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 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
99+ 0.11% |
$27.3K - $34.5K
|
91.1K
$37.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
99+ 3.04% |
$27.3K - $34.5K
|
3.36K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
98+ 0.53% |
$27K - $34.1K
|
18.5K
$7.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
98+ 11.1% |
$27K - $34.1K
|
981
$408K
|
|
|
Jul 19, 2023
Q2 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
96+ 4.1% |
$26.4K - $33.4K
|
2.44K
$1.01M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
95+ 0.31% |
$26.2K - $33.1K
|
31.2K
$13M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
94+ 2.34% |
$25.9K - $32.7K
|
4.11K
$1.71M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
94+ 6.03% |
$25.9K - $32.7K
|
1.65K
$687K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
94+ 1.38% |
$25.9K - $32.7K
|
6.9K
$2.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
93+ 1.89% |
$25.6K - $32.4K
|
5K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
92+ 0.09% |
$25.3K - $32K
|
108K
$44.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
89+ 0.48% |
$24.5K - $31K
|
18.5K
$7.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
89+ 2.74% |
$24.5K - $31K
|
3.34K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
88+ 1.01% |
$24.2K - $30.6K
|
8.82K
$3.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
87+ 10.86% |
$24K - $30.3K
|
888
$369K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
87+ 0.53% |
$24K - $30.3K
|
16.5K
$6.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
86+ 6.49% |
$23.7K - $29.9K
|
1.41K
$587K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
85+ 38.99% |
$23.4K - $29.6K
|
303
$126K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
85+ 2.94% |
$23.4K - $29.6K
|
2.98K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
83+ 0.71% |
$22.9K - $28.9K
|
11.8K
$4.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
82+ 0.38% |
$22.6K - $28.5K
|
21.7K
$9.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
82+ 0.22% |
$22.6K - $28.5K
|
38.1K
$15.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
81+ 0.26% |
$22.3K - $28.2K
|
31.3K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
81+ 5.65% |
$22.3K - $28.2K
|
1.52K
$630K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
80+ 0.04% |
$22K - $27.8K
|
204K
$84.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
80+ 1.14% |
$22K - $27.8K
|
7.07K
$2.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
79+ 0.73% |
$21.8K - $27.5K
|
10.9K
$4.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
79+ 0.73% |
$21.8K - $27.5K
|
10.9K
$4.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
78+ 0.59% |
$21.5K - $27.2K
|
13.3K
$5.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
77+ 2.26% |
$21.2K - $26.8K
|
3.49K
$1.45M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
77+ 2.26% |
$21.2K - $26.8K
|
3.49K
$1.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
76+ 0.52% |
$20.9K - $26.5K
|
14.7K
$6.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.14% |
$20.7K - $26.1K
|
3.58K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
74+ 2.73% |
$20.4K - $25.8K
|
2.78K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
72+ 0.96% |
$19.8K - $25.1K
|
7.55K
$3.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
71+ 0.17% |
$19.6K - $24.7K
|
41.9K
$17.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
71+ 0.39% |
$19.6K - $24.7K
|
18.1K
$7.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
71+ 6.7% |
$19.6K - $24.7K
|
1.13K
$470K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
71+ 0.81% |
$19.6K - $24.7K
|
8.86K
$3.68M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
70+ 3.35% |
$19.3K - $24.4K
|
2.16K
$898K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
70+ 0.46% |
$19.3K - $24.4K
|
15.2K
$6.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
69+ 0.43% |
$19K - $24K
|
16.2K
$6.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
68+ 0.2% |
$18.7K - $23.7K
|
34.7K
$14.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
68+ 0.89% |
$18.7K - $23.7K
|
7.7K
$3.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
67+ 7.73% |
$18.5K - $23.3K
|
934
$388K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
67+ 1.79% |
$18.5K - $23.3K
|
3.8K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
67+ 0.28% |
$18.5K - $23.3K
|
24.4K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
67+ 0.45% |
$18.5K - $23.3K
|
14.9K
$6.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
67+ 2.79% |
$18.5K - $23.3K
|
2.47K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
65+ 1.88% |
$17.9K - $22.6K
|
3.52K
$1.46M
|