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 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
251+ 10.3% |
$78.3K - $90.2K
|
2.69K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
251+ 0.66% |
$78.3K - $90.2K
|
38.1K
$19.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
250+ 1.71% |
$78K - $89.9K
|
14.8K
$7.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
250+ 7.54% |
$78K - $89.9K
|
3.57K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
250+ 8.1% |
$78K - $89.9K
|
3.34K
$1.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
247+ 7.21% |
$77.1K - $88.8K
|
3.67K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
246+ 3.57% |
$76.8K - $88.4K
|
7.15K
$3.66M
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
245+ 2.53% |
$76.5K - $88.1K
|
9.94K
$5.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
245+ 0.62% |
$76.5K - $88.1K
|
39.6K
$20.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
242+ 0.2% |
$75.5K - $87K
|
121K
$61.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
241+ 3.99% |
$75.2K - $86.6K
|
6.28K
$3.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
241+ 1.5% |
$75.2K - $86.6K
|
16.3K
$8.36M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
240+ 2.83% |
$74.9K - $86.3K
|
8.71K
$4.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
239+ 1.57% |
$74.6K - $85.9K
|
15.4K
$7.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
239+ 2.03% |
$74.6K - $85.9K
|
12K
$6.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
239+ 0.17% |
$74.6K - $85.9K
|
139K
$71.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
238+ 0.79% |
$74.3K - $85.6K
|
30.2K
$15.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
238+ 2.39% |
$74.3K - $85.6K
|
10.2K
$5.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
237+ 0.02% |
$74K - $85.2K
|
1.04M
$531M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
237+ 3.05% |
$74K - $85.2K
|
8.02K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
235+ 0.48% |
$73.4K - $84.5K
|
49.6K
$25.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
231+ 1.22% |
$72.1K - $83K
|
19.1K
$9.79M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
231+ 3.63% |
$72.1K - $83K
|
6.6K
$3.38M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
229+ 1.5% |
$71.5K - $82.3K
|
15.5K
$7.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
229+ 1.61% |
$71.5K - $82.3K
|
14.4K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
229+ 11.7% |
$71.5K - $82.3K
|
2.19K
$1.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
228+ 6.44% |
$71.2K - $82K
|
3.77K
$1.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
228+ 0.6% |
$71.2K - $82K
|
37.9K
$19.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
227+ 5.18% |
$70.9K - $81.6K
|
4.61K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
227+ 5.59% |
$70.9K - $81.6K
|
4.29K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
223+ 2.29% |
$69.6K - $80.2K
|
9.96K
$5.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
222+ 5.44% |
$69.3K - $79.8K
|
4.3K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
220+ 9.12% |
$68.7K - $79.1K
|
2.63K
$1.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
219New |
$68.4K - $78.7K
|
219
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
218+ 0.2% |
$68K - $78.4K
|
110K
$56.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
BUY
|
- |
217+ 0.67% |
$67.7K - $78K
|
32.7K
$16.7M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
216+ 7.51% |
$67.4K - $77.6K
|
3.09K
$1.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
215+ 0.94% |
$67.1K - $77.3K
|
23.1K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
214+ 3.14% |
$66.8K - $76.9K
|
7.04K
$3.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
213+ 1.06% |
$66.5K - $76.6K
|
20.4K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
213+ 2.51% |
$66.5K - $76.6K
|
8.7K
$4.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
212+ 1.56% |
$66.2K - $76.2K
|
13.8K
$7.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
212+ 6.77% |
$66.2K - $76.2K
|
3.34K
$1.71M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
212+ 1.43% |
$66.2K - $76.2K
|
15.1K
$7.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
210+ 3.39% |
$65.5K - $75.5K
|
6.41K
$3.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
209+ 0.93% |
$65.2K - $75.1K
|
22.6K
$11.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
209+ 0.71% |
$65.2K - $75.1K
|
29.6K
$15.1M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
209+ 25.3% |
$65.2K - $75.1K
|
1.04K
$530K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
208+ 2.79% |
$64.9K - $74.8K
|
7.66K
$3.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
206+ 19.4% |
$64.3K - $74.1K
|
1.27K
$649K
|