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 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.78K- 8.97% |
$489K - $619K
|
18K
$7.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.78K- 2.54% |
$490K - $620K
|
68.3K
$28.7M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.78K- 15.95% |
$490K - $620K
|
9.38K
$3.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.78K- 35.14% |
$490K - $620K
|
3.29K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.78K- 2.72% |
$491K - $621K
|
63.8K
$26.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.79K- 6.26% |
$492K - $622K
|
26.8K
$11.2M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 5.54% |
$493K - $623K
|
30.5K
$12.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.79K- 8.16% |
$494K - $624K
|
20.2K
$8.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.8K- 2.03% |
$494K - $625K
|
86.8K
$36.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.8K- 14.33% |
$495K - $626K
|
10.7K
$4.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.8K- 3.62% |
$496K - $627K
|
47.9K
$20.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.81K- 4.94% |
$497K - $628K
|
34.7K
$14.6M
|
|
|
Jul 27, 2023
Q2 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.81K- 9.14% |
$498K - $629K
|
18K
$7.55M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.81K- 8.49% |
$498K - $630K
|
19.5K
$8.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.81K- 5.89% |
$499K - $631K
|
28.9K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.83K- 1.27% |
$504K - $637K
|
143K
$60M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.84K- 1.18% |
$505K - $639K
|
153K
$64.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.85K- 4.19% |
$508K - $643K
|
42.2K
$17.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.86K- 13.22% |
$512K - $647K
|
12.2K
$5.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.86K- 2.52% |
$513K - $649K
|
72K
$30.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.87K- 5.19% |
$514K - $649K
|
34.1K
$14.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.87K- 2.19% |
$516K - $652K
|
83.8K
$35.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.88K- 3.83% |
$516K - $653K
|
47.1K
$19.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.88K- 7.12% |
$519K - $656K
|
24.6K
$10.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.89K- 2.94% |
$519K - $656K
|
62.3K
$26.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.89K- 8.76% |
$519K - $656K
|
19.6K
$8.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
SELL
|
- |
-1.89K- 2.88% |
$519K - $657K
|
63.6K
$26.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.89K- 7.97% |
$522K - $659K
|
21.9K
$9.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.9K- 1.88% |
$522K - $660K
|
98.9K
$41.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.9K- 1.91% |
$523K - $661K
|
97.6K
$41M
|
|
|
Aug 14, 2023
Q2 2023
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-1.9K- 56.3% |
$523K - $661K
|
1.48K
$620K
|
|
|
Aug 10, 2023
Q2 2023
|
Capco Asset Management, LLC
|
SELL
|
- |
-1.9K- 1.32% |
$524K - $662K
|
142K
$59.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.91K- 0.98% |
$525K - $663K
|
192K
$80.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.91K- 14.47% |
$526K - $665K
|
11.3K
$4.75M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.92K- 6.92% |
$529K - $668K
|
25.8K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.93K- 6.29% |
$530K - $670K
|
28.7K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.93K- 16.9% |
$532K - $673K
|
9.51K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.93K- 9.85% |
$532K - $673K
|
17.7K
$7.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.94K- 25.38% |
$533K - $674K
|
5.69K
$2.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.94K- 4.64% |
$533K - $674K
|
39.8K
$16.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.95K- 2.1% |
$536K - $677K
|
90.5K
$38M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.95K- 8.0% |
$537K - $678K
|
22.4K
$9.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.95K- 3.54% |
$538K - $679K
|
53.2K
$22.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.95K- 24.35% |
$538K - $680K
|
6.07K
$2.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.96K- 1.3% |
$538K - $681K
|
148K
$62.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.96K- 9.39% |
$539K - $682K
|
18.9K
$7.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-1.96K- 16.18% |
$540K - $682K
|
10.2K
$4.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.97K- 18.31% |
$543K - $687K
|
8.8K
$3.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.98K- 21.68% |
$544K - $688K
|
7.14K
$3M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.99K- 57.99% |
$547K - $691K
|
1.44K
$605K
|