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
|
Burns J W & CO Inc
|
SELL
|
- |
-1.47K- 1.0% |
$458K - $527K
|
146K
$63.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.47K- 1.38% |
$458K - $527K
|
105K
$45.6M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.47K- 34.78% |
$459K - $529K
|
2.76K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.47K- 1.59% |
$460K - $530K
|
91.2K
$39.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-1.48K- 4.58% |
$462K - $532K
|
30.8K
$13.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.49K- 68.25% |
$466K - $537K
|
695
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.5K- 3.13% |
$469K - $540K
|
46.4K
$20.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.51K- 0.65% |
$471K - $542K
|
230K
$100M
|
|
|
Nov 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.51K- 0.23% |
$473K - $544K
|
648K
$282M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.52K- 1.03% |
$473K - $545K
|
146K
$63.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.52K- 0.5% |
$473K - $545K
|
300K
$131M
|
|
|
Nov 14, 2023
Q3 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-1.52K- 9.12% |
$475K - $547K
|
15.2K
$6.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.52K- 7.25% |
$475K - $548K
|
19.5K
$8.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.52K- 7.29% |
$475K - $548K
|
19.4K
$8.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-1.52K- 3.31% |
$476K - $548K
|
44.5K
$19.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.53K- 2.0% |
$476K - $549K
|
74.8K
$32.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 0.65% |
$479K - $552K
|
235K
$102M
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.54K- 3.33% |
$480K - $553K
|
44.7K
$19.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-1.55K- 1.59% |
$483K - $556K
|
95.9K
$41.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.55K- 1.83% |
$485K - $558K
|
83.2K
$36.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.55K- 23.1% |
$485K - $558K
|
5.17K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.55K- 2.21% |
$485K - $559K
|
68.8K
$30M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.56K- 23.23% |
$485K - $559K
|
5.14K
$2.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-1.56K- 0.72% |
$486K - $560K
|
216K
$93.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.57K- 0.8% |
$489K - $563K
|
194K
$84.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.57K- 0.47% |
$490K - $564K
|
329K
$143M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.57K- 2.75% |
$490K - $565K
|
55.5K
$24.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-1.58K- 25.53% |
$493K - $568K
|
4.61K
$2.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.58K- 1.49% |
$494K - $569K
|
104K
$45.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.6K- 8.51% |
$498K - $573K
|
17.1K
$7.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.61K- 2.06% |
$502K - $578K
|
76.6K
$33.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.61K- 6.61% |
$503K - $579K
|
22.8K
$9.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.62K- 0.22% |
$504K - $581K
|
748K
$326M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.62K- 4.38% |
$504K - $581K
|
35.3K
$15.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.63K- 5.72% |
$507K - $584K
|
26.8K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.63K- 4.81% |
$510K - $587K
|
32.3K
$14.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.64K- 1.12% |
$510K - $588K
|
144K
$62.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.64K- 2.67% |
$511K - $588K
|
59.6K
$25.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-1.65K- 2.59% |
$514K - $592K
|
61.9K
$26.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1.65K- 2.14% |
$514K - $592K
|
75.2K
$32.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-1.65K- 3.75% |
$514K - $592K
|
42.4K
$18.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.65K- 6.58% |
$516K - $594K
|
23.5K
$10.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.66K- 2.11% |
$517K - $596K
|
76.9K
$33.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.67K- 1.45% |
$520K - $599K
|
113K
$49.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.67K- 15.76% |
$520K - $599K
|
8.91K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.67K- 2.6% |
$521K - $600K
|
62.5K
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.68K- 2.32% |
$524K - $603K
|
70.6K
$30.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.68K- 2.84% |
$525K - $605K
|
57.6K
$25.1M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.69K- 2.35% |
$527K - $606K
|
70.1K
$30.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.69K- 4.97% |
$528K - $609K
|
32.4K
$14.1M
|