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 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.72K- 6.31% |
$850K - $979K
|
40.5K
$17M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.72K- 3.63% |
$850K - $979K
|
72.4K
$30.4M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.73K- 2.83% |
$851K - $980K
|
93.4K
$39.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-2.75K- 6.86% |
$860K - $990K
|
37.4K
$15.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-2.77K- 43.04% |
$866K - $997K
|
3.67K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.79K- 4.74% |
$869K - $1M
|
55.9K
$23.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.8K- 3.9% |
$875K - $1.01M
|
69.1K
$29M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2.85K- 23.74% |
$891K - $1.03M
|
9.17K
$3.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 4.07% |
$897K - $1.03M
|
67.8K
$28.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.88K- 0.89% |
$900K - $1.04M
|
320K
$134M
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-2.9K- 13.03% |
$905K - $1.04M
|
19.3K
$8.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-2.9K- 2.28% |
$905K - $1.04M
|
124K
$52.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-2.9K- 64.7% |
$905K - $1.04M
|
1.58K
$665K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.9K- 3.38% |
$906K - $1.04M
|
82.9K
$34.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.9K- 5.8% |
$906K - $1.04M
|
47.2K
$19.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.92K- 2.59% |
$911K - $1.05M
|
110K
$46.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-2.92K- 3.94% |
$911K - $1.05M
|
71.2K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-2.93K- 30.07% |
$913K - $1.05M
|
6.8K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-2.93K- 0.36% |
$915K - $1.05M
|
801K
$336M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-2.95K- 1.72% |
$920K - $1.06M
|
168K
$70.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-2.97K- 0.76% |
$926K - $1.07M
|
387K
$163M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-2.98K- 2.16% |
$930K - $1.07M
|
135K
$56.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.98K- 1.02% |
$931K - $1.07M
|
290K
$122M
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2.99K- 0.38% |
$932K - $1.07M
|
786K
$330M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-2.99K- 8.95% |
$933K - $1.07M
|
30.4K
$12.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-3K- 8.85% |
$936K - $1.08M
|
30.9K
$13M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.01K- 2.6% |
$938K - $1.08M
|
113K
$47.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.01K- 0.64% |
$938K - $1.08M
|
464K
$195M
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-3.01K- 68.56% |
$940K - $1.08M
|
1.38K
$580K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.01K- 18.01% |
$940K - $1.08M
|
13.7K
$5.76M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.01K- 11.44% |
$941K - $1.08M
|
23.3K
$9.8M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.02K- 6.31% |
$942K - $1.08M
|
44.8K
$18.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-3.02K- 11.94% |
$944K - $1.09M
|
22.3K
$9.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3.03K- 57.84% |
$945K - $1.09M
|
2.21K
$927K
|
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-3.03K- 5.89% |
$946K - $1.09M
|
48.4K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-3.08K- 8.15% |
$960K - $1.11M
|
34.6K
$14.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.09K- 0.75% |
$963K - $1.11M
|
411K
$173M
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.1K- 1.63% |
$968K - $1.12M
|
188K
$78.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.1K- 2.5% |
$969K - $1.12M
|
121K
$50.9M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-3.17K- 3.0% |
$991K - $1.14M
|
102K
$43.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.19K- 10.55% |
$994K - $1.14M
|
27K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.19K- 13.2% |
$995K - $1.15M
|
21K
$8.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-3.2K- 1.8% |
$997K - $1.15M
|
174K
$73.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-3.22K- 4.14% |
$1.01M - $1.16M
|
74.5K
$31.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.24K- 5.7% |
$1.01M - $1.16M
|
53.5K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-3.24K- 2.68% |
$1.01M - $1.17M
|
118K
$49.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
SELL
|
- |
-3.25K- 2.41% |
$1.02M - $1.17M
|
132K
$55.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.27K- 17.94% |
$1.02M - $1.17M
|
14.9K
$6.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.27K- 14.4% |
$1.02M - $1.17M
|
19.4K
$8.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.28K- 4.64% |
$1.02M - $1.18M
|
67.5K
$28.4M
|