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 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.01% |
$936 - $1.08K
|
20.5K
$10.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-3- 0.19% |
$936 - $1.08K
|
1.54K
$787K
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
SELL
|
- |
-3- 0.05% |
$936 - $1.08K
|
6.3K
$3.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
SELL
|
- |
-4- 0.27% |
$1.25K - $1.44K
|
1.45K
$743K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4- -0.0% |
$1.25K - $1.44K
|
236K
$121M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4- 0.22% |
$1.25K - $1.44K
|
1.78K
$912K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4- 0.12% |
$1.25K - $1.44K
|
3.27K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5- 0.01% |
$1.56K - $1.8K
|
38.9K
$19.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-5- 0.04% |
$1.56K - $1.8K
|
11.6K
$5.93M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-5- 0.04% |
$1.56K - $1.8K
|
13.9K
$7.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-5- 0.06% |
$1.56K - $1.8K
|
7.97K
$4.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-5- 0.06% |
$1.56K - $1.8K
|
8.83K
$4.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-5- 0.19% |
$1.56K - $1.8K
|
2.63K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
SELL
|
- |
-6- 0.03% |
$1.87K - $2.16K
|
21.1K
$10.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6- 0.07% |
$1.87K - $2.16K
|
8.71K
$4.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-6- 0.05% |
$1.87K - $2.16K
|
13.1K
$6.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-6- 0.08% |
$1.87K - $2.16K
|
7.08K
$3.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-7- 0.25% |
$2.18K - $2.52K
|
2.8K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7- 0.13% |
$2.18K - $2.52K
|
5.19K
$2.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-7- 0.01% |
$2.18K - $2.52K
|
68.2K
$34.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7- 0.21% |
$2.18K - $2.52K
|
3.29K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-7- 0.04% |
$2.18K - $2.52K
|
18.1K
$9.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-7- 1.0% |
$2.18K - $2.52K
|
691
$354K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-8- 0.81% |
$2.5K - $2.88K
|
981
$502K
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-8- 0.45% |
$2.5K - $2.88K
|
1.78K
$909K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-8- 0.18% |
$2.5K - $2.88K
|
4.56K
$2.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-8- 0.09% |
$2.5K - $2.88K
|
9.33K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.43% |
$2.5K - $2.88K
|
1.86K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.39% |
$2.5K - $2.88K
|
2.05K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-9- 0.09% |
$2.81K - $3.24K
|
9.5K
$4.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-9- 0.12% |
$2.81K - $3.24K
|
7.2K
$3.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9- 0.04% |
$2.81K - $3.24K
|
22.9K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-9- 0.13% |
$2.81K - $3.24K
|
7.06K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-9- 0.07% |
$2.81K - $3.24K
|
13.6K
$6.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.11% |
$3.12K - $3.59K
|
9.36K
$4.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-10- 0.42% |
$3.12K - $3.59K
|
2.38K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-10- 0.03% |
$3.12K - $3.59K
|
33.4K
$17.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-10- 1.54% |
$3.12K - $3.59K
|
638
$326K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-10- 0.04% |
$3.12K - $3.59K
|
22.9K
$11.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-11- 0.04% |
$3.43K - $3.95K
|
26.4K
$13.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-11- 0.14% |
$3.43K - $3.95K
|
7.71K
$3.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-11- 1.15% |
$3.43K - $3.95K
|
942
$482K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11- 0.17% |
$3.43K - $3.95K
|
6.64K
$3.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-11- 0.09% |
$3.43K - $3.95K
|
11.6K
$5.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-12- 0.35% |
$3.75K - $4.31K
|
3.38K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-12- 0.04% |
$3.75K - $4.31K
|
31.1K
$15.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-12- 0.53% |
$3.75K - $4.31K
|
2.26K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-12- 0.12% |
$3.75K - $4.31K
|
10.3K
$5.27M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-13- 0.85% |
$4.06K - $4.67K
|
1.52K
$776K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-13- 0.09% |
$4.06K - $4.67K
|
13.8K
$7.08M
|