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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.22K+ 10.08% |
$888K - $1.12M
|
35.2K
$14.8M
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.22K+ 5.73% |
$887K - $1.12M
|
59.4K
$25M
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
3.22K+ 14.61% |
$887K - $1.12M
|
25.3K
$10.6M
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.22K+ 18.45% |
$885K - $1.12M
|
20.6K
$8.67M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.21K+ 7.6% |
$884K - $1.12M
|
45.4K
$19.1M
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
3.2KNew |
$881K - $1.11M
|
3.2K
$1.34M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.2K+ 14.83% |
$881K - $1.11M
|
24.8K
$10.4M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.18K+ 4.18% |
$874K - $1.11M
|
79.1K
$33.2M
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.17K+ 13.63% |
$873K - $1.1M
|
26.4K
$11.1M
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.15K+ 7.46% |
$868K - $1.1M
|
45.4K
$19.1M
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.15K+ 7.46% |
$868K - $1.1M
|
45.4K
$19.1M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
3.14K+ 87.99% |
$864K - $1.09M
|
6.7K
$2.82M
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.11K+ 130.92% |
$856K - $1.08M
|
5.48K
$2.3M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.11K+ 2.65% |
$855K - $1.08M
|
120K
$50.5M
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.1K+ 12.06% |
$854K - $1.08M
|
28.8K
$12.1M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.09K+ 15.65% |
$852K - $1.08M
|
22.9K
$9.6M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.08K+ 11.98% |
$848K - $1.07M
|
28.8K
$12.1M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.08K+ 21.54% |
$847K - $1.07M
|
17.4K
$7.29M
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.07K+ 6.16% |
$846K - $1.07M
|
52.9K
$22.2M
|
|
Aug 14, 2023
Q2 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
3.06K+ 21.2% |
$843K - $1.07M
|
17.5K
$7.35M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3.05KNew |
$841K - $1.06M
|
3.05K
$1.28M
|
|
Aug 02, 2023
Q2 2023
|
Gruss & Co., LLC
|
BUY
|
- |
3K+ 75.0% |
$826K - $1.04M
|
7K
$2.94M
|
|
Aug 11, 2023
Q2 2023
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
3KNew |
$826K - $1.04M
|
3K
$1.26M
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.98K+ 25.77% |
$821K - $1.04M
|
14.6K
$6.11M
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.98K+ 1.0% |
$821K - $1.04M
|
300K
$126M
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.95K+ 5.83% |
$814K - $1.03M
|
53.6K
$22.5M
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.95K+ 40.18% |
$813K - $1.03M
|
10.3K
$4.33M
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.95K+ 3.23% |
$812K - $1.03M
|
94.3K
$39.6M
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.95K+ 157.36% |
$812K - $1.03M
|
4.82K
$2.03M
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.95K+ 119.26% |
$812K - $1.03M
|
5.42K
$2.28M
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.93K+ 5.83% |
$806K - $1.02M
|
53.1K
$22.3M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.91K+ 8.92% |
$801K - $1.01M
|
35.5K
$14.9M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.87K+ 3.6% |
$790K - $999K
|
82.7K
$34.7M
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.86K+ 194.96% |
$789K - $997K
|
4.33K
$1.82M
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.85K+ 3.37% |
$786K - $993K
|
87.6K
$36.8M
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.84K+ 4.14% |
$782K - $988K
|
71.4K
$30M
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.79K+ 4.26% |
$767K - $969K
|
68.1K
$28.6M
|
|
Aug 14, 2023
Q2 2023
|
In Depth Partners, LLC
Miami, FL |
BUY
|
- |
2.78K+ 10.18% |
$764K - $966K
|
30K
$12.6M
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2.76K+ 4.35% |
$760K - $960K
|
66.2K
$27.8M
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.76K+ 14.29% |
$759K - $959K
|
22K
$9.26M
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.75K+ 11.44% |
$756K - $956K
|
26.7K
$11.2M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.71K+ 1.02% |
$747K - $945K
|
270K
$113M
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.71KNew |
$746K - $942K
|
2.71K
$1.14M
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.7K+ 11.63% |
$745K - $941K
|
26K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.7KNew |
$744K - $940K
|
2.7K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.7K+ 22.97% |
$743K - $940K
|
14.4K
$6.07M
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.69K+ 1.4% |
$740K - $935K
|
194K
$81.5M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.68KNew |
$738K - $933K
|
2.68K
$1.13M
|
|
Aug 02, 2023
Q2 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.67K+ 62.69% |
$736K - $930K
|
6.94K
$2.91M
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2.67KNew |
$735K - $929K
|
2.67K
$1.12M
|