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 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.08K- 1.14% |
$338K - $389K
|
93.8K
$40.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.08K- 4.89% |
$338K - $390K
|
21.1K
$9.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.09K- 18.63% |
$339K - $390K
|
4.74K
$2.06M
|
|
|
May 17, 2024
Q3 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-1.09K- 12.91% |
$339K - $390K
|
7.33K
$3.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-1.09K- 3.62% |
$340K - $392K
|
29K
$12.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.1K- 0.95% |
$343K - $395K
|
114K
$49.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.1K- 3.81% |
$344K - $396K
|
27.8K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.1K- 2.43% |
$344K - $396K
|
44.3K
$19.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.1K- 2.58% |
$344K - $397K
|
41.7K
$18.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.1K- 0.8% |
$345K - $397K
|
137K
$59.6M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.11K- 4.32% |
$345K - $397K
|
24.5K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-1.11K- 4.55% |
$346K - $398K
|
23.2K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.11K- 3.2% |
$346K - $398K
|
33.5K
$14.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.11K- 4.29% |
$346K - $399K
|
24.7K
$10.8M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.11K- 4.29% |
$346K - $399K
|
24.7K
$10.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-1.12K- 2.63% |
$349K - $402K
|
41.4K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.12K- 13.39% |
$349K - $402K
|
7.24K
$3.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.12K- 28.86% |
$350K - $403K
|
2.76K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.13K- 1.26% |
$352K - $405K
|
88.1K
$38.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.13K- 0.95% |
$354K - $407K
|
119K
$51.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-1.13K- 7.94% |
$354K - $407K
|
13.1K
$5.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.15K- 3.61% |
$358K - $412K
|
30.6K
$13.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.15K- 1.12% |
$358K - $412K
|
102K
$44.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.15K- 2.42% |
$360K - $415K
|
46.5K
$20.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.16K- 4.0% |
$361K - $415K
|
27.7K
$12.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.16K- 3.07% |
$361K - $416K
|
36.6K
$15.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.16K- 4.89% |
$362K - $417K
|
22.5K
$9.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.16K- 1.73% |
$362K - $417K
|
66K
$28.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.16K- 4.4% |
$362K - $417K
|
25.2K
$11M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.16K- 1.18% |
$363K - $418K
|
97.7K
$42.5M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-1.16K- 1.29% |
$363K - $418K
|
88.9K
$38.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.17K- 1.07% |
$364K - $419K
|
108K
$47M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.18K- 9.62% |
$367K - $423K
|
11K
$4.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.18K- 1.33% |
$368K - $424K
|
87.7K
$38.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.18K- 4.15% |
$370K - $426K
|
27.4K
$11.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.19K- 14.73% |
$371K - $427K
|
6.87K
$2.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.19K- 0.5% |
$372K - $428K
|
239K
$104M
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.19K- 5.24% |
$372K - $428K
|
21.5K
$9.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.2K- 2.41% |
$376K - $433K
|
48.8K
$21.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.2K- 1.77% |
$376K - $433K
|
67K
$29.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 4.62% |
$379K - $437K
|
25.1K
$10.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.22K- 0.13% |
$380K - $437K
|
930K
$405M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 2.61% |
$380K - $437K
|
45.3K
$19.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.22K- 4.6% |
$380K - $438K
|
25.3K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.22K- 1.67% |
$381K - $439K
|
71.9K
$31.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.22K- 16.21% |
$382K - $440K
|
6.33K
$2.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.23K- 1.57% |
$383K - $441K
|
77K
$33.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.23K- 0.61% |
$383K - $441K
|
200K
$87M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 1.01% |
$383K - $441K
|
120K
$52.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Xxec, Inc.
|
SELL
|
- |
-1.23K- 3.55% |
$384K - $442K
|
33.5K
$14.6M
|