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
|
Harfst & Associates, Inc.
|
SELL
|
- |
-36- 0.24% |
$9.92K - $12.5K
|
15.1K
$6.29M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-36- 1.09% |
$9.92K - $12.5K
|
3.27K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-37- 0.1% |
$10.2K - $12.9K
|
37.8K
$15.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-37- 0.09% |
$10.2K - $12.9K
|
41K
$17M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-37- 1.21% |
$10.2K - $12.9K
|
3.01K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-37- 0.27% |
$10.2K - $12.9K
|
13.8K
$5.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-38- 0.13% |
$10.5K - $13.2K
|
28.9K
$12M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-39- 1.18% |
$10.7K - $13.6K
|
3.28K
$1.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-39- 0.25% |
$10.7K - $13.6K
|
15.3K
$6.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-39- 0.72% |
$10.7K - $13.6K
|
5.35K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-39- 4.91% |
$10.7K - $13.6K
|
755
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-39- 0.11% |
$10.7K - $13.6K
|
34K
$14.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-40- 1.06% |
$11K - $13.9K
|
3.75K
$1.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-40- 0.81% |
$11K - $13.9K
|
4.92K
$2.05M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-40- 0.94% |
$11K - $13.9K
|
4.24K
$1.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-40- 0.43% |
$11K - $13.9K
|
9.26K
$3.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-40- 4.66% |
$11K - $13.9K
|
819
$341K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-40- 0.08% |
$11K - $13.9K
|
52.3K
$21.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-40- 1.71% |
$11K - $13.9K
|
2.31K
$958K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-40- 0.32% |
$11K - $13.9K
|
12.3K
$5.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-41- 0.48% |
$11.3K - $14.3K
|
8.41K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-41- 0.23% |
$11.3K - $14.3K
|
17.6K
$7.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 0.58% |
$11.3K - $14.3K
|
7.03K
$2.92M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-41- 1.69% |
$11.3K - $14.3K
|
2.38K
$990K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-44- 0.54% |
$12.1K - $15.3K
|
8.08K
$3.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-44- 0.95% |
$12.1K - $15.3K
|
4.6K
$1.91M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-44- 2.54% |
$12.1K - $15.3K
|
1.69K
$703K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-45- 0.87% |
$12.4K - $15.7K
|
5.15K
$2.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-45- 0.16% |
$12.4K - $15.7K
|
28.6K
$11.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-45- 0.96% |
$12.4K - $15.7K
|
4.65K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-45- 0.42% |
$12.4K - $15.7K
|
10.7K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-45- 4.73% |
$12.4K - $15.7K
|
907
$377K
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-45- 2.99% |
$12.4K - $15.7K
|
1.46K
$607K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-46- 0.7% |
$12.7K - $16K
|
6.49K
$2.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-46- 2.2% |
$12.7K - $16K
|
2.04K
$850K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-47- 0.04% |
$12.9K - $16.4K
|
118K
$49.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-47- 0.5% |
$12.9K - $16.4K
|
9.44K
$3.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-47- 0.89% |
$12.9K - $16.4K
|
5.24K
$2.18M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-47- 3.6% |
$12.9K - $16.4K
|
1.26K
$524K
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-48- 2.9% |
$13.2K - $16.7K
|
1.61K
$669K
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-48- 2.34% |
$13.2K - $16.7K
|
2.01K
$835K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-48- 0.27% |
$13.2K - $16.7K
|
17.4K
$7.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-48- 0.89% |
$13.2K - $16.7K
|
5.32K
$2.21M
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-50- 1.33% |
$13.8K - $17.4K
|
3.71K
$1.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-50- 1.26% |
$13.8K - $17.4K
|
3.91K
$1.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-50- 0.76% |
$13.8K - $17.4K
|
6.5K
$2.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-50- 1.84% |
$13.8K - $17.4K
|
2.67K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-50- 0.16% |
$13.8K - $17.4K
|
30.5K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-51- 0.34% |
$14K - $17.8K
|
14.9K
$6.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-52- 1.42% |
$14.3K - $18.1K
|
3.62K
$1.5M
|