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 14, 2023
Q2 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-177- 14.16% |
$48.7K - $61.6K
|
1.07K
$456K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-178- 0.45% |
$49K - $62K
|
39.7K
$16.9M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-178- 4.54% |
$49K - $62K
|
3.75K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-178- 0.71% |
$49K - $62K
|
25.1K
$10.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-178- 4.47% |
$49K - $62K
|
3.8K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-182- 1.03% |
$50.1K - $63.4K
|
17.5K
$7.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-184- 1.02% |
$50.7K - $64.1K
|
17.9K
$7.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-185- 0.51% |
$51K - $64.4K
|
35.9K
$15.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-188- 5.25% |
$51.8K - $65.4K
|
3.39K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-188- 2.72% |
$51.8K - $65.4K
|
6.73K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Merlin Capital LLC
|
SELL
|
- |
-188- 10.31% |
$51.8K - $65.4K
|
1.64K
$696K
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-190- 21.3% |
$52.3K - $66.1K
|
702
$299K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-191- 1.3% |
$52.6K - $66.5K
|
14.5K
$6.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-192- 0.5% |
$52.9K - $66.8K
|
38.2K
$16.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-192- 0.46% |
$52.9K - $66.8K
|
41.9K
$17.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-192- 0.39% |
$52.9K - $66.8K
|
49.3K
$21M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-192- 0.89% |
$52.9K - $66.8K
|
21.3K
$9.06M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-193- 4.15% |
$53.2K - $67.2K
|
4.46K
$1.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-193- 1.47% |
$53.2K - $67.2K
|
12.9K
$5.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-195- 2.46% |
$53.7K - $67.9K
|
7.72K
$3.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-195- 3.31% |
$53.7K - $67.9K
|
5.7K
$2.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-196- 0.6% |
$54K - $68.2K
|
32.6K
$13.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-197- 1.33% |
$54.3K - $68.6K
|
14.7K
$6.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-198- 1.89% |
$54.5K - $68.9K
|
10.3K
$4.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-199- 0.38% |
$54.8K - $69.3K
|
52.8K
$22.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-199- 32.05% |
$54.8K - $69.3K
|
422
$180K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-200- 3.81% |
$55.1K - $69.6K
|
5.06K
$2.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-200- 6.98% |
$55.1K - $69.6K
|
2.67K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-200- 3.07% |
$55.1K - $69.6K
|
6.32K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 6.89% |
$55.1K - $69.6K
|
2.7K
$1.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-201- 4.77% |
$55.4K - $70K
|
4.02K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-201- 1.65% |
$55.4K - $70K
|
12K
$5.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-202- 0.4% |
$55.6K - $70.3K
|
50.5K
$21.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-203- 0.29% |
$55.9K - $70.7K
|
69K
$29.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-204- 1.65% |
$56.2K - $71K
|
12.2K
$5.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-204- 1.68% |
$56.2K - $71K
|
12K
$5.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-204- 1.04% |
$56.2K - $71K
|
19.4K
$8.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-205- 1.04% |
$56.5K - $71.4K
|
19.6K
$8.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-205- 2.89% |
$56.5K - $71.4K
|
6.89K
$2.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-205- 2.22% |
$56.5K - $71.4K
|
9.04K
$3.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-206- 1.45% |
$56.7K - $71.7K
|
14K
$5.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-206- 3.22% |
$56.7K - $71.7K
|
6.2K
$2.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-206- 2.58% |
$56.7K - $71.7K
|
7.78K
$3.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-206- 7.0% |
$56.7K - $71.7K
|
2.74K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-206- 2.8% |
$56.7K - $71.7K
|
7.14K
$3.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-206- 0.84% |
$56.7K - $71.7K
|
24.3K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-209- 1.39% |
$57.6K - $72.8K
|
14.9K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-209- 1.1% |
$57.6K - $72.8K
|
18.8K
$7.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-212- 2.56% |
$58.4K - $73.8K
|
8.06K
$3.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-212- 0.34% |
$58.4K - $73.8K
|
62.2K
$26.5M
|