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 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-427- 2.82% |
$133K - $154K
|
14.7K
$6.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-428- 0.32% |
$134K - $154K
|
134K
$56.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-428- 0.65% |
$134K - $154K
|
65.1K
$27.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-429- 11.88% |
$134K - $154K
|
3.18K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-429- 0.41% |
$134K - $154K
|
104K
$43.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-429- 3.55% |
$134K - $154K
|
11.6K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-430- 2.98% |
$134K - $155K
|
14K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-430- 0.81% |
$134K - $155K
|
52.5K
$22.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-433- 2.94% |
$135K - $156K
|
14.3K
$6.01M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-433- 5.51% |
$135K - $156K
|
7.43K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-434- 1.27% |
$135K - $156K
|
33.8K
$14.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-435- 0.59% |
$136K - $156K
|
73.4K
$30.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-440- 1.43% |
$137K - $158K
|
30.3K
$12.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-441- 1.36% |
$138K - $159K
|
32.1K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-441- 0.94% |
$138K - $159K
|
46.6K
$19.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-443- 5.03% |
$138K - $159K
|
8.36K
$3.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-443- 2.33% |
$138K - $159K
|
18.6K
$7.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-445- 0.24% |
$139K - $160K
|
186K
$78.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-445- 1.48% |
$139K - $160K
|
29.6K
$12.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-445- 4.51% |
$139K - $160K
|
9.43K
$3.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-447- 28.4% |
$140K - $161K
|
1.13K
$474K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-448- 0.79% |
$140K - $161K
|
56K
$23.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-448- 1.08% |
$140K - $161K
|
41.2K
$17.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-450- 2.47% |
$140K - $162K
|
17.8K
$7.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-450- 1.57% |
$140K - $162K
|
28.2K
$11.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-453- 7.85% |
$141K - $163K
|
5.32K
$2.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-453- 2.74% |
$141K - $163K
|
16.1K
$6.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-455- 0.86% |
$142K - $164K
|
52.3K
$22M
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-455- 0.95% |
$142K - $164K
|
47.3K
$19.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-457- 0.11% |
$143K - $164K
|
401K
$169M
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-457- 11.81% |
$143K - $164K
|
3.41K
$1.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-460- 1.06% |
$144K - $165K
|
42.9K
$18M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-464- 2.27% |
$145K - $167K
|
19.9K
$8.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-465- 6.27% |
$145K - $167K
|
6.96K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-465- 2.09% |
$145K - $167K
|
21.8K
$9.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-465- 0.12% |
$145K - $167K
|
386K
$162M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-467- 1.72% |
$146K - $168K
|
26.7K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-467- 1.65% |
$146K - $168K
|
27.8K
$11.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-470- 1.34% |
$147K - $169K
|
34.6K
$14.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-470- 1.48% |
$147K - $169K
|
31.3K
$13.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-471- 0.49% |
$147K - $169K
|
95K
$39.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-472- 8.94% |
$147K - $170K
|
4.81K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-477- 0.78% |
$149K - $171K
|
60.6K
$25.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-478- 2.05% |
$149K - $172K
|
22.8K
$9.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-479- 3.37% |
$150K - $172K
|
13.7K
$5.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-483- 0.68% |
$151K - $174K
|
70.3K
$29.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-488- 0.55% |
$152K - $175K
|
88.3K
$37.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-489- 5.48% |
$153K - $176K
|
8.44K
$3.55M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-490- 7.73% |
$153K - $176K
|
5.85K
$2.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-492- 7.29% |
$154K - $177K
|
6.26K
$2.63M
|