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 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
923+ 7.88% |
$254K - $321K
|
12.6K
$5.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
921+ 4.35% |
$254K - $321K
|
22.1K
$9.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
921New |
$254K - $321K
|
921
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
918+ 48.32% |
$253K - $320K
|
2.82K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
915+ 8.4% |
$252K - $319K
|
11.8K
$4.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
911+ 4.2% |
$251K - $317K
|
22.6K
$9.5M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
909+ 12.11% |
$250K - $316K
|
8.41K
$3.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
904+ 1.24% |
$249K - $315K
|
73.9K
$31M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
902+ 37.37% |
$248K - $314K
|
3.32K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
899+ 5.12% |
$248K - $313K
|
18.5K
$7.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
892+ 0.46% |
$246K - $311K
|
197K
$82.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
884+ 5.07% |
$243K - $308K
|
18.3K
$7.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
882+ 89.09% |
$243K - $307K
|
1.87K
$787K
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
880New |
$242K - $306K
|
880
$370K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
879+ 3.94% |
$242K - $306K
|
23.2K
$9.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
878+ 3.42% |
$242K - $306K
|
26.5K
$11.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
873+ 6.09% |
$240K - $304K
|
15.2K
$6.39M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
871+ 12.36% |
$240K - $303K
|
7.92K
$3.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
867+ 31.57% |
$239K - $302K
|
3.61K
$1.52M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
866+ 26.4% |
$239K - $301K
|
4.15K
$1.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
858+ 2.93% |
$236K - $299K
|
30.1K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
857+ 7.45% |
$236K - $298K
|
12.4K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
854+ 40.19% |
$235K - $297K
|
2.98K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
853New |
$235K - $297K
|
853
$358K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
846+ 3.03% |
$233K - $294K
|
28.8K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
846New |
$233K - $294K
|
846
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
841+ 23.64% |
$232K - $293K
|
4.4K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
835+ 8.68% |
$230K - $291K
|
10.5K
$4.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
835+ 39.95% |
$230K - $291K
|
2.93K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
835+ 19.82% |
$230K - $291K
|
5.05K
$2.12M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
834+ 12.25% |
$230K - $290K
|
7.64K
$3.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
834New |
$230K - $290K
|
834
$350K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
832+ 3.87% |
$229K - $290K
|
22.3K
$9.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
831+ 0.5% |
$229K - $289K
|
168K
$70.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
830+ 1.45% |
$229K - $289K
|
58.1K
$24.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
826+ 0.25% |
$227K - $288K
|
338K
$142M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
825+ 10.55% |
$227K - $287K
|
8.65K
$3.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
820+ 14.16% |
$226K - $285K
|
6.61K
$2.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
815+ 1.34% |
$224K - $284K
|
61.5K
$25.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
808+ 9.95% |
$223K - $281K
|
8.93K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
807+ 3.59% |
$222K - $281K
|
23.3K
$9.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
806+ 1.34% |
$222K - $281K
|
61.1K
$25.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
805+ 1.56% |
$222K - $280K
|
52.3K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
802+ 3.71% |
$221K - $279K
|
22.4K
$9.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
800+ 6.64% |
$220K - $278K
|
12.9K
$5.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
800+ 3.87% |
$220K - $278K
|
21.5K
$9.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
798+ 4.36% |
$220K - $278K
|
19.1K
$8.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
797+ 0.88% |
$220K - $277K
|
91.2K
$38.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
796+ 11.51% |
$219K - $277K
|
7.71K
$3.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
796+ 1.83% |
$219K - $277K
|
44.4K
$18.7M
|