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 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-307- 0.01% |
$95.8K - $110K
|
3.65M
$1.6B
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-308- 3.56% |
$96.1K - $111K
|
8.33K
$3.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-311- 1.16% |
$97.1K - $112K
|
26.5K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-312- 2.56% |
$97.4K - $112K
|
11.9K
$5.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-313- 2.83% |
$97.7K - $113K
|
10.7K
$4.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-314- 0.56% |
$98K - $113K
|
55.4K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-314- 3.52% |
$98K - $113K
|
8.61K
$3.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-317- 0.79% |
$98.9K - $114K
|
39.7K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-317- 0.82% |
$98.9K - $114K
|
38.5K
$16.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-318- 1.35% |
$99.3K - $114K
|
23.3K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-319- 3.46% |
$99.6K - $115K
|
8.9K
$3.91M
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
SELL
|
- |
-320- 2.36% |
$99.9K - $115K
|
13.3K
$5.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-320- 27.05% |
$99.9K - $115K
|
863
$379K
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-321- 0.52% |
$100K - $115K
|
61.8K
$27.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-321- 0.74% |
$100K - $115K
|
42.8K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-321- 7.81% |
$100K - $115K
|
3.79K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-321- 3.7% |
$100K - $115K
|
8.35K
$3.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-323- 0.23% |
$101K - $116K
|
138K
$60.6M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-324- 1.05% |
$101K - $116K
|
30.5K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-324- 8.02% |
$101K - $116K
|
3.72K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-326- 6.07% |
$102K - $117K
|
5.05K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-328- 2.69% |
$102K - $118K
|
11.9K
$5.22M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-329- 0.58% |
$103K - $118K
|
56.9K
$25M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-329- 1.76% |
$103K - $118K
|
18.4K
$8.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-329- 19.13% |
$103K - $118K
|
1.39K
$611K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-330- 2.25% |
$103K - $119K
|
14.3K
$6.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-330- 0.44% |
$103K - $119K
|
74.4K
$32.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-332- 0.48% |
$104K - $119K
|
68.7K
$30.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-332- 11.83% |
$104K - $119K
|
2.48K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-334- 0.84% |
$104K - $120K
|
39.5K
$17.4M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-334- 1.46% |
$104K - $120K
|
22.5K
$9.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-334- 1.05% |
$104K - $120K
|
31.5K
$13.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-335- 3.55% |
$105K - $120K
|
9.11K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-335- 1.85% |
$105K - $120K
|
17.8K
$7.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-336- 7.45% |
$105K - $121K
|
4.18K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-337- 1.76% |
$105K - $121K
|
18.8K
$8.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-338- 1.23% |
$106K - $122K
|
27.2K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-338- 2.31% |
$106K - $122K
|
14.3K
$6.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-340- 0.8% |
$106K - $122K
|
41.9K
$18.4M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-341- 0.77% |
$106K - $123K
|
43.9K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-341- 1.95% |
$106K - $123K
|
17.2K
$7.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-345- 1.02% |
$108K - $124K
|
33.3K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-345- 3.61% |
$108K - $124K
|
9.2K
$4.04M
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-346- 6.68% |
$108K - $124K
|
4.83K
$2.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-349- 1.77% |
$109K - $125K
|
19.4K
$8.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-350- 1.44% |
$109K - $126K
|
24K
$10.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-352- 1.29% |
$110K - $127K
|
27K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-353- 6.36% |
$110K - $127K
|
5.2K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-355- 1.94% |
$111K - $128K
|
17.9K
$7.87M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-356- 1.14% |
$111K - $128K
|
30.8K
$13.5M
|