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 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-25- 0.62% |
$7.8K - $8.99K
|
4K
$2.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-25- 2.2% |
$7.8K - $8.99K
|
1.11K
$567K
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-25- 0.07% |
$7.8K - $8.99K
|
37.7K
$19.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.08% |
$7.8K - $8.99K
|
33.1K
$16.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-25- 0.1% |
$7.8K - $8.99K
|
25K
$12.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-25- 0.31% |
$7.8K - $8.99K
|
7.93K
$4.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-25- 2.84% |
$7.8K - $8.99K
|
854
$437K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.13% |
$7.8K - $8.99K
|
19.5K
$9.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-26- 0.13% |
$8.12K - $9.35K
|
19.8K
$10.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-26- 0.4% |
$8.12K - $9.35K
|
6.47K
$3.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-26- 0.39% |
$8.12K - $9.35K
|
6.66K
$3.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-26- 0.49% |
$8.12K - $9.35K
|
5.29K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-26- 0.04% |
$8.12K - $9.35K
|
61.2K
$31.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26- 0.16% |
$8.12K - $9.35K
|
16.5K
$8.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-27- 0.31% |
$8.43K - $9.71K
|
8.55K
$4.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-27- 0.24% |
$8.43K - $9.71K
|
11.3K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-27- 0.19% |
$8.43K - $9.71K
|
14.5K
$7.44M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-27- 1.45% |
$8.43K - $9.71K
|
1.84K
$941K
|
|
|
Mar 11, 2024
Q3 2023
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-27- 3.52% |
$8.43K - $9.71K
|
740
$379K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-28- 0.24% |
$8.74K - $10.1K
|
11.7K
$6M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-28- 0.79% |
$8.74K - $10.1K
|
3.5K
$1.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-28- 3.43% |
$8.74K - $10.1K
|
788
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-28- 0.74% |
$8.74K - $10.1K
|
3.74K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-28- 0.11% |
$8.74K - $10.1K
|
24.5K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-28- 0.11% |
$8.74K - $10.1K
|
26.3K
$13.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-28- 0.32% |
$8.74K - $10.1K
|
8.6K
$4.4M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-28- 0.79% |
$8.74K - $10.1K
|
3.5K
$1.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-29- 2.64% |
$9.05K - $10.4K
|
1.07K
$546K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-30- 2.43% |
$9.36K - $10.8K
|
1.2K
$616K
|
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-30- 0.09% |
$9.36K - $10.8K
|
32.7K
$16.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-30- 0.61% |
$9.36K - $10.8K
|
4.89K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 1.15% |
$9.36K - $10.8K
|
2.57K
$1.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-31- 0.94% |
$9.68K - $11.1K
|
3.25K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-31- 0.28% |
$9.68K - $11.1K
|
11K
$5.61M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-31- 0.53% |
$9.68K - $11.1K
|
5.82K
$2.98M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-31- 0.26% |
$9.68K - $11.1K
|
11.8K
$6.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.08% |
$9.68K - $11.1K
|
37.7K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-31- 0.01% |
$9.68K - $11.1K
|
235K
$120M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-32- 0.17% |
$9.99K - $11.5K
|
18.7K
$9.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-32- 1.4% |
$9.99K - $11.5K
|
2.25K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-32- 0.14% |
$9.99K - $11.5K
|
22.1K
$11.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-33- 1.1% |
$10.3K - $11.9K
|
2.96K
$1.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-33- 1.13% |
$10.3K - $11.9K
|
2.9K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-33- 1.64% |
$10.3K - $11.9K
|
1.97K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-33- 0.95% |
$10.3K - $11.9K
|
3.43K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-33- 0.14% |
$10.3K - $11.9K
|
23.8K
$12.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-34- 0.42% |
$10.6K - $12.2K
|
8K
$4.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-34- 0.21% |
$10.6K - $12.2K
|
16.4K
$8.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-34- 0.22% |
$10.6K - $12.2K
|
15.2K
$7.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-34- 0.05% |
$10.6K - $12.2K
|
67K
$34.3M
|