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 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.22K+ 27.65% |
$612K - $774K
|
10.3K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
2.22K+ 11.6% |
$612K - $773K
|
21.4K
$8.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
2.22K+ 19.57% |
$612K - $773K
|
13.6K
$5.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.21K+ 0.76% |
$610K - $770K
|
295K
$122M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.21K+ 3.88% |
$609K - $770K
|
59.3K
$24.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.21K+ 4.87% |
$608K - $769K
|
47.6K
$19.7M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.21KNew |
$607K - $768K
|
2.21K
$911K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
2.2K+ 3.31% |
$605K - $765K
|
68.5K
$28.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.19KNew |
$603K - $762K
|
2.19K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.17K+ 84.83% |
$597K - $755K
|
4.73K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.17K+ 13.37% |
$597K - $754K
|
18.4K
$7.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Davis Rea Ltd.
|
BUY
|
- |
2.16K+ 9.7% |
$595K - $753K
|
24.5K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.15K+ 4.76% |
$591K - $747K
|
47.3K
$19.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
2.13K+ 11.21% |
$587K - $741K
|
21.1K
$8.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.12KNew |
$585K - $739K
|
2.12K
$877K
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
BUY
|
- |
2.12KNew |
$584K - $738K
|
2.12K
$877K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.12K+ 6.34% |
$584K - $738K
|
35.6K
$14.7M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.11K+ 4.92% |
$581K - $734K
|
45K
$18.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.11K+ 15.6% |
$581K - $734K
|
15.6K
$6.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.1K+ 14.42% |
$578K - $730K
|
16.6K
$6.88M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.1K+ 1.66% |
$577K - $730K
|
128K
$53M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.09K+ 1.84% |
$576K - $728K
|
116K
$47.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.08KNew |
$572K - $723K
|
2.08K
$858K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
2.07K+ 157.0% |
$571K - $722K
|
3.4K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.06K+ 87.09% |
$568K - $718K
|
4.43K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.06K+ 19.41% |
$567K - $716K
|
12.7K
$5.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.05K+ 52.51% |
$565K - $714K
|
5.95K
$2.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.05K+ 1.52% |
$564K - $712K
|
136K
$56.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.05K+ 0.77% |
$564K - $712K
|
267K
$110M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.04K+ 13.61% |
$563K - $711K
|
17.1K
$7.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.04K+ 0.81% |
$561K - $709K
|
253K
$105M
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.03K+ 5.39% |
$559K - $706K
|
39.6K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
2.02K+ 3.37% |
$556K - $702K
|
61.9K
$25.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
2.01KNew |
$554K - $700K
|
2.01K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 9.11% |
$551K - $696K
|
24K
$9.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2KNew |
$550K - $696K
|
2K
$826K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2K+ 37.17% |
$550K - $695K
|
7.37K
$3.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
1.99K+ 17.33% |
$549K - $694K
|
13.5K
$5.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.99K+ 14.43% |
$548K - $693K
|
15.8K
$6.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.99K+ 7.7% |
$547K - $692K
|
27.8K
$11.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.99K+ 18.34% |
$547K - $691K
|
12.8K
$5.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.97K+ 10.91% |
$543K - $686K
|
20.1K
$8.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.96K+ 75.77% |
$540K - $683K
|
4.55K
$1.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.94K+ 6.21% |
$535K - $677K
|
33.3K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.92K+ 4.53% |
$529K - $669K
|
44.3K
$18.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.92K+ 3.58% |
$529K - $669K
|
55.6K
$23M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.91K+ 1.31% |
$527K - $666K
|
148K
$61M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.91K+ 1.41% |
$525K - $663K
|
137K
$56.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.87KNew |
$515K - $651K
|
1.87K
$772K
|
|
|
Aug 11, 2023
Q2 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
1.86K+ 13.74% |
$512K - $647K
|
15.4K
$6.36M
|