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 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.11K- 1.27% |
$307K - $388K
|
86.3K
$36.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.12K- 0.96% |
$308K - $389K
|
116K
$48.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.12K- 6.46% |
$308K - $390K
|
16.2K
$6.81M
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.12K- 12.9% |
$308K - $390K
|
7.57K
$3.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.12K- 4.16% |
$309K - $390K
|
25.8K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.12K- 1.41% |
$309K - $390K
|
78.2K
$32.9M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.12K- 4.16% |
$309K - $390K
|
25.8K
$10.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-1.12K- 3.96% |
$309K - $391K
|
27.2K
$11.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.12K- 22.85% |
$309K - $391K
|
3.79K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.12K- 4.05% |
$309K - $391K
|
26.6K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.12K- 2.38% |
$310K - $391K
|
46.2K
$19.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.13K- 0.42% |
$310K - $392K
|
266K
$112M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-1.13K- 63.99% |
$311K - $393K
|
636
$267K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.13K- 13.78% |
$312K - $394K
|
7.09K
$2.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.13K- 4.72% |
$312K - $395K
|
22.9K
$9.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.14K- 3.77% |
$313K - $395K
|
28.9K
$12.2M
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.14K- 1.95% |
$313K - $396K
|
57.1K
$24M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.14K- 4.07% |
$315K - $398K
|
26.9K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.14K- 8.8% |
$315K - $398K
|
11.8K
$4.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.15K- 1.66% |
$316K - $400K
|
68K
$28.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.15K- 1.99% |
$317K - $401K
|
56.8K
$23.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.16K- 0.94% |
$318K - $402K
|
121K
$51.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.16K- 0.93% |
$319K - $403K
|
123K
$51.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.16K- 4.13% |
$319K - $403K
|
26.9K
$11.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.16K- 61.93% |
$319K - $404K
|
713
$300K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.16K- 3.65% |
$319K - $404K
|
30.6K
$12.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.16K- 13.46% |
$319K - $404K
|
7.46K
$3.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.16K- 7.15% |
$320K - $405K
|
15.1K
$6.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-1.16K- 2.63% |
$320K - $405K
|
43.1K
$18.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.16K- 2.39% |
$321K - $405K
|
47.6K
$20M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.17K- 12.4% |
$321K - $406K
|
8.24K
$3.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.17K- 4.34% |
$322K - $407K
|
25.7K
$10.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 0.7% |
$322K - $407K
|
165K
$69.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.19K- 16.75% |
$329K - $416K
|
5.93K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.2K- 6.0% |
$329K - $416K
|
18.7K
$7.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 12.05% |
$329K - $416K
|
8.73K
$3.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.2K- 3.35% |
$330K - $417K
|
34.6K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-1.2K- 1.67% |
$331K - $418K
|
70.9K
$29.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.21K- 2.41% |
$332K - $420K
|
49K
$20.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 3.11% |
$334K - $422K
|
37.8K
$15.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.21K- 14.76% |
$334K - $422K
|
7K
$2.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-1.22K- 1.29% |
$335K - $423K
|
93.1K
$39.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.22K- 81.27% |
$336K - $424K
|
281
$118K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.22K- 33.7% |
$336K - $424K
|
2.4K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-1.22K- 8.54% |
$336K - $425K
|
13.1K
$5.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.22K- 3.27% |
$337K - $426K
|
36.2K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.22K- 0.55% |
$337K - $426K
|
223K
$93.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.23K- 8.18% |
$338K - $427K
|
13.8K
$5.78M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.23K- 10.97% |
$338K - $428K
|
9.97K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-1.23K- 1.35% |
$339K - $428K
|
89.6K
$37.7M
|