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 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-868- 8.17% |
$239K - $302K
|
9.76K
$4.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-870- 1.4% |
$240K - $303K
|
61.4K
$25.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-873- 53.36% |
$240K - $304K
|
763
$318K
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-879- 8.92% |
$242K - $306K
|
8.97K
$3.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-879- 19.21% |
$242K - $306K
|
3.7K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-880- 1.03% |
$242K - $306K
|
84.3K
$35.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-885- 3.16% |
$244K - $308K
|
27.1K
$11.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-887- 2.34% |
$244K - $309K
|
37K
$15.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-887- 13.37% |
$244K - $309K
|
5.75K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-887- 1.32% |
$244K - $309K
|
66.1K
$27.6M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-887- 10.67% |
$244K - $309K
|
7.42K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-889- 1.83% |
$245K - $309K
|
47.7K
$19.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-891- 3.72% |
$245K - $310K
|
23.1K
$9.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-891- 4.26% |
$245K - $310K
|
20K
$8.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-892- 1.02% |
$246K - $311K
|
86.3K
$36M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-896- 1.14% |
$247K - $312K
|
77.6K
$32.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-896- 23.37% |
$247K - $312K
|
2.94K
$1.23M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-900- 5.47% |
$248K - $313K
|
15.6K
$6.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-911- 2.41% |
$251K - $317K
|
36.9K
$15.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-912- 1.92% |
$251K - $317K
|
46.5K
$19.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-913- 1.54% |
$251K - $318K
|
58.3K
$24.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-915- 53.35% |
$252K - $319K
|
800
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-916- 1.04% |
$252K - $319K
|
87.4K
$36.5M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-916- 1.04% |
$252K - $319K
|
87.4K
$36.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-920- 1.6% |
$253K - $320K
|
56.4K
$23.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-922- 4.58% |
$254K - $321K
|
19.2K
$8.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-926- 1.3% |
$255K - $322K
|
70.6K
$29.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-927- 3.14% |
$255K - $323K
|
28.6K
$11.9M
|
|
|
Sep 07, 2023
Q2 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-929- 0.6% |
$256K - $323K
|
153K
$64M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-932- 4.66% |
$257K - $324K
|
19.1K
$7.95M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-939- 2.36% |
$259K - $327K
|
38.9K
$16.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-940- 3.03% |
$259K - $327K
|
30.1K
$12.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-941- 15.38% |
$259K - $328K
|
5.18K
$2.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-942- 1.94% |
$259K - $328K
|
47.6K
$19.9M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-942- 1.23% |
$259K - $328K
|
75.8K
$31.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-946- 1.82% |
$261K - $329K
|
50.9K
$21.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-947- 4.39% |
$261K - $330K
|
20.6K
$8.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-948- 1.57% |
$261K - $330K
|
59.3K
$24.7M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-950- 2.13% |
$262K - $331K
|
43.6K
$18.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-951- 6.31% |
$262K - $331K
|
14.1K
$5.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-955- 2.85% |
$263K - $332K
|
32.5K
$13.6M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-960- 1.97% |
$264K - $334K
|
47.8K
$19.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-960- 6.71% |
$264K - $334K
|
13.4K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-962- 1.52% |
$265K - $335K
|
62.4K
$26M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-967- 10.84% |
$266K - $337K
|
7.95K
$3.32M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-971- 2.57% |
$267K - $338K
|
36.8K
$15.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-973- 2.62% |
$268K - $339K
|
36.1K
$15.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-983- 2.31% |
$271K - $342K
|
41.6K
$17.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-984- 0.92% |
$271K - $343K
|
106K
$44.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-987- 4.28% |
$272K - $344K
|
22.1K
$9.21M
|