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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
188+ 0.64% |
$51.8K - $65.4K
|
29.6K
$15.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
187+ 2.02% |
$51.5K - $65.1K
|
9.43K
$4.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
187+ 1.8% |
$51.5K - $65.1K
|
10.5K
$5.55M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
187+ 1.3% |
$51.5K - $65.1K
|
14.5K
$7.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
186+ 0.19% |
$51.2K - $64.7K
|
96.8K
$50.9M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
186+ 8.8% |
$51.2K - $64.7K
|
2.3K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
185+ 6.58% |
$51K - $64.4K
|
3K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
184+ 2.03% |
$50.7K - $64.1K
|
9.23K
$4.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
183+ 0.82% |
$50.4K - $63.7K
|
22.5K
$11.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
181+ 8.06% |
$49.9K - $63K
|
2.43K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
179+ 1.35% |
$49.3K - $62.3K
|
13.5K
$7.09M
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
179+ 0.59% |
$49.3K - $62.3K
|
30.3K
$15.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
178+ 1.88% |
$49K - $62K
|
9.66K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
177+ 0.16% |
$48.7K - $61.6K
|
112K
$58.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
175+ 1.73% |
$48.2K - $60.9K
|
10.3K
$5.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
175+ 0.33% |
$48.2K - $60.9K
|
53.5K
$28.1M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
175+ 0.53% |
$48.2K - $60.9K
|
32.9K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
175+ 5.78% |
$48.2K - $60.9K
|
3.2K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
173+ 1.39% |
$47.6K - $60.2K
|
12.6K
$6.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
172+ 0.91% |
$47.4K - $59.9K
|
19.1K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
172+ 18.9% |
$47.4K - $59.9K
|
1.08K
$569K
|
|
|
Aug 03, 2023
Q2 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
170+ 0.33% |
$46.8K - $59.2K
|
51.8K
$27.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
170+ 1.18% |
$46.8K - $59.2K
|
14.5K
$7.63M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
170+ 10.03% |
$46.8K - $59.2K
|
1.87K
$981K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
168+ 1.63% |
$46.3K - $58.5K
|
10.5K
$5.52M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
168+ 0.89% |
$46.3K - $58.5K
|
19K
$10M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
167+ 0.72% |
$46K - $58.1K
|
23.5K
$12.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
167+ 0.47% |
$46K - $58.1K
|
35.7K
$18.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
167+ 1.29% |
$46K - $58.1K
|
13.1K
$6.87M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
167+ 1.59% |
$46K - $58.1K
|
10.7K
$5.61M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
165+ 13.17% |
$45.4K - $57.4K
|
1.42K
$746K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
164+ 0.72% |
$45.2K - $57.1K
|
23K
$12.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
164+ 0.8% |
$45.2K - $57.1K
|
20.6K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
164+ 1.11% |
$45.2K - $57.1K
|
14.9K
$7.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
163+ 3.23% |
$44.9K - $56.7K
|
5.22K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
162+ 0.72% |
$44.6K - $56.4K
|
22.5K
$11.8M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
161+ 2.59% |
$44.3K - $56K
|
6.37K
$3.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
160+ 7.57% |
$44.1K - $55.7K
|
2.27K
$1.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
160+ 5.54% |
$44.1K - $55.7K
|
3.05K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
160+ 1.62% |
$44.1K - $55.7K
|
10.1K
$5.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
159+ 4.98% |
$43.8K - $55.3K
|
3.35K
$1.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
158+ 0.54% |
$43.5K - $55K
|
29.4K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
157+ 0.16% |
$43.2K - $54.7K
|
95.8K
$50.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
157+ 0.59% |
$43.2K - $54.7K
|
27K
$14.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
156+ 0.71% |
$43K - $54.3K
|
22.2K
$11.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
155+ 18.9% |
$42.7K - $54K
|
975
$513K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
155+ 534.48% |
$42.7K - $54K
|
184
$96.7K
|
|
|
Jul 06, 2023
Q2 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
154+ 16.02% |
$42.4K - $53.6K
|
1.12K
$586K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
154+ 5.83% |
$42.4K - $53.6K
|
2.8K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
154+ 1.55% |
$42.4K - $53.6K
|
10.1K
$5.31M
|