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
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-626- 5.2% |
$172K - $218K
|
11.4K
$5.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-626- 3.65% |
$172K - $218K
|
16.5K
$8.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-628- 0.95% |
$173K - $219K
|
65.8K
$33.8M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-633- 1.76% |
$174K - $220K
|
35.3K
$18.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-635- 8.01% |
$175K - $221K
|
7.29K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-635- 4.27% |
$175K - $221K
|
14.2K
$7.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-639- 24.79% |
$176K - $222K
|
1.94K
$996K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-639- 1.71% |
$176K - $222K
|
36.7K
$18.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-639- 3.5% |
$176K - $222K
|
17.6K
$9.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-640- 2.58% |
$176K - $223K
|
24.2K
$12.4M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-643- 0.62% |
$177K - $224K
|
103K
$53M
|
|
|
Aug 11, 2023
Q2 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-644- 8.24% |
$177K - $224K
|
7.17K
$3.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
SELL
|
- |
-645- 1.49% |
$178K - $225K
|
42.5K
$21.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-646- 1.92% |
$178K - $225K
|
33.1K
$17M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-647- 9.24% |
$178K - $225K
|
6.36K
$3.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-649- 0.53% |
$179K - $226K
|
122K
$62.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-651- 7.68% |
$179K - $227K
|
7.83K
$4.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-658- 2.15% |
$181K - $229K
|
30K
$15.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-659- 2.59% |
$182K - $229K
|
24.8K
$12.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-659- 2.37% |
$182K - $229K
|
27.2K
$13.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-661- 1.45% |
$182K - $230K
|
44.8K
$23M
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-664- 2.65% |
$183K - $231K
|
24.4K
$12.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-666- 6.23% |
$183K - $232K
|
10K
$5.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-668- 9.19% |
$184K - $233K
|
6.6K
$3.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-680- 15.72% |
$187K - $237K
|
3.65K
$1.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-684- 2.22% |
$188K - $238K
|
30.2K
$15.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-687- 1.35% |
$189K - $239K
|
50.2K
$25.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-688- 0.74% |
$189K - $239K
|
92.3K
$47.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-688- 14.22% |
$189K - $239K
|
4.15K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-689- 1.59% |
$190K - $240K
|
42.5K
$21.8M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-690- 3.95% |
$190K - $240K
|
16.8K
$8.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-691- 2.63% |
$190K - $241K
|
25.6K
$13.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-692- 9.75% |
$191K - $241K
|
6.4K
$3.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-694- 0.9% |
$191K - $242K
|
76.3K
$39.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-694- 1.46% |
$191K - $242K
|
46.8K
$24M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-695- 3.78% |
$191K - $242K
|
17.7K
$9.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-698- 3.32% |
$192K - $243K
|
20.3K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-698- 3.04% |
$192K - $243K
|
22.2K
$11.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-700- 25.43% |
$193K - $244K
|
2.05K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-700- 23.14% |
$193K - $244K
|
2.33K
$1.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Xxec, Inc.
|
SELL
|
- |
-700- 1.98% |
$193K - $244K
|
34.7K
$17.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-703- 9.66% |
$194K - $245K
|
6.58K
$3.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-705- 3.08% |
$194K - $245K
|
22.2K
$11.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-708- 1.93% |
$195K - $246K
|
36K
$18.5M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-710- 6.48% |
$196K - $247K
|
10.3K
$5.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-711- 2.49% |
$196K - $247K
|
27.9K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-712- 3.28% |
$196K - $248K
|
21K
$10.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-715- 7.41% |
$197K - $249K
|
8.93K
$4.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-717- 8.68% |
$197K - $250K
|
7.54K
$3.87M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-718- 16.23% |
$198K - $250K
|
3.71K
$1.9M
|