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
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-404- 4.42% |
$126K - $145K
|
8.74K
$3.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-405- 6.36% |
$126K - $146K
|
5.96K
$2.46M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-406- 2.22% |
$127K - $146K
|
17.9K
$7.4M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-406- 0.5% |
$127K - $146K
|
81.5K
$33.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-407- 1.74% |
$127K - $146K
|
23K
$9.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-410- 2.23% |
$128K - $147K
|
17.9K
$7.41M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-412- 0.94% |
$129K - $148K
|
43.2K
$17.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-413- 6.45% |
$129K - $148K
|
5.99K
$2.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-415- 1.43% |
$130K - $149K
|
28.5K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-415- 31.8% |
$130K - $149K
|
890
$368K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-416- 12.47% |
$130K - $150K
|
2.92K
$1.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-417- 8.49% |
$130K - $150K
|
4.49K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-418- 0.93% |
$130K - $150K
|
44.6K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-420- 13.52% |
$131K - $151K
|
2.69K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-421- 1.66% |
$131K - $151K
|
24.9K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-421- 0.02% |
$131K - $151K
|
2.44M
$1.01B
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-422- 1.01% |
$132K - $152K
|
41.5K
$17.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-423- 2.97% |
$132K - $152K
|
13.8K
$5.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-424- 1.57% |
$132K - $152K
|
26.5K
$11M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-425- 0.8% |
$133K - $153K
|
52.8K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-425- 1.46% |
$133K - $153K
|
28.7K
$11.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-427- 2.82% |
$133K - $154K
|
14.7K
$6.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-428- 0.32% |
$134K - $154K
|
134K
$55.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-428- 0.65% |
$134K - $154K
|
65.1K
$26.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-429- 11.88% |
$134K - $154K
|
3.18K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-429- 0.41% |
$134K - $154K
|
104K
$43M
|
|
|
Nov 14, 2023
Q3 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-429- 3.55% |
$134K - $154K
|
11.6K
$4.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-430- 2.98% |
$134K - $155K
|
14K
$5.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-430- 0.81% |
$134K - $155K
|
52.5K
$21.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-433- 2.94% |
$135K - $156K
|
14.3K
$5.91M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-433- 5.51% |
$135K - $156K
|
7.43K
$3.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-434- 1.27% |
$135K - $156K
|
33.8K
$13.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-435- 0.59% |
$136K - $156K
|
73.4K
$30.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-440- 1.43% |
$137K - $158K
|
30.3K
$12.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-441- 1.36% |
$138K - $159K
|
32.1K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-441- 0.94% |
$138K - $159K
|
46.6K
$19.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-443- 5.03% |
$138K - $159K
|
8.36K
$3.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-443- 2.33% |
$138K - $159K
|
18.6K
$7.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-445- 0.24% |
$139K - $160K
|
186K
$76.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-445- 1.48% |
$139K - $160K
|
29.6K
$12.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-445- 4.51% |
$139K - $160K
|
9.43K
$3.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-447- 28.4% |
$140K - $161K
|
1.13K
$466K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-448- 0.79% |
$140K - $161K
|
56K
$23.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-448- 1.08% |
$140K - $161K
|
41.2K
$17M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-450- 2.47% |
$140K - $162K
|
17.8K
$7.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-450- 1.57% |
$140K - $162K
|
28.2K
$11.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-453- 7.85% |
$141K - $163K
|
5.32K
$2.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-453- 2.74% |
$141K - $163K
|
16.1K
$6.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-455- 0.86% |
$142K - $164K
|
52.3K
$21.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-455- 0.95% |
$142K - $164K
|
47.3K
$19.5M
|