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 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-447- 4.62% |
$123K - $156K
|
9.22K
$3.92M
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-447- 5.58% |
$123K - $156K
|
7.56K
$3.22M
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-448- 9.11% |
$123K - $156K
|
4.47K
$1.9M
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-449- 1.63% |
$124K - $156K
|
27K
$11.5M
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-449- 37.86% |
$124K - $156K
|
737
$314K
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-450- 11.3% |
$124K - $157K
|
3.53K
$1.5M
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-450- 10.42% |
$124K - $157K
|
3.87K
$1.65M
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-450- 11.3% |
$124K - $157K
|
3.53K
$1.5M
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-451- 1.6% |
$124K - $157K
|
27.8K
$11.8M
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-451- 0.6% |
$124K - $157K
|
74.5K
$31.7M
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-453- 2.56% |
$125K - $158K
|
17.3K
$7.34M
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-453- 0.71% |
$125K - $158K
|
63K
$26.8M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-457- 1.67% |
$126K - $159K
|
26.8K
$11.4M
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-458- 2.76% |
$126K - $159K
|
16.1K
$6.86M
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-458- 0.47% |
$126K - $159K
|
98K
$41.7M
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-459- 10.13% |
$126K - $160K
|
4.07K
$1.73M
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-460- 2.04% |
$127K - $160K
|
22.1K
$9.38M
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-462- 1.57% |
$127K - $161K
|
28.9K
$12.3M
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-462- 1.77% |
$127K - $161K
|
25.6K
$10.9M
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-464- 3.43% |
$128K - $162K
|
13K
$5.55M
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-464- 0.74% |
$128K - $162K
|
62K
$26.4M
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-465- 0.48% |
$128K - $162K
|
95.5K
$40.6M
|
|
Aug 02, 2023
Q2 2023
|
Provident Trust CO
|
SELL
|
- |
-466- 5.32% |
$128K - $162K
|
8.3K
$3.53M
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-467- 6.28% |
$129K - $163K
|
6.97K
$2.96M
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-468- 2.05% |
$129K - $163K
|
22.4K
$9.53M
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-470- 1.56% |
$129K - $164K
|
29.7K
$12.6M
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-473- 1.05% |
$130K - $165K
|
44.5K
$18.9M
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-473- 2.28% |
$130K - $165K
|
20.2K
$8.61M
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-475- 0.47% |
$131K - $165K
|
101K
$42.9M
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-475- 18.11% |
$131K - $165K
|
2.15K
$914K
|
|
Aug 14, 2023
Q2 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-475- 27.94% |
$131K - $165K
|
1.23K
$521K
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-476- 3.9% |
$131K - $166K
|
11.7K
$4.99M
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-477- 1.23% |
$131K - $166K
|
38.2K
$16.2M
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-477- 19.89% |
$131K - $166K
|
1.92K
$817K
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-478- 3.91% |
$132K - $166K
|
11.8K
$5M
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-478- 2.79% |
$132K - $166K
|
16.6K
$7.07M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-480- 1.62% |
$132K - $167K
|
29.2K
$12.4M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-484- 3.49% |
$133K - $168K
|
13.4K
$5.7M
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-484- 2.46% |
$133K - $168K
|
19.2K
$8.17M
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-485- 6.41% |
$134K - $169K
|
7.08K
$3.01M
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-485- 3.86% |
$134K - $169K
|
12.1K
$5.14M
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-486- 0.73% |
$134K - $169K
|
66.4K
$28.3M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-488- 4.52% |
$134K - $170K
|
10.3K
$4.38M
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-489- 2.48% |
$135K - $170K
|
19.2K
$8.18M
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-490- 10.34% |
$135K - $171K
|
4.25K
$1.81M
|
|
Aug 09, 2023
Q2 2023
|
Eulav Asset Management
|
SELL
|
- |
-491- 0.88% |
$135K - $171K
|
55.5K
$23.6M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-492- 2.98% |
$136K - $171K
|
16K
$6.83M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-493- 2.91% |
$136K - $172K
|
16.5K
$7.01M
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-495- 1.6% |
$136K - $172K
|
30.5K
$13M
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-495- 1.6% |
$136K - $172K
|
30.5K
$13M
|