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
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.16K- 6.51% |
$673K - $775K
|
31K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.17K- 0.44% |
$676K - $779K
|
491K
$206M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-2.17K- 0.68% |
$677K - $780K
|
317K
$133M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.17K- 4.37% |
$677K - $780K
|
47.4K
$19.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.17K- 2.55% |
$678K - $781K
|
83.1K
$34.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.19K- 12.42% |
$682K - $786K
|
15.4K
$6.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.2K- 4.2% |
$685K - $789K
|
50.1K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.21K- 16.8% |
$690K - $794K
|
10.9K
$4.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.21K- 0.37% |
$690K - $795K
|
596K
$250M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.21K- 2.53% |
$690K - $795K
|
85.3K
$35.7M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-2.22K- 1.11% |
$694K - $800K
|
198K
$83.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.23K- 6.56% |
$697K - $803K
|
31.8K
$13.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 2.56% |
$699K - $805K
|
85.3K
$35.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Jackson Hill Advisors, LLC
|
SELL
|
- |
-2.25K- 6.21% |
$702K - $809K
|
34K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.25KClosed |
$704K - $810K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.27K- 0.92% |
$708K - $815K
|
245K
$103M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.28K- 0.76% |
$711K - $819K
|
298K
$125M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.28K- 0.57% |
$712K - $820K
|
395K
$166M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.28K- 4.91% |
$713K - $821K
|
44.2K
$18.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.29K- 2.79% |
$715K - $824K
|
79.9K
$33.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.31K- 0.32% |
$721K - $830K
|
713K
$299M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-2.32K- 3.77% |
$723K - $832K
|
59.1K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2.32K- 42.27% |
$723K - $833K
|
3.17K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.32K- 11.37% |
$724K - $833K
|
18.1K
$7.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.32K- 2.12% |
$724K - $834K
|
107K
$44.9M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-2.32K- 12.3% |
$725K - $835K
|
16.6K
$6.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.32K- 1.31% |
$725K - $835K
|
175K
$73.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.34K- 48.56% |
$731K - $842K
|
2.48K
$1.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-2.34K- 22.54% |
$732K - $843K
|
8.06K
$3.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.35K- 9.11% |
$734K - $846K
|
23.5K
$9.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.37K- 3.44% |
$741K - $853K
|
66.6K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.39K- 0.99% |
$747K - $860K
|
239K
$100M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.4K- 3.06% |
$748K - $861K
|
75.8K
$31.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-2.4K- 5.66% |
$749K - $863K
|
40K
$16.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.41K- 0.89% |
$752K - $866K
|
268K
$112M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.41K- 30.34% |
$752K - $866K
|
5.53K
$2.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.41K- 2.91% |
$753K - $867K
|
80.5K
$33.7M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.43K- 0.33% |
$757K - $872K
|
728K
$305M
|
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.45K- 24.43% |
$764K - $880K
|
7.57K
$3.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.45K- 3.54% |
$764K - $880K
|
66.7K
$28M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.46K- 2.59% |
$768K - $884K
|
92.7K
$38.8M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.46K- 2.59% |
$768K - $884K
|
92.7K
$38.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.47K- 5.82% |
$770K - $887K
|
39.9K
$16.7M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.48K- 3.14% |
$773K - $890K
|
76.4K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-2.48K- 7.7% |
$774K - $891K
|
29.7K
$12.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.49K- 24.36% |
$778K - $896K
|
7.74K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.5K- 3.72% |
$781K - $899K
|
64.8K
$27.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.53K- 2.37% |
$788K - $908K
|
104K
$43.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-2.53K- 24.58% |
$790K - $910K
|
7.77K
$3.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 4.58% |
$793K - $914K
|
52.9K
$22.2M
|