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 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-695- 3.78% |
$191K - $242K
|
17.7K
$7.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-698- 3.32% |
$192K - $243K
|
20.3K
$8.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-698- 3.04% |
$192K - $243K
|
22.2K
$9.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-700- 25.43% |
$193K - $244K
|
2.05K
$873K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-700- 23.14% |
$193K - $244K
|
2.33K
$989K
|
|
|
Aug 02, 2023
Q2 2023
|
Xxec, Inc.
|
SELL
|
- |
-700- 1.98% |
$193K - $244K
|
34.7K
$14.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-703- 9.66% |
$194K - $245K
|
6.58K
$2.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-705- 3.08% |
$194K - $245K
|
22.2K
$9.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-708- 1.93% |
$195K - $246K
|
36K
$15.3M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-710- 6.48% |
$196K - $247K
|
10.3K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-711- 2.49% |
$196K - $247K
|
27.9K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-712- 3.28% |
$196K - $248K
|
21K
$8.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-715- 7.41% |
$197K - $249K
|
8.93K
$3.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-717- 8.68% |
$197K - $250K
|
7.54K
$3.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-718- 16.23% |
$198K - $250K
|
3.71K
$1.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-719- 5.25% |
$198K - $250K
|
13K
$5.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-720- 0.8% |
$198K - $251K
|
89.4K
$38M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-726- 10.72% |
$200K - $253K
|
6.05K
$2.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-726- 6.92% |
$200K - $253K
|
9.77K
$4.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-727- 3.11% |
$200K - $253K
|
22.6K
$9.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-737- 18.45% |
$203K - $257K
|
3.26K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-741- 4.54% |
$204K - $258K
|
15.6K
$6.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-743- 0.27% |
$205K - $259K
|
270K
$115M
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-747- 36.93% |
$206K - $260K
|
1.28K
$543K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-748- 20.44% |
$206K - $260K
|
2.91K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-750- 1.59% |
$207K - $261K
|
46.4K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-753- 25.04% |
$207K - $262K
|
2.25K
$959K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-754- 1.09% |
$208K - $262K
|
68.7K
$29.2M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-754- 2.92% |
$208K - $262K
|
25.1K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-756- 34.54% |
$208K - $263K
|
1.43K
$610K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-758- 1.2% |
$209K - $264K
|
62.6K
$26.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-758- 5.3% |
$209K - $264K
|
13.5K
$5.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-762- 2.04% |
$210K - $265K
|
36.5K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
SELL
|
- |
-763- 1.92% |
$210K - $266K
|
39K
$16.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-764- 10.25% |
$210K - $266K
|
6.69K
$2.85M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-766- 0.97% |
$211K - $267K
|
78K
$33.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-766- 3.26% |
$211K - $267K
|
22.7K
$9.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-767- 1.57% |
$211K - $267K
|
48.1K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-767- 7.07% |
$211K - $267K
|
10.1K
$4.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-768- 0.7% |
$212K - $267K
|
109K
$46.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-769- 2.8% |
$212K - $268K
|
26.7K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-775- 0.49% |
$213K - $270K
|
157K
$66.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-776- 13.88% |
$214K - $270K
|
4.82K
$2.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-778- 1.92% |
$214K - $271K
|
39.6K
$16.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-778- 0.38% |
$214K - $271K
|
202K
$85.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-779- 2.41% |
$215K - $271K
|
31.5K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-780- 5.2% |
$215K - $272K
|
14.2K
$6.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-782- 3.78% |
$215K - $272K
|
19.9K
$8.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-782- 4.42% |
$215K - $272K
|
16.9K
$7.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-783- 2.77% |
$216K - $273K
|
27.5K
$11.7M
|