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 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
BUY
|
- |
620+ 40.66% |
$171K - $216K
|
2.15K
$901K
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
619+ 1.38% |
$170K - $215K
|
45.5K
$19.1M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
615+ 3.46% |
$169K - $214K
|
18.4K
$7.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
615+ 3.18% |
$169K - $214K
|
19.9K
$8.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
613+ 0.33% |
$169K - $213K
|
184K
$77.4M
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
613+ 36.0% |
$169K - $213K
|
2.32K
$973K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
612+ 1.53% |
$169K - $213K
|
40.6K
$17.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
611+ 1.51% |
$168K - $213K
|
41K
$17.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
610New |
$168K - $212K
|
610
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
610+ 1.85% |
$168K - $212K
|
33.6K
$14.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
609New |
$168K - $212K
|
609
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
607+ 54.2% |
$167K - $211K
|
1.73K
$726K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
BUY
|
- |
607New |
$167K - $211K
|
607
$255K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
605+ 5.44% |
$167K - $211K
|
11.7K
$4.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Palmer Knight CO
|
BUY
|
- |
605+ 2.58% |
$167K - $211K
|
24K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
604New |
$166K - $210K
|
604
$254K
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
603New |
$166K - $210K
|
603
$253K
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
602+ 27.01% |
$166K - $210K
|
2.83K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
601New |
$166K - $209K
|
601
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
600+ 33.92% |
$165K - $209K
|
2.37K
$995K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
599+ 2.38% |
$165K - $209K
|
25.8K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
599New |
$165K - $209K
|
599
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
598+ 0.4% |
$165K - $208K
|
149K
$62.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
595+ 3.64% |
$164K - $207K
|
16.9K
$7.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
593+ 5.48% |
$163K - $206K
|
11.4K
$4.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
592+ 0.27% |
$163K - $206K
|
217K
$91.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
592+ 1.12% |
$163K - $206K
|
53.3K
$22.4M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
592+ 20.04% |
$163K - $206K
|
3.55K
$1.49M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
589+ 3.03% |
$162K - $205K
|
20K
$8.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
586+ 21.05% |
$161K - $204K
|
3.37K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
586+ 183.7% |
$161K - $204K
|
905
$380K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
583+ 33.78% |
$161K - $203K
|
2.31K
$970K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
581+ 1.66% |
$160K - $202K
|
35.6K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
580+ 7.35% |
$160K - $202K
|
8.48K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
580+ 10.55% |
$160K - $202K
|
6.08K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
579+ 17.67% |
$159K - $202K
|
3.86K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
577+ 9.34% |
$159K - $201K
|
6.76K
$2.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
574+ 2.76% |
$158K - $200K
|
21.3K
$8.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
573+ 3.96% |
$158K - $199K
|
15K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
571+ 10.4% |
$157K - $199K
|
6.06K
$2.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
564+ 2.3% |
$155K - $196K
|
25.1K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
555+ 1.41% |
$153K - $193K
|
39.8K
$16.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
553+ 1.09% |
$152K - $192K
|
51.3K
$21.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
553+ 3.37% |
$152K - $192K
|
17K
$7.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
553+ 0.24% |
$152K - $192K
|
235K
$98.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
549+ 7.13% |
$151K - $191K
|
8.25K
$3.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
549+ 0.84% |
$151K - $191K
|
65.6K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
548+ 36.68% |
$151K - $191K
|
2.04K
$858K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
546+ 11.54% |
$150K - $190K
|
5.28K
$2.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
545+ 0.88% |
$150K - $190K
|
62.3K
$26.2M
|