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 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
26+ 1.34% |
$7.16K - $9.05K
|
1.96K
$815K
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
26+ 1.51% |
$7.16K - $9.05K
|
1.75K
$729K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
25+ 0.16% |
$6.89K - $8.7K
|
15.2K
$6.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
25+ 0.16% |
$6.89K - $8.7K
|
15.2K
$6.31M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25+ 0.39% |
$6.89K - $8.7K
|
6.37K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Merlin Capital LLC
|
BUY
|
- |
25+ 1.39% |
$6.89K - $8.7K
|
1.82K
$758K
|
|
|
Aug 11, 2023
Q2 2023
|
Unison Asset Management LLC
|
BUY
|
- |
25+ 0.12% |
$6.89K - $8.7K
|
20.4K
$8.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24+ 0.58% |
$6.61K - $8.35K
|
4.16K
$1.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
23+ 1.31% |
$6.33K - $8.01K
|
1.79K
$742K
|
|
|
Jul 11, 2023
Q2 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
21+ 1.67% |
$5.78K - $7.31K
|
1.28K
$530K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
21+ 1.38% |
$5.78K - $7.31K
|
1.54K
$640K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
21+ 0.25% |
$5.78K - $7.31K
|
8.4K
$3.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
21+ 0.22% |
$5.78K - $7.31K
|
9.67K
$4.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
20+ 0.14% |
$5.51K - $6.96K
|
14.4K
$5.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
20+ 0.29% |
$5.51K - $6.96K
|
6.98K
$2.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
20+ 0.28% |
$5.51K - $6.96K
|
7.11K
$2.96M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
20+ 0.14% |
$5.51K - $6.96K
|
14.4K
$5.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20+ 0.23% |
$5.51K - $6.96K
|
8.62K
$3.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
20+ 1.95% |
$5.51K - $6.96K
|
1.05K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
20+ 0.27% |
$5.51K - $6.96K
|
7.51K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 0.21% |
$5.51K - $6.96K
|
9.77K
$4.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
19+ 1.24% |
$5.23K - $6.61K
|
1.55K
$646K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
19+ 0.27% |
$5.23K - $6.61K
|
7.08K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19+ 0.44% |
$5.23K - $6.61K
|
4.31K
$1.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
BUY
|
- |
18+ 0.68% |
$4.96K - $6.27K
|
2.65K
$1.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
18+ 0.06% |
$4.96K - $6.27K
|
28.3K
$11.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$4.96K - $6.27K
|
6.26K
$2.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
18+ 0.81% |
$4.96K - $6.27K
|
2.25K
$937K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
16+ 0.4% |
$4.41K - $5.57K
|
4.06K
$1.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.34% |
$4.41K - $5.57K
|
4.78K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16+ 0.24% |
$4.41K - $5.57K
|
6.65K
$2.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
16+ 0.45% |
$4.41K - $5.57K
|
3.59K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
16+ 0.08% |
$4.41K - $5.57K
|
19.4K
$8.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
15+ 0.64% |
$4.13K - $5.22K
|
2.36K
$982K
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
15+ 0.59% |
$4.13K - $5.22K
|
2.54K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
15+ 0.39% |
$4.13K - $5.22K
|
3.89K
$1.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
14+ 0.27% |
$3.86K - $4.87K
|
5.26K
$2.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
14+ 0.15% |
$3.86K - $4.87K
|
9.49K
$3.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
14+ 0.1% |
$3.86K - $4.87K
|
14K
$5.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
14+ 0.7% |
$3.86K - $4.87K
|
2.01K
$835K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
13+ 0.09% |
$3.58K - $4.53K
|
13.8K
$5.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
13+ 0.12% |
$3.58K - $4.53K
|
10.5K
$4.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
13+ 0.15% |
$3.58K - $4.53K
|
8.51K
$3.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
13+ 0.07% |
$3.58K - $4.53K
|
17.6K
$7.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.75% |
$3.58K - $4.53K
|
1.74K
$724K
|
|
|
Aug 11, 2023
Q2 2023
|
Nia Impact Advisors, LLC
|
BUY
|
- |
13+ 1.58% |
$3.58K - $4.53K
|
838
$348K
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
12+ 14.46% |
$3.31K - $4.18K
|
95
$39.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11+ 0.55% |
$3.03K - $3.83K
|
2.03K
$844K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
11+ 0.14% |
$3.03K - $3.83K
|
7.9K
$3.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11+ 1.25% |
$3.03K - $3.83K
|
892
$371K
|