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 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-332- 0.48% |
$104K - $119K
|
68.7K
$25.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-332- 11.83% |
$104K - $119K
|
2.48K
$910K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-334- 0.84% |
$104K - $120K
|
39.5K
$14.5M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-334- 1.46% |
$104K - $120K
|
22.5K
$8.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-334- 1.05% |
$104K - $120K
|
31.5K
$11.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-335- 3.55% |
$105K - $120K
|
9.11K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-335- 1.85% |
$105K - $120K
|
17.8K
$6.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-336- 7.45% |
$105K - $121K
|
4.18K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-337- 1.76% |
$105K - $121K
|
18.8K
$6.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-338- 1.23% |
$106K - $122K
|
27.2K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-338- 2.31% |
$106K - $122K
|
14.3K
$5.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-340- 0.8% |
$106K - $122K
|
41.9K
$15.4M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-341- 0.77% |
$106K - $123K
|
43.9K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-341- 1.95% |
$106K - $123K
|
17.2K
$6.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-345- 1.02% |
$108K - $124K
|
33.3K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-345- 3.61% |
$108K - $124K
|
9.2K
$3.38M
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-346- 6.68% |
$108K - $124K
|
4.83K
$1.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-349- 1.77% |
$109K - $125K
|
19.4K
$7.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-350- 1.44% |
$109K - $126K
|
24K
$8.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-352- 1.29% |
$110K - $127K
|
27K
$9.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-353- 6.36% |
$110K - $127K
|
5.2K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-355- 1.94% |
$111K - $128K
|
17.9K
$6.59M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-356- 1.14% |
$111K - $128K
|
30.8K
$11.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-356- 1.34% |
$111K - $128K
|
26.2K
$9.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-356- 0.55% |
$111K - $128K
|
64.1K
$23.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-357- 27.98% |
$111K - $128K
|
919
$338K
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-357- 26.66% |
$111K - $128K
|
982
$361K
|
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-357- 0.44% |
$111K - $128K
|
81.7K
$30M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-358- 2.56% |
$112K - $129K
|
13.6K
$5M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-358- 2.72% |
$112K - $129K
|
12.8K
$4.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-363- 6.07% |
$113K - $130K
|
5.62K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-365- 0.82% |
$114K - $131K
|
43.9K
$16.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-366- 1.26% |
$114K - $132K
|
28.7K
$10.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-368- 1.1% |
$115K - $132K
|
33.2K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-368- 4.05% |
$115K - $132K
|
8.73K
$3.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-369- 0.15% |
$115K - $133K
|
253K
$93.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-370- 22.57% |
$115K - $133K
|
1.27K
$467K
|
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-371- 1.42% |
$116K - $133K
|
25.8K
$9.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-372- 1.24% |
$116K - $134K
|
29.7K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-375- 27.27% |
$117K - $135K
|
1K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-377- 0.72% |
$118K - $136K
|
52K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-377- 3.62% |
$118K - $136K
|
10K
$3.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-378- 2.8% |
$118K - $136K
|
13.1K
$4.83M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-379- 0.37% |
$118K - $136K
|
101K
$37.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-380- 1.05% |
$119K - $137K
|
35.9K
$13.2M
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-386- 5.68% |
$120K - $139K
|
6.41K
$2.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-388- 0.26% |
$121K - $139K
|
148K
$54.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-389- 27.18% |
$121K - $140K
|
1.04K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-389- 1.24% |
$121K - $140K
|
31.1K
$11.4M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-390- 0.5% |
$122K - $140K
|
77.6K
$28.5M
|