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 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-822- 2.42% |
$257K - $296K
|
33.1K
$14.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-825- 10.65% |
$258K - $297K
|
6.92K
$3.01M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-838- 1.49% |
$262K - $301K
|
55.4K
$24.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-838- 6.4% |
$262K - $301K
|
12.3K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-839- 5.0% |
$262K - $302K
|
15.9K
$6.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-841- 4.48% |
$263K - $302K
|
17.9K
$7.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-842- 3.2% |
$263K - $303K
|
25.5K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-844- 1.47% |
$263K - $303K
|
56.5K
$24.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-845- 6.8% |
$264K - $304K
|
11.6K
$5.04M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-850- 3.66% |
$265K - $306K
|
22.4K
$9.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-850- 1.65% |
$265K - $306K
|
50.7K
$22.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-859- 4.29% |
$268K - $309K
|
19.2K
$8.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-859- 0.24% |
$268K - $309K
|
362K
$158M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-862- 1.9% |
$269K - $310K
|
44.5K
$19.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-865- 0.63% |
$270K - $311K
|
136K
$59.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-868- 4.82% |
$271K - $312K
|
17.1K
$7.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-871- 7.18% |
$272K - $313K
|
11.3K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-872- 0.66% |
$272K - $313K
|
130K
$56.7M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-873- 7.0% |
$272K - $314K
|
11.6K
$5.05M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-874- 3.41% |
$273K - $314K
|
24.7K
$10.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-876- 0.32% |
$273K - $315K
|
275K
$120M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-879- 0.65% |
$274K - $316K
|
135K
$58.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-881- 1.15% |
$275K - $317K
|
75.8K
$33M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-883- 3.09% |
$276K - $317K
|
27.7K
$12.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
SELL
|
- |
-885- 5.47% |
$276K - $318K
|
15.3K
$6.66M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-888- 9.46% |
$277K - $319K
|
8.5K
$3.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-889- 4.36% |
$277K - $320K
|
19.5K
$8.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-894- 19.23% |
$279K - $321K
|
3.76K
$1.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-895- 5.51% |
$279K - $322K
|
15.3K
$6.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-903- 5.67% |
$282K - $325K
|
15K
$6.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-904- 0.53% |
$282K - $325K
|
170K
$74M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-905- 1.26% |
$282K - $325K
|
71.1K
$31M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-908- 1.22% |
$283K - $326K
|
73.4K
$32M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-909- 10.8% |
$284K - $327K
|
7.5K
$3.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-911- 1.44% |
$284K - $327K
|
62.2K
$27.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-914- 0.98% |
$285K - $329K
|
92K
$40.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-914- 2.55% |
$285K - $329K
|
34.9K
$15.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-915- 8.9% |
$286K - $329K
|
9.37K
$4.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-918- 2.43% |
$287K - $330K
|
36.8K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-919- 4.08% |
$287K - $330K
|
21.6K
$9.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-920- 35.03% |
$287K - $331K
|
1.71K
$743K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-922- 4.9% |
$288K - $331K
|
17.9K
$7.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-922- 0.78% |
$288K - $331K
|
117K
$50.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-922- 2.62% |
$288K - $331K
|
34.3K
$14.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-923- 1.12% |
$288K - $332K
|
81.7K
$35.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-925- 2.11% |
$289K - $333K
|
42.9K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Crescent Park Management, L.P.
East Palo Alto, CA |
SELL
|
- |
-934- 1.91% |
$292K - $336K
|
48K
$20.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-934- 0.59% |
$292K - $336K
|
157K
$68.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-940- 4.35% |
$293K - $338K
|
20.7K
$8.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-947- 1.15% |
$296K - $340K
|
81.7K
$35.6M
|