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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.46K- 2.59% |
$768K - $884K
|
92.7K
$38.3M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.46K- 2.59% |
$768K - $884K
|
92.7K
$38.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.47K- 5.82% |
$770K - $887K
|
39.9K
$16.5M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.48K- 3.14% |
$773K - $890K
|
76.4K
$31.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-2.48K- 7.7% |
$774K - $891K
|
29.7K
$12.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.49K- 24.36% |
$778K - $896K
|
7.74K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.5K- 3.72% |
$781K - $899K
|
64.8K
$26.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.53K- 2.37% |
$788K - $908K
|
104K
$42.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-2.53K- 24.58% |
$790K - $910K
|
7.77K
$3.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 4.58% |
$793K - $914K
|
52.9K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-2.54K- 3.22% |
$794K - $914K
|
76.4K
$31.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.55K- 4.79% |
$795K - $916K
|
50.6K
$20.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.55K- 2.35% |
$797K - $918K
|
106K
$43.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.56K- 13.72% |
$800K - $921K
|
16.1K
$6.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-2.58K- 2.12% |
$804K - $926K
|
119K
$49.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.6K- 0.49% |
$813K - $936K
|
534K
$221M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.61K- 76.91% |
$815K - $939K
|
784
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.62K- 1.29% |
$819K - $943K
|
200K
$82.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.63K- 2.36% |
$822K - $947K
|
109K
$45M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-2.64K- 48.71% |
$824K - $949K
|
2.78K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-2.65K- 0.99% |
$826K - $951K
|
264K
$109M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.66K- 32.41% |
$829K - $955K
|
5.54K
$2.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.69K- 3.82% |
$839K - $967K
|
67.7K
$28M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-2.69K- 50.2% |
$841K - $968K
|
2.67K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-2.7K- 12.0% |
$842K - $970K
|
19.8K
$8.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.7K- 1.42% |
$843K - $971K
|
187K
$77.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.72K- 6.31% |
$850K - $979K
|
40.5K
$16.7M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.72K- 3.63% |
$850K - $979K
|
72.4K
$29.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.73K- 2.83% |
$851K - $980K
|
93.4K
$38.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-2.75K- 6.86% |
$860K - $990K
|
37.4K
$15.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-2.77K- 43.04% |
$866K - $997K
|
3.67K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.79K- 4.74% |
$869K - $1M
|
55.9K
$23.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.8K- 3.9% |
$875K - $1.01M
|
69.1K
$28.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2.85K- 23.74% |
$891K - $1.03M
|
9.17K
$3.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 4.07% |
$897K - $1.03M
|
67.8K
$28M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.88K- 0.89% |
$900K - $1.04M
|
320K
$132M
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-2.9K- 13.03% |
$905K - $1.04M
|
19.3K
$7.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-2.9K- 2.28% |
$905K - $1.04M
|
124K
$51.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-2.9K- 64.7% |
$905K - $1.04M
|
1.58K
$654K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.9K- 3.38% |
$906K - $1.04M
|
82.9K
$34.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.9K- 5.8% |
$906K - $1.04M
|
47.2K
$19.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.92K- 2.59% |
$911K - $1.05M
|
110K
$45.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-2.92K- 3.94% |
$911K - $1.05M
|
71.2K
$29.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-2.93K- 30.07% |
$913K - $1.05M
|
6.8K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-2.93K- 0.36% |
$915K - $1.05M
|
801K
$331M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-2.95K- 1.72% |
$920K - $1.06M
|
168K
$69.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-2.97K- 0.76% |
$926K - $1.07M
|
387K
$160M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-2.98K- 2.16% |
$930K - $1.07M
|
135K
$55.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.98K- 1.02% |
$931K - $1.07M
|
290K
$120M
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2.99K- 0.38% |
$932K - $1.07M
|
786K
$325M
|