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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.91KNew |
$1.08M - $1.36M
|
3.91K
$1.64M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.88K+ 1.44% |
$1.07M - $1.35M
|
274K
$115M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.86K+ 9.11% |
$1.06M - $1.34M
|
46.2K
$19.4M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.84K+ 18.32% |
$1.06M - $1.34M
|
24.8K
$10.4M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.81K+ 16.95% |
$1.05M - $1.33M
|
26.3K
$11.1M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.81K+ 1.38% |
$1.05M - $1.32M
|
279K
$117M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.8KNew |
$1.05M - $1.32M
|
3.8K
$1.6M
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
3.78K+ 5.83% |
$1.04M - $1.32M
|
68.6K
$28.8M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.77K+ 9.72% |
$1.04M - $1.31M
|
42.6K
$17.9M
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.77KNew |
$1.04M - $1.31M
|
3.77K
$1.58M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
3.77K+ 5.71% |
$1.04M - $1.31M
|
69.7K
$29.3M
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
3.76K+ 38.17% |
$1.04M - $1.31M
|
13.6K
$5.72M
|
|
Aug 14, 2023
Q2 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
3.75KNew |
$1.03M - $1.31M
|
3.75K
$1.58M
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
3.73K+ 321.07% |
$1.03M - $1.3M
|
4.9K
$2.06M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
3.7K+ 1.5% |
$1.02M - $1.29M
|
250K
$105M
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.69K+ 12.17% |
$1.02M - $1.29M
|
34K
$14.3M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.69K+ 28.8% |
$1.02M - $1.29M
|
16.5K
$6.94M
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.68KNew |
$1.01M - $1.28M
|
3.68K
$1.55M
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.67K+ 91.43% |
$1.01M - $1.28M
|
7.69K
$3.23M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
3.66K+ 9.03% |
$1.01M - $1.27M
|
44.2K
$18.6M
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
3.65K+ 4.01% |
$1M - $1.27M
|
94.6K
$39.8M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.61K+ 2.27% |
$993K - $1.25M
|
162K
$68.2M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.61K+ 2.27% |
$993K - $1.25M
|
162K
$68.2M
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.59K+ 1.45% |
$988K - $1.25M
|
252K
$106M
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.58K+ 14.22% |
$986K - $1.25M
|
28.8K
$12.1M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.58K+ 0.33% |
$985K - $1.24M
|
1.1M
$461M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.57K+ 16.42% |
$982K - $1.24M
|
25.3K
$10.6M
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.56K+ 7.84% |
$982K - $1.24M
|
49K
$20.6M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.52K+ 9.77% |
$971K - $1.23M
|
39.6K
$16.6M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.52K+ 2.45% |
$970K - $1.23M
|
148K
$62M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.52K+ 2.97% |
$969K - $1.22M
|
122K
$51.3M
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
3.52K+ 0.89% |
$969K - $1.22M
|
398K
$167M
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.51KNew |
$968K - $1.22M
|
3.51K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Trybe Capital Management LP
Greenwich, CT |
BUY
|
- |
3.47K+ 6.29% |
$956K - $1.21M
|
58.6K
$24.6M
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.47K+ 12.05% |
$955K - $1.21M
|
32.2K
$13.6M
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.45K+ 2.6% |
$950K - $1.2M
|
136K
$57.1M
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.44K+ 89.78% |
$948K - $1.2M
|
7.28K
$3.06M
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.43K+ 8.32% |
$944K - $1.19M
|
44.7K
$18.8M
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.39K+ 2.58% |
$932K - $1.18M
|
135K
$56.6M
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.35K+ 86.62% |
$922K - $1.17M
|
7.21K
$3.03M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.33K+ 5.45% |
$918K - $1.16M
|
64.4K
$27.1M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 7.18% |
$917K - $1.16M
|
49.7K
$20.9M
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.32K+ 48.0% |
$914K - $1.16M
|
10.2K
$4.3M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.31K+ 0.38% |
$911K - $1.15M
|
880K
$370M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.31K+ 42.72% |
$911K - $1.15M
|
11.1K
$4.65M
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
3.3K+ 9.03% |
$910K - $1.15M
|
39.9K
$16.8M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.29K+ 3.68% |
$906K - $1.14M
|
92.6K
$38.9M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.28K+ 9.61% |
$904K - $1.14M
|
37.4K
$15.7M
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.25K+ 16.05% |
$896K - $1.13M
|
23.5K
$9.88M
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.24K+ 95.83% |
$893K - $1.13M
|
6.63K
$2.78M
|