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 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-528- 19.55% |
$165K - $190K
|
2.17K
$898K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-528- 7.11% |
$165K - $190K
|
6.9K
$2.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-529- 1.63% |
$165K - $190K
|
31.9K
$13.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-529- 2.64% |
$165K - $190K
|
19.5K
$8.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-530- 1.13% |
$165K - $191K
|
46.4K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-530- 1.65% |
$165K - $191K
|
31.6K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-531- 0.08% |
$166K - $191K
|
669K
$277M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-532- 0.78% |
$166K - $191K
|
67.8K
$28M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-533- 1.0% |
$166K - $192K
|
52.8K
$21.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-534- 2.72% |
$167K - $192K
|
19.1K
$7.9M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-534- 3.15% |
$167K - $192K
|
16.4K
$6.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-535- 1.43% |
$167K - $192K
|
37K
$15.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-536- 2.86% |
$167K - $193K
|
18.2K
$7.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-539- 1.19% |
$168K - $194K
|
44.7K
$18.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-541- 0.59% |
$169K - $194K
|
90.5K
$37.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-541- 1.0% |
$169K - $194K
|
53.6K
$22.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-543- 13.89% |
$169K - $195K
|
3.37K
$1.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-547- 4.11% |
$171K - $197K
|
12.8K
$5.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-551- 2.75% |
$172K - $198K
|
19.5K
$8.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-554- 2.92% |
$173K - $199K
|
18.4K
$7.6M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-561- 9.26% |
$175K - $202K
|
5.5K
$2.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-564- 2.01% |
$176K - $203K
|
27.6K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-564- 1.35% |
$176K - $203K
|
41.1K
$17M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-565- 7.39% |
$176K - $203K
|
7.08K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-570- 1.8% |
$178K - $205K
|
31.1K
$12.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-572- 7.22% |
$179K - $206K
|
7.35K
$3.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-575- 0.5% |
$179K - $207K
|
114K
$47.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-578- 3.97% |
$180K - $208K
|
14K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-579- 2.45% |
$181K - $208K
|
23.1K
$9.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-581- 2.01% |
$181K - $209K
|
28.4K
$11.7M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-581- 15.77% |
$181K - $209K
|
3.1K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-582- 4.23% |
$182K - $209K
|
13.2K
$5.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-584- 0.33% |
$182K - $210K
|
176K
$72.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-585- 0.45% |
$183K - $210K
|
129K
$53.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-585- 7.79% |
$183K - $210K
|
6.93K
$2.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-586- 6.2% |
$183K - $211K
|
8.86K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-587- 2.5% |
$183K - $211K
|
22.8K
$9.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-590- 2.48% |
$184K - $212K
|
23.2K
$9.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-591- 3.16% |
$184K - $212K
|
18.1K
$7.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-591- 1.23% |
$184K - $212K
|
47.6K
$19.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-591- 2.49% |
$184K - $212K
|
23.1K
$9.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-595- 3.19% |
$186K - $214K
|
18.1K
$7.47M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-596- 1.17% |
$186K - $214K
|
50.2K
$20.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-599- 3.61% |
$187K - $215K
|
16K
$6.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-599- 3.93% |
$187K - $215K
|
14.6K
$6.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-600- 0.87% |
$187K - $216K
|
68.1K
$28.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-600- 0.34% |
$187K - $216K
|
177K
$73M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-601- 1.63% |
$188K - $216K
|
36.2K
$15M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-604- 0.71% |
$189K - $217K
|
84.9K
$35.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-605- 1.71% |
$189K - $217K
|
34.8K
$14.4M
|