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 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-95- 0.31% |
$26.2K - $33.1K
|
30.5K
$12.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-95- 0.36% |
$26.2K - $33.1K
|
26.4K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-95- 0.38% |
$26.2K - $33.1K
|
24.7K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-96- 0.21% |
$26.4K - $33.4K
|
45.5K
$18.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-98- 0.93% |
$27K - $34.1K
|
10.5K
$4.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-98- 2.38% |
$27K - $34.1K
|
4.02K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-98- 0.54% |
$27K - $34.1K
|
18.2K
$7.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-98- 1.62% |
$27K - $34.1K
|
5.94K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-98- 0.22% |
$27K - $34.1K
|
44.7K
$18.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-99- 0.53% |
$27.3K - $34.5K
|
18.7K
$7.69M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-99- 5.99% |
$27.3K - $34.5K
|
1.55K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-99- 2.1% |
$27.3K - $34.5K
|
4.61K
$1.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 0.8% |
$27.5K - $34.8K
|
12.4K
$5.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-100- 11.12% |
$27.5K - $34.8K
|
799
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-100- 1.34% |
$27.5K - $34.8K
|
7.34K
$3.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-100- 0.14% |
$27.5K - $34.8K
|
71.6K
$29.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Independent Investors Inc
|
SELL
|
- |
-100- 0.18% |
$27.5K - $34.8K
|
54.7K
$22.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-100- 9.12% |
$27.5K - $34.8K
|
997
$411K
|
|
|
Jul 25, 2023
Q2 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-100- 0.16% |
$27.5K - $34.8K
|
61.8K
$25.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-100- 0.32% |
$27.5K - $34.8K
|
30.7K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
SELL
|
- |
-100- 4.26% |
$27.5K - $34.8K
|
2.25K
$927K
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-100- 3.9% |
$27.5K - $34.8K
|
2.47K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-100- 9.12% |
$27.5K - $34.8K
|
996
$411K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-100- 3.96% |
$27.5K - $34.8K
|
2.43K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-101- 0.72% |
$27.8K - $35.2K
|
14K
$5.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-102- 0.87% |
$28.1K - $35.5K
|
11.7K
$4.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-103- 2.25% |
$28.4K - $35.9K
|
4.47K
$1.84M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-103- 1.27% |
$28.4K - $35.9K
|
7.98K
$3.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-103- 0.8% |
$28.4K - $35.9K
|
12.7K
$5.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-103- 2.43% |
$28.4K - $35.9K
|
4.14K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-103- 10.17% |
$28.4K - $35.9K
|
910
$375K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-104- 0.32% |
$28.6K - $36.2K
|
32.5K
$13.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-104- 1.19% |
$28.6K - $36.2K
|
8.67K
$3.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-105- 0.18% |
$28.9K - $36.6K
|
58.5K
$24.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-106- 0.56% |
$29.2K - $36.9K
|
18.7K
$7.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-106- 3.16% |
$29.2K - $36.9K
|
3.25K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
SELL
|
- |
-106- 4.6% |
$29.2K - $36.9K
|
2.2K
$906K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-107- 0.29% |
$29.5K - $37.2K
|
36.3K
$15M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-107- 0.23% |
$29.5K - $37.2K
|
46.2K
$19.1M
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-107- 0.29% |
$29.5K - $37.2K
|
36.3K
$15M
|
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-108- 0.22% |
$29.7K - $37.6K
|
49.2K
$20.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-108- 6.18% |
$29.7K - $37.6K
|
1.64K
$676K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-108- 1.18% |
$29.7K - $37.6K
|
9.03K
$3.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-108- 1.0% |
$29.7K - $37.6K
|
10.7K
$4.39M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-109- 0.55% |
$30K - $37.9K
|
19.8K
$8.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-109- 1.83% |
$30K - $37.9K
|
5.84K
$2.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-110- 1.42% |
$30.3K - $38.3K
|
7.66K
$3.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-110- 0.65% |
$30.3K - $38.3K
|
16.8K
$6.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-110- 0.78% |
$30.3K - $38.3K
|
14K
$5.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-110- 0.57% |
$30.3K - $38.3K
|
19.1K
$7.87M
|