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 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4+ 0.13% |
$1.25K - $1.44K
|
3.01K
$1.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
4+ 0.2% |
$1.25K - $1.44K
|
2.01K
$831K
|
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.45% |
$1.25K - $1.44K
|
899
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.24% |
$1.25K - $1.44K
|
1.65K
$684K
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$1.25K - $1.44K
|
20.2K
$8.35M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4+ 0.08% |
$1.25K - $1.44K
|
5.09K
$2.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.02% |
$936 - $1.08K
|
13K
$5.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.99% |
$936 - $1.08K
|
306
$126K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$936 - $1.08K
|
3.58K
$1.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
3+ 0.02% |
$936 - $1.08K
|
15.8K
$6.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$936 - $1.08K
|
4.82K
$1.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.07% |
$936 - $1.08K
|
4.36K
$1.8M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.02% |
$936 - $1.08K
|
14.7K
$6.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2+ 0.05% |
$624 - $719
|
3.84K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2+ 0.09% |
$624 - $719
|
2.17K
$896K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.06% |
$624 - $719
|
3.15K
$1.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
2+ 0.12% |
$624 - $719
|
1.73K
$714K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.1% |
$624 - $719
|
2.05K
$849K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$624 - $719
|
3.66K
$1.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.02% |
$624 - $719
|
9.45K
$3.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.07% |
$624 - $719
|
2.67K
$1.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2+ 0.0% |
$624 - $719
|
91.2K
$37.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 0.2% |
$624 - $719
|
1.01K
$418K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.15% |
$624 - $719
|
1.35K
$557K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.03% |
$624 - $719
|
5.77K
$2.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
2+ 0.26% |
$624 - $719
|
779
$322K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$624 - $719
|
4.18K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.13% |
$624 - $719
|
1.56K
$643K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2+ 0.19% |
$624 - $719
|
1.05K
$434K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$624 - $719
|
2.16K
$894K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$624 - $719
|
5.14K
$2.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.03% |
$624 - $719
|
6.99K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2+ 0.08% |
$624 - $719
|
2.39K
$988K
|
|
|
Nov 14, 2023
Q3 2023
|
Gagnon Securities LLC
|
BUY
|
- |
2+ 0.21% |
$624 - $719
|
954
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
1+ 0.0% |
$312 - $359
|
35.9K
$14.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.01% |
$312 - $359
|
7.3K
$3.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$312 - $359
|
801
$331K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.5% |
$312 - $359
|
200
$82.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$312 - $359
|
34.6K
$14.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$312 - $359
|
1.44K
$595K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.67K
$1.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
1+ 0.09% |
$312 - $359
|
1.13K
$468K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.31K
$953K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.84K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$312 - $359
|
4.75K
$1.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1+ 0.08% |
$312 - $359
|
1.21K
$501K
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1+ 0.02% |
$312 - $359
|
4.4K
$1.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1+ 0.05% |
$312 - $359
|
1.94K
$802K
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1+ 0.13% |
$312 - $359
|
761
$315K
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$312 - $359
|
5.94K
$2.45M
|