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 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-1.03K- 5.71% |
$283K - $357K
|
16.9K
$8.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.03K- 4.74% |
$283K - $357K
|
20.6K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.03K- 6.31% |
$283K - $358K
|
15.3K
$7.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.03K- 11.25% |
$284K - $359K
|
8.13K
$4.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.03K- 3.11% |
$284K - $359K
|
32.1K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.03K- 2.29% |
$285K - $360K
|
44.2K
$22.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.04K- 4.09% |
$286K - $361K
|
24.3K
$12.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 12.8% |
$286K - $362K
|
7.08K
$3.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.04K- 1.42% |
$286K - $362K
|
72.3K
$36.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.04K- 3.57% |
$288K - $363K
|
28.2K
$14.4M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.05K- 1.15% |
$289K - $365K
|
90.4K
$46.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-1.05K- 2.34% |
$289K - $366K
|
43.8K
$22.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.05K- 8.22% |
$290K - $366K
|
11.8K
$6M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.05K- 5.12% |
$290K - $367K
|
19.5K
$9.97M
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.06K- 4.45% |
$291K - $367K
|
22.7K
$11.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.06K- 1.66% |
$291K - $368K
|
62.5K
$31.9M
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 1.56% |
$292K - $369K
|
67.1K
$34.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.06K- 2.2% |
$293K - $370K
|
47.3K
$24.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.43% |
$293K - $370K
|
73.2K
$37.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.06K- 0.46% |
$293K - $370K
|
229K
$117M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.07K- 16.41% |
$293K - $371K
|
5.42K
$2.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.07K- 6.95% |
$294K - $371K
|
14.3K
$7.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-1.07K- 1.33% |
$295K - $372K
|
79.2K
$40.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.07K- 7.41% |
$295K - $372K
|
13.4K
$6.83M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.08K- 2.62% |
$296K - $375K
|
40.1K
$20.5M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.09K- 9.6% |
$299K - $378K
|
10.2K
$5.23M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.09K- 3.27% |
$299K - $378K
|
32.1K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.09K- 5.24% |
$300K - $379K
|
19.7K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.09K- 2.04% |
$300K - $379K
|
52.3K
$26.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-1.09K- 4.44% |
$301K - $380K
|
23.5K
$12M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 4.25% |
$302K - $382K
|
24.7K
$12.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-1.1K- 0.47% |
$303K - $383K
|
234K
$120M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.1K- 23.66% |
$303K - $383K
|
3.55K
$1.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.1K- 1.26% |
$304K - $384K
|
86.3K
$44.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.11K- 7.31% |
$305K - $385K
|
14K
$7.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.11K- 13.02% |
$305K - $386K
|
7.4K
$3.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 20.2% |
$305K - $386K
|
4.38K
$2.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.11K- 1.1% |
$306K - $386K
|
100K
$51.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.11K- 1.27% |
$307K - $388K
|
86.3K
$44.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.12K- 0.96% |
$308K - $389K
|
116K
$59.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.12K- 6.46% |
$308K - $390K
|
16.2K
$8.28M
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.12K- 12.9% |
$308K - $390K
|
7.57K
$3.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.12K- 4.16% |
$309K - $390K
|
25.8K
$13.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.12K- 1.41% |
$309K - $390K
|
78.2K
$39.9M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.12K- 4.16% |
$309K - $390K
|
25.8K
$13.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-1.12K- 3.96% |
$309K - $391K
|
27.2K
$13.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.12K- 22.85% |
$309K - $391K
|
3.79K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.12K- 4.05% |
$309K - $391K
|
26.6K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.12K- 2.38% |
$310K - $391K
|
46.2K
$23.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.13K- 0.42% |
$310K - $392K
|
266K
$136M
|