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 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
205+ 2.1% |
$64K - $73.7K
|
9.97K
$5.1M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
205New |
$64K - $73.7K
|
205
$105K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
204+ 6.84% |
$63.7K - $73.3K
|
3.19K
$1.63M
|
|
Feb 05, 2025
Q3 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
204+ 1.46% |
$63.7K - $73.3K
|
14.2K
$7.25M
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
203+ 6.72% |
$63.4K - $73K
|
3.22K
$1.65M
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
202+ 8.48% |
$63.1K - $72.6K
|
2.58K
$1.32M
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
202+ 2.32% |
$63.1K - $72.6K
|
8.9K
$4.55M
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
201+ 8.23% |
$62.7K - $72.3K
|
2.64K
$1.35M
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
201+ 0.42% |
$62.7K - $72.3K
|
48K
$24.6M
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
200+ 11.81% |
$62.4K - $71.9K
|
1.89K
$969K
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
BUY
|
- |
200+ 4.13% |
$62.4K - $71.9K
|
5.04K
$2.58M
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
200+ 0.35% |
$62.4K - $71.9K
|
57.8K
$29.6M
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200+ 5.05% |
$62.4K - $71.9K
|
4.16K
$2.13M
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
200+ 4.7% |
$62.4K - $71.9K
|
4.45K
$2.28M
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
200+ 3.94% |
$62.4K - $71.9K
|
5.28K
$2.7M
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
196+ 4.87% |
$61.2K - $70.5K
|
4.22K
$2.16M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
195+ 0.73% |
$60.9K - $70.1K
|
26.7K
$13.7M
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
195+ 6.35% |
$60.9K - $70.1K
|
3.27K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
195+ 4.69% |
$60.9K - $70.1K
|
4.35K
$2.23M
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
193+ 0.24% |
$60.2K - $69.4K
|
81.7K
$41.8M
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
193+ 0.36% |
$60.2K - $69.4K
|
54K
$27.6M
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
192+ 5.09% |
$59.9K - $69K
|
3.96K
$2.03M
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
191+ 5.41% |
$59.6K - $68.7K
|
3.72K
$1.9M
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
190+ 8.42% |
$59.3K - $68.3K
|
2.45K
$1.25M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
190+ 1.93% |
$59.3K - $68.3K
|
10K
$5.13M
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
190+ 3.31% |
$59.3K - $68.3K
|
5.93K
$3.03M
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
189+ 0.31% |
$59K - $67.9K
|
60.3K
$30.9M
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
189+ 0.3% |
$59K - $67.9K
|
62.4K
$31.9M
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
189+ 4.55% |
$59K - $67.9K
|
4.34K
$2.22M
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
188+ 5.59% |
$58.7K - $67.6K
|
3.55K
$1.82M
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
188+ 5.01% |
$58.7K - $67.6K
|
3.94K
$2.01M
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
188+ 6.1% |
$58.7K - $67.6K
|
3.27K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
188+ 4.85% |
$58.7K - $67.6K
|
4.07K
$2.08M
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
187+ 2.53% |
$58.4K - $67.2K
|
7.57K
$3.87M
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
187+ 3.73% |
$58.4K - $67.2K
|
5.2K
$2.66M
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
186+ 1.38% |
$58.1K - $66.9K
|
13.7K
$6.99M
|
|
Nov 06, 2023
Q3 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
185+ 9.79% |
$57.7K - $66.5K
|
2.08K
$1.06M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
183+ 0.33% |
$57.1K - $65.8K
|
56K
$28.6M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
182+ 1.23% |
$56.8K - $65.4K
|
14.9K
$7.65M
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
182+ 6.69% |
$56.8K - $65.4K
|
2.9K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
182+ 0.37% |
$56.8K - $65.4K
|
49.9K
$25.6M
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
181+ 1.07% |
$56.5K - $65.1K
|
17.1K
$8.76M
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
181+ 5.39% |
$56.5K - $65.1K
|
3.54K
$1.81M
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
180+ 20.27% |
$56.2K - $64.7K
|
1.07K
$546K
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
179+ 0.8% |
$55.9K - $64.3K
|
22.5K
$11.5M
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
179+ 4.3% |
$55.9K - $64.3K
|
4.34K
$2.22M
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
179+ 2.89% |
$55.9K - $64.3K
|
6.38K
$3.26M
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
179+ 0.7% |
$55.9K - $64.3K
|
25.8K
$13.2M
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
177+ 21.2% |
$55.2K - $63.6K
|
1.01K
$518K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
177+ 13.86% |
$55.2K - $63.6K
|
1.45K
$744K
|