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 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.25K- 8.54% |
$1.33M - $1.53M
|
45.5K
$18.8M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.27K- 9.49% |
$1.33M - $1.54M
|
40.7K
$16.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-4.28K- 11.06% |
$1.34M - $1.54M
|
34.4K
$14.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-4.3K- 4.97% |
$1.34M - $1.54M
|
82.1K
$33.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.3K- 8.42% |
$1.34M - $1.55M
|
46.8K
$19.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-4.33K- 2.21% |
$1.35M - $1.55M
|
192K
$79.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-4.35K- 15.57% |
$1.36M - $1.56M
|
23.6K
$9.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.35K- 52.0% |
$1.36M - $1.56M
|
4.02K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-4.35K- 7.44% |
$1.36M - $1.56M
|
54.2K
$22.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.43K- 68.24% |
$1.38M - $1.59M
|
2.06K
$853K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-4.47K- 13.86% |
$1.4M - $1.61M
|
27.8K
$11.5M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.48K- 13.36% |
$1.4M - $1.61M
|
29K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-4.5K- 64.29% |
$1.4M - $1.62M
|
2.5K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.52K- 2.13% |
$1.41M - $1.62M
|
208K
$85.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.62K- 7.61% |
$1.44M - $1.66M
|
56.1K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-4.64K- 11.0% |
$1.45M - $1.67M
|
37.6K
$15.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-4.67K- 2.28% |
$1.46M - $1.68M
|
201K
$82.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.68K- 1.51% |
$1.46M - $1.68M
|
306K
$126M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.68K- 4.3% |
$1.46M - $1.68M
|
104K
$43M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.68K- 20.55% |
$1.46M - $1.68M
|
18.1K
$7.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.69K- 0.87% |
$1.46M - $1.69M
|
531K
$220M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-4.73K- 7.52% |
$1.48M - $1.7M
|
58.1K
$24M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.74K- 8.73% |
$1.48M - $1.7M
|
49.6K
$20.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4.75K- 1.84% |
$1.48M - $1.71M
|
254K
$105M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-4.76K- 0.9% |
$1.49M - $1.71M
|
526K
$217M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-4.76K- 10.88% |
$1.49M - $1.71M
|
39K
$16.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.78K- 5.02% |
$1.49M - $1.72M
|
90.4K
$37.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.83K- 36.01% |
$1.51M - $1.74M
|
8.58K
$3.54M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-4.84K- 4.7% |
$1.51M - $1.74M
|
98.2K
$40.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.89K- 1.75% |
$1.53M - $1.76M
|
274K
$113M
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-4.92K- 0.85% |
$1.53M - $1.77M
|
572K
$236M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.92K- 47.26% |
$1.53M - $1.77M
|
5.49K
$2.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-4.93K- 2.64% |
$1.54M - $1.77M
|
182K
$75.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-4.95K- 85.43% |
$1.55M - $1.78M
|
844
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Pennant Investors, LP
Summit, NJ |
SELL
|
- |
-5K- 3.73% |
$1.56M - $1.8M
|
129K
$53.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 9.09% |
$1.56M - $1.8M
|
50K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First Sabrepoint Capital Management LP
Dallas, TX |
SELL
|
- |
-5K- 12.5% |
$1.56M - $1.8M
|
35K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-5.07K- 5.69% |
$1.58M - $1.82M
|
84.1K
$34.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-5.09K- 3.35% |
$1.59M - $1.83M
|
147K
$60.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5.1K- 6.43% |
$1.59M - $1.83M
|
74.2K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.1K- 3.32% |
$1.59M - $1.83M
|
148K
$61.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-5.12K- 12.12% |
$1.6M - $1.84M
|
37.1K
$15.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-5.15K- 2.25% |
$1.61M - $1.85M
|
224K
$92.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-5.15K- 3.54% |
$1.61M - $1.85M
|
140K
$58M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.16K- 0.55% |
$1.61M - $1.86M
|
926K
$383M
|
|
|
Oct 23, 2023
Q3 2023
|
Palmer Knight CO
|
SELL
|
- |
-5.18K- 21.59% |
$1.62M - $1.86M
|
18.8K
$7.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-5.2K- 27.44% |
$1.62M - $1.87M
|
13.7K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-5.23K- 4.55% |
$1.63M - $1.88M
|
110K
$45.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-5.26K- 6.63% |
$1.64M - $1.89M
|
74K
$30.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-5.27K- 7.69% |
$1.64M - $1.89M
|
63.3K
$26.2M
|