Purchases and Sales Made in Q3 2023 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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
Zions Bancorporation, N.A.

BUY
 -
2.25K
+ 3.43%
$704K - $810K
68.1K $34.2M
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
2.25K
+ 65.72%
$702K - $808K
5.67K $2.85M
Nov 08, 2023 Q3 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
2.24K
+ 26.31%
$699K - $805K
10.7K $5.4M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
2.23K
+ 40.99%
$697K - $803K
7.68K $3.87M
Oct 13, 2023 Q3 2023
Strategic Advisors LLC

BUY
 -
2.23K
+ 2.51%
$696K - $801K
91.2K $45.9M
Oct 30, 2023 Q3 2023
Safeguard Financial, LLC

BUY
 -
2.22K
+ 81.26%
$694K - $800K
4.96K $2.5M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
2.22K
+ 5.07%
$694K - $800K
46.1K $23.2M
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
2.22K
+ 0.45%
$693K - $798K
490K $247M
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
2.22K
+ 5.13%
$692K - $797K
45.4K $22.9M
Nov 14, 2023 Q3 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
2.21K
+ 0.36%
$690K - $795K
609K $306M
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
2.19K
+ 0.82%
$683K - $787K
268K $135M
Nov 14, 2023 Q3 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
2.18K
+ 11.86%
$682K - $785K
20.6K $10.4M
Oct 31, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
2.18K
New
$680K - $784K
2.18K $1.1M
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
2.17K
+ 4.06%
$678K - $780K
55.7K $28M
Oct 12, 2023 Q3 2023
Northstar Advisory Group, LLC

BUY
 -
2.16K
+ 9.2%
$673K - $775K
25.6K $12.9M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
2.16K
+ 0.53%
$673K - $775K
405K $204M
Dec 04, 2023 Q3 2023
Wt Wealth Management

BUY
 -
2.14K
+ 20.67%
$668K - $769K
12.5K $6.28M
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
2.12K
+ 13.33%
$661K - $762K
18K $9.06M
Nov 14, 2023 Q3 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
2.12K
+ 7.86%
$660K - $761K
29K $14.6M
Oct 17, 2023 Q3 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
2.11K
+ 29.05%
$660K - $760K
9.39K $4.72M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
2.11K
+ 1.44%
$659K - $759K
149K $74.8M
Nov 13, 2023 Q3 2023
Seldon Capital LP

San Francisco, CA
BUY
 -
2.11K
+ 15.36%
$658K - $758K
15.8K $7.96M
Oct 11, 2023 Q3 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
2.08K
+ 0.62%
$649K - $748K
340K $171M
Oct 10, 2023 Q3 2023
Professional Advisory Services Inc

BUY
 -
2.07K
+ 2.52%
$647K - $745K
84.2K $42.3M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
2.07K
+ 10.39%
$647K - $745K
22K $11.1M
Oct 25, 2023 Q3 2023
Everhart Financial Group, Inc.

BUY
 -
2.07K
+ 8.24%
$645K - $743K
27.1K $13.7M
Nov 03, 2023 Q3 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
2.07K
+ 19.96%
$645K - $743K
12.4K $6.25M
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
2.07K
+ 4.08%
$645K - $743K
52.6K $26.5M
Oct 11, 2023 Q3 2023
Cfm Wealth Partners LLC

BUY
 -
2.06K
+ 4.6%
$644K - $741K
46.9K $23.6M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
2.06K
New
$643K - $740K
2.06K $1.04M
Nov 14, 2023 Q3 2023
Light Street Capital Management, LLC

Palo Alto, CA
BUY
 -
2.05K
+ 3.32%
$641K - $738K
63.9K $32.2M
Oct 31, 2023 Q3 2023
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
2.05K
+ 65.29%
$640K - $737K
5.19K $2.61M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
2.04K
+ 3.0%
$637K - $733K
70.1K $35.3M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
2.04K
+ 5.6%
$635K - $732K
38.4K $19.3M
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
2.03K
+ 6.73%
$634K - $730K
32.2K $16.2M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
2.03K
New
$634K - $730K
2.03K $1.02M
Oct 10, 2023 Q3 2023
Destiny Wealth Partners, LLC

BUY
 -
2.03K
+ 7.39%
$634K - $730K
29.5K $14.8M
Oct 19, 2023 Q3 2023
Gds Wealth Management

BUY
 -
2.03K
+ 7.25%
$633K - $729K
30K $15.1M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
2.02K
+ 59.44%
$631K - $727K
5.42K $2.73M
Nov 03, 2023 Q3 2023
Stack Financial Management, Inc

BUY
 -
2.02K
+ 0.66%
$630K - $726K
306K $154M
Nov 06, 2023 Q3 2023
True Wealth Financial Partners

BUY
 -
2.02K
+ 74.96%
$629K - $724K
4.7K $2.37M
Oct 16, 2023 Q3 2023
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
2.01K
+ 15.47%
$626K - $721K
15K $7.53M
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
2.01K
+ 0.61%
$626K - $721K
331K $167M
Oct 30, 2023 Q3 2023
Red Cedar Investment Management, LLC

BUY
 -
2.01K
+ 8.05%
$626K - $721K
26.9K $13.5M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
2K
+ 3.38%
$625K - $720K
61.3K $30.8M
Oct 23, 2023 Q3 2023
Galibier Capital Management Ltd.

BUY
 -
2K
New
$624K - $719K
2K $1.01M
Nov 13, 2023 Q3 2023
Yost Capital Management, LP

Fort Worth, TX
BUY
 -
2K
+ 16.67%
$624K - $719K
14K $7.04M
Oct 11, 2023 Q3 2023
Constant Guidance Financial LLC

Attleboro Falls, MA
BUY
 -
1.99K
New
$622K - $716K
1.99K $1M
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
1.99K
+ 5.8%
$621K - $716K
36.3K $18.3M

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