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
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-23- 0.05% |
$6.33K - $8.01K
|
43.2K
$17.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-23- 0.75% |
$6.33K - $8.01K
|
3.03K
$1.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-23- 1.32% |
$6.33K - $8.01K
|
1.72K
$708K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-24- 0.02% |
$6.61K - $8.35K
|
109K
$44.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-24- 0.06% |
$6.61K - $8.35K
|
41.6K
$17.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-24- 0.75% |
$6.61K - $8.35K
|
3.18K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-24- 0.42% |
$6.61K - $8.35K
|
5.74K
$2.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-25- 1.03% |
$6.89K - $8.7K
|
2.39K
$985K
|
|
|
Aug 03, 2023
Q2 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-25- 3.16% |
$6.89K - $8.7K
|
765
$315K
|
|
|
Aug 10, 2023
Q2 2023
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-25- 1.61% |
$6.89K - $8.7K
|
1.53K
$627K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-25- 0.64% |
$6.89K - $8.7K
|
3.88K
$1.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-26- 0.32% |
$7.16K - $9.05K
|
8.04K
$3.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-26- 0.48% |
$7.16K - $9.05K
|
5.35K
$2.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-26- 16.99% |
$7.16K - $9.05K
|
127
$52.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-27- 0.44% |
$7.44K - $9.4K
|
6.05K
$2.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-27- 1.67% |
$7.44K - $9.4K
|
1.59K
$654K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-27- 0.17% |
$7.44K - $9.4K
|
15.8K
$6.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-27- 0.95% |
$7.44K - $9.4K
|
2.81K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-28- 0.11% |
$7.71K - $9.75K
|
24.6K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-28- 0.4% |
$7.71K - $9.75K
|
6.94K
$2.86M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-28- 0.19% |
$7.71K - $9.75K
|
14.5K
$5.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-29- 3.98% |
$7.99K - $10.1K
|
700
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-29- 0.13% |
$7.99K - $10.1K
|
22.6K
$9.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-30- 0.04% |
$8.26K - $10.4K
|
82K
$33.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-30- 0.53% |
$8.26K - $10.4K
|
5.68K
$2.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-30- 1.13% |
$8.26K - $10.4K
|
2.63K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-30- 0.31% |
$8.26K - $10.4K
|
9.74K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-30- 0.75% |
$8.26K - $10.4K
|
3.99K
$1.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-31- 0.53% |
$8.54K - $10.8K
|
5.78K
$2.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-31- 0.34% |
$8.54K - $10.8K
|
9.14K
$3.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-31- 0.78% |
$8.54K - $10.8K
|
3.96K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-31- 0.61% |
$8.54K - $10.8K
|
5.08K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-31- 0.36% |
$8.54K - $10.8K
|
8.55K
$3.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-32- 0.59% |
$8.81K - $11.1K
|
5.37K
$2.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-32- 2.53% |
$8.81K - $11.1K
|
1.23K
$508K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-32- 0.14% |
$8.81K - $11.1K
|
22.5K
$9.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-33- 0.48% |
$9.09K - $11.5K
|
6.82K
$2.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-33- 0.08% |
$9.09K - $11.5K
|
43.3K
$17.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-33- 0.35% |
$9.09K - $11.5K
|
9.41K
$3.87M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-33- 1.08% |
$9.09K - $11.5K
|
3.02K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-34- 0.41% |
$9.36K - $11.8K
|
8.3K
$3.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-34- 0.38% |
$9.36K - $11.8K
|
8.83K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-34- 0.17% |
$9.36K - $11.8K
|
20K
$8.21M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-34- 0.53% |
$9.36K - $11.8K
|
6.4K
$2.63M
|
|
|
Jul 03, 2023
Q2 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-35- 0.3% |
$9.64K - $12.2K
|
11.7K
$4.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-35- 0.22% |
$9.64K - $12.2K
|
16K
$6.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-35- 0.11% |
$9.64K - $12.2K
|
30.5K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-35- 1.3% |
$9.64K - $12.2K
|
2.66K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-35- 0.52% |
$9.64K - $12.2K
|
6.69K
$2.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-36- 0.79% |
$9.92K - $12.5K
|
4.51K
$1.86M
|