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 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
176+ 7.63% |
$54.9K - $63.3K
|
2.48K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
176+ 12.16% |
$54.9K - $63.3K
|
1.62K
$830K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
175+ 1.02% |
$54.6K - $62.9K
|
17.3K
$8.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
175+ 6.21% |
$54.6K - $62.9K
|
2.99K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
175+ 0.9% |
$54.6K - $62.9K
|
19.6K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
175+ 1.84% |
$54.6K - $62.9K
|
9.68K
$4.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
175New |
$54.6K - $62.9K
|
175
$89.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
174+ 2.17% |
$54.3K - $62.6K
|
8.19K
$4.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
174+ 0.31% |
$54.3K - $62.6K
|
57K
$29.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
174+ 1.65% |
$54.3K - $62.6K
|
10.7K
$5.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
173+ 3.68% |
$54K - $62.2K
|
4.87K
$2.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
172+ 0.72% |
$53.7K - $61.8K
|
24K
$12.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
172+ 15.91% |
$53.7K - $61.8K
|
1.25K
$641K
|
|
|
Nov 02, 2023
Q3 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
172+ 0.84% |
$53.7K - $61.8K
|
20.7K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
172+ 3.43% |
$53.7K - $61.8K
|
5.18K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
172+ 2.09% |
$53.7K - $61.8K
|
8.4K
$4.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
171+ 1.33% |
$53.4K - $61.5K
|
13K
$6.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
170+ 1.04% |
$53.1K - $61.1K
|
16.5K
$8.45M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
170+ 0.13% |
$53.1K - $61.1K
|
129K
$65.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
169+ 0.13% |
$52.8K - $60.8K
|
129K
$65.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
169+ 0.79% |
$52.8K - $60.8K
|
21.7K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
168+ 0.76% |
$52.4K - $60.4K
|
22.3K
$11.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
167+ 1.52% |
$52.1K - $60K
|
11.2K
$5.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
167+ 0.78% |
$52.1K - $60K
|
21.6K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
165+ 0.94% |
$51.5K - $59.3K
|
17.8K
$9.09M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
165+ 1.15% |
$51.5K - $59.3K
|
14.6K
$7.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
164+ 0.44% |
$51.2K - $59K
|
37.9K
$19.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
163+ 1.95% |
$50.9K - $58.6K
|
8.52K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
163+ 2.16% |
$50.9K - $58.6K
|
7.7K
$3.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
162+ 1.49% |
$50.6K - $58.2K
|
11K
$5.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
162+ 6.3% |
$50.6K - $58.2K
|
2.74K
$1.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
162+ 2.07% |
$50.6K - $58.2K
|
7.99K
$4.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
160+ 6.73% |
$49.9K - $57.5K
|
2.54K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
160+ 0.55% |
$49.9K - $57.5K
|
29.1K
$14.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
160+ 1.75% |
$49.9K - $57.5K
|
9.3K
$4.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
160+ 0.51% |
$49.9K - $57.5K
|
31.6K
$16.2M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
160+ 1.44% |
$49.9K - $57.5K
|
11.3K
$5.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
160+ 2.65% |
$49.9K - $57.5K
|
6.21K
$3.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
160+ 1.0% |
$49.9K - $57.5K
|
16.2K
$8.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
160+ 0.07% |
$49.9K - $57.5K
|
239K
$122M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
159+ 0.79% |
$49.6K - $57.2K
|
20.4K
$10.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
156+ 1.05% |
$48.7K - $56.1K
|
15K
$7.68M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
156+ 1.05% |
$48.7K - $56.1K
|
15K
$7.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
155+ 0.36% |
$48.4K - $55.7K
|
42.7K
$21.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
155+ 3.07% |
$48.4K - $55.7K
|
5.21K
$2.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
154+ 5.88% |
$48.1K - $55.4K
|
2.77K
$1.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
153+ 0.47% |
$47.8K - $55K
|
32.7K
$16.7M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
152+ 2.76% |
$47.4K - $54.6K
|
5.65K
$2.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
152+ 4.8% |
$47.4K - $54.6K
|
3.32K
$1.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
152+ 0.22% |
$47.4K - $54.6K
|
69.4K
$35.5M
|