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 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-920- 35.03% |
$287K - $331K
|
1.71K
$705K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-922- 4.9% |
$288K - $331K
|
17.9K
$7.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-922- 0.78% |
$288K - $331K
|
117K
$48.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-922- 2.62% |
$288K - $331K
|
34.3K
$14.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-923- 1.12% |
$288K - $332K
|
81.7K
$33.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-925- 2.11% |
$289K - $333K
|
42.9K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Crescent Park Management, L.P.
East Palo Alto, CA |
SELL
|
- |
-934- 1.91% |
$292K - $336K
|
48K
$19.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-934- 0.59% |
$292K - $336K
|
157K
$64.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-940- 4.35% |
$293K - $338K
|
20.7K
$8.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-947- 1.15% |
$296K - $340K
|
81.7K
$33.8M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-951- 0.36% |
$297K - $342K
|
263K
$109M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-952- 2.02% |
$297K - $342K
|
46.3K
$19.1M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-961- 9.39% |
$300K - $345K
|
9.27K
$3.83M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-963- 0.58% |
$301K - $346K
|
165K
$68.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-964- 31.99% |
$301K - $347K
|
2.05K
$847K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-965- 2.14% |
$301K - $347K
|
44K
$18.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-968- 4.44% |
$302K - $348K
|
20.8K
$8.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-971- 3.23% |
$303K - $349K
|
29.1K
$12M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-972- 1.04% |
$303K - $349K
|
92.1K
$38.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-974- 37.58% |
$304K - $350K
|
1.62K
$669K
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-975- 40.49% |
$304K - $351K
|
1.43K
$592K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-977- 0.83% |
$305K - $351K
|
117K
$48.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-984- 1.19% |
$307K - $354K
|
81.6K
$33.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-986- 2.48% |
$308K - $354K
|
38.8K
$16.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-987- 0.37% |
$308K - $355K
|
266K
$110M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-991- 6.15% |
$309K - $356K
|
15.1K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-994- 7.99% |
$310K - $357K
|
11.4K
$4.73M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-997- 3.97% |
$311K - $358K
|
24.1K
$9.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1K- 1.51% |
$312K - $359K
|
65.1K
$26.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Latash Investments, LLC
Anchorage, AK |
SELL
|
- |
-1K- 16.67% |
$312K - $359K
|
5K
$2.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-1K- 1.6% |
$312K - $360K
|
61.5K
$25.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 5.24% |
$314K - $362K
|
18.2K
$7.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.01K- 3.96% |
$315K - $363K
|
24.5K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.01K- 1.16% |
$315K - $363K
|
85.9K
$35.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 5.97% |
$318K - $367K
|
16.1K
$6.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.02K- 1.59% |
$319K - $368K
|
63.4K
$26.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 47.76% |
$320K - $368K
|
1.12K
$463K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.03K- 0.68% |
$320K - $369K
|
151K
$62.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-1.03K- 3.99% |
$321K - $369K
|
24.7K
$10.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.03K- 1.42% |
$321K - $370K
|
71.3K
$29.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.03K- 4.04% |
$321K - $370K
|
24.4K
$10.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.03K- 0.96% |
$322K - $370K
|
107K
$44.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.03K- 0.33% |
$322K - $371K
|
309K
$128M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.03K- 3.78% |
$323K - $372K
|
26.3K
$10.9M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.04K- 1.19% |
$324K - $373K
|
86.4K
$35.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.04K- 0.38% |
$324K - $373K
|
275K
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.04K- 2.86% |
$324K - $373K
|
35.2K
$14.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.04K- 1.97% |
$325K - $374K
|
51.8K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.04K- 8.12% |
$326K - $375K
|
11.8K
$4.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 1.92% |
$328K - $377K
|
53.6K
$22.2M
|