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 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.74K- 4.77% |
$543K - $626K
|
34.8K
$14.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.74K- 14.13% |
$544K - $627K
|
10.6K
$4.45M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.75K- 1.17% |
$547K - $629K
|
147K
$61.9M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.75K- 0.69% |
$547K - $630K
|
253K
$106M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.76K- 5.09% |
$549K - $632K
|
32.8K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.76K- 3.86% |
$549K - $633K
|
43.8K
$18.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.77K- 0.29% |
$552K - $635K
|
610K
$256M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.77K- 2.05% |
$553K - $637K
|
84.4K
$35.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.78K- 18.36% |
$554K - $638K
|
7.9K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-1.78K- 11.7% |
$555K - $640K
|
13.4K
$5.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.79K- 0.56% |
$557K - $642K
|
316K
$133M
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.8K- 14.59% |
$562K - $647K
|
10.5K
$4.43M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.8K- 24.34% |
$562K - $647K
|
5.6K
$2.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.81K- 9.56% |
$564K - $649K
|
17.1K
$7.18M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.81K- 4.78% |
$565K - $651K
|
36.1K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.81K- 1.23% |
$566K - $652K
|
146K
$61.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1.83K- 10.52% |
$570K - $657K
|
15.5K
$6.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.84K- 3.95% |
$574K - $661K
|
44.7K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.84K- 3.69% |
$574K - $661K
|
48.1K
$20.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.84K- 6.18% |
$575K - $662K
|
28K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-1.85K- 32.15% |
$577K - $665K
|
3.91K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.85K- 2.97% |
$578K - $665K
|
60.5K
$25.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.86K- 6.96% |
$579K - $667K
|
24.8K
$10.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.87K- 13.39% |
$582K - $671K
|
12.1K
$5.07M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.87K- 1.79% |
$583K - $672K
|
102K
$43.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.87K- 3.0% |
$584K - $673K
|
60.5K
$25.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.87K- 12.87% |
$585K - $673K
|
12.7K
$5.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-1.87K- 11.85% |
$585K - $674K
|
13.9K
$5.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.88K- 1.5% |
$586K - $675K
|
124K
$51.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.89K- 4.16% |
$590K - $679K
|
43.5K
$18.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.89K- 4.55% |
$590K - $679K
|
39.6K
$16.7M
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.89K- 4.16% |
$590K - $679K
|
43.5K
$18.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.9K- 38.56% |
$592K - $682K
|
3.02K
$1.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.9K- 12.76% |
$593K - $683K
|
13K
$5.46M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.91KClosed |
$595K - $686K
|
0
$0
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.91K- 1.58% |
$596K - $686K
|
119K
$50M
|
|
|
Nov 02, 2023
Q3 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.92K- 26.79% |
$599K - $690K
|
5.25K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-1.92K- 5.49% |
$599K - $690K
|
33.1K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.92K- 0.84% |
$601K - $692K
|
226K
$95.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.93K- 5.37% |
$601K - $692K
|
33.9K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.93K- 4.92% |
$601K - $693K
|
37.3K
$15.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.93K- 64.72% |
$602K - $694K
|
1.05K
$442K
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.94K- 1.01% |
$604K - $696K
|
191K
$80.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.94K- 1.45% |
$605K - $696K
|
131K
$55.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.94K- 3.36% |
$606K - $697K
|
55.8K
$23.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.96K- 4.7% |
$611K - $704K
|
39.7K
$16.7M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.96K- 29.61% |
$612K - $705K
|
4.67K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.97K- 1.61% |
$615K - $708K
|
120K
$50.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-1.97K- 10.27% |
$616K - $709K
|
17.2K
$7.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.97K- 3.17% |
$616K - $710K
|
60.4K
$25.4M
|