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 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.92K- 1.6% |
$1.22M - $1.41M
|
241K
$101M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-3.93K- 5.77% |
$1.23M - $1.41M
|
64.2K
$27M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.96K- 2.13% |
$1.24M - $1.42M
|
182K
$76.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-3.97K- 11.04% |
$1.24M - $1.43M
|
32K
$13.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-3.99K- 3.71% |
$1.25M - $1.43M
|
103K
$43.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-4K- 1.24% |
$1.25M - $1.44M
|
318K
$133M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4K- 3.89% |
$1.25M - $1.44M
|
98.8K
$41.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-4K- 24.89% |
$1.25M - $1.44M
|
12.1K
$5.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-4K- 27.69% |
$1.25M - $1.44M
|
10.4K
$4.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-4K- 18.18% |
$1.25M - $1.44M
|
18K
$7.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-4K- 5.23% |
$1.25M - $1.44M
|
72.5K
$30.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.04K- 81.04% |
$1.26M - $1.45M
|
945
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.06K- 3.6% |
$1.27M - $1.46M
|
109K
$45.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-4.08K- 19.57% |
$1.27M - $1.47M
|
16.7K
$7.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-4.09K- 3.87% |
$1.28M - $1.47M
|
101K
$42.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-4.1K- 10.95% |
$1.28M - $1.47M
|
33.3K
$14M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-4.1K- 1.95% |
$1.28M - $1.47M
|
206K
$86.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-4.12K- 1.77% |
$1.29M - $1.48M
|
228K
$95.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-4.13K- 61.89% |
$1.29M - $1.49M
|
2.54K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.13K- 13.25% |
$1.29M - $1.49M
|
27.1K
$11.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-4.15K- 17.3% |
$1.3M - $1.49M
|
19.8K
$8.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-4.17K- 20.41% |
$1.3M - $1.5M
|
16.3K
$6.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.24K- 11.73% |
$1.32M - $1.52M
|
31.9K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.24K- 31.62% |
$1.32M - $1.53M
|
9.18K
$3.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.25K- 8.54% |
$1.33M - $1.53M
|
45.5K
$19.1M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.27K- 9.49% |
$1.33M - $1.54M
|
40.7K
$17.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-4.28K- 11.06% |
$1.34M - $1.54M
|
34.4K
$14.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-4.3K- 4.97% |
$1.34M - $1.54M
|
82.1K
$34.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.3K- 8.42% |
$1.34M - $1.55M
|
46.8K
$19.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-4.33K- 2.21% |
$1.35M - $1.55M
|
192K
$80.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-4.35K- 15.57% |
$1.36M - $1.56M
|
23.6K
$9.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.35K- 52.0% |
$1.36M - $1.56M
|
4.02K
$1.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-4.35K- 7.44% |
$1.36M - $1.56M
|
54.2K
$22.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.43K- 68.24% |
$1.38M - $1.59M
|
2.06K
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-4.47K- 13.86% |
$1.4M - $1.61M
|
27.8K
$11.7M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.48K- 13.36% |
$1.4M - $1.61M
|
29K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-4.5K- 64.29% |
$1.4M - $1.62M
|
2.5K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.52K- 2.13% |
$1.41M - $1.62M
|
208K
$87.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.62K- 7.61% |
$1.44M - $1.66M
|
56.1K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-4.64K- 11.0% |
$1.45M - $1.67M
|
37.6K
$15.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-4.67K- 2.28% |
$1.46M - $1.68M
|
201K
$84.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.68K- 1.51% |
$1.46M - $1.68M
|
306K
$129M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.68K- 4.3% |
$1.46M - $1.68M
|
104K
$43.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.68K- 20.55% |
$1.46M - $1.68M
|
18.1K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.69K- 0.87% |
$1.46M - $1.69M
|
531K
$223M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-4.73K- 7.52% |
$1.48M - $1.7M
|
58.1K
$24.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.74K- 8.73% |
$1.48M - $1.7M
|
49.6K
$20.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4.75K- 1.84% |
$1.48M - $1.71M
|
254K
$107M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-4.76K- 0.9% |
$1.49M - $1.71M
|
526K
$221M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-4.76K- 10.88% |
$1.49M - $1.71M
|
39K
$16.4M
|