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
|
Lincoln Capital Corp
|
SELL
|
- |
-336- 0.6% |
$92.5K - $117K
|
55.7K
$23.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-337- 1.73% |
$92.8K - $117K
|
19.1K
$8.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-339- 1.0% |
$93.4K - $118K
|
33.5K
$14.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-340- 4.74% |
$93.6K - $118K
|
6.83K
$2.91M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-341- 3.84% |
$93.9K - $119K
|
8.55K
$3.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-342- 0.67% |
$94.2K - $119K
|
50.7K
$21.6M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-343- 2.27% |
$94.5K - $119K
|
14.7K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-344- 1.28% |
$94.7K - $120K
|
26.6K
$11.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-345- 2.61% |
$95K - $120K
|
12.9K
$5.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-345- 4.36% |
$95K - $120K
|
7.57K
$3.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-346- 2.05% |
$95.3K - $120K
|
16.6K
$7.05M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-347- 0.34% |
$95.6K - $121K
|
103K
$43.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-350- 2.55% |
$96.4K - $122K
|
13.4K
$5.69M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-351- 0.61% |
$96.7K - $122K
|
57.2K
$24.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-351- 2.28% |
$96.7K - $122K
|
15.1K
$6.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-351- 0.69% |
$96.7K - $122K
|
50.6K
$21.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-352- 1.12% |
$96.9K - $123K
|
31.2K
$13.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-353- 7.43% |
$97.2K - $123K
|
4.4K
$1.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-356- 2.05% |
$98K - $124K
|
17K
$7.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-357- 0.4% |
$98.3K - $124K
|
88.8K
$37.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-357- 10.09% |
$98.3K - $124K
|
3.18K
$1.35M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-357- 10.09% |
$98.3K - $124K
|
3.18K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-359- 0.73% |
$98.9K - $125K
|
48.7K
$20.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-359- 12.57% |
$98.9K - $125K
|
2.5K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-360- 0.71% |
$99.2K - $125K
|
50.4K
$21.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-360- 3.09% |
$99.2K - $125K
|
11.3K
$4.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-361- 9.29% |
$99.4K - $126K
|
3.53K
$1.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-366- 2.4% |
$101K - $127K
|
14.9K
$6.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-366- 0.14% |
$101K - $127K
|
257K
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-366- 1.51% |
$101K - $127K
|
23.8K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-367- 0.91% |
$101K - $128K
|
40.1K
$17M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-367- 6.36% |
$101K - $128K
|
5.41K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-369- 27.03% |
$102K - $128K
|
996
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-369- 27.03% |
$102K - $128K
|
996
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-370- 1.36% |
$102K - $129K
|
26.8K
$11.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-372- 1.19% |
$102K - $129K
|
30.9K
$13.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-372- 1.65% |
$102K - $129K
|
22.2K
$9.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-374- 2.01% |
$103K - $130K
|
18.2K
$7.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-374- 2.71% |
$103K - $130K
|
13.4K
$5.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-376- 4.23% |
$104K - $131K
|
8.52K
$3.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-377- 1.07% |
$104K - $131K
|
34.8K
$14.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-377- 14.86% |
$104K - $131K
|
2.16K
$919K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-378- 1.19% |
$104K - $132K
|
31.5K
$13.4M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-379- 1.43% |
$104K - $132K
|
26.2K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-380- 7.92% |
$105K - $132K
|
4.42K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-381- 4.22% |
$105K - $133K
|
8.64K
$3.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-382- 3.0% |
$105K - $133K
|
12.3K
$5.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-382- 1.43% |
$105K - $133K
|
26.4K
$11.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-383- 2.45% |
$105K - $133K
|
15.3K
$6.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-383- 15.34% |
$105K - $133K
|
2.11K
$899K
|