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 11, 2023 Q2 2023
Isam Funds (Uk) LTD

London, X0
BUY
 -
796
New
$219K - $277K
796 $334K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

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

BUY
 -
793
+ 48.09%
$218K - $276K
2.44K $1.03M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
791
+ 1.74%
$218K - $275K
46.2K $19.4M
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
790
+ 5.09%
$218K - $275K
16.3K $6.86M
Aug 07, 2023 Q2 2023
Ivy Rock Asset Management (Hk) LTD

Sheung Wan, K3
BUY
 -
790
New
$218K - $275K
790 $332K
Jul 07, 2023 Q2 2023
First Citizens Financial Corp

BUY
 -
785
+ 13.55%
$216K - $273K
6.58K $2.76M
Jul 13, 2023 Q2 2023
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
784
+ 3.41%
$216K - $273K
23.8K $10M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
783
+ 22.72%
$216K - $273K
4.23K $1.78M
Aug 21, 2023 Q2 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
781
+ 3.02%
$215K - $272K
26.6K $11.2M
Jul 12, 2023 Q2 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
776
New
$214K - $270K
776 $326K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
776
+ 2.76%
$214K - $270K
28.9K $12.1M
Aug 14, 2023 Q2 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
776
+ 2.46%
$214K - $270K
32.3K $13.6M
Jul 10, 2023 Q2 2023
First Affirmative Financial Network

BUY
 -
775
+ 14.52%
$213K - $270K
6.11K $2.57M
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
771
+ 5.21%
$212K - $268K
15.6K $6.55M
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
771
+ 5.94%
$212K - $268K
13.7K $5.78M
Jul 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
770
+ 2.33%
$212K - $268K
33.8K $14.2M
Aug 08, 2023 Q2 2023
Kovitz Investment Group Partners, LLC

BUY
 -
770
+ 0.42%
$212K - $268K
182K $76.5M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
769
+ 2.49%
$212K - $268K
31.7K $13.3M
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
764
+ 10.61%
$210K - $266K
7.96K $3.35M
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
763
+ 1.39%
$210K - $266K
55.5K $23.3M
Jul 21, 2023 Q2 2023
Columbus Macro, LLC

BUY
 -
759
+ 25.44%
$209K - $264K
3.74K $1.57M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
756
+ 7.92%
$208K - $263K
10.3K $4.33M
Aug 09, 2023 Q2 2023
Verdad Advisers, LP

Boston, MA
BUY
 -
755
+ 15.1%
$208K - $263K
5.76K $2.42M
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
752
+ 17.51%
$207K - $262K
5.05K $2.12M
Aug 07, 2023 Q2 2023
Crystal Rock Capital Management

BUY
 -
750
+ 7.33%
$207K - $261K
11K $4.61M
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
749
+ 4.27%
$206K - $261K
18.3K $7.69M
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
745
+ 7.46%
$205K - $259K
10.7K $4.51M
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
742
+ 13.13%
$204K - $258K
6.39K $2.69M
Jul 28, 2023 Q2 2023
Traynor Capital Management, Inc.

BUY
 -
733
+ 1.9%
$202K - $255K
39.4K $16.5M
Aug 04, 2023 Q2 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
730
+ 4.77%
$201K - $254K
16K $6.74M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
723
+ 1.13%
$199K - $252K
64.7K $27.2M
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
720
+ 3.81%
$198K - $251K
19.6K $8.23M
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
718
+ 15.46%
$198K - $250K
5.36K $2.25M
Jul 17, 2023 Q2 2023
Alta Wealth Advisors LLC

BUY
 -
716
+ 9.69%
$197K - $249K
8.11K $3.41M
Jul 10, 2023 Q2 2023
Gunderson Capital Management Inc.

BUY
 -
713
+ 2.85%
$196K - $248K
25.7K $10.8M
Jul 19, 2023 Q2 2023
Bay Harbor Wealth Management, LLC

BUY
 -
713
+ 134.78%
$196K - $248K
1.24K $522K
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
709
+ 1.61%
$195K - $247K
44.7K $18.8M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
702
+ 3.09%
$193K - $244K
23.4K $9.85M
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
700
+ 28.87%
$193K - $244K
3.13K $1.31M
Jul 26, 2023 Q2 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
693
New
$191K - $241K
693 $291K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
693
+ 8.73%
$191K - $241K
8.64K $3.63M
Jul 19, 2023 Q2 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
692
New
$191K - $241K
692 $291K
Aug 08, 2023 Q2 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
692
+ 5.24%
$191K - $241K
13.9K $5.84M
Aug 11, 2023 Q2 2023
Ruane, Cunniff & Goldfarb L.P.

New York, NY
BUY
 -
692
New
$191K - $241K
692 $291K
Jul 13, 2023 Q2 2023
Frg Family Wealth Advisors LLC

BUY
 -
690
+ 0.47%
$190K - $240K
148K $62.2M
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
690
+ 23.43%
$190K - $240K
3.64K $1.53M
Aug 08, 2023 Q2 2023
Richard C. Young & Co., Ltd.

BUY
 -
688
+ 59.31%
$189K - $239K
1.85K $776K
Aug 15, 2023 Q2 2023
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
688
+ 4.23%
$189K - $239K
17K $7.13M

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