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
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-91- 4.72% |
$28.4K - $32.7K
|
1.84K
$939K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-91- 1.01% |
$28.4K - $32.7K
|
8.95K
$4.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-92- 3.46% |
$28.7K - $33.1K
|
2.57K
$1.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-93- 1.44% |
$29K - $33.4K
|
6.37K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-93- 0.65% |
$29K - $33.4K
|
14.2K
$7.27M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-94- 7.06% |
$29.3K - $33.8K
|
1.24K
$633K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-94- 0.9% |
$29.3K - $33.8K
|
10.4K
$5.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-94- 0.18% |
$29.3K - $33.8K
|
53.5K
$27.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-94- 1.1% |
$29.3K - $33.8K
|
8.44K
$4.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-96- 0.49% |
$30K - $34.5K
|
19.5K
$9.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-96- 1.76% |
$30K - $34.5K
|
5.35K
$2.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-96- 1.84% |
$30K - $34.5K
|
5.12K
$2.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-98- 0.64% |
$30.6K - $35.2K
|
15.1K
$7.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-98- 2.83% |
$30.6K - $35.2K
|
3.37K
$1.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-99- 0.15% |
$30.9K - $35.6K
|
64.2K
$32.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-99- 5.69% |
$30.9K - $35.6K
|
1.64K
$840K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-99- 0.67% |
$30.9K - $35.6K
|
14.6K
$7.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-99- 7.55% |
$30.9K - $35.6K
|
1.21K
$620K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-100- 11.59% |
$31.2K - $35.9K
|
763
$390K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 0.4% |
$31.2K - $35.9K
|
24.7K
$12.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-100- 0.16% |
$31.2K - $35.9K
|
61.4K
$31.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-100- 7.23% |
$31.2K - $35.9K
|
1.28K
$657K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-100- 2.42% |
$31.2K - $35.9K
|
4.03K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 0.81% |
$31.2K - $35.9K
|
12.3K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
SELL
|
- |
-100- 1.35% |
$31.2K - $35.9K
|
7.32K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-100- 1.06% |
$31.2K - $35.9K
|
9.35K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-101- 4.52% |
$31.5K - $36.3K
|
2.13K
$1.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-102- 2.18% |
$31.8K - $36.7K
|
4.58K
$2.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-103- 0.2% |
$32.2K - $37K
|
50.8K
$26M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-103- 0.2% |
$32.2K - $37K
|
50.4K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-103- 0.34% |
$32.2K - $37K
|
30.3K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-103- 0.52% |
$32.2K - $37K
|
19.7K
$10.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-103- 1.09% |
$32.2K - $37K
|
9.37K
$4.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-105- 0.23% |
$32.8K - $37.7K
|
45.9K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-105- 0.77% |
$32.8K - $37.7K
|
13.6K
$6.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-106- 0.79% |
$33.1K - $38.1K
|
13.3K
$6.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-106- 9.8% |
$33.1K - $38.1K
|
976
$499K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-107- 0.6% |
$33.4K - $38.5K
|
17.7K
$9.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-107- 1.85% |
$33.4K - $38.5K
|
5.68K
$2.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-107- 0.33% |
$33.4K - $38.5K
|
32.5K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-107- 0.35% |
$33.4K - $38.5K
|
30.7K
$15.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-108- 0.69% |
$33.7K - $38.8K
|
15.6K
$7.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-108- 0.11% |
$33.7K - $38.8K
|
98.8K
$50.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-109- 0.22% |
$34K - $39.2K
|
48.6K
$24.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-109- 0.17% |
$34K - $39.2K
|
63.9K
$32.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-109- 1.55% |
$34K - $39.2K
|
6.93K
$3.55M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-110- 0.55% |
$34.3K - $39.5K
|
19.9K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-111- 0.32% |
$34.6K - $39.9K
|
35K
$17.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-111- 0.91% |
$34.6K - $39.9K
|
12K
$6.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-112- 0.51% |
$35K - $40.3K
|
21.9K
$11.2M
|