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 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
271+ 9.63% |
$74.6K - $94.3K
|
3.09K
$1.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
270+ 1.7% |
$74.4K - $94K
|
16.2K
$8.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
270+ 3.63% |
$74.4K - $94K
|
7.71K
$4.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
270+ 9.78% |
$74.4K - $94K
|
3.03K
$1.59M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
270+ 3.45% |
$74.4K - $94K
|
8.1K
$4.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
269+ 0.62% |
$74.1K - $93.6K
|
43.8K
$23M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
269+ 3.07% |
$74.1K - $93.6K
|
9.02K
$4.74M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
269+ 1.24% |
$74.1K - $93.6K
|
21.9K
$11.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
268+ 2.96% |
$73.8K - $93.3K
|
9.33K
$4.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
268+ 30.63% |
$73.8K - $93.3K
|
1.14K
$601K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
264+ 1.75% |
$72.7K - $91.9K
|
15.3K
$8.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
263+ 0.76% |
$72.4K - $91.6K
|
34.9K
$18.4M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
262+ 3.01% |
$72.2K - $91.2K
|
8.96K
$4.71M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
261+ 1.12% |
$71.9K - $90.9K
|
23.6K
$12.4M
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
260+ 5.62% |
$71.6K - $90.5K
|
4.88K
$2.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
BUY
|
- |
259+ 0.86% |
$71.3K - $90.2K
|
30.5K
$16M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
259+ 1.96% |
$71.3K - $90.2K
|
13.5K
$7.09M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
257+ 3.66% |
$70.8K - $89.5K
|
7.28K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
257+ 1.6% |
$70.8K - $89.5K
|
16.4K
$8.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
256+ 2.0% |
$70.5K - $89.1K
|
13.1K
$6.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
254+ 1.2% |
$70K - $88.4K
|
21.5K
$11.3M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
253+ 2.33% |
$69.7K - $88.1K
|
11.1K
$5.85M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
253+ 5.25% |
$69.7K - $88.1K
|
5.08K
$2.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
251+ 8.61% |
$69.1K - $87.4K
|
3.17K
$1.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
250+ 1.01% |
$68.9K - $87K
|
25K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
247+ 1.06% |
$68K - $86K
|
23.5K
$12.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
246+ 0.35% |
$67.8K - $85.6K
|
70.2K
$36.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
246+ 3.96% |
$67.8K - $85.6K
|
6.46K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
245+ 6.37% |
$67.5K - $85.3K
|
4.09K
$2.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
244+ 8.18% |
$67.2K - $84.9K
|
3.23K
$1.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
243+ 2.57% |
$66.9K - $84.6K
|
9.72K
$5.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
243+ 0.2% |
$66.9K - $84.6K
|
122K
$64.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
243+ 2.18% |
$66.9K - $84.6K
|
11.4K
$5.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
241+ 12.98% |
$66.4K - $83.9K
|
2.1K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
241+ 7.39% |
$66.4K - $83.9K
|
3.5K
$1.84M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
238+ 4.47% |
$65.5K - $82.8K
|
5.56K
$2.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
238+ 0.88% |
$65.5K - $82.8K
|
27.4K
$14.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
238+ 5.78% |
$65.5K - $82.8K
|
4.36K
$2.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
238+ 9.26% |
$65.5K - $82.8K
|
2.81K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
236+ 0.3% |
$65K - $82.2K
|
79.6K
$41.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
234+ 1.04% |
$64.4K - $81.5K
|
22.7K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
234+ 13.38% |
$64.4K - $81.5K
|
1.98K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
233+ 0.8% |
$64.2K - $81.1K
|
29.2K
$15.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
232+ 13.7% |
$63.9K - $80.8K
|
1.93K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
232+ 0.28% |
$63.9K - $80.8K
|
81.9K
$43.1M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
232+ 1.04% |
$63.9K - $80.8K
|
22.5K
$11.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
230+ 9.75% |
$63.3K - $80.1K
|
2.59K
$1.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
230+ 8.0% |
$63.3K - $80.1K
|
3.1K
$1.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.78% |
$63.3K - $80.1K
|
13.2K
$6.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
230+ 5.29% |
$63.3K - $80.1K
|
4.58K
$2.41M
|