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 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-356- 1.34% |
$111K - $128K
|
26.2K
$11M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-356- 0.55% |
$111K - $128K
|
64.1K
$26.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-357- 27.98% |
$111K - $128K
|
919
$385K
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-357- 26.66% |
$111K - $128K
|
982
$411K
|
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-357- 0.44% |
$111K - $128K
|
81.7K
$34.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-358- 2.56% |
$112K - $129K
|
13.6K
$5.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-358- 2.72% |
$112K - $129K
|
12.8K
$5.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-363- 6.07% |
$113K - $130K
|
5.62K
$2.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-365- 0.82% |
$114K - $131K
|
43.9K
$18.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-366- 1.26% |
$114K - $132K
|
28.7K
$12M
|
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-368- 1.1% |
$115K - $132K
|
33.2K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-368- 4.05% |
$115K - $132K
|
8.73K
$3.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-369- 0.15% |
$115K - $133K
|
253K
$106M
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-370- 22.57% |
$115K - $133K
|
1.27K
$532K
|
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-371- 1.42% |
$116K - $133K
|
25.8K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-372- 1.24% |
$116K - $134K
|
29.7K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-375- 27.27% |
$117K - $135K
|
1K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-377- 0.72% |
$118K - $136K
|
52K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-377- 3.62% |
$118K - $136K
|
10K
$4.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-378- 2.8% |
$118K - $136K
|
13.1K
$5.5M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-379- 0.37% |
$118K - $136K
|
101K
$42.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-380- 1.05% |
$119K - $137K
|
35.9K
$15.1M
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-386- 5.68% |
$120K - $139K
|
6.41K
$2.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-388- 0.26% |
$121K - $139K
|
148K
$62M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-389- 27.18% |
$121K - $140K
|
1.04K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-389- 1.24% |
$121K - $140K
|
31.1K
$13M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-390- 0.5% |
$122K - $140K
|
77.6K
$32.5M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-390- 2.0% |
$122K - $140K
|
19.1K
$8.01M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-391- 38.48% |
$122K - $141K
|
625
$262K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-394- 0.2% |
$123K - $142K
|
198K
$83.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-395- 2.95% |
$123K - $142K
|
13K
$5.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-395- 2.83% |
$123K - $142K
|
13.6K
$5.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-397- 2.05% |
$124K - $143K
|
19K
$7.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-398- 0.86% |
$124K - $143K
|
45.9K
$19.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-400- 14.4% |
$125K - $144K
|
2.38K
$996K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-400- 0.65% |
$125K - $144K
|
60.8K
$25.5M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-400- 16.98% |
$125K - $144K
|
1.96K
$819K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-401- 1.56% |
$125K - $144K
|
25.3K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-403- 0.04% |
$126K - $145K
|
1.02M
$428M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-404- 4.02% |
$126K - $145K
|
9.65K
$4.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-404- 1.96% |
$126K - $145K
|
20.2K
$8.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-404- 4.42% |
$126K - $145K
|
8.74K
$3.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-405- 6.36% |
$126K - $146K
|
5.96K
$2.5M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-406- 2.22% |
$127K - $146K
|
17.9K
$7.5M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-406- 0.5% |
$127K - $146K
|
81.5K
$34.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-407- 1.74% |
$127K - $146K
|
23K
$9.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-410- 2.23% |
$128K - $147K
|
17.9K
$7.52M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-412- 0.94% |
$129K - $148K
|
43.2K
$18.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-413- 6.45% |
$129K - $148K
|
5.99K
$2.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-415- 1.43% |
$130K - $149K
|
28.5K
$11.9M
|