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 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
317+ 1.81% |
$87.3K - $110K
|
17.8K
$7.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
315+ 13.95% |
$86.8K - $110K
|
2.57K
$1.07M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
313+ 0.72% |
$86.2K - $109K
|
43.7K
$18.2M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
312+ 1.28% |
$85.9K - $109K
|
24.6K
$10.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
311+ 0.58% |
$85.7K - $108K
|
54K
$22.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
311+ 0.44% |
$85.7K - $108K
|
70.5K
$29.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
311+ 1.62% |
$85.7K - $108K
|
19.5K
$8.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
309+ 0.62% |
$85.1K - $108K
|
50.1K
$20.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
308+ 6.24% |
$84.8K - $107K
|
5.24K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
307+ 41.26% |
$84.6K - $107K
|
1.05K
$437K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
306+ 6.92% |
$84.3K - $107K
|
4.73K
$1.97M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
306+ 1.43% |
$84.3K - $107K
|
21.7K
$9.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
304+ 24.82% |
$83.7K - $106K
|
1.53K
$636K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
303+ 6.17% |
$83.5K - $105K
|
5.22K
$2.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
301+ 9.74% |
$82.9K - $105K
|
3.39K
$1.41M
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
301+ 0.58% |
$82.9K - $105K
|
52.4K
$21.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
300+ 2.19% |
$82.6K - $104K
|
14K
$5.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
300+ 4.99% |
$82.6K - $104K
|
6.32K
$2.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
300+ 9.61% |
$82.6K - $104K
|
3.42K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
300+ 16.51% |
$82.6K - $104K
|
2.12K
$880K
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
300+ 1.16% |
$82.6K - $104K
|
26.1K
$10.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
298+ 25.71% |
$82.1K - $104K
|
1.46K
$606K
|
|
|
Aug 10, 2023
Q2 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
298+ 1.7% |
$82.1K - $104K
|
17.8K
$7.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
298+ 5.44% |
$82.1K - $104K
|
5.78K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
298+ 12.92% |
$82.1K - $104K
|
2.61K
$1.08M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
296+ 4.23% |
$81.5K - $103K
|
7.29K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
294+ 17.19% |
$81K - $102K
|
2K
$833K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
292+ 7.45% |
$80.4K - $102K
|
4.21K
$1.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
289+ 1.1% |
$79.6K - $101K
|
26.5K
$11M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
287+ 7.22% |
$79K - $99.9K
|
4.26K
$1.77M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
285+ 3.26% |
$78.5K - $99.2K
|
9.04K
$3.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
285+ 4.02% |
$78.5K - $99.2K
|
7.38K
$3.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
283+ 0.67% |
$77.9K - $98.5K
|
42.8K
$17.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
280+ 3.11% |
$77.1K - $97.5K
|
9.29K
$3.86M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
279+ 1.95% |
$76.8K - $97.1K
|
14.6K
$6.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
278+ 2.13% |
$76.6K - $96.8K
|
13.3K
$5.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
277+ 0.91% |
$76.3K - $96.4K
|
30.6K
$12.7M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
277+ 0.91% |
$76.3K - $96.4K
|
30.6K
$12.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
276+ 37.96% |
$76K - $96.1K
|
1K
$417K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
275+ 2.55% |
$75.7K - $95.7K
|
11.1K
$4.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
271+ 9.63% |
$74.6K - $94.3K
|
3.09K
$1.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
270+ 1.7% |
$74.4K - $94K
|
16.2K
$6.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
270+ 3.63% |
$74.4K - $94K
|
7.71K
$3.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
270+ 9.78% |
$74.4K - $94K
|
3.03K
$1.26M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
270+ 3.45% |
$74.4K - $94K
|
8.1K
$3.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
269+ 0.62% |
$74.1K - $93.6K
|
43.8K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
269+ 3.07% |
$74.1K - $93.6K
|
9.02K
$3.75M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
269+ 1.24% |
$74.1K - $93.6K
|
21.9K
$9.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
268+ 2.96% |
$73.8K - $93.3K
|
9.33K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
268+ 30.63% |
$73.8K - $93.3K
|
1.14K
$475K
|