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 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.23K- 1.81% |
$384K - $443K
|
66.8K
$29.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.24K- 2.64% |
$386K - $445K
|
45.6K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.24K- 1.14% |
$387K - $446K
|
107K
$46.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 2.78% |
$390K - $449K
|
43.6K
$19M
|
|
|
Oct 10, 2023
Q3 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-1.26K- 5.33% |
$392K - $452K
|
22.3K
$9.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.27K- 0.93% |
$395K - $455K
|
135K
$58.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.27K- 1.66% |
$396K - $457K
|
75.4K
$32.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.28K- 6.46% |
$398K - $458K
|
18.5K
$8.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.28K- 4.8% |
$398K - $458K
|
25.3K
$11M
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.28K- 2.18% |
$399K - $459K
|
57.4K
$25M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.28K- 19.11% |
$400K - $461K
|
5.42K
$2.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.3K- 4.59% |
$407K - $469K
|
27.1K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.31K- 1.07% |
$408K - $470K
|
120K
$52.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.31K- 3.06% |
$408K - $470K
|
41.5K
$18.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.31K- 40.43% |
$408K - $470K
|
1.93K
$839K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.31K- 2.04% |
$410K - $472K
|
63.1K
$27.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.32K- 0.45% |
$411K - $474K
|
293K
$127M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.32K- 3.79% |
$412K - $474K
|
33.4K
$14.6M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.32K- 1.16% |
$412K - $474K
|
113K
$49M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.33K- 1.78% |
$414K - $477K
|
73.2K
$31.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.33K- 9.95% |
$415K - $478K
|
12K
$5.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.34K- 0.78% |
$417K - $481K
|
169K
$73.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.34K- 2.2% |
$417K - $481K
|
59.4K
$25.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.34K- 1.3% |
$417K - $481K
|
101K
$44.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 3.63% |
$418K - $481K
|
35.5K
$15.4M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.35K- 1.31% |
$420K - $484K
|
102K
$44.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.36K- 12.05% |
$424K - $488K
|
9.91K
$4.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.39K- 1.02% |
$432K - $498K
|
135K
$58.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-1.39K- 45.69% |
$434K - $500K
|
1.65K
$719K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.39K- 2.56% |
$434K - $500K
|
53K
$23.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.4K- 38.86% |
$437K - $503K
|
2.2K
$959K
|
|
|
Nov 14, 2023
Q3 2023
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-1.4K- 12.33% |
$437K - $503K
|
9.96K
$4.33M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.4K- 1.49% |
$438K - $504K
|
92.5K
$40.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.41K- 4.24% |
$439K - $505K
|
31.7K
$13.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1.41K- 2.85% |
$441K - $508K
|
48.1K
$20.9M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.41K- 1.38% |
$441K - $508K
|
101K
$44M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.42K- 5.42% |
$442K - $509K
|
24.7K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.42K- 1.82% |
$443K - $510K
|
76.5K
$33.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.42K- 2.81% |
$444K - $511K
|
49.2K
$21.4M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
SELL
|
- |
-1.43K- 4.9% |
$446K - $513K
|
27.7K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.43K- 4.99% |
$447K - $515K
|
27.3K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-1.43K- 11.23% |
$448K - $516K
|
11.3K
$4.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.43K- 0.86% |
$448K - $516K
|
165K
$71.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.44K- 2.77% |
$449K - $517K
|
50.5K
$22M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.44K- 0.7% |
$449K - $517K
|
203K
$88.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.45K- 2.49% |
$453K - $521K
|
56.8K
$24.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.45K- 2.52% |
$454K - $523K
|
56.3K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.46K- 7.25% |
$455K - $524K
|
18.6K
$8.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.46K- 3.37% |
$456K - $525K
|
41.8K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.47K- 1.59% |
$458K - $527K
|
90.6K
$39.4M
|