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 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
142+ 13.27% |
$39.1K - $49.4K
|
1.21K
$516K
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
141+ 0.74% |
$38.8K - $49.1K
|
19.2K
$8.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
140+ 2.59% |
$38.6K - $48.7K
|
5.55K
$2.36M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
140+ 0.36% |
$38.6K - $48.7K
|
38.7K
$16.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
140+ 1.02% |
$38.6K - $48.7K
|
13.8K
$5.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
139+ 1.47% |
$38.3K - $48.4K
|
9.57K
$4.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
139+ 1.51% |
$38.3K - $48.4K
|
9.34K
$3.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
139+ 3.05% |
$38.3K - $48.4K
|
4.7K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
138+ 0.93% |
$38K - $48K
|
14.9K
$6.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
138+ 15.75% |
$38K - $48K
|
1.01K
$431K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
137+ 2.62% |
$37.7K - $47.7K
|
5.37K
$2.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
136+ 1.81% |
$37.5K - $47.3K
|
7.66K
$3.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
136+ 4.13% |
$37.5K - $47.3K
|
3.43K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
136+ 0.83% |
$37.5K - $47.3K
|
16.6K
$7.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
135+ 3.38% |
$37.2K - $47K
|
4.13K
$1.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
135+ 3.0% |
$37.2K - $47K
|
4.64K
$1.97M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
135+ 0.13% |
$37.2K - $47K
|
104K
$44.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
134+ 1.38% |
$36.9K - $46.6K
|
9.85K
$4.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
133+ 9.31% |
$36.6K - $46.3K
|
1.56K
$665K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
132+ 0.91% |
$36.4K - $45.9K
|
14.6K
$6.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
132+ 7.25% |
$36.4K - $45.9K
|
1.95K
$831K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
130+ 0.88% |
$35.8K - $45.3K
|
14.9K
$6.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
130+ 3.48% |
$35.8K - $45.3K
|
3.86K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
130+ 4.33% |
$35.8K - $45.3K
|
3.13K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
130+ 0.08% |
$35.8K - $45.3K
|
159K
$67.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
130+ 4.5% |
$35.8K - $45.3K
|
3.02K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
129+ 8.7% |
$35.5K - $44.9K
|
1.61K
$686K
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
128+ 1.14% |
$35.3K - $44.6K
|
11.3K
$4.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
128+ 1.06% |
$35.3K - $44.6K
|
12.2K
$5.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
127+ 1.03% |
$35K - $44.2K
|
12.5K
$5.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
127+ 0.21% |
$35K - $44.2K
|
59.9K
$25.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
127+ 0.8% |
$35K - $44.2K
|
16K
$6.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
126+ 0.21% |
$34.7K - $43.9K
|
59.2K
$25.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
125+ 1.38% |
$34.4K - $43.5K
|
9.2K
$3.92M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
124+ 1.03% |
$34.2K - $43.2K
|
12.1K
$5.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
124+ 0.17% |
$34.2K - $43.2K
|
74.7K
$31.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
124+ 0.94% |
$34.2K - $43.2K
|
13.4K
$5.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
123+ 0.63% |
$33.9K - $42.8K
|
19.5K
$8.29M
|
|
|
Jul 05, 2023
Q2 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
122+ 13.68% |
$33.6K - $42.5K
|
1.01K
$431K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
122+ 0.33% |
$33.6K - $42.5K
|
36.8K
$15.7M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
122+ 0.96% |
$33.6K - $42.5K
|
12.9K
$5.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
121+ 3.38% |
$33.3K - $42.1K
|
3.7K
$1.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
121+ 5.28% |
$33.3K - $42.1K
|
2.41K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
121+ 0.8% |
$33.3K - $42.1K
|
15.3K
$6.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
121+ 0.23% |
$33.3K - $42.1K
|
52.3K
$22.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
120+ 0.89% |
$33.1K - $41.8K
|
13.6K
$5.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
119+ 0.79% |
$32.8K - $41.4K
|
15.1K
$6.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
119+ 1.06% |
$32.8K - $41.4K
|
11.3K
$4.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
118+ 7.7% |
$32.5K - $41.1K
|
1.65K
$702K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
117+ 0.59% |
$32.2K - $40.7K
|
20K
$8.49M
|