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 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
18+ 1.79% |
$5.62K - $6.47K
|
1.03K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
18+ 0.98% |
$5.62K - $6.47K
|
1.86K
$763K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
18+ 0.76% |
$5.62K - $6.47K
|
2.38K
$975K
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
18+ 1.79% |
$5.62K - $6.47K
|
1.02K
$418K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 0.11% |
$5.31K - $6.11K
|
16.2K
$6.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
17+ 0.09% |
$5.31K - $6.11K
|
19.4K
$7.96M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 0.55% |
$4.99K - $5.75K
|
2.91K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
16+ 1.86% |
$4.99K - $5.75K
|
875
$358K
|
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
16+ 0.13% |
$4.99K - $5.75K
|
12.5K
$5.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
16+ 0.24% |
$4.99K - $5.75K
|
6.62K
$2.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
16+ 26.23% |
$4.99K - $5.75K
|
77
$31.5K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15+ 0.12% |
$4.68K - $5.39K
|
12.1K
$4.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
15+ 0.1% |
$4.68K - $5.39K
|
14.8K
$6.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
15+ 0.33% |
$4.68K - $5.39K
|
4.59K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
15+ 0.12% |
$4.68K - $5.39K
|
12.4K
$5.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
15+ 0.28% |
$4.68K - $5.39K
|
5.38K
$2.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
14+ 0.06% |
$4.37K - $5.03K
|
21.8K
$8.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
14+ 0.7% |
$4.37K - $5.03K
|
2.03K
$830K
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 1.41% |
$4.06K - $4.67K
|
935
$383K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
13+ 0.09% |
$4.06K - $4.67K
|
15.2K
$6.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
13+ 13.68% |
$4.06K - $4.67K
|
108
$44.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.62% |
$4.06K - $4.67K
|
2.11K
$864K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
13+ 0.14% |
$4.06K - $4.67K
|
9.26K
$3.79M
|
|
|
Feb 05, 2025
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
13+ 0.49% |
$4.06K - $4.67K
|
2.65K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
12+ 0.73% |
$3.75K - $4.31K
|
1.66K
$682K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
12+ 0.22% |
$3.75K - $4.31K
|
5.55K
$2.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.2% |
$3.43K - $3.95K
|
5.49K
$2.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
11+ 0.13% |
$3.43K - $3.95K
|
8.67K
$3.55M
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11+ 0.75% |
$3.43K - $3.95K
|
1.47K
$603K
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
10+ 0.49% |
$3.12K - $3.59K
|
2.04K
$835K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
10+ 0.45% |
$3.12K - $3.59K
|
2.22K
$907K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 0.23% |
$2.81K - $3.24K
|
3.97K
$1.63M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
9+ 0.28% |
$2.81K - $3.24K
|
3.27K
$1.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.04% |
$2.5K - $2.88K
|
18K
$7.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8+ 1.3% |
$2.5K - $2.88K
|
625
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.12% |
$2.5K - $2.88K
|
6.9K
$2.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
8+ 0.0% |
$2.5K - $2.88K
|
257K
$105M
|
|
|
Nov 14, 2023
Q3 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
8+ 0.2% |
$2.5K - $2.88K
|
4.01K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
8+ 0.15% |
$2.5K - $2.88K
|
5.43K
$2.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
7+ 0.99% |
$2.18K - $2.52K
|
712
$292K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
7+ 0.05% |
$2.18K - $2.52K
|
14.1K
$5.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.25% |
$2.18K - $2.52K
|
2.8K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
7+ 0.02% |
$2.18K - $2.52K
|
32.1K
$13.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
7+ 0.09% |
$2.18K - $2.52K
|
7.96K
$3.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7+ 0.29% |
$2.18K - $2.52K
|
2.4K
$984K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 0.03% |
$2.18K - $2.52K
|
21.5K
$8.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7+ 0.03% |
$2.18K - $2.52K
|
23.3K
$9.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.19% |
$1.87K - $2.16K
|
3.21K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6+ 0.12% |
$1.87K - $2.16K
|
5.02K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
6+ 0.17% |
$1.87K - $2.16K
|
3.6K
$1.47M
|