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
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-13.7K- 1.91% |
$4.27M - $4.91M
|
702K
$306M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-13.7K- 20.54% |
$4.28M - $4.93M
|
53K
$23.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-13.8K- 4.78% |
$4.31M - $4.96M
|
275K
$120M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-13.9K- 3.08% |
$4.33M - $4.98M
|
436K
$190M
|
|
|
Nov 14, 2023
Q3 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-13.9K- 81.25% |
$4.33M - $4.99M
|
3.2K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-14K- 18.79% |
$4.36M - $5.03M
|
60.4K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-14.1K- 7.07% |
$4.39M - $5.05M
|
185K
$80.5M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
SELL
|
- |
-14.1K- 11.57% |
$4.41M - $5.08M
|
108K
$47M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-14.2K- 46.47% |
$4.43M - $5.11M
|
16.4K
$7.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 14.79% |
$4.47M - $5.15M
|
82.5K
$35.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.3K- 2.17% |
$4.48M - $5.16M
|
647K
$281M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-14.4K- 10.2% |
$4.48M - $5.16M
|
126K
$55M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-14.4K- 0.94% |
$4.48M - $5.16M
|
1.51M
$659M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-14.4K- 16.51% |
$4.49M - $5.17M
|
72.7K
$31.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-14.4K- 0.91% |
$4.5M - $5.18M
|
1.57M
$682M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-14.6K- 83.66% |
$4.56M - $5.25M
|
2.85K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-14.6K- 0.71% |
$4.57M - $5.27M
|
2.05M
$891M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-14.8K- 13.16% |
$4.61M - $5.31M
|
97.4K
$42.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-14.9K- 58.3% |
$4.64M - $5.34M
|
10.6K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-14.9K- 60.74% |
$4.66M - $5.37M
|
9.66K
$4.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-15K- 4.94% |
$4.68M - $5.39M
|
288K
$126M
|
|
|
Nov 14, 2023
Q3 2023
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
SELL
|
- |
-15K- 46.88% |
$4.68M - $5.39M
|
17K
$7.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Truxt Investmentos Ltda.
|
SELL
|
- |
-15K- 34.54% |
$4.69M - $5.41M
|
28.5K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-15.1K- 9.82% |
$4.72M - $5.44M
|
139K
$60.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.3K- 8.17% |
$4.76M - $5.49M
|
172K
$74.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-15.3K- 2.01% |
$4.77M - $5.5M
|
744K
$324M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-15.4K- 2.92% |
$4.8M - $5.53M
|
511K
$223M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-15.7K- 10.52% |
$4.89M - $5.63M
|
133K
$58M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-15.8K- 76.36% |
$4.94M - $5.69M
|
4.9K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-16K- 2.58% |
$4.99M - $5.75M
|
604K
$263M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-16.2K- 2.05% |
$5.07M - $5.84M
|
777K
$338M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-16.4K- 12.86% |
$5.12M - $5.89M
|
111K
$48.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-16.6K- 0.93% |
$5.18M - $5.96M
|
1.76M
$766M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-16.6K- 5.13% |
$5.19M - $5.98M
|
307K
$134M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16.7K- 4.99% |
$5.21M - $6M
|
318K
$138M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-17.1K- 17.3% |
$5.35M - $6.16M
|
81.9K
$35.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-17.6K- 5.97% |
$5.49M - $6.32M
|
277K
$121M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-17.7K- 2.95% |
$5.53M - $6.37M
|
584K
$254M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-17.9K- 81.45% |
$5.58M - $6.42M
|
4.07K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-18.2K- 51.19% |
$5.69M - $6.55M
|
17.4K
$7.56M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-18.2K- 9.76% |
$5.69M - $6.55M
|
168K
$73.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-18.4K- 3.49% |
$5.76M - $6.63M
|
511K
$222M
|
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-18.6K- 17.9% |
$5.82M - $6.7M
|
85.5K
$37.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-18.7K- 6.94% |
$5.83M - $6.71M
|
250K
$109M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-18.7K- 2.97% |
$5.84M - $6.73M
|
612K
$267M
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-19.1K- 14.87% |
$5.97M - $6.88M
|
110K
$47.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-19.4K- 3.51% |
$6.07M - $6.99M
|
534K
$233M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-19.5K- 5.94% |
$6.1M - $7.03M
|
310K
$135M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-19.8K- 0.57% |
$6.17M - $7.11M
|
3.42M
$1.49B
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-19.8K- 22.8% |
$6.19M - $7.13M
|
67.1K
$29.2M
|