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 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
121+ 3.38% |
$33.3K - $42.1K
|
3.7K
$1.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
121+ 5.28% |
$33.3K - $42.1K
|
2.41K
$993K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
121+ 0.8% |
$33.3K - $42.1K
|
15.3K
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
121+ 0.23% |
$33.3K - $42.1K
|
52.3K
$21.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
120+ 0.89% |
$33.1K - $41.8K
|
13.6K
$5.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
119+ 0.79% |
$32.8K - $41.4K
|
15.1K
$6.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
119+ 1.06% |
$32.8K - $41.4K
|
11.3K
$4.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
118+ 7.7% |
$32.5K - $41.1K
|
1.65K
$679K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
117+ 0.59% |
$32.2K - $40.7K
|
20K
$8.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
117+ 0.37% |
$32.2K - $40.7K
|
31.8K
$13.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
117+ 0.2% |
$32.2K - $40.7K
|
59.7K
$24.6M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
115+ 0.52% |
$31.7K - $40K
|
22.2K
$9.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
114+ 0.49% |
$31.4K - $39.7K
|
23.3K
$9.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
114+ 1.16% |
$31.4K - $39.7K
|
9.96K
$4.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
113+ 3.45% |
$31.1K - $39.3K
|
3.39K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
113+ 13.73% |
$31.1K - $39.3K
|
936
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
113+ 3.93% |
$31.1K - $39.3K
|
2.99K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
112+ 9.59% |
$30.8K - $39K
|
1.28K
$527K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
112+ 0.27% |
$30.8K - $39K
|
42K
$17.3M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
112+ 4.23% |
$30.8K - $39K
|
2.76K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
111+ 0.95% |
$30.6K - $38.6K
|
11.8K
$4.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
111+ 2.31% |
$30.6K - $38.6K
|
4.92K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
111+ 0.08% |
$30.6K - $38.6K
|
148K
$60.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
110+ 1.86% |
$30.3K - $38.3K
|
6.02K
$2.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
BUY
|
- |
110+ 0.21% |
$30.3K - $38.3K
|
51.4K
$21.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
110+ 4.58% |
$30.3K - $38.3K
|
2.51K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
109+ 3.6% |
$30K - $37.9K
|
3.14K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
108+ 0.98% |
$29.7K - $37.6K
|
11.1K
$4.56M
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
107+ 3.79% |
$29.5K - $37.2K
|
2.93K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
107+ 2.44% |
$29.5K - $37.2K
|
4.5K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
106+ 1.11% |
$29.2K - $36.9K
|
9.63K
$3.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
106+ 1.47% |
$29.2K - $36.9K
|
7.34K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
105+ 0.05% |
$28.9K - $36.6K
|
203K
$83.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
104+ 0.37% |
$28.6K - $36.2K
|
28.1K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
104+ 0.73% |
$28.6K - $36.2K
|
14.3K
$5.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
104+ 4.88% |
$28.6K - $36.2K
|
2.23K
$919K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
103+ 4.4% |
$28.4K - $35.9K
|
2.44K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
103+ 0.11% |
$28.4K - $35.9K
|
97.7K
$40.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
102+ 2.03% |
$28.1K - $35.5K
|
5.14K
$2.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
101+ 11.12% |
$27.8K - $35.2K
|
1.01K
$415K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
101+ 1.08% |
$27.8K - $35.2K
|
9.45K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
101+ 2.68% |
$27.8K - $35.2K
|
3.87K
$1.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
100+ 13.11% |
$27.5K - $34.8K
|
863
$355K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
100+ 0.99% |
$27.5K - $34.8K
|
10.2K
$4.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Wealth Management
|
BUY
|
- |
100+ 0.39% |
$27.5K - $34.8K
|
25.5K
$10.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
100+ 0.64% |
$27.5K - $34.8K
|
15.7K
$6.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
100+ 2.92% |
$27.5K - $34.8K
|
3.53K
$1.45M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
100+ 0.72% |
$27.5K - $34.8K
|
14K
$5.75M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
99+ 3.12% |
$27.3K - $34.5K
|
3.28K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
99+ 1.04% |
$27.3K - $34.5K
|
9.6K
$3.95M
|