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 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.75K- 1.13% |
$1.17M - $1.35M
|
328K
$137M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.78K- 4.23% |
$1.18M - $1.36M
|
85.5K
$35.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-3.8K- 5.66% |
$1.18M - $1.36M
|
63.2K
$26.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.8K- 1.68% |
$1.19M - $1.37M
|
222K
$93.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.83K- 5.15% |
$1.19M - $1.38M
|
70.5K
$29.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.83K- 1.72% |
$1.19M - $1.38M
|
219K
$91.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-3.84K- 3.25% |
$1.2M - $1.38M
|
114K
$47.9M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-3.85K- 1.01% |
$1.2M - $1.39M
|
378K
$158M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.86K- 6.47% |
$1.2M - $1.39M
|
55.7K
$23.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3.86K- 5.67% |
$1.2M - $1.39M
|
64.2K
$26.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.87K- 3.38% |
$1.21M - $1.39M
|
111K
$46.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.87K- 1.03% |
$1.21M - $1.39M
|
372K
$156M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-3.88K- 2.08% |
$1.21M - $1.39M
|
182K
$76.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.89K- 32.34% |
$1.21M - $1.4M
|
8.13K
$3.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.89K- 0.82% |
$1.21M - $1.4M
|
471K
$197M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.89K- 11.27% |
$1.22M - $1.4M
|
30.7K
$12.8M
|
|
|
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
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.96K- 2.13% |
$1.24M - $1.42M
|
182K
$76.3M
|
|
|
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
$43.3M
|
|
|
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
$41.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-4K- 24.89% |
$1.25M - $1.44M
|
12.1K
$5.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-4K- 27.69% |
$1.25M - $1.44M
|
10.4K
$4.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-4K- 18.18% |
$1.25M - $1.44M
|
18K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-4K- 5.23% |
$1.25M - $1.44M
|
72.5K
$30.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.04K- 81.04% |
$1.26M - $1.45M
|
945
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.06K- 3.6% |
$1.27M - $1.46M
|
109K
$45.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-4.08K- 19.57% |
$1.27M - $1.47M
|
16.7K
$7.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-4.09K- 3.87% |
$1.28M - $1.47M
|
101K
$42.5M
|
|
|
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
$86.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-4.12K- 1.77% |
$1.29M - $1.48M
|
228K
$95.6M
|
|
|
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
$11.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-4.15K- 17.3% |
$1.3M - $1.49M
|
19.8K
$8.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-4.17K- 20.41% |
$1.3M - $1.5M
|
16.3K
$6.81M
|
|
|
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
$3.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.25K- 8.54% |
$1.33M - $1.53M
|
45.5K
$19M
|
|
|
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
$14.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-4.3K- 4.97% |
$1.34M - $1.54M
|
82.1K
$34.4M
|
|
|
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
$80.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-4.35K- 15.57% |
$1.36M - $1.56M
|
23.6K
$9.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.35K- 52.0% |
$1.36M - $1.56M
|
4.02K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-4.35K- 7.44% |
$1.36M - $1.56M
|
54.2K
$22.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.43K- 68.24% |
$1.38M - $1.59M
|
2.06K
$864K
|