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 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
63+ 0.58% |
$17.4K - $21.9K
|
10.9K
$4.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
62+ 0.92% |
$17.1K - $21.6K
|
6.77K
$2.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
62+ 1.47% |
$17.1K - $21.6K
|
4.29K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
62+ 0.42% |
$17.1K - $21.6K
|
14.7K
$6.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
62+ 0.72% |
$17.1K - $21.6K
|
8.66K
$3.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
62+ 0.22% |
$17.1K - $21.6K
|
27.9K
$11.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
61+ 2.3% |
$16.8K - $21.2K
|
2.71K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
61+ 1.42% |
$16.8K - $21.2K
|
4.36K
$1.79M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
61+ 0.73% |
$16.8K - $21.2K
|
8.47K
$3.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
60+ 1.3% |
$16.5K - $20.9K
|
4.68K
$1.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
60+ 1.14% |
$16.5K - $20.9K
|
5.31K
$2.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
60+ 0.94% |
$16.5K - $20.9K
|
6.45K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
60+ 0.01% |
$16.5K - $20.9K
|
733K
$302M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
59+ 0.65% |
$16.2K - $20.5K
|
9.1K
$3.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
59+ 0.14% |
$16.2K - $20.5K
|
41.4K
$17M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
58+ 0.04% |
$16K - $20.2K
|
163K
$67.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
58+ 1.05% |
$16K - $20.2K
|
5.6K
$2.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
58+ 3.06% |
$16K - $20.2K
|
1.95K
$804K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
57+ 0.48% |
$15.7K - $19.8K
|
11.9K
$4.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
56+ 0.7% |
$15.4K - $19.5K
|
8.07K
$3.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
56+ 0.51% |
$15.4K - $19.5K
|
11.1K
$4.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
55New |
$15.1K - $19.1K
|
55
$22.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
55+ 3.6% |
$15.1K - $19.1K
|
1.58K
$651K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 0.18% |
$15.1K - $19.1K
|
30.7K
$12.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
55+ 0.17% |
$15.1K - $19.1K
|
32.4K
$13.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
55+ 0.4% |
$15.1K - $19.1K
|
14K
$5.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
55+ 0.05% |
$15.1K - $19.1K
|
121K
$49.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
55+ 0.97% |
$15.1K - $19.1K
|
5.74K
$2.36M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
55+ 7.05% |
$15.1K - $19.1K
|
835
$344K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
54+ 4.44% |
$14.9K - $18.8K
|
1.27K
$522K
|
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
54+ 6.71% |
$14.9K - $18.8K
|
859
$353K
|
|
|
Aug 02, 2023
Q2 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
54+ 0.55% |
$14.9K - $18.8K
|
9.96K
$4.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
53+ 0.33% |
$14.6K - $18.4K
|
15.9K
$6.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
53+ 0.22% |
$14.6K - $18.4K
|
23.8K
$9.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
53+ 3.68% |
$14.6K - $18.4K
|
1.49K
$614K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53+ 1.29% |
$14.6K - $18.4K
|
4.15K
$1.71M
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
53+ 5.48% |
$14.6K - $18.4K
|
1.02K
$420K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
51+ 0.15% |
$14K - $17.8K
|
35K
$14.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
51+ 4.92% |
$14K - $17.8K
|
1.09K
$447K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
50+ 0.58% |
$13.8K - $17.4K
|
8.72K
$3.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
50+ 0.95% |
$13.8K - $17.4K
|
5.32K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
50+ 6.52% |
$13.8K - $17.4K
|
817
$336K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
49+ 0.2% |
$13.5K - $17.1K
|
24K
$9.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
49+ 0.13% |
$13.5K - $17.1K
|
38.9K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
49+ 0.31% |
$13.5K - $17.1K
|
15.8K
$6.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
48+ 0.33% |
$13.2K - $16.7K
|
14.7K
$6.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
48+ 0.07% |
$13.2K - $16.7K
|
72.3K
$29.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
48+ 0.8% |
$13.2K - $16.7K
|
6.06K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
48+ 0.74% |
$13.2K - $16.7K
|
6.53K
$2.69M
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
46+ 5.91% |
$12.7K - $16K
|
825
$339K
|