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 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
445+ 12.01% |
$123K - $155K
|
4.15K
$1.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
443+ 4.33% |
$122K - $154K
|
10.7K
$4.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
442+ 3.18% |
$122K - $154K
|
14.3K
$6.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
441+ 4.44% |
$121K - $154K
|
10.4K
$4.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
439+ 5.21% |
$121K - $153K
|
8.86K
$3.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
437+ 3.11% |
$120K - $152K
|
14.5K
$6.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
436+ 1.65% |
$120K - $152K
|
26.9K
$11.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
435+ 2.66% |
$120K - $151K
|
16.8K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
433+ 1.48% |
$119K - $151K
|
29.6K
$12.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
429+ 18.72% |
$118K - $149K
|
2.72K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
428+ 10.97% |
$118K - $149K
|
4.33K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
428+ 2.74% |
$118K - $149K
|
16.1K
$6.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
426+ 1.09% |
$117K - $148K
|
39.4K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
423+ 3.0% |
$117K - $147K
|
14.5K
$6.1M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
421+ 8.48% |
$116K - $147K
|
5.38K
$2.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
420+ 2.27% |
$116K - $146K
|
18.9K
$7.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
417+ 4.03% |
$115K - $145K
|
10.8K
$4.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
416+ 9.29% |
$115K - $145K
|
4.9K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
415+ 2.99% |
$114K - $144K
|
14.3K
$6.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
414+ 0.56% |
$114K - $144K
|
74.4K
$31.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
407+ 0.25% |
$112K - $142K
|
162K
$68.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
406+ 18.56% |
$112K - $141K
|
2.59K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
402+ 2.09% |
$111K - $140K
|
19.6K
$8.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
402+ 30.27% |
$111K - $140K
|
1.73K
$727K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
402+ 23.08% |
$111K - $140K
|
2.14K
$901K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
401+ 2.55% |
$110K - $140K
|
16.1K
$6.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
400+ 13.83% |
$110K - $139K
|
3.29K
$1.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
399+ 33.96% |
$110K - $139K
|
1.57K
$661K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
398+ 3.81% |
$110K - $139K
|
10.8K
$4.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
397+ 2.11% |
$109K - $138K
|
19.2K
$8.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
397+ 0.97% |
$109K - $138K
|
41.5K
$17.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
395+ 2.25% |
$109K - $137K
|
18K
$7.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
394+ 4.04% |
$109K - $137K
|
10.1K
$4.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
393+ 9.42% |
$108K - $137K
|
4.57K
$1.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
390+ 4.88% |
$107K - $136K
|
8.39K
$3.52M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
390+ 13.82% |
$107K - $136K
|
3.21K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
388+ 3.6% |
$107K - $135K
|
11.2K
$4.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
386+ 2.9% |
$106K - $134K
|
13.7K
$5.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
385+ 6.59% |
$106K - $134K
|
6.23K
$2.62M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
382+ 5.71% |
$105K - $133K
|
7.07K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
380+ 9.05% |
$105K - $132K
|
4.58K
$1.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
378+ 2.83% |
$104K - $132K
|
13.7K
$5.77M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
377+ 1.24% |
$104K - $131K
|
30.8K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
375+ 1.72% |
$103K - $131K
|
22.1K
$9.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
374+ 0.54% |
$103K - $130K
|
69.9K
$29.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
373+ 2.01% |
$103K - $130K
|
18.9K
$7.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
372+ 5.83% |
$102K - $129K
|
6.76K
$2.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
372+ 3.66% |
$102K - $129K
|
10.5K
$4.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
370+ 37.95% |
$102K - $129K
|
1.35K
$565K
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
369+ 3.96% |
$102K - $128K
|
9.69K
$4.07M
|