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 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
55+ 0.07% |
$17.2K - $19.8K
|
78K
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
55+ 0.9% |
$17.2K - $19.8K
|
6.16K
$3.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
BUY
|
- |
54+ 0.28% |
$16.9K - $19.4K
|
19.6K
$10M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
53+ 0.43% |
$16.5K - $19.1K
|
12.3K
$6.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
52+ 0.17% |
$16.2K - $18.7K
|
30.9K
$15.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
52+ 4.1% |
$16.2K - $18.7K
|
1.32K
$676K
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
51+ 1.5% |
$15.9K - $18.3K
|
3.44K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
50+ 0.38% |
$15.6K - $18K
|
13.2K
$6.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
50+ 0.51% |
$15.6K - $18K
|
9.84K
$5.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
50+ 0.98% |
$15.6K - $18K
|
5.14K
$2.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
50+ 0.54% |
$15.6K - $18K
|
9.25K
$4.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
50+ 2.33% |
$15.6K - $18K
|
2.2K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
50+ 2.37% |
$15.6K - $18K
|
2.16K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
49+ 0.56% |
$15.3K - $17.6K
|
8.81K
$4.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
49+ 0.29% |
$15.3K - $17.6K
|
17K
$8.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
48+ 0.15% |
$15K - $17.3K
|
31.9K
$16.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
48+ 0.9% |
$15K - $17.3K
|
5.41K
$2.77M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
48+ 0.04% |
$15K - $17.3K
|
112K
$57.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
47+ 0.59% |
$14.7K - $16.9K
|
7.95K
$4.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
47+ 0.77% |
$14.7K - $16.9K
|
6.12K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
47+ 0.77% |
$14.7K - $16.9K
|
6.13K
$3.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
46+ 0.6% |
$14.4K - $16.5K
|
7.76K
$3.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
46+ 0.64% |
$14.4K - $16.5K
|
7.29K
$3.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
46+ 0.19% |
$14.4K - $16.5K
|
24.4K
$12.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
45+ 0.05% |
$14K - $16.2K
|
91.1K
$46.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
45+ 0.56% |
$14K - $16.2K
|
8.04K
$4.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
45+ 0.1% |
$14K - $16.2K
|
46.8K
$23.9M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.04% |
$14K - $16.2K
|
114K
$58.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
45+ 0.53% |
$14K - $16.2K
|
8.6K
$4.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
44+ 6.36% |
$13.7K - $15.8K
|
736
$377K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
44+ 1.44% |
$13.7K - $15.8K
|
3.09K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
44+ 0.58% |
$13.7K - $15.8K
|
7.66K
$3.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
43+ 0.71% |
$13.4K - $15.5K
|
6.1K
$3.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
43+ 0.45% |
$13.4K - $15.5K
|
9.53K
$4.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
43+ 0.89% |
$13.4K - $15.5K
|
4.87K
$2.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
43+ 0.27% |
$13.4K - $15.5K
|
15.9K
$8.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
43+ 1.27% |
$13.4K - $15.5K
|
3.43K
$1.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
42+ 0.45% |
$13.1K - $15.1K
|
9.48K
$4.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.26% |
$13.1K - $15.1K
|
16.2K
$8.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.65% |
$12.8K - $14.7K
|
6.31K
$3.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
41+ 0.52% |
$12.8K - $14.7K
|
7.95K
$4.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
40+ 3.68% |
$12.5K - $14.4K
|
1.13K
$577K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
40+ 0.16% |
$12.5K - $14.4K
|
25K
$12.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
39+ 0.14% |
$12.2K - $14K
|
28.8K
$14.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.63% |
$12.2K - $14K
|
6.25K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
39+ 0.2% |
$12.2K - $14K
|
20K
$10.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
38+ 0.13% |
$11.9K - $13.7K
|
28.3K
$14.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
38+ 0.78% |
$11.9K - $13.7K
|
4.93K
$2.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
37+ 0.83% |
$11.5K - $13.3K
|
4.49K
$2.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
37+ 1.15% |
$11.5K - $13.3K
|
3.25K
$1.66M
|