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 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-534- 3.15% |
$167K - $192K
|
16.4K
$7.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-535- 1.43% |
$167K - $192K
|
37K
$16.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-536- 2.86% |
$167K - $193K
|
18.2K
$7.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-539- 1.19% |
$168K - $194K
|
44.7K
$19.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-541- 0.59% |
$169K - $194K
|
90.5K
$39.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-541- 1.0% |
$169K - $194K
|
53.6K
$23.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-543- 13.89% |
$169K - $195K
|
3.37K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-547- 4.11% |
$171K - $197K
|
12.8K
$5.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-551- 2.75% |
$172K - $198K
|
19.5K
$8.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-554- 2.92% |
$173K - $199K
|
18.4K
$8.01M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-561- 9.26% |
$175K - $202K
|
5.5K
$2.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-564- 2.01% |
$176K - $203K
|
27.6K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-564- 1.35% |
$176K - $203K
|
41.1K
$17.9M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-565- 7.39% |
$176K - $203K
|
7.08K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-570- 1.8% |
$178K - $205K
|
31.1K
$13.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-572- 7.22% |
$179K - $206K
|
7.35K
$3.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-575- 0.5% |
$179K - $207K
|
114K
$49.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-578- 3.97% |
$180K - $208K
|
14K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-579- 2.45% |
$181K - $208K
|
23.1K
$10M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-581- 2.01% |
$181K - $209K
|
28.4K
$12.4M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-581- 15.77% |
$181K - $209K
|
3.1K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-582- 4.23% |
$182K - $209K
|
13.2K
$5.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-584- 0.33% |
$182K - $210K
|
176K
$76.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-585- 0.45% |
$183K - $210K
|
129K
$56.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-585- 7.79% |
$183K - $210K
|
6.93K
$3.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-586- 6.2% |
$183K - $211K
|
8.86K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-587- 2.5% |
$183K - $211K
|
22.8K
$9.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-590- 2.48% |
$184K - $212K
|
23.2K
$10.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-591- 3.16% |
$184K - $212K
|
18.1K
$7.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-591- 1.23% |
$184K - $212K
|
47.6K
$20.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-591- 2.49% |
$184K - $212K
|
23.1K
$10.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-595- 3.19% |
$186K - $214K
|
18.1K
$7.86M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-596- 1.17% |
$186K - $214K
|
50.2K
$21.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-599- 3.61% |
$187K - $215K
|
16K
$6.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-599- 3.93% |
$187K - $215K
|
14.6K
$6.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-600- 0.87% |
$187K - $216K
|
68.1K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-600- 0.34% |
$187K - $216K
|
177K
$76.9M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-601- 1.63% |
$188K - $216K
|
36.2K
$15.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-604- 0.71% |
$189K - $217K
|
84.9K
$37M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-605- 1.71% |
$189K - $217K
|
34.8K
$15.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-605- 3.45% |
$189K - $217K
|
16.9K
$7.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-605- 11.31% |
$189K - $217K
|
4.75K
$2.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-608- 12.05% |
$190K - $219K
|
4.44K
$1.93M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-608- 5.34% |
$190K - $219K
|
10.8K
$4.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-609- 3.25% |
$190K - $219K
|
18.1K
$7.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-611- 12.6% |
$191K - $220K
|
4.24K
$1.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-613- 1.16% |
$191K - $220K
|
52.2K
$22.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-616- 0.57% |
$192K - $221K
|
108K
$46.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-616- 14.86% |
$192K - $221K
|
3.53K
$1.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-617- 6.08% |
$193K - $222K
|
9.54K
$4.15M
|