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
|
Financial Management Network Inc
|
SELL
|
- |
-291- 2.02% |
$80.1K - $101K
|
14.1K
$5.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-292- 1.27% |
$80.4K - $102K
|
22.7K
$9.65M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-292- 3.58% |
$80.4K - $102K
|
7.87K
$3.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-295- 1.2% |
$81.2K - $103K
|
24.4K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-298- 0.53% |
$82.1K - $104K
|
56.3K
$23.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-299- 1.92% |
$82.4K - $104K
|
15.3K
$6.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-299- 0.78% |
$82.4K - $104K
|
38.2K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-299- 1.02% |
$82.4K - $104K
|
29.1K
$12.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-300- 0.04% |
$82.6K - $104K
|
777K
$331M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-300- 1.99% |
$82.6K - $104K
|
14.8K
$6.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-300- 1.71% |
$82.6K - $104K
|
17.3K
$7.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-301- 0.28% |
$82.9K - $105K
|
108K
$46.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-302- 9.12% |
$83.2K - $105K
|
3.01K
$1.28M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-304- 4.17% |
$83.7K - $106K
|
6.98K
$2.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-304- 3.45% |
$83.7K - $106K
|
8.51K
$3.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-304- 2.39% |
$83.7K - $106K
|
12.4K
$5.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-306- 4.27% |
$84.3K - $107K
|
6.87K
$2.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-308- 1.38% |
$84.8K - $107K
|
22.1K
$9.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-308- 0.58% |
$84.8K - $107K
|
52.3K
$22.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-310- 4.19% |
$85.4K - $108K
|
7.09K
$3.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-311- 15.52% |
$85.7K - $108K
|
1.69K
$720K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-313- 0.19% |
$86.2K - $109K
|
167K
$71M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-313- 1.47% |
$86.2K - $109K
|
21K
$8.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-313- 0.32% |
$86.2K - $109K
|
98.9K
$42.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-315- 1.54% |
$86.8K - $110K
|
20.1K
$8.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-316- 2.7% |
$87K - $110K
|
11.4K
$4.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-316- 1.53% |
$87K - $110K
|
20.4K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-316- 1.37% |
$87K - $110K
|
22.7K
$9.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-317- 1.11% |
$87.3K - $110K
|
28.2K
$12M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-320- 3.89% |
$88.1K - $111K
|
7.91K
$3.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-321- 0.75% |
$88.4K - $112K
|
42.5K
$18.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-324- 1.14% |
$89.2K - $113K
|
28.1K
$11.9M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-325- 1.6% |
$89.5K - $113K
|
20K
$8.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-325- 3.71% |
$89.5K - $113K
|
8.44K
$3.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-325- 6.5% |
$89.5K - $113K
|
4.68K
$1.99M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-326- 14.57% |
$89.8K - $113K
|
1.91K
$813K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-328- 0.57% |
$90.3K - $114K
|
57.2K
$24.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-328- 1.05% |
$90.3K - $114K
|
31K
$13.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-329- 12.61% |
$90.6K - $115K
|
2.28K
$970K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-330- 0.36% |
$90.9K - $115K
|
90.1K
$38.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-331- 0.53% |
$91.2K - $115K
|
62.3K
$26.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-332- 1.85% |
$91.4K - $116K
|
17.6K
$7.49M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-332- 6.11% |
$91.4K - $116K
|
5.1K
$2.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-333- 4.64% |
$91.7K - $116K
|
6.84K
$2.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-333- 0.47% |
$91.7K - $116K
|
69.9K
$29.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-334- 0.26% |
$92K - $116K
|
130K
$55.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-334- 1.08% |
$92K - $116K
|
30.5K
$13M
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-335- 1.14% |
$92.3K - $117K
|
29.1K
$12.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-335- 0.5% |
$92.3K - $117K
|
66.7K
$28.4M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-335- 5.42% |
$92.3K - $117K
|
5.85K
$2.49M
|