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 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17.9K+ 53.65% |
$4.94M - $6.24M
|
51.4K
$21.6M
|
|
Jul 24, 2023
Q2 2023
|
Apeiron Capital LTD
|
BUY
|
- |
17.9KNew |
$4.93M - $6.23M
|
17.9K
$7.52M
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
17.8K+ 121.08% |
$4.91M - $6.21M
|
32.6K
$13.7M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
17.8K+ 2.3% |
$4.9M - $6.2M
|
793K
$333M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
17.8K+ 1.84% |
$4.9M - $6.19M
|
985K
$414M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17.8K+ 1.84% |
$4.9M - $6.19M
|
985K
$414M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.8K+ 7.08% |
$4.89M - $6.19M
|
269K
$113M
|
|
Aug 14, 2023
Q2 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
17.6K+ 0.64% |
$4.85M - $6.13M
|
2.77M
$1.17B
|
|
Aug 14, 2023
Q2 2023
|
Flight Deck Capital, LP
San Francisco, CA |
BUY
|
- |
17.6KNew |
$4.85M - $6.13M
|
17.6K
$7.4M
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
17.5KNew |
$4.81M - $6.08M
|
17.5K
$7.34M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
17.2K+ 528.87% |
$4.73M - $5.98M
|
20.4K
$8.58M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17K+ 4.02% |
$4.69M - $5.93M
|
441K
$185M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17K+ 29.7% |
$4.69M - $5.92M
|
74.3K
$31.2M
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
17K+ 12.3% |
$4.68M - $5.91M
|
155K
$65.1M
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
16.7K+ 4.84% |
$4.6M - $5.81M
|
362K
$152M
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
16.6K+ 10.56% |
$4.57M - $5.78M
|
174K
$73M
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
16.6K+ 0.45% |
$4.57M - $5.78M
|
3.71M
$1.56B
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
16.6K+ 2.32% |
$4.57M - $5.77M
|
730K
$307M
|
|
Aug 04, 2023
Q2 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
16.5KNew |
$4.54M - $5.74M
|
16.5K
$6.93M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
16.5K+ 2.91% |
$4.54M - $5.73M
|
582K
$245M
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16.5KNew |
$4.54M - $5.73M
|
16.5K
$6.92M
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
16.5K+ 58.21% |
$4.53M - $5.73M
|
44.7K
$18.8M
|
|
Aug 11, 2023
Q2 2023
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
16.4KNew |
$4.51M - $5.7M
|
16.4K
$6.88M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.2K+ 93.98% |
$4.47M - $5.65M
|
33.5K
$14.1M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2K+ 1.45% |
$4.46M - $5.64M
|
1.13M
$476M
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.1KNew |
$4.45M - $5.62M
|
16.1K
$6.78M
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
16.1KNew |
$4.43M - $5.6M
|
16.1K
$6.76M
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
16.1K+ 190.31% |
$4.43M - $5.6M
|
24.5K
$10.3M
|
|
Aug 03, 2023
Q2 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
16.1KNew |
$4.43M - $5.59M
|
16.1K
$6.75M
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
16K+ 337.68% |
$4.41M - $5.58M
|
20.8K
$8.72M
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
15.9K+ 22.48% |
$4.37M - $5.52M
|
86.4K
$36.3M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
15.8K+ 6.47% |
$4.35M - $5.5M
|
260K
$109M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
15.7K+ 880.28% |
$4.32M - $5.45M
|
17.4K
$7.33M
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$4.3M - $5.44M
|
15.6K
$6.57M
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
15.5K+ 6.9% |
$4.28M - $5.41M
|
241K
$101M
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
15.5K+ 1.65% |
$4.27M - $5.4M
|
956K
$402M
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
15.4K+ 29.71% |
$4.24M - $5.36M
|
67.2K
$28.2M
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
15.2K+ 24.78% |
$4.2M - $5.31M
|
76.7K
$32.2M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
15.2K+ 68.92% |
$4.2M - $5.3M
|
37.3K
$15.7M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 2.51% |
$4.19M - $5.3M
|
623K
$262M
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
15.1K+ 563.9% |
$4.16M - $5.26M
|
17.8K
$7.47M
|
|
Aug 03, 2023
Q2 2023
|
Matthew 25 Management Corp
|
BUY
|
- |
15KNew |
$4.13M - $5.22M
|
15K
$6.3M
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
15K+ 288.17% |
$4.13M - $5.22M
|
20.2K
$8.49M
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
15K+ 109.73% |
$4.12M - $5.21M
|
28.6K
$12M
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
14.9K+ 4.84% |
$4.11M - $5.2M
|
323K
$136M
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
14.9K+ 8.52% |
$4.11M - $5.19M
|
190K
$79.8M
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
14.9K+ 300.2% |
$4.1M - $5.18M
|
19.8K
$8.34M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
14.7K+ 16.32% |
$4.06M - $5.13M
|
105K
$44.1M
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
14.6KNew |
$4.02M - $5.08M
|
14.6K
$6.13M
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
14.2K+ 15.49% |
$3.92M - $4.95M
|
106K
$44.5M
|