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 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-888- 9.46% |
$277K - $319K
|
8.5K
$3.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-889- 4.36% |
$277K - $320K
|
19.5K
$7.01M
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-890- 4.84% |
$278K - $320K
|
17.5K
$6.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-894- 19.23% |
$279K - $321K
|
3.76K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-895- 5.51% |
$279K - $322K
|
15.3K
$5.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-903- 5.67% |
$282K - $325K
|
15K
$5.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-904- 0.53% |
$282K - $325K
|
170K
$61M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-905- 1.26% |
$282K - $325K
|
71.1K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-908- 1.22% |
$283K - $326K
|
73.4K
$26.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-909- 10.8% |
$284K - $327K
|
7.5K
$2.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-911- 1.44% |
$284K - $327K
|
62.2K
$22.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-914- 0.98% |
$285K - $329K
|
92K
$33M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-914- 2.55% |
$285K - $329K
|
34.9K
$12.5M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-915- 8.9% |
$286K - $329K
|
9.37K
$3.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-918- 2.43% |
$287K - $330K
|
36.8K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-919- 4.08% |
$287K - $330K
|
21.6K
$7.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-920- 35.03% |
$287K - $331K
|
1.71K
$613K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-922- 4.9% |
$288K - $331K
|
17.9K
$6.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-922- 0.78% |
$288K - $331K
|
117K
$41.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-922- 2.62% |
$288K - $331K
|
34.3K
$12.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-923- 1.12% |
$288K - $332K
|
81.7K
$29.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-925- 2.11% |
$289K - $333K
|
42.9K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Crescent Park Management, L.P.
East Palo Alto, CA |
SELL
|
- |
-934- 1.91% |
$292K - $336K
|
48K
$17.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-934- 0.59% |
$292K - $336K
|
157K
$56.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-940- 4.35% |
$293K - $338K
|
20.7K
$7.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-947- 1.15% |
$296K - $340K
|
81.7K
$29.4M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-951- 0.36% |
$297K - $342K
|
263K
$94.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-952- 2.02% |
$297K - $342K
|
46.3K
$16.6M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-961- 9.39% |
$300K - $345K
|
9.27K
$3.33M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-963- 0.58% |
$301K - $346K
|
165K
$59.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-964- 31.99% |
$301K - $347K
|
2.05K
$736K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-965- 2.14% |
$301K - $347K
|
44K
$15.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-968- 4.44% |
$302K - $348K
|
20.8K
$7.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-971- 3.23% |
$303K - $349K
|
29.1K
$10.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-972- 1.04% |
$303K - $349K
|
92.1K
$33.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-974- 37.58% |
$304K - $350K
|
1.62K
$581K
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-975- 40.49% |
$304K - $351K
|
1.43K
$515K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-977- 0.83% |
$305K - $351K
|
117K
$42.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-984- 1.19% |
$307K - $354K
|
81.6K
$29.3M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-986- 2.48% |
$308K - $354K
|
38.8K
$13.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-987- 0.37% |
$308K - $355K
|
266K
$95.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-991- 6.15% |
$309K - $356K
|
15.1K
$5.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-994- 7.99% |
$310K - $357K
|
11.4K
$4.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-997- 3.97% |
$311K - $358K
|
24.1K
$8.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1K- 1.51% |
$312K - $359K
|
65.1K
$23.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Latash Investments, LLC
Anchorage, AK |
SELL
|
- |
-1K- 16.67% |
$312K - $359K
|
5K
$1.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-1K- 1.6% |
$312K - $360K
|
61.5K
$22.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 5.24% |
$314K - $362K
|
18.2K
$6.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.01K- 3.96% |
$315K - $363K
|
24.5K
$8.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.01K- 1.16% |
$315K - $363K
|
85.9K
$30.9M
|