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 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-417- 1.08% |
$115K - $145K
|
38.1K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-417- 1.73% |
$115K - $145K
|
23.7K
$9.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-418- 1.91% |
$115K - $146K
|
21.4K
$8.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-419- 9.56% |
$115K - $146K
|
3.96K
$1.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-423- 7.01% |
$117K - $147K
|
5.61K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-424- 6.78% |
$117K - $148K
|
5.83K
$2.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-425- 4.67% |
$117K - $148K
|
8.68K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-426- 0.43% |
$117K - $148K
|
99.8K
$41.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-427- 1.94% |
$118K - $149K
|
21.6K
$8.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-428- 11.28% |
$118K - $149K
|
3.37K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-430- 1.34% |
$118K - $150K
|
31.7K
$13.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-431- 2.08% |
$119K - $150K
|
20.3K
$8.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-433- 0.99% |
$119K - $151K
|
43.4K
$18M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-433- 0.71% |
$119K - $151K
|
60.4K
$25.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-436- 0.35% |
$120K - $152K
|
126K
$52.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-443- 3.1% |
$122K - $154K
|
13.8K
$5.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-445- 0.83% |
$123K - $155K
|
53.1K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Diker Management LLC
New York, NY |
SELL
|
- |
-445- 11.02% |
$123K - $155K
|
3.59K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-445- 4.67% |
$123K - $155K
|
9.09K
$3.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-447- 4.62% |
$123K - $156K
|
9.22K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-447- 5.58% |
$123K - $156K
|
7.56K
$3.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-448- 9.11% |
$123K - $156K
|
4.47K
$1.85M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-449- 1.63% |
$124K - $156K
|
27K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-449- 37.86% |
$124K - $156K
|
737
$306K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-450- 11.3% |
$124K - $157K
|
3.53K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-450- 10.42% |
$124K - $157K
|
3.87K
$1.6M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-450- 11.3% |
$124K - $157K
|
3.53K
$1.46M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-451- 1.6% |
$124K - $157K
|
27.8K
$11.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-451- 0.6% |
$124K - $157K
|
74.5K
$30.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-453- 2.56% |
$125K - $158K
|
17.3K
$7.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-453- 0.71% |
$125K - $158K
|
63K
$26.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-457- 1.67% |
$126K - $159K
|
26.8K
$11.1M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-457- 2.43% |
$126K - $159K
|
18.4K
$7.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-458- 2.76% |
$126K - $159K
|
16.1K
$6.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-458- 0.47% |
$126K - $159K
|
98K
$40.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-459- 10.13% |
$126K - $160K
|
4.07K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-460- 2.04% |
$127K - $160K
|
22.1K
$9.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-462- 1.57% |
$127K - $161K
|
28.9K
$12M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-462- 1.77% |
$127K - $161K
|
25.6K
$10.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-464- 3.43% |
$128K - $162K
|
13K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-464- 0.74% |
$128K - $162K
|
62K
$25.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-465- 0.48% |
$128K - $162K
|
95.5K
$39.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Provident Trust CO
|
SELL
|
- |
-466- 5.32% |
$128K - $162K
|
8.3K
$3.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-467- 6.28% |
$129K - $163K
|
6.97K
$2.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-468- 2.05% |
$129K - $163K
|
22.4K
$9.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-470- 1.56% |
$129K - $164K
|
29.7K
$12.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-473- 1.05% |
$130K - $165K
|
44.5K
$18.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-473- 2.28% |
$130K - $165K
|
20.2K
$8.39M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-475- 0.47% |
$131K - $165K
|
101K
$41.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-475- 18.11% |
$131K - $165K
|
2.15K
$891K
|