.8K - $88.4K
|
14.5K
$6.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-246- 5.12% |
$76.8K - $88.4K
|
4.56K
$1.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-246- 1.98% |
$76.8K - $88.4K
|
12.2K
$5.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-247- 1.11% |
$77.1K - $88.8K
|
22.1K
$9.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-248- 0.89% |
$77.4K - $89.2K
|
27.8K
$11.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-250- 3.69% |
$78K - $89.9K
|
6.52K
$2.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-250- 2.79% |
$78K - $89.9K
|
8.7K
$3.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-252- 0.07% |
$78.7K - $90.6K
|
353K
$150M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-253- 2.64% |
$79K - $91K
|
9.32K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-253- 4.63% |
$79K - $91K
|
5.21K
$2.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-255- 0.3% |
$79.6K - $91.7K
|
84.9K
$36.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-255- 1.03% |
$79.6K - $91.7K
|
24.5K
$10.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-257- 1.09% |
$80.2K - $92.4K
|
23.2K
$9.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-258- 0.56% |
$80.5K - $92.7K
|
46.2K
$19.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-264- 4.31% |
$82.4K - $94.9K
|
5.86K
$2.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-264- 2.31% |
$82.4K - $94.9K
|
11.2K
$4.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-265- 23.79% |
$82.7K - $95.3K
|
849
$361K
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-265- 2.32% |
$82.7K - $95.3K
|
11.2K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-265- 72.01% |
$82.7K - $95.3K
|
103
$43.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Brooktree Capital Management
|
SELL
|
- |
-266- 2.48% |
$83K - $95.6K
|
10.5K
$4.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-266- 2.56% |
$83K - $95.6K
|
10.1K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-267- 0.86% |
$83.3K - $96K
|
30.7K
$13.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-269- 1.54% |
$84K - $96.7K
|
17.2K
$7.31M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-270- 4.04% |
$84.3K - $97.1K
|
6.42K
$2.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-270- 0.17% |
$84.3K - $97.1K
|
158K
$67.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-270- 7.73% |
$84.3K - $97.1K
|
3.22K
$1.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-271- 5.85% |
$84.6K - $97.4K
|
4.37K
$1.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-271- 2.21% |
$84.6K - $97.4K
|
12K
$5.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-272- 4.78% |
$84.9K - $97.8K
|
5.42K
$2.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-272- 7.35% |
$84.9K - $97.8K
|
3.43K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-274- 0.65% |
$85.5K - $98.5K
|
42.2K
$18M
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-275- 1.18% |
$85.8K - $98.9K
|
23K
$9.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-276- 0.16% |
$86.2K - $99.2K
|
168K
$71.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-277- 1.78% |
$86.5K - $99.6K
|
15.3K
$6.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-277- 1.64% |
$86.5K - $99.6K
|
16.6K
$7.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-277- 2.67% |
$86.5K - $99.6K
|
10.1K
$4.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-277- 17.32% |
$86.5K - $99.6K
|
1.32K
$562K
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-278- 1.41% |
$86.8K - $99.9K
|
19.5K
$8.28M
|