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 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
152+ 0.46% |
$47.4K - $54.6K
|
33.2K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
152+ 2.51% |
$47.4K - $54.6K
|
6.22K
$3.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
151+ 0.7% |
$47.1K - $54.3K
|
21.6K
$11.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
150+ 1.08% |
$46.8K - $53.9K
|
14K
$7.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
150+ 1.52% |
$46.8K - $53.9K
|
10K
$5.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
150+ 0.61% |
$46.8K - $53.9K
|
24.7K
$12.6M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 2.3% |
$46.8K - $53.9K
|
6.68K
$3.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
149+ 2.95% |
$46.5K - $53.6K
|
5.2K
$2.66M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
149+ 0.45% |
$46.5K - $53.6K
|
33.1K
$16.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
149+ 0.35% |
$46.5K - $53.6K
|
43K
$22M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
148+ 0.46% |
$46.2K - $53.2K
|
32.5K
$16.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
148+ 2.38% |
$46.2K - $53.2K
|
6.37K
$3.26M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
147+ 2.88% |
$45.9K - $52.8K
|
5.25K
$2.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
147+ 1.63% |
$45.9K - $52.8K
|
9.18K
$4.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
147+ 2.03% |
$45.9K - $52.8K
|
7.41K
$3.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
147+ 0.84% |
$45.9K - $52.8K
|
17.7K
$9.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
146+ 6.88% |
$45.6K - $52.5K
|
2.27K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
146+ 2.88% |
$45.6K - $52.5K
|
5.22K
$2.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
145+ 0.48% |
$45.3K - $52.1K
|
30.4K
$15.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
145+ 1.31% |
$45.3K - $52.1K
|
11.2K
$5.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
144+ 1.05% |
$44.9K - $51.8K
|
13.9K
$7.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
144+ 0.96% |
$44.9K - $51.8K
|
15.2K
$7.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
144+ 0.56% |
$44.9K - $51.8K
|
25.9K
$13.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
144+ 0.81% |
$44.9K - $51.8K
|
18K
$9.21M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
144+ 8.52% |
$44.9K - $51.8K
|
1.83K
$938K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
143+ 0.21% |
$44.6K - $51.4K
|
69.1K
$35.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
142+ 0.63% |
$44.3K - $51K
|
22.8K
$11.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
142+ 6.46% |
$44.3K - $51K
|
2.34K
$1.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
141+ 0.24% |
$44K - $50.7K
|
59.2K
$30.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
141+ 1.05% |
$44K - $50.7K
|
13.6K
$6.98M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
140+ 0.42% |
$43.7K - $50.3K
|
33.7K
$17.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
139+ 1.95% |
$43.4K - $50K
|
7.28K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
139+ 0.32% |
$43.4K - $50K
|
43.6K
$22.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
138+ 0.93% |
$43.1K - $49.6K
|
15K
$7.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
138+ 1.58% |
$43.1K - $49.6K
|
8.89K
$4.55M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
138+ 1.69% |
$43.1K - $49.6K
|
8.31K
$4.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
137+ 22.5% |
$42.8K - $49.3K
|
746
$382K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
137+ 1.16% |
$42.8K - $49.3K
|
11.9K
$6.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
136+ 0.45% |
$42.5K - $48.9K
|
30.6K
$15.7M
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
136+ 6.79% |
$42.5K - $48.9K
|
2.14K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
135+ 7.64% |
$42.1K - $48.5K
|
1.9K
$974K
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
135+ 0.44% |
$42.1K - $48.5K
|
30.7K
$15.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
135+ 7.14% |
$42.1K - $48.5K
|
2.03K
$1.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
135+ 3.72% |
$42.1K - $48.5K
|
3.76K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
135+ 0.94% |
$42.1K - $48.5K
|
14.5K
$7.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
134+ 3.75% |
$41.8K - $48.2K
|
3.71K
$1.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
134+ 1.26% |
$41.8K - $48.2K
|
10.7K
$5.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
133+ 20.68% |
$41.5K - $47.8K
|
776
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
133+ 1.67% |
$41.5K - $47.8K
|
8.1K
$4.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
131+ 0.9% |
$40.9K - $47.1K
|
14.7K
$7.53M
|