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 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
48+ 0.74% |
$13.2K - $16.7K
|
6.53K
$2.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
46+ 5.91% |
$12.7K - $16K
|
825
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
46+ 2.49% |
$12.7K - $16K
|
1.89K
$772K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
45+ 3.17% |
$12.4K - $15.7K
|
1.47K
$598K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
45+ 3.81% |
$12.4K - $15.7K
|
1.23K
$500K
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
45+ 3.81% |
$12.4K - $15.7K
|
1.23K
$500K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
44+ 0.23% |
$12.1K - $15.3K
|
18.9K
$7.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 0.14% |
$12.1K - $15.3K
|
31.8K
$13M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
43+ 0.07% |
$11.8K - $15K
|
61.7K
$25.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
43+ 5.93% |
$11.8K - $15K
|
768
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
43+ 1.66% |
$11.8K - $15K
|
2.63K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
42+ 0.54% |
$11.6K - $14.6K
|
7.83K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
42+ 0.38% |
$11.6K - $14.6K
|
11K
$4.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
40+ 0.3% |
$11K - $13.9K
|
13.3K
$5.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.28% |
$11K - $13.9K
|
14.3K
$5.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
40+ 0.17% |
$11K - $13.9K
|
22.9K
$9.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
39+ 2.68% |
$10.7K - $13.6K
|
1.5K
$610K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
39+ 1.15% |
$10.7K - $13.6K
|
3.43K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
38+ 6.13% |
$10.5K - $13.2K
|
658
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
38+ 2.23% |
$10.5K - $13.2K
|
1.74K
$710K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
37+ 1.41% |
$10.2K - $12.9K
|
2.65K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
37+ 5.32% |
$10.2K - $12.9K
|
732
$299K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
37+ 0.52% |
$10.2K - $12.9K
|
7.19K
$2.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
36+ 0.42% |
$9.92K - $12.5K
|
8.57K
$3.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
36+ 0.31% |
$9.92K - $12.5K
|
11.7K
$4.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
36+ 1.46% |
$9.92K - $12.5K
|
2.5K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
36+ 0.21% |
$9.92K - $12.5K
|
17.6K
$7.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
35+ 0.33% |
$9.64K - $12.2K
|
10.7K
$4.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
35+ 0.59% |
$9.64K - $12.2K
|
6.02K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
35+ 0.4% |
$9.64K - $12.2K
|
8.85K
$3.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
35+ 0.03% |
$9.64K - $12.2K
|
106K
$43.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
34+ 2.1% |
$9.36K - $11.8K
|
1.65K
$674K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
34+ 0.98% |
$9.36K - $11.8K
|
3.5K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
34+ 3.93% |
$9.36K - $11.8K
|
899
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
33+ 5.6% |
$9.09K - $11.5K
|
622
$254K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
32+ 0.04% |
$8.81K - $11.1K
|
77.9K
$31.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
31+ 0.29% |
$8.54K - $10.8K
|
10.6K
$4.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
31+ 0.06% |
$8.54K - $10.8K
|
53.7K
$21.9M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
30+ 0.16% |
$8.26K - $10.4K
|
19.3K
$7.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
30+ 1.03% |
$8.26K - $10.4K
|
2.94K
$1.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
30+ 0.2% |
$8.26K - $10.4K
|
14.8K
$6.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.88% |
$7.99K - $10.1K
|
3.34K
$1.36M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
29+ 1.95% |
$7.99K - $10.1K
|
1.52K
$619K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
29+ 0.04% |
$7.99K - $10.1K
|
78.2K
$31.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
29+ 11.89% |
$7.99K - $10.1K
|
273
$111K
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
BUY
|
- |
28+ 1.33% |
$7.71K - $9.75K
|
2.14K
$873K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
28+ 0.07% |
$7.71K - $9.75K
|
39.9K
$16.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
28+ 0.29% |
$7.71K - $9.75K
|
9.54K
$3.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
27+ 0.13% |
$7.44K - $9.4K
|
20.6K
$8.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
27+ 0.2% |
$7.44K - $9.4K
|
13.4K
$5.48M
|