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 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.23K- 3.06% |
$339K - $429K
|
39K
$16.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.23K- 2.6% |
$340K - $430K
|
46.3K
$19.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.24K- 4.76% |
$342K - $432K
|
24.8K
$10.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-1.24K- 1.92% |
$342K - $432K
|
63.5K
$26.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.25K- 10.56% |
$344K - $434K
|
10.6K
$4.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 2.48% |
$347K - $439K
|
49.6K
$20.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.27K- 2.65% |
$349K - $441K
|
46.5K
$19.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.27K- 5.71% |
$349K - $441K
|
20.9K
$8.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.27K- 0.6% |
$349K - $441K
|
210K
$88.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.27K- 2.86% |
$350K - $442K
|
43.1K
$18.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.27K- 13.4% |
$351K - $443K
|
8.23K
$3.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.28K- 4.93% |
$351K - $444K
|
24.6K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.28K- 5.89% |
$351K - $444K
|
20.4K
$8.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-1.28K- 0.52% |
$353K - $446K
|
247K
$104M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.28K- 0.53% |
$353K - $447K
|
240K
$101M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-1.28K- 6.55% |
$354K - $447K
|
18.3K
$7.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.29K- 5.16% |
$354K - $448K
|
23.7K
$9.94M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.29K- 1.8% |
$356K - $450K
|
70.5K
$29.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.3K- 9.58% |
$358K - $453K
|
12.3K
$5.15M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.3K- 37.83% |
$358K - $453K
|
2.14K
$898K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.3K- 0.84% |
$359K - $453K
|
154K
$64.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.31K- 48.69% |
$359K - $454K
|
1.38K
$578K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.31K- 0.77% |
$360K - $455K
|
168K
$70.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.31K- 5.58% |
$360K - $455K
|
22.2K
$9.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.31K- 1.16% |
$361K - $456K
|
111K
$46.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 3.45% |
$362K - $457K
|
36.7K
$15.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.31K- 5.47% |
$362K - $457K
|
22.7K
$9.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.32K- 39.5% |
$362K - $458K
|
2.01K
$846K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.32K- 11.82% |
$363K - $459K
|
9.84K
$4.13M
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.32K- 7.85% |
$364K - $460K
|
15.5K
$6.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.32K- 10.6% |
$365K - $461K
|
11.2K
$4.69M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.33K- 1.89% |
$366K - $462K
|
69K
$29M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.33K- 5.82% |
$367K - $464K
|
21.6K
$9.07M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.34K- 16.44% |
$368K - $465K
|
6.79K
$2.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-1.34K- 0.61% |
$368K - $465K
|
216K
$90.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.34K- 3.89% |
$369K - $466K
|
33.1K
$13.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-1.35K- 7.24% |
$370K - $468K
|
17.2K
$7.25M
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-1.35K- 7.24% |
$370K - $468K
|
17.2K
$7.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.35K- 21.71% |
$372K - $470K
|
4.87K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.36K- 8.88% |
$374K - $472K
|
13.9K
$5.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.36K- 2.06% |
$374K - $473K
|
64.4K
$27.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-1.36K- 2.91% |
$375K - $474K
|
45.4K
$19.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.37K- 1.08% |
$376K - $476K
|
125K
$52.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.37K- 10.38% |
$376K - $476K
|
11.8K
$4.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.37K- 4.02% |
$377K - $476K
|
32.6K
$13.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1.38K- 2.71% |
$380K - $481K
|
49.5K
$20.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1.38K- 1.82% |
$380K - $481K
|
74.3K
$31.2M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-1.38K- 1.51% |
$381K - $481K
|
90.1K
$37.8M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.38K- 9.3% |
$381K - $481K
|
13.5K
$5.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-1.39K- 4.26% |
$382K - $483K
|
31.2K
$13.1M
|