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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
34.6K+ 6.68% |
$10.8M - $12.4M
|
552K
$232M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
34.5KNew |
$10.8M - $12.4M
|
34.5K
$14.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
34.4K+ 49.77% |
$10.7M - $12.4M
|
103K
$43.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
34.2K+ 23.95% |
$10.7M - $12.3M
|
177K
$74.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
33.7K+ 113.71% |
$10.5M - $12.1M
|
63.4K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.7K+ 3.49% |
$10.5M - $12.1M
|
1M
$420M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
33.6K+ 13.96% |
$10.5M - $12.1M
|
274K
$115M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
33.4K+ 3.39% |
$10.4M - $12M
|
1.02M
$427M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.1K+ 5.31% |
$10.3M - $11.9M
|
656K
$276M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.9K+ 75.1% |
$10.3M - $11.8M
|
76.7K
$32.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
32.9K+ 0.67% |
$10.3M - $11.8M
|
4.92M
$2.07B
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
32.7K+ 4.46% |
$10.2M - $11.8M
|
766K
$322M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.2K+ 0.97% |
$10.1M - $11.6M
|
3.35M
$1.41B
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
32.1K+ 22.85% |
$10M - $11.5M
|
172K
$72.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
31.9K+ 1243.7% |
$9.96M - $11.5M
|
34.5K
$14.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
31.8K+ 0.22% |
$9.93M - $11.4M
|
14.8M
$6.22B
|
|
|
Nov 14, 2023
Q3 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
30.9K+ 964.38% |
$9.63M - $11.1M
|
34.1K
$14.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
30.6K+ 1.6% |
$9.55M - $11M
|
1.95M
$819M
|
|
|
Oct 18, 2023
Q3 2023
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
30.6K+ 3.12% |
$9.55M - $11M
|
1.01M
$425M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30.4K+ 20.62% |
$9.5M - $10.9M
|
178K
$74.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Styrax Capital, LP
New York, NY |
BUY
|
- |
30.1K+ 20.0% |
$9.39M - $10.8M
|
180K
$75.8M
|
|
|
Nov 09, 2023
Q3 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
29.9K+ 6.61% |
$9.35M - $10.8M
|
483K
$203M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenview Capital Management, LLC
New York, NY |
BUY
|
- |
29.9KNew |
$9.34M - $10.8M
|
29.9K
$12.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
29.8K+ 53.46% |
$9.3M - $10.7M
|
85.5K
$35.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
29.7K+ 31.37% |
$9.28M - $10.7M
|
125K
$52.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
29.7K+ 4.11% |
$9.25M - $10.7M
|
752K
$316M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.5K+ 2.21% |
$9.2M - $10.6M
|
1.36M
$573M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
29.4K+ 11.32% |
$9.18M - $10.6M
|
289K
$122M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29.2K+ 29.17% |
$9.12M - $10.5M
|
129K
$54.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
29.2K+ 2.8% |
$9.11M - $10.5M
|
1.07M
$450M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
28.8K+ 1.09% |
$8.98M - $10.3M
|
2.67M
$1.12B
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
28.8K+ 1.09% |
$8.98M - $10.3M
|
2.67M
$1.12B
|
|
|
Nov 13, 2023
Q3 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
28.8KNew |
$8.97M - $10.3M
|
28.8K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
28.7K+ 32.99% |
$8.97M - $10.3M
|
116K
$48.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
28.7K+ 3.68% |
$8.96M - $10.3M
|
808K
$339M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28.7K+ 117.48% |
$8.95M - $10.3M
|
53.1K
$22.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
28.5KNew |
$8.9M - $10.2M
|
28.5K
$12M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
28.5K+ 16.93% |
$8.89M - $10.2M
|
197K
$82.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
28.3K+ 232.32% |
$8.84M - $10.2M
|
40.5K
$17M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28.2K+ 24.96% |
$8.79M - $10.1M
|
141K
$59.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Nellore Capital Management LLC
Palo Alto, CA |
BUY
|
- |
28K+ 15.01% |
$8.74M - $10.1M
|
215K
$90.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
27.7K+ 165.79% |
$8.65M - $9.96M
|
44.4K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
27.7KNew |
$8.63M - $9.94M
|
27.7K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
27.6K+ 4605.34% |
$8.61M - $9.92M
|
28.2K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
27.6K+ 26.26% |
$8.61M - $9.91M
|
133K
$55.7M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
27.3K+ 15.68% |
$8.52M - $9.81M
|
201K
$84.6M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
26.9K+ 0.83% |
$8.4M - $9.67M
|
3.28M
$1.38B
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.9K+ 29.96% |
$8.38M - $9.65M
|
116K
$48.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
26.8KNew |
$8.37M - $9.64M
|
26.8K
$11.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
26.7K+ 1.44% |
$8.34M - $9.6M
|
1.89M
$793M
|