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 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
37+ 0.24% |
$11.5K - $13.3K
|
15.3K
$7.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
37+ 1.94% |
$11.5K - $13.3K
|
1.95K
$996K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
36+ 0.67% |
$11.2K - $12.9K
|
5.41K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
36+ 0.99% |
$11.2K - $12.9K
|
3.67K
$1.88M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
35+ 5.2% |
$10.9K - $12.6K
|
708
$362K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
35+ 0.92% |
$10.9K - $12.6K
|
3.84K
$1.96M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
34+ 0.25% |
$10.6K - $12.2K
|
13.4K
$6.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
34+ 0.32% |
$10.6K - $12.2K
|
10.8K
$5.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
34+ 0.67% |
$10.6K - $12.2K
|
5.08K
$2.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
33+ 4.0% |
$10.3K - $11.9K
|
858
$439K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
33+ 0.85% |
$10.3K - $11.9K
|
3.89K
$1.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
33+ 0.09% |
$10.3K - $11.9K
|
37.6K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
University Of Texas
|
BUY
|
- |
33New |
$10.3K - $11.9K
|
33
$16.9K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
33+ 0.06% |
$10.3K - $11.9K
|
52.2K
$26.7M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
33+ 0.1% |
$10.3K - $11.9K
|
33.1K
$16.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
32+ 0.57% |
$9.99K - $11.5K
|
5.6K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
32+ 0.54% |
$9.99K - $11.5K
|
5.97K
$3.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
31+ 1.35% |
$9.68K - $11.1K
|
2.33K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
31+ 1.44% |
$9.68K - $11.1K
|
2.19K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
31+ 2.1% |
$9.68K - $11.1K
|
1.51K
$771K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
31+ 0.2% |
$9.68K - $11.1K
|
15.8K
$8.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
30+ 0.04% |
$9.36K - $10.8K
|
78.7K
$40.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
30+ 0.14% |
$9.36K - $10.8K
|
21.5K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
30+ 3.31% |
$9.36K - $10.8K
|
937
$479K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29+ 0.42% |
$9.05K - $10.4K
|
6.87K
$3.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
29+ 0.36% |
$9.05K - $10.4K
|
8.13K
$4.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
29+ 0.09% |
$9.05K - $10.4K
|
31.5K
$16.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
29+ 0.22% |
$9.05K - $10.4K
|
13.2K
$6.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28+ 1.11% |
$8.74K - $10.1K
|
2.55K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
28+ 1.26% |
$8.74K - $10.1K
|
2.26K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
28+ 0.28% |
$8.74K - $10.1K
|
10.1K
$5.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
27+ 0.8% |
$8.43K - $9.71K
|
3.4K
$1.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
27+ 0.23% |
$8.43K - $9.71K
|
11.8K
$6.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
27+ 0.9% |
$8.43K - $9.71K
|
3.04K
$1.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
26+ 0.2% |
$8.12K - $9.35K
|
13.3K
$6.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
26+ 0.23% |
$8.12K - $9.35K
|
11.4K
$5.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26+ 1.04% |
$8.12K - $9.35K
|
2.52K
$1.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 0.28% |
$8.12K - $9.35K
|
9.4K
$4.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26+ 0.49% |
$8.12K - $9.35K
|
5.35K
$2.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 0.45% |
$7.8K - $8.99K
|
5.64K
$2.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
25+ 0.24% |
$7.8K - $8.99K
|
10.3K
$5.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
25+ 19.69% |
$7.8K - $8.99K
|
152
$77.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
24+ 0.23% |
$7.49K - $8.63K
|
10.3K
$5.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
24+ 1.45% |
$7.49K - $8.63K
|
1.68K
$857K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
24+ 3.73% |
$7.49K - $8.63K
|
668
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
24+ 1.05% |
$7.49K - $8.63K
|
2.31K
$1.18M
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
24+ 0.44% |
$7.49K - $8.63K
|
5.43K
$2.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
23+ 0.12% |
$7.18K - $8.27K
|
18.8K
$9.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
23+ 3.7% |
$7.18K - $8.27K
|
645
$330K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
22+ 0.06% |
$6.87K - $7.91K
|
34.8K
$17.8M
|