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 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.66K+ 0.65% |
$734K - $927K
|
410K
$172M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
2.66KNew |
$733K - $926K
|
2.66K
$1.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.63K+ 1.08% |
$725K - $917K
|
246K
$103M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.62K+ 70.28% |
$722K - $912K
|
6.35K
$2.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.59K+ 0.35% |
$714K - $903K
|
735K
$309M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.59K+ 3.11% |
$713K - $901K
|
85.8K
$36.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.59K+ 0.94% |
$712K - $900K
|
276K
$116M
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
2.58KNew |
$711K - $898K
|
2.58K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.58K+ 4.42% |
$710K - $897K
|
60.8K
$25.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.56K+ 2.49% |
$705K - $891K
|
105K
$44.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.56K+ 7.01% |
$705K - $890K
|
39K
$16.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.55K+ 9.5% |
$703K - $889K
|
29.4K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.53K+ 23.68% |
$695K - $879K
|
13.2K
$5.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.51K+ 35.02% |
$692K - $874K
|
9.68K
$4.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.5K+ 7.25% |
$688K - $870K
|
36.9K
$15.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
2.5K+ 8.07% |
$687K - $869K
|
33.4K
$14M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.46K+ 8.08% |
$677K - $855K
|
32.9K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.44K+ 37.51% |
$672K - $849K
|
8.94K
$3.76M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.43K+ 34.93% |
$670K - $847K
|
9.4K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
2.43K+ 100.0% |
$670K - $847K
|
4.87K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.43K+ 9.94% |
$669K - $846K
|
26.9K
$11.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.43K+ 13.78% |
$668K - $844K
|
20K
$8.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.43K+ 7.03% |
$668K - $844K
|
36.9K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
2.42K+ 18.93% |
$667K - $842K
|
15.2K
$6.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.4K+ 82.9% |
$661K - $835K
|
5.3K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.4K+ 61.18% |
$661K - $835K
|
6.32K
$2.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.39K+ 5.24% |
$659K - $833K
|
48.1K
$20.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.39K+ 2.38% |
$659K - $832K
|
103K
$43.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.38K+ 40.8% |
$654K - $827K
|
8.2K
$3.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.37K+ 15.98% |
$652K - $825K
|
17.2K
$7.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.36K+ 15.99% |
$649K - $821K
|
17.1K
$7.19M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.35K+ 5.6% |
$647K - $817K
|
44.2K
$18.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.34K+ 4.8% |
$645K - $815K
|
51.1K
$21.5M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.33K+ 2.58% |
$643K - $812K
|
92.6K
$38.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.33K+ 3.61% |
$642K - $812K
|
66.9K
$28.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.33K+ 10.54% |
$641K - $810K
|
24.4K
$10.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.32K+ 1.89% |
$639K - $808K
|
125K
$52.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.3K+ 62.17% |
$635K - $802K
|
6.01K
$2.53M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
2.3K+ 15.57% |
$633K - $800K
|
17.1K
$7.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.28K+ 0.59% |
$629K - $795K
|
387K
$163M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
2.27K+ 7.15% |
$624K - $789K
|
34K
$14.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
2.26K+ 9.14% |
$622K - $787K
|
27K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.26KNew |
$622K - $787K
|
2.26K
$950K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.25K+ 17.78% |
$620K - $783K
|
14.9K
$6.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.24K+ 71.64% |
$618K - $781K
|
5.37K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.22K+ 27.65% |
$612K - $774K
|
10.3K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
2.22K+ 11.6% |
$612K - $773K
|
21.4K
$8.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
2.22K+ 19.57% |
$612K - $773K
|
13.6K
$5.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.21K+ 0.76% |
$610K - $770K
|
295K
$124M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.21K+ 3.88% |
$609K - $770K
|
59.3K
$24.9M
|