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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
108+ 1.33% |
$33.7K - $38.8K
|
8.21K
$3.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
107+ 2.83% |
$33.4K - $38.5K
|
3.89K
$1.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
107+ 0.98% |
$33.4K - $38.5K
|
11K
$4.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
106+ 2.43% |
$33.1K - $38.1K
|
4.46K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
106+ 0.74% |
$33.1K - $38.1K
|
14.4K
$5.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
106+ 0.82% |
$33.1K - $38.1K
|
13K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
106+ 9.88% |
$33.1K - $38.1K
|
1.18K
$486K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
105+ 0.99% |
$32.8K - $37.7K
|
10.7K
$4.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105+ 88.98% |
$32.8K - $37.7K
|
223
$91.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
105+ 2.92% |
$32.8K - $37.7K
|
3.71K
$1.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
105+ 0.13% |
$32.8K - $37.7K
|
83K
$34.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
105+ 1.5% |
$32.8K - $37.7K
|
7.11K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
105+ 0.62% |
$32.8K - $37.7K
|
17.2K
$7.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
104+ 2.24% |
$32.5K - $37.4K
|
4.75K
$1.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
104+ 1.65% |
$32.5K - $37.4K
|
6.42K
$2.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
103+ 1.16% |
$32.2K - $37K
|
8.96K
$3.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
103+ 4.99% |
$32.2K - $37K
|
2.17K
$894K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
103+ 7.02% |
$32.2K - $37K
|
1.57K
$647K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
103+ 5.61% |
$32.2K - $37K
|
1.94K
$799K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
102+ 0.22% |
$31.8K - $36.7K
|
46.6K
$19.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
102+ 0.07% |
$31.8K - $36.7K
|
153K
$63.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
102+ 5.14% |
$31.8K - $36.7K
|
2.09K
$859K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
101+ 1.04% |
$31.5K - $36.3K
|
9.8K
$4.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
101+ 13.24% |
$31.5K - $36.3K
|
864
$356K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
100+ 1.8% |
$31.2K - $35.9K
|
5.66K
$2.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 0.98% |
$31.2K - $35.9K
|
10.3K
$4.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
100+ 10.38% |
$31.2K - $35.9K
|
1.06K
$438K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
100+ 1.32% |
$31.2K - $35.9K
|
7.65K
$3.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
100+ 0.17% |
$31.2K - $35.9K
|
57.3K
$23.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
100+ 14.08% |
$31.2K - $35.9K
|
810
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
100+ 0.48% |
$31.2K - $35.9K
|
21.1K
$8.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
99+ 0.12% |
$30.9K - $35.6K
|
79.7K
$32.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
99+ 1.54% |
$30.9K - $35.6K
|
6.53K
$2.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
98+ 2.97% |
$30.6K - $35.2K
|
3.4K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
97+ 0.24% |
$30.3K - $34.9K
|
41.3K
$17M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
97+ 5.99% |
$30.3K - $34.9K
|
1.72K
$708K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.34% |
$30.3K - $34.9K
|
28.7K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
97+ 0.1% |
$30.3K - $34.9K
|
98.1K
$40.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
96+ 1.59% |
$30K - $34.5K
|
6.13K
$2.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
95+ 0.42% |
$29.7K - $34.2K
|
22.8K
$9.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
95+ 0.59% |
$29.7K - $34.2K
|
16.2K
$6.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
95+ 2.57% |
$29.7K - $34.2K
|
3.79K
$1.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
95+ 1.15% |
$29.7K - $34.2K
|
8.35K
$3.44M
|
|
|
Jan 29, 2025
Q3 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
94+ 4.01% |
$29.3K - $33.8K
|
2.44K
$1M
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
92+ 10.2% |
$28.7K - $33.1K
|
994
$410K
|
|
|
Nov 03, 2023
Q3 2023
|
Capco Asset Management, LLC
|
BUY
|
- |
92+ 0.06% |
$28.7K - $33.1K
|
142K
$58.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
92+ 0.93% |
$28.7K - $33.1K
|
10K
$4.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
91+ 0.58% |
$28.4K - $32.7K
|
15.8K
$6.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
91+ 0.32% |
$28.4K - $32.7K
|
28.2K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
91+ 2.88% |
$28.4K - $32.7K
|
3.25K
$1.34M
|