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 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
1.51K+ 5.68% |
$415K - $524K
|
28K
$11.8M
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.5K+ 33.0% |
$414K - $524K
|
6.06K
$2.55M
|
|
Jul 20, 2023
Q2 2023
|
Long Walk Management LP
|
BUY
|
- |
1.5K+ 5.04% |
$413K - $522K
|
31.3K
$13.1M
|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1.5K+ 6.0% |
$413K - $522K
|
26.5K
$11.1M
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
1.5KNew |
$413K - $522K
|
1.5K
$630K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5K+ 1.43% |
$412K - $521K
|
106K
$44.6M
|
|
Jul 06, 2023
Q2 2023
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
1.49K+ 2.06% |
$411K - $520K
|
74K
$31.1M
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.49K+ 7.16% |
$410K - $518K
|
22.3K
$9.37M
|
|
Aug 04, 2023
Q2 2023
|
Marathon Asset Management LTD
|
BUY
|
- |
1.49K+ 0.37% |
$410K - $518K
|
402K
$169M
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 5.5% |
$407K - $515K
|
28.4K
$11.9M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.48K+ 2.58% |
$407K - $514K
|
58.8K
$24.7M
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.47K+ 2.57% |
$405K - $512K
|
58.7K
$24.6M
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.47K+ 22.67% |
$405K - $512K
|
7.96K
$3.34M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.46K+ 1.65% |
$402K - $508K
|
89.6K
$37.7M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.46K+ 1.8% |
$401K - $507K
|
82.5K
$34.7M
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.46K+ 36.42% |
$401K - $506K
|
5.45K
$2.29M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.45K+ 7.3% |
$399K - $504K
|
21.3K
$8.94M
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.45KNew |
$399K - $504K
|
1.45K
$608K
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.44K+ 8.54% |
$397K - $502K
|
18.3K
$7.7M
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
1.44KNew |
$397K - $502K
|
1.44K
$606K
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.44K+ 4.62% |
$397K - $502K
|
32.7K
$13.7M
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1.44K+ 9.96% |
$396K - $500K
|
15.9K
$6.67M
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.43K+ 2.12% |
$395K - $499K
|
69.2K
$29.1M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
1.42K+ 1.07% |
$391K - $494K
|
134K
$56.2M
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.42K+ 7.17% |
$390K - $493K
|
21.2K
$8.89M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.42K+ 38.52% |
$390K - $493K
|
5.09K
$2.14M
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.42KNew |
$390K - $493K
|
1.42K
$595K
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.41K+ 13.64% |
$389K - $492K
|
11.8K
$4.95M
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.41K+ 1.57% |
$388K - $490K
|
91.1K
$38.3M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.41K+ 0.89% |
$387K - $489K
|
159K
$66.7M
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.39K+ 15.11% |
$384K - $485K
|
10.6K
$4.46M
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.39K+ 5.5% |
$383K - $484K
|
26.7K
$11.2M
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 16.48% |
$381K - $482K
|
9.78K
$4.11M
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
1.38K+ 0.53% |
$381K - $481K
|
263K
$110M
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.38K+ 7.09% |
$381K - $481K
|
20.9K
$8.78M
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.38K+ 0.85% |
$379K - $479K
|
162K
$68.2M
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.38K+ 2.18% |
$379K - $479K
|
64.3K
$27M
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
1.37K+ 151.27% |
$376K - $476K
|
2.27K
$953K
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
1.36K+ 3.56% |
$375K - $474K
|
39.6K
$16.7M
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.77% |
$372K - $471K
|
77.7K
$32.7M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.35K+ 43.16% |
$372K - $470K
|
4.48K
$1.88M
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.35K+ 50.07% |
$371K - $469K
|
4.04K
$1.7M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.35K+ 3.51% |
$371K - $469K
|
39.7K
$16.7M
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
1.35K+ 0.49% |
$371K - $469K
|
276K
$116M
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.35K+ 1.07% |
$371K - $469K
|
127K
$53.6M
|
|
Aug 14, 2023
Q2 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
1.33K+ 1.83% |
$367K - $464K
|
74.3K
$31.2M
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.33K+ 4.4% |
$367K - $463K
|
31.6K
$13.3M
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.33K+ 14.69% |
$365K - $462K
|
10.4K
$4.35M
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.32K+ 1.1% |
$364K - $459K
|
121K
$50.9M
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 9.94% |
$363K - $459K
|
14.6K
$6.13M
|