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 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3+ 0.11% |
$826 - $1.04K
|
2.85K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3+ 0.08% |
$826 - $1.04K
|
3.84K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3+ 0.11% |
$826 - $1.04K
|
2.84K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
3+ 0.13% |
$826 - $1.04K
|
2.39K
$993K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.01% |
$826 - $1.04K
|
33.1K
$13.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$551 - $696
|
3.08K
$1.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.05% |
$551 - $696
|
3.75K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$551 - $696
|
3.66K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$551 - $696
|
6.2K
$2.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$551 - $696
|
11.4K
$4.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.18% |
$551 - $696
|
1.11K
$459K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2+ 0.14% |
$551 - $696
|
1.47K
$610K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.03% |
$551 - $696
|
6.04K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2+ 0.18% |
$551 - $696
|
1.09K
$454K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2+ 0.04% |
$551 - $696
|
5.54K
$2.3M
|
|
|
Mar 11, 2024
Q2 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.27% |
$551 - $696
|
739
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.0% |
$275 - $348
|
34.7K
$14.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.08% |
$275 - $348
|
1.33K
$551K
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$275 - $348
|
800
$333K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.08% |
$275 - $348
|
1.33K
$553K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$275 - $348
|
4.45K
$1.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
BUY
|
- |
1+ 0.13% |
$275 - $348
|
777
$323K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1+ 0.07% |
$275 - $348
|
1.4K
$580K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1+ 0.03% |
$275 - $348
|
3.1K
$1.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
1+ 0.05% |
$275 - $348
|
2.04K
$846K
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$275 - $348
|
1.92K
$798K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$275 - $348
|
2.58K
$1.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$275 - $348
|
5.94K
$2.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$275 - $348
|
1.44K
$598K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$275 - $348
|
1.89K
$786K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$275 - $348
|
3.66K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1+ 0.02% |
$275 - $348
|
4.08K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
1+ 0.03% |
$275 - $348
|
3.6K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$275 - $348
|
4.18K
$1.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.02% |
$275 - $348
|
4.19K
$1.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.03% |
$275 - $348
|
3.18K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$275 - $348
|
2.81K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
BUY
|
- |
1+ 0.01% |
$275 - $348
|
18.4K
$7.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
1+ 0.06% |
$275 - $348
|
1.64K
$683K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.14% |
$275 - $348
|
698
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1+ 0.01% |
$275 - $348
|
7.07K
$2.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$275 - $348
|
6.33K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.14% |
$275 - $348
|
732
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.12% |
$275 - $348
|
812
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.08% |
$275 - $348
|
1.23K
$511K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
1+ 0.06% |
$275 - $348
|
1.73K
$718K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.16% |
$275 - $348
|
617
$257K
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1+ 0.0% |
$275 - $348
|
26.4K
$11M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1- 0.01% |
$275 - $348
|
7.17K
$2.98M
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1- 0.04% |
$275 - $348
|
2.23K
$926K
|