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 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.86K+ 1.45% |
$511K - $646K
|
130K
$53.8M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.86K+ 1.45% |
$511K - $646K
|
130K
$53.8M
|
|
|
Mar 07, 2024
Q2 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
1.85K+ 0.24% |
$510K - $644K
|
777K
$321M
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.85K+ 2.8% |
$508K - $643K
|
67.7K
$28M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.83K+ 3.95% |
$505K - $638K
|
48.3K
$20M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.83K+ 6.86% |
$504K - $637K
|
28.5K
$11.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.83K+ 3.48% |
$503K - $636K
|
54.4K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.83K+ 1.31% |
$503K - $635K
|
141K
$58.4M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.82K+ 4.85% |
$502K - $635K
|
39.4K
$16.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.82K+ 46.46% |
$501K - $634K
|
5.74K
$2.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.82K+ 7.48% |
$501K - $633K
|
26.1K
$10.8M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.82KNew |
$501K - $633K
|
1.82K
$751K
|
|
|
Jan 21, 2025
Q2 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.81KNew |
$499K - $630K
|
1.81K
$748K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.81K+ 33.22% |
$499K - $630K
|
7.26K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.79K+ 31.82% |
$494K - $624K
|
7.43K
$3.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.79K+ 1.58% |
$492K - $622K
|
115K
$47.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.78K+ 37.1% |
$491K - $621K
|
6.59K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.78K+ 1.68% |
$489K - $618K
|
107K
$44.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
1.77K+ 5.35% |
$488K - $617K
|
34.9K
$14.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.77K+ 6.54% |
$487K - $615K
|
28.8K
$11.9M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.76K+ 3.19% |
$484K - $611K
|
56.7K
$23.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.75K+ 4.79% |
$483K - $611K
|
38.4K
$15.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.75K+ 2.53% |
$482K - $609K
|
70.8K
$29.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.74K+ 1.95% |
$480K - $606K
|
91K
$37.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.74K+ 18.05% |
$480K - $606K
|
11.4K
$4.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.73K+ 20.47% |
$475K - $600K
|
10.2K
$4.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
BUY
|
- |
1.73K+ 12.29% |
$475K - $600K
|
15.8K
$6.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.72K+ 3.25% |
$475K - $600K
|
54.8K
$22.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.72K+ 19.56% |
$473K - $598K
|
10.5K
$4.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.72K+ 1.59% |
$473K - $598K
|
110K
$45.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.71K+ 3.92% |
$471K - $596K
|
45.4K
$18.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.71KNew |
$470K - $594K
|
1.71K
$705K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.69K+ 28.27% |
$466K - $589K
|
7.68K
$3.17M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.69K+ 2.89% |
$465K - $588K
|
60.2K
$24.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 18.27% |
$465K - $588K
|
10.9K
$4.52M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.67K+ 2.36% |
$461K - $582K
|
72.5K
$30M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
1.65K+ 103.96% |
$456K - $576K
|
3.25K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
1.63K+ 39.1% |
$448K - $566K
|
5.79K
$2.39M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.6K+ 9.01% |
$440K - $557K
|
19.3K
$7.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.6K+ 2.13% |
$440K - $556K
|
76.5K
$31.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 23.19% |
$438K - $554K
|
8.46K
$3.5M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.59K+ 2.06% |
$438K - $553K
|
78.9K
$32.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.59K+ 14.94% |
$438K - $553K
|
12.2K
$5.05M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.59K+ 4.77% |
$437K - $552K
|
34.9K
$14.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.58K+ 1.01% |
$435K - $550K
|
158K
$65.3M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
1.58K+ 4.76% |
$435K - $549K
|
34.8K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.57K+ 4.98% |
$432K - $547K
|
33.1K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.56K+ 42.99% |
$430K - $543K
|
5.19K
$2.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.55K+ 17.8% |
$428K - $541K
|
10.3K
$4.25M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.55K+ 8.91% |
$426K - $538K
|
18.9K
$7.81M
|