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 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-508- 4.05% |
$140K - $177K
|
12K
$6.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-508- 3.07% |
$140K - $177K
|
16.1K
$8.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-509- 11.44% |
$140K - $177K
|
3.94K
$2.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-510- 1.28% |
$140K - $178K
|
39.3K
$20.1M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-512- 2.66% |
$141K - $178K
|
18.7K
$9.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-513- 2.92% |
$141K - $179K
|
17K
$8.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-513- 3.04% |
$141K - $179K
|
16.3K
$8.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-515- 6.17% |
$142K - $179K
|
7.83K
$4M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-516- 5.96% |
$142K - $180K
|
8.15K
$4.16M
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-516- 2.43% |
$142K - $180K
|
20.7K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-517- 4.93% |
$142K - $180K
|
9.97K
$5.09M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-517- 4.62% |
$142K - $180K
|
10.7K
$5.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-521- 3.67% |
$143K - $181K
|
13.7K
$6.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-523- 4.09% |
$144K - $182K
|
12.3K
$6.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
SELL
|
- |
-525- 6.61% |
$145K - $183K
|
7.42K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-525- 0.81% |
$145K - $183K
|
64.6K
$33M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-526- 2.01% |
$145K - $183K
|
25.6K
$13.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-529- 0.33% |
$146K - $184K
|
160K
$82M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-529- 3.72% |
$146K - $184K
|
13.7K
$7M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-529- 5.32% |
$146K - $184K
|
9.42K
$4.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-530- 2.45% |
$146K - $184K
|
21.1K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-530- 9.93% |
$146K - $184K
|
4.81K
$2.46M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-530- 9.38% |
$146K - $184K
|
5.12K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-533- 2.56% |
$147K - $186K
|
20.3K
$10.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-534- 1.4% |
$147K - $186K
|
37.5K
$19.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-534- 0.43% |
$147K - $186K
|
124K
$63.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-534- 0.56% |
$147K - $186K
|
95K
$48.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-537- 1.65% |
$148K - $187K
|
32.1K
$16.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-538- 2.53% |
$148K - $187K
|
20.7K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-538- 1.16% |
$148K - $187K
|
45.7K
$23.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-540- 6.2% |
$149K - $188K
|
8.17K
$4.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-540- 2.09% |
$149K - $188K
|
25.3K
$12.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-543- 4.92% |
$150K - $189K
|
10.5K
$5.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-545- 3.43% |
$150K - $190K
|
15.4K
$7.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-546- 4.15% |
$150K - $190K
|
12.6K
$6.45M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-547- 4.5% |
$151K - $190K
|
11.6K
$5.93M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-547- 4.11% |
$151K - $190K
|
12.8K
$6.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-547- 1.77% |
$151K - $190K
|
30.4K
$15.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-548- 3.54% |
$151K - $191K
|
15K
$7.64M
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-550- 91.67% |
$151K - $191K
|
50
$25.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-553- 3.23% |
$152K - $192K
|
16.6K
$8.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-554- 8.5% |
$153K - $193K
|
5.96K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-554- 1.25% |
$153K - $193K
|
43.9K
$22.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-555- 4.23% |
$153K - $193K
|
12.6K
$6.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-555- 1.87% |
$153K - $193K
|
29.1K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-555- 0.51% |
$153K - $193K
|
109K
$55.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-556- 1.26% |
$153K - $194K
|
43.5K
$22.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-558- 6.96% |
$154K - $194K
|
7.45K
$3.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-560- 1.33% |
$154K - $195K
|
41.6K
$21.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-563- 13.42% |
$155K - $196K
|
3.63K
$1.86M
|