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 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-154- 10.14% |
$42.4K - $53.6K
|
1.37K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-154- 8.14% |
$42.4K - $53.6K
|
1.74K
$739K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-155- 1.84% |
$42.7K - $54K
|
8.26K
$3.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-155- 6.29% |
$42.7K - $54K
|
2.31K
$983K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-155- 0.2% |
$42.7K - $54K
|
76.7K
$32.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-156- 0.15% |
$43K - $54.3K
|
105K
$44.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-156- 2.05% |
$43K - $54.3K
|
7.47K
$3.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-156- 14.47% |
$43K - $54.3K
|
922
$392K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-157- 1.18% |
$43.2K - $54.7K
|
13.2K
$5.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-157- 1.09% |
$43.2K - $54.7K
|
14.3K
$6.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-157- 1.24% |
$43.2K - $54.7K
|
12.5K
$5.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-157- 5.35% |
$43.2K - $54.7K
|
2.78K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-159- 4.8% |
$43.8K - $55.3K
|
3.16K
$1.34M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-160- 0.68% |
$44.1K - $55.7K
|
23.3K
$9.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-160- 0.47% |
$44.1K - $55.7K
|
33.7K
$14.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-160- 0.8% |
$44.1K - $55.7K
|
19.8K
$8.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-160- 0.9% |
$44.1K - $55.7K
|
17.6K
$7.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-160- 3.79% |
$44.1K - $55.7K
|
4.07K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Oakmont Corp
|
SELL
|
- |
-160- 0.04% |
$44.1K - $55.7K
|
427K
$182M
|
|
|
Jul 24, 2023
Q2 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-161- 3.53% |
$44.3K - $56K
|
4.4K
$1.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-161- 6.66% |
$44.3K - $56K
|
2.26K
$960K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-163- 0.36% |
$44.9K - $56.7K
|
45.6K
$19.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-165- 2.2% |
$45.4K - $57.4K
|
7.35K
$3.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-166- 4.49% |
$45.7K - $57.8K
|
3.53K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-166- 0.27% |
$45.7K - $57.8K
|
60.4K
$25.7M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-168- 5.27% |
$46.3K - $58.5K
|
3.02K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-168- 2.45% |
$46.3K - $58.5K
|
6.68K
$2.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-168- 1.62% |
$46.3K - $58.5K
|
10.2K
$4.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-168- 1.34% |
$46.3K - $58.5K
|
12.4K
$5.27M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-169- 3.15% |
$46.5K - $58.8K
|
5.2K
$2.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-169- 1.85% |
$46.5K - $58.8K
|
8.95K
$3.81M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-170- 0.75% |
$46.8K - $59.2K
|
22.6K
$9.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-171- 3.1% |
$47.1K - $59.5K
|
5.35K
$2.28M
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-171- 4.11% |
$47.1K - $59.5K
|
3.99K
$1.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-172- 2.14% |
$47.4K - $59.9K
|
7.86K
$3.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-172- 11.57% |
$47.4K - $59.9K
|
1.32K
$559K
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-172- 8.43% |
$47.4K - $59.9K
|
1.87K
$795K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-172- 0.32% |
$47.4K - $59.9K
|
53.5K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-173- 0.18% |
$47.6K - $60.2K
|
94K
$40M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-174- 1.74% |
$47.9K - $60.6K
|
9.84K
$4.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-174- 1.5% |
$47.9K - $60.6K
|
11.4K
$4.85M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-175- 0.4% |
$48.2K - $60.9K
|
43.9K
$18.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-175- 15.38% |
$48.2K - $60.9K
|
963
$410K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-175- 2.71% |
$48.2K - $60.9K
|
6.28K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 0.7% |
$48.2K - $60.9K
|
25K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-176- 1.96% |
$48.5K - $61.3K
|
8.82K
$3.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-176- 1.29% |
$48.5K - $61.3K
|
13.5K
$5.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-177- 1.04% |
$48.7K - $61.6K
|
16.9K
$7.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-177- 6.33% |
$48.7K - $61.6K
|
2.62K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-177- 6.68% |
$48.7K - $61.6K
|
2.47K
$1.05M
|