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 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
$18.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.29K- 2.79% |
$715K - $824K
|
79.9K
$33.6M
|
|
|
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
$7.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.32K- 2.12% |
$724K - $834K
|
107K
$45.1M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-2.32K- 12.3% |
$725K - $835K
|
16.6K
$6.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.32K- 1.31% |
$725K - $835K
|
175K
$73.4M
|
|
|
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
$9.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.37K- 3.44% |
$741K - $853K
|
66.6K
$28M
|
|
|
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
$33.8M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.43K- 0.33% |
$757K - $872K
|
728K
$306M
|
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.45K- 24.43% |
$764K - $880K
|
7.57K
$3.18M
|
|
|
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
$38.9M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.46K- 2.59% |
$768K - $884K
|
92.7K
$38.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.47K- 5.82% |
$770K - $887K
|
39.9K
$16.8M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.48K- 3.14% |
$773K - $890K
|
76.4K
$32.1M
|
|
|
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
$3.25M
|
|
|
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
$43.6M
|
|
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-2.54K- 3.22% |
$794K - $914K
|
76.4K
$32.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.55K- 4.79% |
$795K - $916K
|
50.6K
$21.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.55K- 2.35% |
$797K - $918K
|
106K
$44.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.56K- 13.72% |
$800K - $921K
|
16.1K
$6.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-2.58K- 2.12% |
$804K - $926K
|
119K
$50M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.6K- 0.49% |
$813K - $936K
|
534K
$224M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.61K- 76.91% |
$815K - $939K
|
784
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.62K- 1.29% |
$819K - $943K
|
200K
$84.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.63K- 2.36% |
$822K - $947K
|
109K
$45.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-2.64K- 48.71% |
$824K - $949K
|
2.78K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-2.65K- 0.99% |
$826K - $951K
|
264K
$111M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.66K- 32.41% |
$829K - $955K
|
5.54K
$2.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.69K- 3.82% |
$839K - $967K
|
67.7K
$28.5M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-2.69K- 50.2% |
$841K - $968K
|
2.67K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-2.7K- 12.0% |
$842K - $970K
|
19.8K
$8.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.7K- 1.42% |
$843K - $971K
|
187K
$78.6M
|