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
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 4.61% |
$363K - $459K
|
29.9K
$12.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.32K+ 2.07% |
$363K - $458K
|
64.8K
$27.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.32K+ 74.07% |
$363K - $458K
|
3.1K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
BUY
|
- |
1.31K+ 73.37% |
$362K - $457K
|
3.11K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.31K+ 9.77% |
$361K - $456K
|
14.7K
$6.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.3KNew |
$358K - $453K
|
1.3K
$546K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.29K+ 0.51% |
$356K - $449K
|
257K
$108M
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.29K+ 11.19% |
$354K - $448K
|
12.8K
$5.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.27K+ 1.19% |
$351K - $443K
|
108K
$45.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.27KNew |
$350K - $442K
|
1.27K
$534K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
1.26KNew |
$348K - $440K
|
1.26K
$531K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.26K+ 0.88% |
$347K - $439K
|
144K
$60.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.26K+ 12.8% |
$347K - $439K
|
11.1K
$4.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.25K+ 10.63% |
$345K - $436K
|
13K
$5.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
1.24K+ 1.41% |
$342K - $432K
|
89.2K
$37.5M
|
|
|
Jul 24, 2023
Q2 2023
|
True Wealth Financial Partners
|
BUY
|
- |
1.24K+ 85.38% |
$341K - $431K
|
2.69K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.23K+ 7.6% |
$340K - $429K
|
17.5K
$7.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.23K+ 46.51% |
$339K - $429K
|
3.88K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.23K+ 14.22% |
$338K - $427K
|
9.85K
$4.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.22KNew |
$337K - $426K
|
1.22K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.22K+ 128.15% |
$336K - $425K
|
2.17K
$913K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.22K+ 2.97% |
$336K - $424K
|
42.3K
$17.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.22K+ 8.74% |
$335K - $424K
|
15.2K
$6.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.22K+ 5.1% |
$335K - $423K
|
25.1K
$10.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.21K+ 4.08% |
$332K - $420K
|
30.8K
$12.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Dalton Investments LLC
|
BUY
|
- |
1.2K+ 17.39% |
$331K - $418K
|
8.1K
$3.4M
|
|
|
Aug 22, 2023
Q2 2023
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.2K+ 3.55% |
$331K - $418K
|
35K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.19K+ 28.41% |
$327K - $414K
|
5.37K
$2.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.18K+ 1.59% |
$325K - $411K
|
75.2K
$31.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.18K+ 15.49% |
$324K - $409K
|
8.76K
$3.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.17K+ 29.88% |
$323K - $408K
|
5.09K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.17K+ 7.51% |
$323K - $408K
|
16.8K
$7.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 22.5% |
$320K - $404K
|
6.33K
$2.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.16K+ 17.14% |
$319K - $403K
|
7.92K
$3.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.16K+ 35.96% |
$319K - $403K
|
4.38K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.14K+ 2.24% |
$315K - $398K
|
52.2K
$21.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.14K+ 4.09% |
$315K - $398K
|
29.1K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.14K+ 0.86% |
$313K - $396K
|
133K
$56M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 7.0% |
$313K - $395K
|
17.4K
$7.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.13K+ 6.15% |
$312K - $394K
|
19.5K
$8.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.13K+ 109.3% |
$311K - $393K
|
2.16K
$908K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.13K+ 1.45% |
$310K - $392K
|
78.9K
$33.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.12K+ 4.73% |
$308K - $390K
|
24.8K
$10.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.12K+ 35.09% |
$308K - $389K
|
4.3K
$1.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.11KNew |
$307K - $388K
|
1.11K
$468K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.11K+ 16.35% |
$306K - $387K
|
7.91K
$3.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.11K+ 90.84% |
$306K - $387K
|
2.33K
$981K
|
|
|
Aug 14, 2023
Q2 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
1.1K+ 4.97% |
$303K - $383K
|
23.3K
$9.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.1K+ 11.21% |
$302K - $382K
|
10.9K
$4.57M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.09K+ 0.75% |
$301K - $380K
|
147K
$61.8M
|