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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
257+ 1.6% |
$70.8K - $89.5K
|
16.4K
$6.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
256+ 2.0% |
$70.5K - $89.1K
|
13.1K
$5.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
254+ 1.2% |
$70K - $88.4K
|
21.5K
$9.15M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
253+ 2.33% |
$69.7K - $88.1K
|
11.1K
$4.74M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
253+ 5.25% |
$69.7K - $88.1K
|
5.08K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
251+ 8.61% |
$69.1K - $87.4K
|
3.17K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
250+ 1.01% |
$68.9K - $87K
|
25K
$10.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
247+ 1.06% |
$68K - $86K
|
23.5K
$10M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
246+ 0.35% |
$67.8K - $85.6K
|
70.2K
$29.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
246+ 3.96% |
$67.8K - $85.6K
|
6.46K
$2.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
245+ 6.37% |
$67.5K - $85.3K
|
4.09K
$1.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
244+ 8.18% |
$67.2K - $84.9K
|
3.23K
$1.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
243+ 2.57% |
$66.9K - $84.6K
|
9.72K
$4.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
243+ 0.2% |
$66.9K - $84.6K
|
122K
$52.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
243+ 2.18% |
$66.9K - $84.6K
|
11.4K
$4.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
241+ 12.98% |
$66.4K - $83.9K
|
2.1K
$892K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
241+ 7.39% |
$66.4K - $83.9K
|
3.5K
$1.49M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
238+ 4.47% |
$65.5K - $82.8K
|
5.56K
$2.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
238+ 0.88% |
$65.5K - $82.8K
|
27.4K
$11.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
238+ 5.78% |
$65.5K - $82.8K
|
4.36K
$1.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
238+ 9.26% |
$65.5K - $82.8K
|
2.81K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
236+ 0.3% |
$65K - $82.2K
|
79.6K
$33.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
234+ 1.04% |
$64.4K - $81.5K
|
22.7K
$9.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
234+ 13.38% |
$64.4K - $81.5K
|
1.98K
$844K
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
233+ 0.8% |
$64.2K - $81.1K
|
29.2K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
232+ 13.7% |
$63.9K - $80.8K
|
1.93K
$819K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
232+ 0.28% |
$63.9K - $80.8K
|
81.9K
$34.9M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
232+ 1.04% |
$63.9K - $80.8K
|
22.5K
$9.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
230+ 9.75% |
$63.3K - $80.1K
|
2.59K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
230+ 8.0% |
$63.3K - $80.1K
|
3.1K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.78% |
$63.3K - $80.1K
|
13.2K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
230+ 5.29% |
$63.3K - $80.1K
|
4.58K
$1.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
229+ 1.17% |
$63.1K - $79.7K
|
19.9K
$8.46M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
227+ 5.74% |
$62.5K - $79K
|
4.18K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
226+ 1.74% |
$62.2K - $78.7K
|
13.2K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
225+ 0.87% |
$62K - $78.3K
|
26.1K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
222+ 0.59% |
$61.1K - $77.3K
|
38K
$16.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
221+ 0.71% |
$60.9K - $76.9K
|
31.4K
$13.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
220+ 19.3% |
$60.6K - $76.6K
|
1.36K
$579K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
219+ 0.09% |
$60.3K - $76.2K
|
240K
$102M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
218+ 0.14% |
$60K - $75.9K
|
151K
$64.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
217+ 3.53% |
$59.8K - $75.5K
|
6.37K
$2.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
216+ 11.92% |
$59.5K - $75.2K
|
2.03K
$863K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
212+ 1.32% |
$58.4K - $73.8K
|
16.3K
$6.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
210+ 6.15% |
$57.8K - $73.1K
|
3.63K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
210+ 2.04% |
$57.8K - $73.1K
|
10.5K
$4.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
209+ 0.33% |
$57.6K - $72.8K
|
62.9K
$26.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
209+ 14.41% |
$57.6K - $72.8K
|
1.66K
$706K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
209+ 2.8% |
$57.6K - $72.8K
|
7.67K
$3.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
209+ 1.47% |
$57.6K - $72.8K
|
14.4K
$6.14M
|