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 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
172+ 0.91% |
$47.4K - $59.9K
|
19.1K
$8.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
172+ 18.9% |
$47.4K - $59.9K
|
1.08K
$460K
|
|
|
Aug 03, 2023
Q2 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
170+ 0.33% |
$46.8K - $59.2K
|
51.8K
$22M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
170+ 1.18% |
$46.8K - $59.2K
|
14.5K
$6.18M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
170+ 10.03% |
$46.8K - $59.2K
|
1.87K
$793K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
168+ 1.63% |
$46.3K - $58.5K
|
10.5K
$4.47M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
168+ 0.89% |
$46.3K - $58.5K
|
19K
$8.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
167+ 0.72% |
$46K - $58.1K
|
23.5K
$10M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
167+ 0.47% |
$46K - $58.1K
|
35.7K
$15.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
167+ 1.29% |
$46K - $58.1K
|
13.1K
$5.56M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
167+ 1.59% |
$46K - $58.1K
|
10.7K
$4.54M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
165+ 13.17% |
$45.4K - $57.4K
|
1.42K
$603K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
164+ 0.72% |
$45.2K - $57.1K
|
23K
$9.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
164+ 0.8% |
$45.2K - $57.1K
|
20.6K
$8.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
164+ 1.11% |
$45.2K - $57.1K
|
14.9K
$6.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
163+ 3.23% |
$44.9K - $56.7K
|
5.22K
$2.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
162+ 0.72% |
$44.6K - $56.4K
|
22.5K
$9.59M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
161+ 2.59% |
$44.3K - $56K
|
6.37K
$2.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
160+ 7.57% |
$44.1K - $55.7K
|
2.27K
$967K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
160+ 5.54% |
$44.1K - $55.7K
|
3.05K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
160+ 1.62% |
$44.1K - $55.7K
|
10.1K
$4.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
159+ 4.98% |
$43.8K - $55.3K
|
3.35K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
158+ 0.54% |
$43.5K - $55K
|
29.4K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
157+ 0.16% |
$43.2K - $54.7K
|
95.8K
$40.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
157+ 0.59% |
$43.2K - $54.7K
|
27K
$11.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
156+ 0.71% |
$43K - $54.3K
|
22.2K
$9.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
155+ 18.9% |
$42.7K - $54K
|
975
$415K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
155+ 534.48% |
$42.7K - $54K
|
184
$78.3K
|
|
|
Jul 06, 2023
Q2 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
154+ 16.02% |
$42.4K - $53.6K
|
1.12K
$474K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
154+ 5.83% |
$42.4K - $53.6K
|
2.8K
$1.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
154+ 1.55% |
$42.4K - $53.6K
|
10.1K
$4.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
154+ 3.17% |
$42.4K - $53.6K
|
5.02K
$2.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
153+ 8.97% |
$42.1K - $53.3K
|
1.86K
$790K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
153+ 5.38% |
$42.1K - $53.3K
|
3K
$1.27M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
152+ 6.06% |
$41.9K - $52.9K
|
2.66K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
152+ 2.54% |
$41.9K - $52.9K
|
6.13K
$2.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
151+ 1.03% |
$41.6K - $52.6K
|
14.8K
$6.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
151+ 0.34% |
$41.6K - $52.6K
|
44.3K
$18.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
150+ 2.13% |
$41.3K - $52.2K
|
7.21K
$3.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
150+ 4.35% |
$41.3K - $52.2K
|
3.6K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
149+ 2.14% |
$41K - $51.9K
|
7.13K
$3.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
149+ 1.46% |
$41K - $51.9K
|
10.4K
$4.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
149+ 3.13% |
$41K - $51.9K
|
4.92K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
149+ 0.06% |
$41K - $51.9K
|
250K
$107M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
149+ 2.1% |
$41K - $51.9K
|
7.24K
$3.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
148+ 4.58% |
$40.8K - $51.5K
|
3.38K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
146+ 0.7% |
$40.2K - $50.8K
|
20.9K
$8.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
144+ 5.24% |
$39.7K - $50.1K
|
2.89K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
144+ 0.73% |
$39.7K - $50.1K
|
19.9K
$8.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
144+ 0.38% |
$39.7K - $50.1K
|
38.1K
$16.2M
|