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
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.2K+ 0.23% |
$686K - $790K
|
946K
$391M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2.19K+ 0.82% |
$683K - $787K
|
268K
$111M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.18K+ 11.86% |
$682K - $785K
|
20.6K
$8.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.18KNew |
$680K - $784K
|
2.18K
$901K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.17K+ 4.06% |
$678K - $780K
|
55.7K
$23M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.16K+ 9.2% |
$673K - $775K
|
25.6K
$10.6M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.16K+ 0.53% |
$673K - $775K
|
405K
$168M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
2.14K+ 20.67% |
$668K - $769K
|
12.5K
$5.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.12K+ 13.33% |
$661K - $762K
|
18K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.12K+ 7.86% |
$660K - $761K
|
29K
$12M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.11K+ 29.05% |
$660K - $760K
|
9.39K
$3.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.11K+ 1.44% |
$659K - $759K
|
149K
$61.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
2.11K+ 15.36% |
$658K - $758K
|
15.8K
$6.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.08K+ 0.62% |
$649K - $748K
|
340K
$140M
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
2.07K+ 2.52% |
$647K - $745K
|
84.2K
$34.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.07K+ 10.39% |
$647K - $745K
|
22K
$9.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.07K+ 8.24% |
$645K - $743K
|
27.1K
$11.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.07K+ 19.96% |
$645K - $743K
|
12.4K
$5.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.07K+ 4.08% |
$645K - $743K
|
52.6K
$21.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.06K+ 4.6% |
$644K - $741K
|
46.9K
$19.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.06KNew |
$643K - $740K
|
2.06K
$851K
|
|
|
Nov 14, 2023
Q3 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
2.05K+ 3.32% |
$641K - $738K
|
63.9K
$26.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.05K+ 65.29% |
$640K - $737K
|
5.19K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.04K+ 3.0% |
$637K - $733K
|
70.1K
$29M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.04K+ 5.6% |
$635K - $732K
|
38.4K
$15.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.03K+ 6.73% |
$634K - $730K
|
32.2K
$13.3M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.03KNew |
$634K - $730K
|
2.03K
$840K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.03K+ 7.39% |
$634K - $730K
|
29.5K
$12.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
2.03K+ 7.25% |
$633K - $729K
|
30K
$12.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.02K+ 59.44% |
$631K - $727K
|
5.42K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
2.02K+ 0.66% |
$630K - $726K
|
306K
$127M
|
|
|
Nov 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
BUY
|
- |
2.02K+ 74.96% |
$629K - $724K
|
4.7K
$1.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.01K+ 15.47% |
$626K - $721K
|
15K
$6.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.01K+ 0.61% |
$626K - $721K
|
331K
$137M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.01K+ 8.05% |
$626K - $721K
|
26.9K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2K+ 3.38% |
$625K - $720K
|
61.3K
$25.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Galibier Capital Management Ltd.
|
BUY
|
- |
2KNew |
$624K - $719K
|
2K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
2K+ 16.67% |
$624K - $719K
|
14K
$5.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
1.99KNew |
$622K - $716K
|
1.99K
$823K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.99K+ 5.8% |
$621K - $716K
|
36.3K
$15M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.99K+ 31.6% |
$621K - $715K
|
8.29K
$3.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
1.99K+ 3.41% |
$620K - $714K
|
60.3K
$24.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.98K+ 7.91% |
$618K - $712K
|
27K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.97K+ 3.72% |
$614K - $707K
|
54.9K
$22.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
1.97K+ 3.44% |
$614K - $707K
|
59.2K
$24.5M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.96K+ 11.33% |
$611K - $704K
|
19.2K
$7.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.95K+ 7.03% |
$610K - $702K
|
29.7K
$12.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.95K+ 43.51% |
$610K - $702K
|
6.44K
$2.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.94K+ 26.38% |
$607K - $699K
|
9.31K
$3.85M
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.94K+ 2.17% |
$606K - $698K
|
91.3K
$37.7M
|