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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
385+ 2.14% |
$120K - $138K
|
18.3K
$9.39M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
384+ 3.75% |
$120K - $138K
|
10.6K
$5.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
383+ 0.89% |
$120K - $138K
|
43.5K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
383+ 1.88% |
$120K - $138K
|
20.7K
$10.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
381+ 0.89% |
$119K - $137K
|
43.4K
$22.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
381+ 1.05% |
$119K - $137K
|
36.7K
$18.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
381+ 2.82% |
$119K - $137K
|
13.9K
$7.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
381+ 2.11% |
$119K - $137K
|
18.5K
$9.44M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
381+ 1.05% |
$119K - $137K
|
36.7K
$18.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
379+ 1.63% |
$118K - $136K
|
23.6K
$12.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
378+ 5.53% |
$118K - $136K
|
7.21K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
377+ 0.85% |
$118K - $136K
|
44.9K
$23M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
376+ 3.66% |
$117K - $135K
|
10.6K
$5.44M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
376+ 4.78% |
$117K - $135K
|
8.24K
$4.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
374+ 10.33% |
$117K - $134K
|
3.99K
$2.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
374+ 2.29% |
$117K - $134K
|
16.7K
$8.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
373+ 2.75% |
$116K - $134K
|
13.9K
$7.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
372+ 0.98% |
$116K - $134K
|
38.2K
$19.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
371+ 4.04% |
$116K - $133K
|
9.55K
$4.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
371+ 9.12% |
$116K - $133K
|
4.44K
$2.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
369+ 0.25% |
$115K - $133K
|
148K
$76M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
369+ 1.87% |
$115K - $133K
|
20.1K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
369+ 3.64% |
$115K - $133K
|
10.5K
$5.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
368+ 2.06% |
$115K - $132K
|
18.2K
$9.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
367+ 1.61% |
$115K - $132K
|
23.1K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
367+ 0.15% |
$115K - $132K
|
251K
$128M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
366+ 2.16% |
$114K - $132K
|
17.3K
$8.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
364+ 0.69% |
$114K - $131K
|
53.5K
$27.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
361+ 10.78% |
$113K - $130K
|
3.71K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
359+ 2.44% |
$112K - $129K
|
15.1K
$7.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
357+ 3.22% |
$111K - $128K
|
11.4K
$5.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
357+ 1.99% |
$111K - $128K
|
18.3K
$9.38M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
357+ 9.98% |
$111K - $128K
|
3.94K
$2.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
355+ 0.95% |
$111K - $128K
|
37.8K
$19.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
BUY
|
- |
353+ 1.77% |
$110K - $127K
|
20.3K
$10.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
352+ 7.88% |
$110K - $127K
|
4.82K
$2.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
351+ 1.17% |
$110K - $126K
|
30.5K
$15.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
350+ 1.21% |
$109K - $126K
|
29.4K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
350+ 13.49% |
$109K - $126K
|
2.94K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
349+ 3.66% |
$109K - $125K
|
9.9K
$5.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
349+ 14.54% |
$109K - $125K
|
2.75K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
348+ 5.11% |
$109K - $125K
|
7.16K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
348+ 18.4% |
$109K - $125K
|
2.24K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
347+ 4.22% |
$108K - $125K
|
8.56K
$4.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
345+ 9.31% |
$108K - $124K
|
4.05K
$2.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
344+ 1.94% |
$107K - $124K
|
18.1K
$9.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
343+ 1.55% |
$107K - $123K
|
22.5K
$11.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
342+ 2.52% |
$107K - $123K
|
13.9K
$7.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
341+ 1.62% |
$106K - $123K
|
21.4K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
339+ 1.94% |
$106K - $122K
|
17.8K
$9.11M
|