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 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-271- 2.21% |
$84.6K - $97.4K
|
12K
$5.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-272- 4.78% |
$84.9K - $97.8K
|
5.42K
$2.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-272- 7.35% |
$84.9K - $97.8K
|
3.43K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-274- 0.65% |
$85.5K - $98.5K
|
42.2K
$18.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-275- 1.18% |
$85.8K - $98.9K
|
23K
$10.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-276- 0.16% |
$86.2K - $99.2K
|
168K
$73.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-277- 1.78% |
$86.5K - $99.6K
|
15.3K
$6.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-277- 1.64% |
$86.5K - $99.6K
|
16.6K
$7.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-277- 2.67% |
$86.5K - $99.6K
|
10.1K
$4.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-277- 17.32% |
$86.5K - $99.6K
|
1.32K
$581K
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-278- 1.41% |
$86.8K - $99.9K
|
19.5K
$8.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-278- 0.91% |
$86.8K - $99.9K
|
30.4K
$13.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-278- 1.91% |
$86.8K - $99.9K
|
14.3K
$6.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-279- 3.36% |
$87.1K - $100K
|
8.03K
$3.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-279- 2.14% |
$87.1K - $100K
|
12.7K
$5.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-279- 2.22% |
$87.1K - $100K
|
12.3K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-279- 0.72% |
$87.1K - $100K
|
38.7K
$17M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-280- 0.54% |
$87.4K - $101K
|
51.1K
$22.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-281- 6.54% |
$87.7K - $101K
|
4.02K
$1.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-283- 1.95% |
$88.3K - $102K
|
14.2K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-283- 0.98% |
$88.3K - $102K
|
28.7K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-290- 0.84% |
$90.5K - $104K
|
34.4K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-290- 6.29% |
$90.5K - $104K
|
4.32K
$1.9M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-290- 2.26% |
$90.5K - $104K
|
12.5K
$5.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-291- 3.07% |
$90.8K - $105K
|
9.2K
$4.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-292- 3.55% |
$91.1K - $105K
|
7.94K
$3.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-293- 1.18% |
$91.5K - $105K
|
24.5K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-294- 2.58% |
$91.8K - $106K
|
11.1K
$4.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-295- 3.55% |
$92.1K - $106K
|
8.01K
$3.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-295- 0.15% |
$92.1K - $106K
|
194K
$85.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-295- 3.33% |
$92.1K - $106K
|
8.56K
$3.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-295- 4.66% |
$92.1K - $106K
|
6.04K
$2.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-295- 0.19% |
$92.1K - $106K
|
156K
$68.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-297- 2.41% |
$92.7K - $107K
|
12K
$5.29M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-297- 7.72% |
$92.7K - $107K
|
3.55K
$1.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-298- 3.81% |
$93K - $107K
|
7.53K
$3.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-298- 3.69% |
$93K - $107K
|
7.78K
$3.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-298- 0.34% |
$93K - $107K
|
86.5K
$38M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-299- 2.06% |
$93.3K - $107K
|
14.2K
$6.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-300- 32.26% |
$93.6K - $108K
|
630
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-301- 2.53% |
$94K - $108K
|
11.6K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-301- 1.15% |
$94K - $108K
|
25.8K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
SELL
|
- |
-302- 0.12% |
$94.3K - $109K
|
246K
$108M
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-302- 4.02% |
$94.3K - $109K
|
7.22K
$3.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-302- 0.64% |
$94.3K - $109K
|
47.1K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-302- 1.12% |
$94.3K - $109K
|
26.6K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-303- 0.9% |
$94.6K - $109K
|
33.2K
$14.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-304- 1.4% |
$94.9K - $109K
|
21.4K
$9.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-304- 3.57% |
$94.9K - $109K
|
8.21K
$3.61M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-306- 4.33% |
$95.5K - $110K
|
6.76K
$2.97M
|