Purchases and Sales Made in Q2 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.94K+ 144.09% |
$1.36M - $1.72M
|
8.37K
$3.51M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
4.93KNew |
$1.36M - $1.72M
|
4.93K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.91KNew |
$1.35M - $1.71M
|
4.91K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.85K+ 37.69% |
$1.33M - $1.69M
|
17.7K
$7.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.83KNew |
$1.33M - $1.68M
|
4.83K
$2.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.81K+ 8.69% |
$1.32M - $1.67M
|
60.1K
$25.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.73K+ 0.4% |
$1.3M - $1.65M
|
1.18M
$495M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.73KNew |
$1.3M - $1.65M
|
4.73K
$1.99M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.73KNew |
$1.3M - $1.65M
|
4.73K
$1.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
4.73K+ 14.3% |
$1.3M - $1.65M
|
37.8K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Equity Partners Management, LLC
San Francisco, CA |
BUY
|
- |
4.73K+ 6.73% |
$1.3M - $1.65M
|
75K
$31.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.72K+ 67.02% |
$1.3M - $1.64M
|
11.8K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
4.7K+ 2.53% |
$1.29M - $1.64M
|
191K
$80.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.69K+ 63.38% |
$1.29M - $1.63M
|
12.1K
$5.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.69K+ 3.31% |
$1.29M - $1.63M
|
146K
$61.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.67K+ 3.51% |
$1.29M - $1.63M
|
138K
$57.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
4.56K+ 0.76% |
$1.26M - $1.59M
|
602K
$253M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.47K+ 2.51% |
$1.23M - $1.56M
|
182K
$76.7M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.46K+ 31.61% |
$1.23M - $1.55M
|
18.6K
$7.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.44K+ 23.65% |
$1.22M - $1.55M
|
23.2K
$9.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.43K+ 14.14% |
$1.22M - $1.54M
|
35.8K
$15M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.43K+ 3.71% |
$1.22M - $1.54M
|
124K
$52M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.39K+ 25.34% |
$1.21M - $1.53M
|
21.7K
$9.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.38K+ 5.9% |
$1.21M - $1.52M
|
78.6K
$33M
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4.36KNew |
$1.2M - $1.52M
|
4.36K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
4.32K+ 2.3% |
$1.19M - $1.5M
|
192K
$80.9M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
4.31K+ 4.45% |
$1.19M - $1.5M
|
101K
$42.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.3K+ 8.11% |
$1.19M - $1.5M
|
57.4K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 4.62% |
$1.18M - $1.49M
|
96.8K
$40.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.27KNew |
$1.17M - $1.48M
|
4.27K
$1.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
4.23KNew |
$1.16M - $1.47M
|
4.23K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
4.18K+ 98.77% |
$1.15M - $1.46M
|
8.42K
$3.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
4.17K+ 195.68% |
$1.15M - $1.45M
|
6.3K
$2.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
4.16K+ 29.06% |
$1.15M - $1.45M
|
18.5K
$7.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
4.15KNew |
$1.14M - $1.44M
|
4.15K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.13K+ 93.64% |
$1.14M - $1.44M
|
8.53K
$3.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
4.09K+ 5.92% |
$1.13M - $1.42M
|
73.2K
$30.7M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.09K+ 5.87% |
$1.13M - $1.42M
|
73.7K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.09K+ 1.14% |
$1.13M - $1.42M
|
363K
$153M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.08K+ 6.13% |
$1.12M - $1.42M
|
70.6K
$29.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.06K+ 1.68% |
$1.12M - $1.41M
|
245K
$103M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.02K+ 12.82% |
$1.11M - $1.4M
|
35.4K
$14.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.02K+ 9.05% |
$1.11M - $1.4M
|
48.4K
$20.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.01K+ 2.2% |
$1.1M - $1.39M
|
186K
$78.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Ninepoint Partners LP
|
BUY
|
- |
4K+ 92.74% |
$1.1M - $1.39M
|
8.31K
$3.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Settian Capital LP
|
BUY
|
- |
4K+ 18.74% |
$1.1M - $1.39M
|
25.4K
$10.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.95K+ 20.91% |
$1.09M - $1.37M
|
22.8K
$9.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.94K+ 3.64% |
$1.08M - $1.37M
|
112K
$47.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.92KNew |
$1.08M - $1.36M
|
3.92K
$1.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.92K+ 8.11% |
$1.08M - $1.36M
|
52.2K
$21.9M
|