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 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1- 0.01% |
$275 - $348
|
7.17K
$2.92M
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1- 0.04% |
$275 - $348
|
2.23K
$909K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1- -0.0% |
$275 - $348
|
116K
$47.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$551 - $696
|
24K
$9.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2- 0.06% |
$551 - $696
|
3.34K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2- -0.0% |
$551 - $696
|
497K
$203M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2- 0.02% |
$551 - $696
|
9.96K
$4.06M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-3- 0.04% |
$826 - $1.04K
|
6.69K
$2.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$826 - $1.04K
|
1.61K
$658K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3- 0.03% |
$826 - $1.04K
|
8.75K
$3.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-3- 0.02% |
$826 - $1.04K
|
18.5K
$7.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3- 0.02% |
$826 - $1.04K
|
15.3K
$6.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3- 0.03% |
$826 - $1.04K
|
10.1K
$4.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4- 0.14% |
$1.1K - $1.39K
|
2.79K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4- 0.02% |
$1.1K - $1.39K
|
18.1K
$7.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4- 0.27% |
$1.1K - $1.39K
|
1.47K
$600K
|
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4- 0.08% |
$1.1K - $1.39K
|
5.21K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.01% |
$1.1K - $1.39K
|
32.5K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4- 0.11% |
$1.1K - $1.39K
|
3.59K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4- 0.19% |
$1.1K - $1.39K
|
2.11K
$860K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-5- 0.32% |
$1.38K - $1.74K
|
1.54K
$629K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-5- 0.1% |
$1.38K - $1.74K
|
5.04K
$2.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-5- 0.01% |
$1.38K - $1.74K
|
79K
$32.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-5- 0.01% |
$1.38K - $1.74K
|
79K
$32.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-6- 0.04% |
$1.65K - $2.09K
|
14.9K
$6.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-6- 0.21% |
$1.65K - $2.09K
|
2.81K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6- 0.05% |
$1.65K - $2.09K
|
13K
$5.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6- 11.76% |
$1.65K - $2.09K
|
45
$18.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$1.65K - $2.09K
|
8.34K
$3.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-6- 0.2% |
$1.65K - $2.09K
|
3.04K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-7- 0.19% |
$1.93K - $2.44K
|
3.6K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-7- 0.56% |
$1.93K - $2.44K
|
1.24K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-7- 0.13% |
$1.93K - $2.44K
|
5.57K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-7- 63.64% |
$1.93K - $2.44K
|
4
$1.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-7- 0.11% |
$1.93K - $2.44K
|
6.53K
$2.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-8- 0.65% |
$2.2K - $2.78K
|
1.22K
$496K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-8- 0.23% |
$2.2K - $2.78K
|
3.47K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-8- 0.13% |
$2.2K - $2.78K
|
6.19K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-9- 0.27% |
$2.48K - $3.13K
|
3.38K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-9- 2.07% |
$2.48K - $3.13K
|
426
$174K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.35% |
$2.75K - $3.48K
|
2.83K
$1.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-10- 0.15% |
$2.75K - $3.48K
|
6.65K
$2.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-10- 0.52% |
$2.75K - $3.48K
|
1.92K
$785K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10- 0.18% |
$2.75K - $3.48K
|
5.5K
$2.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-11- 0.05% |
$3.03K - $3.83K
|
21.5K
$8.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-11- 0.04% |
$3.03K - $3.83K
|
26.5K
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-11- 0.36% |
$3.03K - $3.83K
|
3.01K
$1.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-12- 0.26% |
$3.31K - $4.18K
|
4.69K
$1.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-12- 0.81% |
$3.31K - $4.18K
|
1.48K
$603K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-12- 0.52% |
$3.31K - $4.18K
|
2.31K
$941K
|