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 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.35% |
$2.75K - $3.48K
|
2.83K
$1.45M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-10- 0.15% |
$2.75K - $3.48K
|
6.65K
$3.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-10- 0.52% |
$2.75K - $3.48K
|
1.92K
$985K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10- 0.18% |
$2.75K - $3.48K
|
5.5K
$2.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-11- 0.05% |
$3.03K - $3.83K
|
21.5K
$11M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-11- 0.04% |
$3.03K - $3.83K
|
26.5K
$13.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-11- 0.36% |
$3.03K - $3.83K
|
3.01K
$1.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-12- 0.26% |
$3.31K - $4.18K
|
4.69K
$2.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-12- 0.81% |
$3.31K - $4.18K
|
1.48K
$755K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-12- 0.52% |
$3.31K - $4.18K
|
2.31K
$1.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-12- 1.45% |
$3.31K - $4.18K
|
816
$418K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-12- 0.36% |
$3.31K - $4.18K
|
3.3K
$1.69M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-12- 1.76% |
$3.31K - $4.18K
|
668
$342K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-13- 0.42% |
$3.58K - $4.53K
|
3.07K
$1.57M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-13- 0.01% |
$3.58K - $4.53K
|
147K
$75.3M
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-13- 0.15% |
$3.58K - $4.53K
|
8.39K
$4.29M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13- 0.1% |
$3.58K - $4.53K
|
13.3K
$6.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-13- 0.24% |
$3.58K - $4.53K
|
5.32K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-13- 0.07% |
$3.58K - $4.53K
|
17.6K
$8.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-13- 1.19% |
$3.58K - $4.53K
|
1.08K
$553K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-14- 0.04% |
$3.86K - $4.87K
|
37.7K
$19.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-14- 0.52% |
$3.86K - $4.87K
|
2.67K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-14- 0.1% |
$3.86K - $4.87K
|
13.7K
$7M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-14- 0.63% |
$3.86K - $4.87K
|
2.19K
$1.12M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-14- 1.29% |
$3.86K - $4.87K
|
1.07K
$549K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-15- 29.41% |
$4.13K - $5.22K
|
36
$18.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-15- 19.74% |
$4.13K - $5.22K
|
61
$31.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-15- 0.16% |
$4.13K - $5.22K
|
9.45K
$4.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 0.57% |
$4.13K - $5.22K
|
2.6K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-15- 0.01% |
$4.13K - $5.22K
|
258K
$132M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-16- 0.4% |
$4.41K - $5.57K
|
3.97K
$2.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-16- 0.29% |
$4.41K - $5.57K
|
5.45K
$2.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-16- 0.8% |
$4.41K - $5.57K
|
2K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-16- 0.05% |
$4.41K - $5.57K
|
31.2K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.06% |
$4.41K - $5.57K
|
27.8K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-16- 11.19% |
$4.41K - $5.57K
|
127
$65K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.14% |
$4.41K - $5.57K
|
11.3K
$5.79M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-17- 0.09% |
$4.68K - $5.92K
|
19K
$9.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-18- 0.39% |
$4.96K - $6.27K
|
4.54K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-18- 0.9% |
$4.96K - $6.27K
|
1.98K
$1.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-19- 1.76% |
$5.23K - $6.61K
|
1.06K
$543K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 0.08% |
$5.23K - $6.61K
|
24.7K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-19- 0.02% |
$5.23K - $6.61K
|
101K
$51.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-20- 1.7% |
$5.51K - $6.96K
|
1.15K
$591K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-20- 0.3% |
$5.51K - $6.96K
|
6.6K
$3.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.09% |
$5.51K - $6.96K
|
22.6K
$11.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-20- 1.24% |
$5.51K - $6.96K
|
1.6K
$816K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-20- 0.23% |
$5.51K - $6.96K
|
8.66K
$4.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-20- 0.07% |
$5.51K - $6.96K
|
29.9K
$15.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.74% |
$5.51K - $6.96K
|
2.7K
$1.38M
|