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
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-785- 6.09% |
$216K - $273K
|
12.1K
$5.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-785- 1.65% |
$216K - $273K
|
46.8K
$19.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-786- 2.9% |
$216K - $274K
|
26.3K
$11.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-786- 3.69% |
$216K - $274K
|
20.5K
$8.73M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-790- 3.14% |
$218K - $275K
|
24.4K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-790- 6.87% |
$218K - $275K
|
10.7K
$4.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-794- 0.79% |
$219K - $276K
|
100K
$42.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-796- 3.17% |
$219K - $277K
|
24.3K
$10.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-800- 1.43% |
$220K - $278K
|
55.1K
$23.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-800- 34.78% |
$220K - $278K
|
1.5K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-803- 15.4% |
$221K - $280K
|
4.41K
$1.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-808- 2.62% |
$223K - $281K
|
30.1K
$12.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-809- 8.23% |
$223K - $282K
|
9.02K
$3.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-810- 5.48% |
$223K - $282K
|
14K
$5.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-812- 1.85% |
$224K - $283K
|
43K
$18.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-812- 2.68% |
$224K - $283K
|
29.5K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-815- 2.98% |
$224K - $284K
|
26.6K
$11.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-817- 1.95% |
$225K - $284K
|
41.2K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-818- 5.72% |
$225K - $285K
|
13.5K
$5.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-819- 6.92% |
$226K - $285K
|
11K
$4.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-820- 1.7% |
$226K - $285K
|
47.4K
$20.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-823- 5.13% |
$227K - $286K
|
15.2K
$6.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-823- 49.97% |
$227K - $286K
|
824
$351K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-828- 4.38% |
$228K - $288K
|
18.1K
$7.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-830- 4.25% |
$229K - $289K
|
18.7K
$7.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-830- 2.63% |
$229K - $289K
|
30.8K
$13.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-831- 1.45% |
$229K - $289K
|
56.6K
$24.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Intermede Investment Partners LTD
|
SELL
|
- |
-834- 0.11% |
$230K - $290K
|
789K
$336M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-837- 1.53% |
$231K - $291K
|
53.7K
$22.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-839- 6.25% |
$231K - $292K
|
12.6K
$5.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-842- 3.69% |
$232K - $293K
|
22K
$9.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-849- 4.99% |
$234K - $296K
|
16.2K
$6.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-849- 0.53% |
$234K - $296K
|
161K
$68.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-850- 5.98% |
$234K - $296K
|
13.4K
$5.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-850- 1.25% |
$234K - $296K
|
66.9K
$28.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-850- 14.66% |
$234K - $296K
|
4.95K
$2.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-851- 1.84% |
$234K - $296K
|
45.4K
$19.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-854- 0.5% |
$235K - $297K
|
171K
$72.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-855- 7.16% |
$235K - $298K
|
11.1K
$4.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-858- 4.2% |
$236K - $299K
|
19.6K
$8.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-858- 1.03% |
$236K - $299K
|
82.1K
$34.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-859- 3.93% |
$237K - $299K
|
21K
$8.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-860- 2.73% |
$237K - $299K
|
30.6K
$13M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-860- 4.7% |
$237K - $299K
|
17.4K
$7.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-861- 1.36% |
$237K - $300K
|
62.4K
$26.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-864- 7.69% |
$238K - $301K
|
10.4K
$4.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-864- 3.45% |
$238K - $301K
|
24.2K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-868- 8.17% |
$239K - $302K
|
9.76K
$4.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-870- 1.4% |
$240K - $303K
|
61.4K
$26.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-873- 53.36% |
$240K - $304K
|
763
$325K
|