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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-12- 1.76% |
$3.31K - $4.18K
|
668
$275K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-13- 0.42% |
$3.58K - $4.53K
|
3.07K
$1.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-13- 0.01% |
$3.58K - $4.53K
|
147K
$60.6M
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-13- 0.15% |
$3.58K - $4.53K
|
8.39K
$3.45M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13- 0.1% |
$3.58K - $4.53K
|
13.3K
$5.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-13- 0.24% |
$3.58K - $4.53K
|
5.32K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-13- 0.07% |
$3.58K - $4.53K
|
17.6K
$7.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-13- 1.19% |
$3.58K - $4.53K
|
1.08K
$444K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-14- 0.04% |
$3.86K - $4.87K
|
37.7K
$15.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-14- 0.52% |
$3.86K - $4.87K
|
2.67K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-14- 0.1% |
$3.86K - $4.87K
|
13.7K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-14- 0.63% |
$3.86K - $4.87K
|
2.19K
$902K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-14- 1.29% |
$3.86K - $4.87K
|
1.07K
$441K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-15- 29.41% |
$4.13K - $5.22K
|
36
$14.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-15- 19.74% |
$4.13K - $5.22K
|
61
$25.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-15- 0.16% |
$4.13K - $5.22K
|
9.45K
$3.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 0.57% |
$4.13K - $5.22K
|
2.6K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-15- 0.01% |
$4.13K - $5.22K
|
258K
$106M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-16- 0.4% |
$4.41K - $5.57K
|
3.97K
$1.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-16- 0.29% |
$4.41K - $5.57K
|
5.45K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-16- 0.8% |
$4.41K - $5.57K
|
2K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-16- 0.05% |
$4.41K - $5.57K
|
31.2K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.06% |
$4.41K - $5.57K
|
27.8K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-16- 11.19% |
$4.41K - $5.57K
|
127
$52.3K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.14% |
$4.41K - $5.57K
|
11.3K
$4.66M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-17- 0.09% |
$4.68K - $5.92K
|
19K
$7.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-18- 0.39% |
$4.96K - $6.27K
|
4.54K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-18- 0.9% |
$4.96K - $6.27K
|
1.98K
$816K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-19- 1.76% |
$5.23K - $6.61K
|
1.06K
$437K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 0.08% |
$5.23K - $6.61K
|
24.7K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-19- 0.02% |
$5.23K - $6.61K
|
101K
$41.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-20- 1.7% |
$5.51K - $6.96K
|
1.15K
$475K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-20- 0.3% |
$5.51K - $6.96K
|
6.6K
$2.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.09% |
$5.51K - $6.96K
|
22.6K
$9.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-20- 1.24% |
$5.51K - $6.96K
|
1.6K
$656K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-20- 0.23% |
$5.51K - $6.96K
|
8.66K
$3.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-20- 0.07% |
$5.51K - $6.96K
|
29.9K
$12.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.74% |
$5.51K - $6.96K
|
2.7K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-20- 0.86% |
$5.51K - $6.96K
|
2.29K
$944K
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-20- 0.76% |
$5.51K - $6.96K
|
2.62K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-21- 0.07% |
$5.78K - $7.31K
|
30.3K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-21- 1.32% |
$5.78K - $7.31K
|
1.57K
$644K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-21- 1.61% |
$5.78K - $7.31K
|
1.29K
$529K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-21- 0.22% |
$5.78K - $7.31K
|
9.67K
$3.98M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-21- 0.33% |
$5.78K - $7.31K
|
6.41K
$2.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-22- 0.23% |
$6.06K - $7.66K
|
9.51K
$3.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-22- 0.03% |
$6.06K - $7.66K
|
70.8K
$29.1M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-22- 0.06% |
$6.06K - $7.66K
|
37.3K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-23- 0.38% |
$6.33K - $8.01K
|
5.98K
$2.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-23- 1.69% |
$6.33K - $8.01K
|
1.34K
$551K
|