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
|
Gagnon Securities LLC
|
BUY
|
- |
2+ 0.21% |
$624 - $719
|
954
$488K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
1+ 0.0% |
$312 - $359
|
35.9K
$18.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.01% |
$312 - $359
|
7.3K
$3.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$312 - $359
|
801
$410K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.5% |
$312 - $359
|
200
$102K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$312 - $359
|
34.6K
$17.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$312 - $359
|
1.44K
$737K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.67K
$1.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
1+ 0.09% |
$312 - $359
|
1.13K
$579K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.31K
$1.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.84K
$1.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$312 - $359
|
4.75K
$2.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1+ 0.08% |
$312 - $359
|
1.21K
$621K
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1+ 0.02% |
$312 - $359
|
4.4K
$2.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1+ 0.05% |
$312 - $359
|
1.94K
$993K
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1+ 0.13% |
$312 - $359
|
761
$389K
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$312 - $359
|
5.94K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.02% |
$312 - $359
|
6.49K
$3.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$312 - $359
|
6.95K
$3.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.02% |
$312 - $359
|
4.73K
$2.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$312 - $359
|
4.14K
$2.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.02% |
$312 - $359
|
4.19K
$2.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.71K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.09% |
$312 - $359
|
1.09K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$312 - $359
|
10.1K
$5.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
1+ 0.01% |
$312 - $359
|
15.2K
$7.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.12% |
$312 - $359
|
813
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$312 - $359
|
23.5K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1+ 0.1% |
$312 - $359
|
1.05K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.1% |
$312 - $359
|
992
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$312 - $359
|
1.57K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1+ 0.0% |
$312 - $359
|
75.9K
$38.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$312 - $359
|
1.73K
$887K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.63K
$1.34M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1+ 0.04% |
$312 - $359
|
2.3K
$1.18M
|
|
|
May 19, 2025
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$312 - $359
|
1.57K
$802K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1- 0.05% |
$312 - $359
|
1.92K
$982K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-1- -0.0% |
$312 - $359
|
63.5K
$32.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-1- 0.02% |
$312 - $359
|
4.09K
$2.09M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$312 - $359
|
11.3K
$5.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1- -0.0% |
$312 - $359
|
36.7K
$18.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.01% |
$312 - $359
|
8.85K
$4.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-2- 0.12% |
$624 - $719
|
1.66K
$849K
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-2- 0.01% |
$624 - $719
|
29K
$14.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2- 0.16% |
$624 - $719
|
1.27K
$651K
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-2- 0.01% |
$624 - $719
|
15.1K
$7.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.03% |
$624 - $719
|
5.77K
$2.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$624 - $719
|
2.4K
$1.23M
|
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2- 0.26% |
$624 - $719
|
754
$386K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3- 0.01% |
$936 - $1.08K
|
28.9K
$14.8M
|