Purchases and Sales Made in Q2 2023 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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 08, 2023 Q2 2023
Klcm Advisors, Inc.

BUY
 -
800
+ 6.64%
$220K - $278K
12.9K $5.35M
Aug 16, 2023 Q2 2023
Montchanin Asset Management, LLC

Montchanin, DE
BUY
 -
800
+ 3.87%
$220K - $278K
21.5K $8.94M
Aug 07, 2023 Q2 2023
Waddell & Associates, LLC

BUY
 -
798
+ 4.36%
$220K - $278K
19.1K $7.94M
Jul 19, 2023 Q2 2023
Wallington Asset Management, LLC

BUY
 -
797
+ 0.88%
$220K - $277K
91.2K $38M
Jul 19, 2023 Q2 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
796
+ 11.51%
$219K - $277K
7.71K $3.21M
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
796
+ 1.83%
$219K - $277K
44.4K $18.5M
Aug 11, 2023 Q2 2023
Isam Funds (Uk) LTD

London, X0
BUY
 -
796
New
$219K - $277K
796 $331K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
794
+ 3.14%
$219K - $276K
26.1K $10.9M
Aug 11, 2023 Q2 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
793
+ 48.09%
$218K - $276K
2.44K $1.02M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
791
+ 1.74%
$218K - $275K
46.2K $19.2M
Aug 07, 2023 Q2 2023
Ivy Rock Asset Management (Hk) LTD

Sheung Wan, K3
BUY
 -
790
New
$218K - $275K
790 $329K
Jul 07, 2023 Q2 2023
First Citizens Financial Corp

BUY
 -
785
+ 13.55%
$216K - $273K
6.58K $2.74M
Jul 13, 2023 Q2 2023
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
784
+ 3.41%
$216K - $273K
23.8K $9.9M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
783
+ 22.72%
$216K - $273K
4.23K $1.76M
Feb 05, 2025 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
782
+ 42.07%
$215K - $272K
2.64K $1.1M
Aug 21, 2023 Q2 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
781
+ 3.02%
$215K - $272K
26.6K $11.1M
Aug 02, 2023 Q2 2023
Stack Financial Management, Inc

BUY
 -
777
+ 0.26%
$214K - $270K
304K $127M
Jul 12, 2023 Q2 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
776
New
$214K - $270K
776 $323K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
776
+ 2.76%
$214K - $270K
28.9K $12M
Aug 14, 2023 Q2 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
776
+ 2.46%
$214K - $270K
32.3K $13.4M
Jul 10, 2023 Q2 2023
First Affirmative Financial Network

BUY
 -
775
+ 14.52%
$213K - $270K
6.11K $2.54M
Feb 04, 2025 Q2 2023
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
774
New
$213K - $269K
774 $322K
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
771
+ 5.21%
$212K - $268K
15.6K $6.48M
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
771
+ 5.94%
$212K - $268K
13.7K $5.72M
Jul 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
770
+ 2.33%
$212K - $268K
33.8K $14.1M
Aug 08, 2023 Q2 2023
Kovitz Investment Group Partners, LLC

BUY
 -
770
+ 0.42%
$212K - $268K
182K $75.7M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
769
+ 2.49%
$212K - $268K
31.7K $13.2M
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
764
+ 10.61%
$210K - $266K
7.96K $3.31M
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
763
+ 1.39%
$210K - $266K
55.5K $23.1M
Jul 21, 2023 Q2 2023
Columbus Macro, LLC

BUY
 -
759
+ 25.44%
$209K - $264K
3.74K $1.56M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
756
+ 7.92%
$208K - $263K
10.3K $4.29M
Aug 09, 2023 Q2 2023
Verdad Advisers, LP

Boston, MA
BUY
 -
755
+ 15.1%
$208K - $263K
5.76K $2.39M
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
752
+ 17.51%
$207K - $262K
5.05K $2.1M
Aug 07, 2023 Q2 2023
Crystal Rock Capital Management

BUY
 -
750
+ 7.33%
$207K - $261K
11K $4.57M
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
749
+ 4.27%
$206K - $261K
18.3K $7.61M
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
745
+ 7.46%
$205K - $259K
10.7K $4.46M
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
742
+ 13.13%
$204K - $258K
6.39K $2.66M
Jul 28, 2023 Q2 2023
Traynor Capital Management, Inc.

BUY
 -
733
+ 1.9%
$202K - $255K
39.4K $16.4M
Aug 04, 2023 Q2 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
730
+ 4.77%
$201K - $254K
16K $6.67M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
723
+ 1.13%
$199K - $252K
64.7K $26.9M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
720
+ 3.81%
$198K - $251K
19.6K $8.15M
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
718
+ 15.46%
$198K - $250K
5.36K $2.23M
Jul 17, 2023 Q2 2023
Alta Wealth Advisors LLC

BUY
 -
716
+ 9.69%
$197K - $249K
8.11K $3.37M
Feb 13, 2025 Q2 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
716
+ 6.66%
$197K - $249K
11.5K $4.77M
Jul 10, 2023 Q2 2023
Gunderson Capital Management Inc.

BUY
 -
713
+ 2.85%
$196K - $248K
25.7K $10.7M
Jul 19, 2023 Q2 2023
Bay Harbor Wealth Management, LLC

BUY
 -
713
+ 134.78%
$196K - $248K
1.24K $517K
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
709
+ 1.61%
$195K - $247K
44.7K $18.6M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
702
+ 3.09%
$193K - $244K
23.4K $9.76M
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
700
+ 28.87%
$193K - $244K
3.13K $1.3M

Track Institutional and Insider Activities on MSFT

Follow MICROSOFT CORP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MSFT shares.

Notify only if

Insider Trading

Get notified when an Microsoft Corp insider buys or sells MSFT shares.

Notify only if

News

Receive news related to MICROSOFT CORP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MSFT