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
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.53K- 7.84% |
$698K - $882K
|
29.8K
$12.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.54K- 1.5% |
$698K - $882K
|
167K
$69.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.54K- 1.46% |
$698K - $883K
|
171K
$71.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 0.46% |
$698K - $883K
|
549K
$229M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.54K- 2.99% |
$700K - $885K
|
82.6K
$34.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.57K- 3.42% |
$707K - $893K
|
72.4K
$30.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.57K- 7.33% |
$707K - $894K
|
32.5K
$13.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.57K- 1.91% |
$707K - $894K
|
132K
$54.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.57K- 12.08% |
$708K - $895K
|
18.7K
$7.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.58K- 1.32% |
$709K - $896K
|
192K
$80.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.58K- 2.71% |
$711K - $898K
|
92.5K
$38.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.6K- 61.67% |
$715K - $903K
|
1.61K
$673K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-2.6K- 20.04% |
$716K - $904K
|
10.4K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.61K- 4.19% |
$717K - $907K
|
59.5K
$24.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-2.63K- 7.48% |
$725K - $917K
|
32.6K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.65K- 5.7% |
$731K - $924K
|
43.9K
$18.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.67K- 13.48% |
$735K - $929K
|
17.1K
$7.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.68K- 2.77% |
$738K - $933K
|
94K
$39.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-2.7K- 81.55% |
$743K - $939K
|
610
$254K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.71K- 4.37% |
$746K - $943K
|
59.2K
$24.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.71K- 1.39% |
$746K - $943K
|
192K
$80.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.72K- 5.98% |
$750K - $948K
|
42.8K
$17.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.72K- 1.35% |
$750K - $948K
|
199K
$82.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.73K- 11.26% |
$752K - $950K
|
21.5K
$8.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-2.74K- 1.94% |
$754K - $952K
|
138K
$57.7M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.74K- 1.63% |
$755K - $954K
|
166K
$69.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.74K- 5.15% |
$755K - $954K
|
50.5K
$21M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.75K- 2.84% |
$757K - $957K
|
93.9K
$39.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.76K- 5.01% |
$760K - $960K
|
52.3K
$21.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.76K- 4.8% |
$761K - $962K
|
54.8K
$22.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2.78K- 2.85% |
$766K - $968K
|
94.9K
$39.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.78K- 2.23% |
$766K - $968K
|
122K
$50.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.79K- 33.51% |
$769K - $972K
|
5.54K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.8K- 8.87% |
$770K - $973K
|
28.7K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.82K- 5.12% |
$776K - $980K
|
52.2K
$21.8M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.82K- 78.77% |
$777K - $982K
|
760
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.82K- 1.18% |
$777K - $982K
|
237K
$98.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.84K- 1.49% |
$781K - $987K
|
187K
$78.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-2.85K- 5.39% |
$784K - $990K
|
50K
$20.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-2.85K- 5.02% |
$785K - $992K
|
53.9K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.85K- 2.68% |
$785K - $993K
|
104K
$43.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 2.68% |
$793K - $1M
|
104K
$43.5M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.89K- 7.14% |
$795K - $1M
|
37.5K
$15.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.89K- 1.73% |
$795K - $1M
|
163K
$68.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.89K- 2.59% |
$795K - $1M
|
109K
$45.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-2.89K- 3.33% |
$795K - $1M
|
83.8K
$35M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.89K- 31.76% |
$796K - $1.01M
|
6.21K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.9K- 2.17% |
$799K - $1.01M
|
131K
$54.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-2.92K- 3.04% |
$803K - $1.01M
|
92.9K
$38.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2.93K- 8.67% |
$807K - $1.02M
|
30.9K
$12.9M
|