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 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
14.2KNew |
$3.91M - $4.94M
|
14.2K
$5.91M
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14.1K+ 1768.38% |
$3.9M - $4.92M
|
14.9K
$6.23M
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
14.1K+ 67.68% |
$3.88M - $4.9M
|
34.9K
$14.5M
|
|
Aug 14, 2023
Q2 2023
|
Cadian Capital Management, LP
New York, NY |
BUY
|
- |
14K+ 15.05% |
$3.86M - $4.87M
|
107K
$44.6M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.6K+ 14.17% |
$3.75M - $4.74M
|
110K
$45.8M
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
13.5K+ 4.55% |
$3.72M - $4.71M
|
311K
$129M
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$3.72M - $4.7M
|
13.5K
$5.63M
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
13.2K+ 659.2% |
$3.64M - $4.6M
|
15.2K
$6.35M
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
13.2K+ 209.17% |
$3.63M - $4.59M
|
19.5K
$8.12M
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
13.1K+ 10.57% |
$3.6M - $4.56M
|
137K
$57.1M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
13K+ 0.53% |
$3.59M - $4.53M
|
2.45M
$1.02B
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.9K+ 2.95% |
$3.55M - $4.49M
|
451K
$188M
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
12.9KNew |
$3.54M - $4.48M
|
12.9K
$5.36M
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
12.8KNew |
$3.54M - $4.47M
|
12.8K
$5.35M
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.8KNew |
$3.52M - $4.45M
|
12.8K
$5.33M
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
12.8K+ 6.04% |
$3.51M - $4.44M
|
224K
$93.4M
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
12.7K+ 18.93% |
$3.51M - $4.43M
|
80K
$33.3M
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.7KNew |
$3.5M - $4.43M
|
12.7K
$5.31M
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
12.7K+ 1370.04% |
$3.5M - $4.43M
|
13.6K
$5.69M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 106.3% |
$3.48M - $4.4M
|
24.5K
$10.2M
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
12.5K+ 16.72% |
$3.45M - $4.37M
|
87.5K
$36.5M
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
12.4K+ 0.44% |
$3.42M - $4.32M
|
2.82M
$1.18B
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
12.3K+ 23.26% |
$3.39M - $4.28M
|
65.2K
$27.2M
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
12.1K+ 7.26% |
$3.34M - $4.22M
|
179K
$74.6M
|
|
Aug 11, 2023
Q2 2023
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
12KNew |
$3.31M - $4.18M
|
12K
$5M
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
12K+ 12.48% |
$3.29M - $4.16M
|
108K
$44.9M
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.8K+ 19.8% |
$3.26M - $4.12M
|
71.7K
$29.9M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8K+ 1152.87% |
$3.26M - $4.12M
|
12.9K
$5.37M
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11.8K+ 7.85% |
$3.26M - $4.12M
|
163K
$67.8M
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
11.7KNew |
$3.22M - $4.06M
|
11.7K
$4.87M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4K+ 9.12% |
$3.15M - $3.98M
|
137K
$57M
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
11.4KNew |
$3.14M - $3.97M
|
11.4K
$4.75M
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
11.4KNew |
$3.13M - $3.95M
|
11.4K
$4.74M
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
11.3K+ 240.86% |
$3.11M - $3.94M
|
16K
$6.67M
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
11.2K+ 2.95% |
$3.1M - $3.91M
|
393K
$164M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
11.1K+ 28.54% |
$3.06M - $3.87M
|
50.1K
$20.9M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 25.04% |
$3M - $3.79M
|
54.4K
$22.7M
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
10.8K+ 8.53% |
$2.98M - $3.76M
|
138K
$57.4M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.7K+ 1.79% |
$2.96M - $3.74M
|
612K
$255M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
10.7K+ 5.13% |
$2.94M - $3.72M
|
219K
$91.3M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.7K+ 41.16% |
$2.94M - $3.72M
|
36.6K
$15.3M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 85.69% |
$2.94M - $3.72M
|
23.2K
$9.65M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 85.69% |
$2.94M - $3.72M
|
23.2K
$9.65M
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10.7K+ 10.43% |
$2.94M - $3.72M
|
113K
$47.2M
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.7K+ 11.48% |
$2.94M - $3.72M
|
104K
$43.2M
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.7K+ 18.01% |
$2.94M - $3.71M
|
69.9K
$29.1M
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10.6KNew |
$2.92M - $3.69M
|
10.6K
$4.42M
|
|
Aug 14, 2023
Q2 2023
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
10.5K+ 75.81% |
$2.89M - $3.66M
|
24.4K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
10.5K+ 316.94% |
$2.88M - $3.64M
|
13.8K
$5.74M
|
|
Jul 28, 2023
Q2 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.4K+ 215.75% |
$2.87M - $3.63M
|
15.3K
$6.36M
|