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
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
8+ 0.15% |
$2.5K - $2.88K
|
5.43K
$2.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
7+ 0.99% |
$2.18K - $2.52K
|
712
$364K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
7+ 0.05% |
$2.18K - $2.52K
|
14.1K
$7.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.25% |
$2.18K - $2.52K
|
2.8K
$1.43M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
7+ 0.02% |
$2.18K - $2.52K
|
32.1K
$16.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
7+ 0.09% |
$2.18K - $2.52K
|
7.96K
$4.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7+ 0.29% |
$2.18K - $2.52K
|
2.4K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 0.03% |
$2.18K - $2.52K
|
21.5K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7+ 0.03% |
$2.18K - $2.52K
|
23.3K
$11.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.19% |
$1.87K - $2.16K
|
3.21K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6+ 0.12% |
$1.87K - $2.16K
|
5.02K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
6+ 0.17% |
$1.87K - $2.16K
|
3.6K
$1.84M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5+ 0.01% |
$1.56K - $1.8K
|
62.6K
$32M
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
5+ 0.17% |
$1.56K - $1.8K
|
2.94K
$1.51M
|
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
5+ 0.04% |
$1.56K - $1.8K
|
11.3K
$5.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4+ 0.95% |
$1.25K - $1.44K
|
426
$218K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.33% |
$1.25K - $1.44K
|
1.23K
$630K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4+ 0.13% |
$1.25K - $1.44K
|
3.01K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
4+ 0.2% |
$1.25K - $1.44K
|
2.01K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.45% |
$1.25K - $1.44K
|
899
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.24% |
$1.25K - $1.44K
|
1.65K
$846K
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$1.25K - $1.44K
|
20.2K
$10.3M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4+ 0.08% |
$1.25K - $1.44K
|
5.09K
$2.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.02% |
$936 - $1.08K
|
13K
$6.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.99% |
$936 - $1.08K
|
306
$157K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$936 - $1.08K
|
3.58K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
3+ 0.02% |
$936 - $1.08K
|
15.8K
$8.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$936 - $1.08K
|
4.82K
$2.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.07% |
$936 - $1.08K
|
4.36K
$2.23M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.02% |
$936 - $1.08K
|
14.7K
$7.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2+ 0.05% |
$624 - $719
|
3.84K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2+ 0.09% |
$624 - $719
|
2.17K
$1.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.06% |
$624 - $719
|
3.15K
$1.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
2+ 0.12% |
$624 - $719
|
1.73K
$884K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.1% |
$624 - $719
|
2.05K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$624 - $719
|
3.66K
$1.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.02% |
$624 - $719
|
9.45K
$4.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.07% |
$624 - $719
|
2.67K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2+ 0.0% |
$624 - $719
|
91.2K
$46.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 0.2% |
$624 - $719
|
1.01K
$517K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.15% |
$624 - $719
|
1.35K
$689K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.03% |
$624 - $719
|
5.77K
$2.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
2+ 0.26% |
$624 - $719
|
779
$399K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$624 - $719
|
4.18K
$2.14M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.13% |
$624 - $719
|
1.56K
$796K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2+ 0.19% |
$624 - $719
|
1.05K
$537K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$624 - $719
|
2.16K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$624 - $719
|
5.14K
$2.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.03% |
$624 - $719
|
6.99K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2+ 0.08% |
$624 - $719
|
2.39K
$1.22M
|