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 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-71- 6.57% |
$19.6K - $24.7K
|
1.01K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-73- 1.21% |
$20.1K - $25.4K
|
5.95K
$2.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-74- 1.89% |
$20.4K - $25.8K
|
3.85K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-74- 2.7% |
$20.4K - $25.8K
|
2.67K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-74- 0.8% |
$20.4K - $25.8K
|
9.16K
$3.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-74- 1.37% |
$20.4K - $25.8K
|
5.32K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Granger Management LLC
|
SELL
|
- |
-74- 1.13% |
$20.4K - $25.8K
|
6.49K
$2.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-75- 0.73% |
$20.7K - $26.1K
|
10.2K
$4.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-75- 3.6% |
$20.7K - $26.1K
|
2.01K
$819K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 1.59% |
$20.7K - $26.1K
|
4.64K
$1.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-76- 1.1% |
$20.9K - $26.5K
|
6.84K
$2.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-76- 0.94% |
$20.9K - $26.5K
|
8.04K
$3.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-76- 2.56% |
$20.9K - $26.5K
|
2.89K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-76- 1.69% |
$20.9K - $26.5K
|
4.42K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-78- 1.87% |
$21.5K - $27.2K
|
4.09K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-78- 3.95% |
$21.5K - $27.2K
|
1.9K
$774K
|
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-78- 8.02% |
$21.5K - $27.2K
|
895
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-78- 0.58% |
$21.5K - $27.2K
|
13.5K
$5.49M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-80- 0.33% |
$22K - $27.8K
|
24.1K
$9.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-80- 1.23% |
$22K - $27.8K
|
6.43K
$2.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-81- 3.28% |
$22.3K - $28.2K
|
2.39K
$974K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-82- 0.34% |
$22.6K - $28.5K
|
24.3K
$9.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-82- 0.62% |
$22.6K - $28.5K
|
13.1K
$5.37M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-82- 0.14% |
$22.6K - $28.5K
|
59.1K
$24.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-83- 0.79% |
$22.9K - $28.9K
|
10.4K
$4.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-83- 0.24% |
$22.9K - $28.9K
|
35.1K
$14.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-83- 0.46% |
$22.9K - $28.9K
|
18.1K
$7.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-84- 2.53% |
$23.1K - $29.2K
|
3.24K
$1.32M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-84- 0.81% |
$23.1K - $29.2K
|
10.3K
$4.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-85- 0.1% |
$23.4K - $29.6K
|
81.5K
$33.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-85- 0.96% |
$23.4K - $29.6K
|
8.76K
$3.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-85- 1.19% |
$23.4K - $29.6K
|
7.04K
$2.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-86- 7.05% |
$23.7K - $29.9K
|
1.13K
$463K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-86- 0.2% |
$23.7K - $29.9K
|
42.5K
$17.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-86- 0.48% |
$23.7K - $29.9K
|
18K
$7.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-87- 1.71% |
$24K - $30.3K
|
5.01K
$2.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-87- 1.11% |
$24K - $30.3K
|
7.75K
$3.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-88- 1.87% |
$24.2K - $30.6K
|
4.61K
$1.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 2.02% |
$24.2K - $30.6K
|
4.27K
$1.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-89- 2.3% |
$24.5K - $31K
|
3.78K
$1.54M
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-89- 0.2% |
$24.5K - $31K
|
43.6K
$17.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-90- 0.76% |
$24.8K - $31.3K
|
11.8K
$4.83M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-90- 0.86% |
$24.8K - $31.3K
|
10.4K
$4.26M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-90- 0.86% |
$24.8K - $31.3K
|
10.4K
$4.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-91- 3.02% |
$25.1K - $31.7K
|
2.92K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-91- 1.02% |
$25.1K - $31.7K
|
8.81K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-91- 0.67% |
$25.1K - $31.7K
|
13.5K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-92- 0.7% |
$25.3K - $32K
|
13.1K
$5.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-93- 2.75% |
$25.6K - $32.4K
|
3.29K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-93- 1.85% |
$25.6K - $32.4K
|
4.94K
$2.02M
|