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 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-251- 1.41% |
$69.1K - $87.4K
|
17.5K
$7.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-252- 9.03% |
$69.4K - $87.7K
|
2.54K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-252- 5.9% |
$69.4K - $87.7K
|
4.02K
$1.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-252- 0.42% |
$69.4K - $87.7K
|
60.1K
$25.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-253- 0.57% |
$69.7K - $88.1K
|
44.2K
$18.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-253- 10.96% |
$69.7K - $88.1K
|
2.06K
$875K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-254- 12.13% |
$70K - $88.4K
|
1.84K
$783K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-255- 0.56% |
$70.2K - $88.8K
|
44.9K
$19.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-256- 0.73% |
$70.5K - $89.1K
|
34.6K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-256- 2.22% |
$70.5K - $89.1K
|
11.3K
$4.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-258- 2.83% |
$71.1K - $89.8K
|
8.86K
$3.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-258- 6.79% |
$71.1K - $89.8K
|
3.54K
$1.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-260- 0.98% |
$71.6K - $90.5K
|
26.3K
$11.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-260- 1.48% |
$71.6K - $90.5K
|
17.3K
$7.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-263- 9.89% |
$72.4K - $91.6K
|
2.4K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-264- 1.2% |
$72.7K - $91.9K
|
21.8K
$9.27M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-266- 0.59% |
$73.3K - $92.6K
|
44.7K
$19M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-267- 1.7% |
$73.5K - $92.9K
|
15.4K
$6.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-268- 1.85% |
$73.8K - $93.3K
|
14.2K
$6.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-269- 1.41% |
$74.1K - $93.6K
|
18.8K
$7.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-272- 5.71% |
$74.9K - $94.7K
|
4.49K
$1.91M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-273- 3.97% |
$75.2K - $95K
|
6.6K
$2.81M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-274- 0.52% |
$75.5K - $95.4K
|
52.4K
$22.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-274- 15.75% |
$75.5K - $95.4K
|
1.47K
$624K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-274- 2.06% |
$75.5K - $95.4K
|
13.1K
$5.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-274- 0.52% |
$75.5K - $95.4K
|
51.9K
$22.1M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-275- 0.15% |
$75.7K - $95.7K
|
177K
$75.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-276- 0.51% |
$76K - $96.1K
|
53.9K
$22.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-276- 1.1% |
$76K - $96.1K
|
24.7K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-276- 1.04% |
$76K - $96.1K
|
26.4K
$11.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-277- 0.5% |
$76.3K - $96.4K
|
55.5K
$23.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-279- 3.18% |
$76.8K - $97.1K
|
8.5K
$3.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-280- 1.98% |
$77.1K - $97.5K
|
13.9K
$5.9M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-281- 1.58% |
$77.4K - $97.8K
|
17.5K
$7.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-282- 0.27% |
$77.7K - $98.2K
|
103K
$43.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-283- 14.89% |
$77.9K - $98.5K
|
1.62K
$688K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-283- 3.49% |
$77.9K - $98.5K
|
7.82K
$3.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-284- 6.51% |
$78.2K - $98.9K
|
4.08K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-284- 4.46% |
$78.2K - $98.9K
|
6.08K
$2.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-284- 5.18% |
$78.2K - $98.9K
|
5.2K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-285- 3.43% |
$78.5K - $99.2K
|
8.01K
$3.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-286- 2.46% |
$78.8K - $99.6K
|
11.4K
$4.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-286- 6.02% |
$78.8K - $99.6K
|
4.47K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-286- 8.15% |
$78.8K - $99.6K
|
3.22K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-287- 14.73% |
$79K - $99.9K
|
1.66K
$707K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-287- 0.13% |
$79K - $99.9K
|
224K
$95.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-287- 0.09% |
$79K - $99.9K
|
319K
$136M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
SELL
|
- |
-289- 15.22% |
$79.6K - $101K
|
1.61K
$685K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-290- 1.38% |
$79.9K - $101K
|
20.7K
$8.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-290- 8.93% |
$79.9K - $101K
|
2.96K
$1.26M
|