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 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
75+ 0.8% |
$23.4K - $27K
|
9.41K
$4.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
74+ 0.72% |
$23.1K - $26.6K
|
10.4K
$5.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
73+ 0.12% |
$22.8K - $26.2K
|
61.4K
$31.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
72+ 1.64% |
$22.5K - $25.9K
|
4.47K
$2.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
72+ 4.52% |
$22.5K - $25.9K
|
1.66K
$851K
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
71+ 0.77% |
$22.2K - $25.5K
|
9.33K
$4.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
71+ 6.43% |
$22.2K - $25.5K
|
1.18K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
71+ 0.32% |
$22.2K - $25.5K
|
21.9K
$11.2M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
71+ 4.34% |
$22.2K - $25.5K
|
1.71K
$873K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
70+ 0.37% |
$21.8K - $25.2K
|
18.8K
$9.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
69+ 0.85% |
$21.5K - $24.8K
|
8.15K
$4.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
69+ 0.31% |
$21.5K - $24.8K
|
22.6K
$11.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
68+ 0.48% |
$21.2K - $24.4K
|
14.1K
$7.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
68+ 2.75% |
$21.2K - $24.4K
|
2.54K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
67+ 0.05% |
$20.9K - $24.1K
|
133K
$67.9M
|
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
67+ 0.28% |
$20.9K - $24.1K
|
24.1K
$12.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
66+ 5.09% |
$20.6K - $23.7K
|
1.36K
$697K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
66+ 2.64% |
$20.6K - $23.7K
|
2.57K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
66+ 0.53% |
$20.6K - $23.7K
|
12.6K
$6.42M
|
|
|
Oct 18, 2023
Q3 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
65+ 5.83% |
$20.3K - $23.4K
|
1.18K
$604K
|
|
|
Nov 03, 2023
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
65+ 1.12% |
$20.3K - $23.4K
|
5.87K
$3M
|
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
65+ 1.12% |
$20.3K - $23.4K
|
5.87K
$3M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
64+ 0.17% |
$20K - $23K
|
37.2K
$19M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
63+ 0.19% |
$19.7K - $22.6K
|
33.9K
$17.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
63+ 0.32% |
$19.7K - $22.6K
|
20K
$10.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
62+ 0.13% |
$19.4K - $22.3K
|
49K
$25.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
62+ 0.24% |
$19.4K - $22.3K
|
26.4K
$13.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
62+ 3.31% |
$19.4K - $22.3K
|
1.93K
$989K
|
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
62+ 0.12% |
$19.4K - $22.3K
|
51.9K
$26.5M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
62+ 2.54% |
$19.4K - $22.3K
|
2.51K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
61+ 0.66% |
$19K - $21.9K
|
9.35K
$4.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
60+ 2.26% |
$18.7K - $21.6K
|
2.71K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
60+ 1.41% |
$18.7K - $21.6K
|
4.32K
$2.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
60+ 1.47% |
$18.7K - $21.6K
|
4.15K
$2.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
60+ 0.27% |
$18.7K - $21.6K
|
22.4K
$11.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
60+ 3.47% |
$18.7K - $21.6K
|
1.79K
$916K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
60+ 2.15% |
$18.7K - $21.6K
|
2.85K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
60+ 0.54% |
$18.7K - $21.6K
|
11.2K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
60+ 0.31% |
$18.7K - $21.6K
|
19.6K
$10M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
59+ 0.28% |
$18.4K - $21.2K
|
20.9K
$10.7M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
59+ 4.16% |
$18.4K - $21.2K
|
1.48K
$756K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
59+ 0.41% |
$18.4K - $21.2K
|
14.4K
$7.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
59+ 0.14% |
$18.4K - $21.2K
|
43.4K
$22.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
58+ 0.67% |
$18.1K - $20.9K
|
8.72K
$4.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58+ 0.64% |
$18.1K - $20.9K
|
9.11K
$4.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
57+ 2.25% |
$17.8K - $20.5K
|
2.59K
$1.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
57+ 1.84% |
$17.8K - $20.5K
|
3.16K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
56+ 0.04% |
$17.5K - $20.1K
|
125K
$63.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
55+ 1.22% |
$17.2K - $19.8K
|
4.56K
$2.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
55+ 0.23% |
$17.2K - $19.8K
|
24.2K
$12.4M
|