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
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-991- 6.15% |
$309K - $356K
|
15.1K
$6.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-994- 7.99% |
$310K - $357K
|
11.4K
$4.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-997- 3.97% |
$311K - $358K
|
24.1K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1K- 1.51% |
$312K - $359K
|
65.1K
$27.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Latash Investments, LLC
Anchorage, AK |
SELL
|
- |
-1K- 16.67% |
$312K - $359K
|
5K
$2.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-1K- 1.6% |
$312K - $360K
|
61.5K
$25.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 5.24% |
$314K - $362K
|
18.2K
$7.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.01K- 3.96% |
$315K - $363K
|
24.5K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.01K- 1.16% |
$315K - $363K
|
85.9K
$36.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 5.97% |
$318K - $367K
|
16.1K
$6.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.02K- 1.59% |
$319K - $368K
|
63.4K
$26.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 47.76% |
$320K - $368K
|
1.12K
$471K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.03K- 0.68% |
$320K - $369K
|
151K
$63.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-1.03K- 3.99% |
$321K - $369K
|
24.7K
$10.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.03K- 1.42% |
$321K - $370K
|
71.3K
$29.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.03K- 4.04% |
$321K - $370K
|
24.4K
$10.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.03K- 0.96% |
$322K - $370K
|
107K
$44.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.03K- 0.33% |
$322K - $371K
|
309K
$130M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.03K- 3.78% |
$323K - $372K
|
26.3K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.04K- 1.19% |
$324K - $373K
|
86.4K
$36.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.04K- 0.38% |
$324K - $373K
|
275K
$115M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.04K- 2.86% |
$324K - $373K
|
35.2K
$14.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.04K- 1.97% |
$325K - $374K
|
51.8K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.04K- 8.12% |
$326K - $375K
|
11.8K
$4.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 1.92% |
$328K - $377K
|
53.6K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.05K- 2.19% |
$328K - $378K
|
47K
$19.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.06K- 4.89% |
$329K - $379K
|
20.5K
$8.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.06K- 1.56% |
$331K - $381K
|
67K
$28.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.07K- 8.61% |
$333K - $384K
|
11.3K
$4.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.07K- 7.14% |
$333K - $384K
|
13.9K
$5.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.07K- 12.14% |
$333K - $384K
|
7.73K
$3.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.07K- 17.02% |
$334K - $384K
|
5.21K
$2.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.08K- 1.63% |
$336K - $387K
|
65.1K
$27.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.08K- 0.55% |
$337K - $389K
|
196K
$82.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.08K- 4.9% |
$338K - $389K
|
21K
$8.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.08K- 1.14% |
$338K - $389K
|
93.8K
$39.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.08K- 4.89% |
$338K - $390K
|
21.1K
$8.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.09K- 18.63% |
$339K - $390K
|
4.74K
$1.99M
|
|
|
May 17, 2024
Q3 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-1.09K- 12.91% |
$339K - $390K
|
7.33K
$3.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-1.09K- 3.62% |
$340K - $392K
|
29K
$12.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.1K- 0.95% |
$343K - $395K
|
114K
$48M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.1K- 3.81% |
$344K - $396K
|
27.8K
$11.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.1K- 2.43% |
$344K - $396K
|
44.3K
$18.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.1K- 2.58% |
$344K - $397K
|
41.7K
$17.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.1K- 0.8% |
$345K - $397K
|
137K
$57.5M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.11K- 4.32% |
$345K - $397K
|
24.5K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-1.11K- 4.55% |
$346K - $398K
|
23.2K
$9.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.11K- 3.2% |
$346K - $398K
|
33.5K
$14.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.11K- 4.29% |
$346K - $399K
|
24.7K
$10.4M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.11K- 4.29% |
$346K - $399K
|
24.7K
$10.4M
|