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 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
685+ 1.96% |
$189K - $238K
|
35.7K
$15M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
685+ 9.1% |
$189K - $238K
|
8.21K
$3.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
685+ 1.39% |
$189K - $238K
|
49.9K
$21M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
685+ 1.39% |
$189K - $238K
|
49.9K
$21M
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
684New |
$188K - $238K
|
684
$287K
|
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
BUY
|
- |
682New |
$188K - $237K
|
682
$287K
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
680New |
$187K - $237K
|
680
$286K
|
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
676New |
$186K - $235K
|
676
$284K
|
|
|
Jul 07, 2023
Q2 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
675+ 26.73% |
$186K - $235K
|
3.2K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
675+ 2.87% |
$186K - $235K
|
24.2K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
674New |
$186K - $235K
|
674
$283K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
673New |
$185K - $234K
|
673
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
673+ 8.75% |
$185K - $234K
|
8.37K
$3.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
670New |
$185K - $233K
|
670
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
667+ 0.4% |
$184K - $232K
|
166K
$69.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
666+ 2.21% |
$183K - $232K
|
30.8K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
665+ 10.64% |
$183K - $231K
|
6.92K
$2.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
661+ 2.34% |
$182K - $230K
|
28.9K
$12.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
657New |
$181K - $229K
|
657
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
655+ 13.79% |
$180K - $228K
|
5.4K
$2.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
655+ 11.12% |
$180K - $228K
|
6.54K
$2.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
655+ 2.94% |
$180K - $228K
|
22.9K
$9.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
653+ 1.9% |
$180K - $227K
|
35.1K
$14.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
652+ 25.81% |
$180K - $227K
|
3.18K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
652+ 28.08% |
$180K - $227K
|
2.97K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
650+ 15.29% |
$179K - $226K
|
4.9K
$2.06M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
650+ 5.03% |
$179K - $226K
|
13.6K
$5.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
649New |
$179K - $226K
|
649
$273K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
649+ 0.96% |
$179K - $226K
|
68K
$28.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
649+ 2.29% |
$179K - $226K
|
29K
$12.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
649+ 1.19% |
$179K - $226K
|
55.3K
$23.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
648New |
$178K - $226K
|
648
$272K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
644New |
$177K - $224K
|
644
$271K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
643New |
$177K - $224K
|
643
$270K
|
|
|
Jul 13, 2023
Q2 2023
|
Bender Robert & Associates
|
BUY
|
- |
642+ 3.33% |
$177K - $223K
|
19.9K
$8.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
642+ 4.37% |
$177K - $223K
|
15.3K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
641New |
$177K - $223K
|
641
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
640New |
$176K - $223K
|
640
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
635+ 3.25% |
$175K - $221K
|
20.2K
$8.48M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
635+ 3.25% |
$175K - $221K
|
20.2K
$8.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
635New |
$175K - $221K
|
635
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
634+ 11.54% |
$175K - $221K
|
6.13K
$2.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
631+ 8.28% |
$174K - $220K
|
8.25K
$3.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
631+ 6.69% |
$174K - $220K
|
10.1K
$4.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
629New |
$173K - $219K
|
629
$264K
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
629New |
$173K - $219K
|
629
$264K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
628New |
$173K - $219K
|
628
$264K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
628+ 1.31% |
$173K - $219K
|
48.7K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
624New |
$172K - $217K
|
624
$262K
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
622+ 18.26% |
$171K - $217K
|
4.03K
$1.69M
|