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
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-34- 2.24% |
$10.6K - $12.2K
|
1.48K
$758K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-35- 0.42% |
$10.9K - $12.6K
|
8.36K
$4.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-35- 2.64% |
$10.9K - $12.6K
|
1.29K
$661K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-35- 0.94% |
$10.9K - $12.6K
|
3.71K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-35- 2.66% |
$10.9K - $12.6K
|
1.28K
$655K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-35- 0.5% |
$10.9K - $12.6K
|
7K
$3.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-36- 4.36% |
$11.2K - $12.9K
|
789
$404K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-36- 0.43% |
$11.2K - $12.9K
|
8.31K
$4.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-36- 0.16% |
$11.2K - $12.9K
|
22.6K
$11.6M
|
|
|
Apr 10, 2025
Q3 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-36- 2.7% |
$11.2K - $12.9K
|
1.3K
$665K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-37- 0.25% |
$11.5K - $13.3K
|
14.7K
$7.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-37- 0.39% |
$11.5K - $13.3K
|
9.37K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Granger Management LLC
|
SELL
|
- |
-37- 0.57% |
$11.5K - $13.3K
|
6.45K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-37- 0.47% |
$11.5K - $13.3K
|
7.88K
$4.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-38- 1.2% |
$11.9K - $13.7K
|
3.12K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-38- 0.33% |
$11.9K - $13.7K
|
11.4K
$5.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-39- 1.08% |
$12.2K - $14K
|
3.56K
$1.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-39- 0.1% |
$12.2K - $14K
|
39.7K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-39- 0.4% |
$12.2K - $14K
|
9.81K
$5.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-39- 0.29% |
$12.2K - $14K
|
13.5K
$6.91M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-39- 0.25% |
$12.2K - $14K
|
15.3K
$7.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-40- 0.12% |
$12.5K - $14.4K
|
33.9K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-41- 0.22% |
$12.8K - $14.7K
|
18.4K
$9.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-42- 21.88% |
$13.1K - $15.1K
|
150
$76.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-42- 4.44% |
$13.1K - $15.1K
|
904
$463K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-42- 1.21% |
$13.1K - $15.1K
|
3.44K
$1.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-42- 0.23% |
$13.1K - $15.1K
|
18.3K
$9.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-42- 0.62% |
$13.1K - $15.1K
|
6.69K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-42- 1.72% |
$13.1K - $15.1K
|
2.4K
$1.23M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-43- 3.51% |
$13.4K - $15.5K
|
1.18K
$604K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-43- 0.09% |
$13.4K - $15.5K
|
49.2K
$25.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-43- 0.66% |
$13.4K - $15.5K
|
6.51K
$3.33M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-43- 1.03% |
$13.4K - $15.5K
|
4.14K
$2.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-44- 1.89% |
$13.7K - $15.8K
|
2.28K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-44- 0.74% |
$13.7K - $15.8K
|
5.9K
$3.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-45- 0.08% |
$14K - $16.2K
|
54.7K
$28M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-46- 0.44% |
$14.4K - $16.5K
|
10.3K
$5.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-46- 0.03% |
$14.4K - $16.5K
|
162K
$83M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-46- 1.13% |
$14.4K - $16.5K
|
4.02K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-46- 2.5% |
$14.4K - $16.5K
|
1.8K
$919K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-46- 0.03% |
$14.4K - $16.5K
|
162K
$83M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-47- 0.11% |
$14.7K - $16.9K
|
41.7K
$21.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-48- 1.55% |
$15K - $17.3K
|
3.06K
$1.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-48- 0.11% |
$15K - $17.3K
|
42.8K
$21.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-48- 0.31% |
$15K - $17.3K
|
15.7K
$8.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-48- 0.9% |
$15K - $17.3K
|
5.26K
$2.69M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-49- 0.35% |
$15.3K - $17.6K
|
14.1K
$7.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-49- 0.17% |
$15.3K - $17.6K
|
28.2K
$14.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-49- 0.03% |
$15.3K - $17.6K
|
171K
$87.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-49- 0.69% |
$15.3K - $17.6K
|
7.06K
$3.61M
|