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 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.11KNew |
$307K - $388K
|
1.11K
$460K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.11K+ 16.35% |
$306K - $387K
|
7.91K
$3.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.11K+ 90.84% |
$306K - $387K
|
2.33K
$965K
|
|
|
Aug 14, 2023
Q2 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
1.1K+ 4.97% |
$303K - $383K
|
23.3K
$9.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.1K+ 11.21% |
$302K - $382K
|
10.9K
$4.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.09K+ 0.75% |
$301K - $380K
|
147K
$60.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.08K+ 3.26% |
$298K - $377K
|
34.2K
$14.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.07K+ 17.81% |
$296K - $374K
|
7.11K
$2.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.07KNew |
$294K - $372K
|
1.07K
$442K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.06K+ 9.36% |
$293K - $370K
|
12.4K
$5.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.06K+ 0.78% |
$293K - $370K
|
137K
$56.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.06KNew |
$292K - $369K
|
1.06K
$438K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.06K+ 2.89% |
$291K - $368K
|
37.7K
$15.6M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.06K+ 1.2% |
$291K - $368K
|
89.3K
$36.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.06K+ 2.43% |
$291K - $368K
|
44.5K
$18.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.05K+ 1.7% |
$289K - $366K
|
63K
$26M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.04K+ 12.74% |
$287K - $363K
|
9.22K
$3.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 12.65% |
$286K - $362K
|
9.25K
$3.82M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.04K+ 1.23% |
$286K - $361K
|
85.2K
$35.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.04K+ 3.53% |
$285K - $360K
|
30.3K
$12.5M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.03K+ 1.2% |
$284K - $359K
|
86.8K
$35.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.02K+ 4.31% |
$282K - $356K
|
24.8K
$10.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.02K+ 8.57% |
$281K - $356K
|
13K
$5.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.02KNew |
$281K - $355K
|
1.02K
$422K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.02K+ 1.96% |
$280K - $354K
|
52.8K
$21.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
1.01K+ 6.91% |
$278K - $352K
|
15.6K
$6.46M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.01K+ 11.57% |
$277K - $351K
|
9.71K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1K+ 2.84% |
$277K - $349K
|
36.3K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1K+ 13.33% |
$275K - $348K
|
8.5K
$3.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
999+ 30.28% |
$275K - $348K
|
4.3K
$1.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
997+ 1.44% |
$275K - $347K
|
70.4K
$29.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
996+ 3.05% |
$274K - $347K
|
33.6K
$13.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
991+ 4.96% |
$273K - $345K
|
21K
$8.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
989+ 3.65% |
$272K - $344K
|
28.1K
$11.6M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
983+ 9.42% |
$271K - $342K
|
11.4K
$4.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
981+ 13.25% |
$270K - $341K
|
8.39K
$3.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
977+ 2.56% |
$269K - $340K
|
39.2K
$16.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
974+ 18.75% |
$268K - $339K
|
6.17K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
973+ 3.02% |
$268K - $339K
|
33.2K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
972+ 58.98% |
$268K - $338K
|
2.62K
$1.08M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
971+ 5.04% |
$267K - $338K
|
20.2K
$8.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
970+ 25.14% |
$267K - $338K
|
4.83K
$2M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
961+ 7.79% |
$265K - $335K
|
13.3K
$5.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
959+ 7.31% |
$264K - $334K
|
14.1K
$5.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
953New |
$262K - $332K
|
953
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
952+ 2.59% |
$262K - $331K
|
37.7K
$15.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
950+ 24.37% |
$262K - $331K
|
4.85K
$2M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
948+ 2.61% |
$261K - $330K
|
37.2K
$15.4M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
945+ 5.78% |
$260K - $329K
|
17.3K
$7.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
942+ 83.88% |
$259K - $328K
|
2.07K
$853K
|