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 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-633- 0.5% |
$198K - $228K
|
127K
$53.3M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-635- 28.15% |
$198K - $228K
|
1.62K
$681K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-641- 4.25% |
$200K - $230K
|
14.5K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-641- 25.99% |
$200K - $230K
|
1.83K
$767K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-642- 13.57% |
$200K - $231K
|
4.09K
$1.72M
|
|
|
Oct 06, 2023
Q3 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-643- 1.62% |
$201K - $231K
|
39K
$16.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-645- 5.0% |
$201K - $232K
|
12.2K
$5.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-646- 2.18% |
$202K - $232K
|
29K
$12.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-651- 7.97% |
$203K - $234K
|
7.52K
$3.16M
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-653- 11.5% |
$204K - $235K
|
5.03K
$2.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-655- 1.16% |
$204K - $235K
|
55.9K
$23.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-656- 0.53% |
$205K - $236K
|
124K
$52.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-658- 1.89% |
$205K - $237K
|
34.1K
$14.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-659- 3.32% |
$206K - $237K
|
19.2K
$8.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-660- 0.89% |
$206K - $237K
|
73.1K
$30.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-661- 4.14% |
$206K - $238K
|
15.3K
$6.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-666- 1.63% |
$208K - $239K
|
40.1K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-666- 0.55% |
$208K - $239K
|
121K
$50.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-671- 7.77% |
$209K - $241K
|
7.97K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-672- 2.41% |
$210K - $242K
|
27.2K
$11.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-674- 0.44% |
$210K - $242K
|
153K
$64.2M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-679- 3.0% |
$212K - $244K
|
22K
$9.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-685- 3.17% |
$214K - $246K
|
20.9K
$8.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-685- 1.86% |
$214K - $246K
|
36.1K
$15.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-686- 0.91% |
$214K - $247K
|
74.5K
$31.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-688- 0.75% |
$215K - $247K
|
91.3K
$38.4M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-690- 1.56% |
$215K - $248K
|
43.6K
$18.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-695- 0.76% |
$217K - $250K
|
90.9K
$38.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-695- 1.15% |
$217K - $250K
|
59.7K
$25.1M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-696- 0.67% |
$217K - $250K
|
103K
$43.2M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-700- 29.55% |
$218K - $252K
|
1.67K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-700- 25.91% |
$218K - $252K
|
2K
$841K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-704- 0.97% |
$220K - $253K
|
71.7K
$30.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-705- 16.43% |
$220K - $253K
|
3.59K
$1.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-708- 2.88% |
$221K - $255K
|
23.9K
$10M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-710- 0.72% |
$222K - $255K
|
98.2K
$41.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-710- 4.04% |
$222K - $255K
|
16.8K
$7.08M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-712- 12.72% |
$222K - $256K
|
4.89K
$2.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-716- 0.58% |
$223K - $257K
|
122K
$51.4M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-717- 12.05% |
$224K - $258K
|
5.23K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-720- 1.85% |
$225K - $259K
|
38.3K
$16.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-722- 22.03% |
$225K - $260K
|
2.56K
$1.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-722- 21.6% |
$225K - $260K
|
2.62K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-725- 1.37% |
$226K - $261K
|
52.2K
$21.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-727- 21.79% |
$227K - $261K
|
2.61K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-727- 8.3% |
$227K - $261K
|
8.03K
$3.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-727- 1.53% |
$227K - $261K
|
46.8K
$19.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-730- 0.38% |
$228K - $262K
|
189K
$79.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-737- 1.64% |
$230K - $265K
|
44.2K
$18.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-741- 1.56% |
$231K - $266K
|
46.9K
$19.7M
|