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 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-110- 1.71% |
$30.3K - $38.3K
|
6.33K
$2.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-111- 0.08% |
$30.6K - $38.6K
|
136K
$56.3M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-111- 5.13% |
$30.6K - $38.6K
|
2.05K
$848K
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-112- 0.74% |
$30.8K - $39K
|
15.1K
$6.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-112- 0.6% |
$30.8K - $39K
|
18.4K
$7.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-112- 2.16% |
$30.8K - $39K
|
5.07K
$2.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-112- 1.17% |
$30.8K - $39K
|
9.44K
$3.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-112- 1.56% |
$30.8K - $39K
|
7.09K
$2.93M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-113- 1.22% |
$31.1K - $39.3K
|
9.18K
$3.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-113- 2.16% |
$31.1K - $39.3K
|
5.13K
$2.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-113- 0.29% |
$31.1K - $39.3K
|
38.9K
$16.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
SELL
|
- |
-113- 0.82% |
$31.1K - $39.3K
|
13.6K
$5.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-113- 1.27% |
$31.1K - $39.3K
|
8.78K
$3.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-113- 0.32% |
$31.1K - $39.3K
|
35.2K
$14.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-114- 0.26% |
$31.4K - $39.7K
|
43.1K
$17.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-115- 3.78% |
$31.7K - $40K
|
2.93K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-115- 0.94% |
$31.7K - $40K
|
12.1K
$4.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-116- 0.9% |
$31.9K - $40.4K
|
12.8K
$5.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-116- 0.97% |
$31.9K - $40.4K
|
11.9K
$4.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-118- 2.75% |
$32.5K - $41.1K
|
4.17K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-118- 1.24% |
$32.5K - $41.1K
|
9.37K
$3.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-119- 1.14% |
$32.8K - $41.4K
|
10.3K
$4.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-119- 0.71% |
$32.8K - $41.4K
|
16.7K
$6.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-119- 0.19% |
$32.8K - $41.4K
|
64.1K
$26.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-119- 0.47% |
$32.8K - $41.4K
|
25.3K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-119- 1.3% |
$32.8K - $41.4K
|
9.04K
$3.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-120- 1.35% |
$33.1K - $41.8K
|
8.79K
$3.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-120- 0.65% |
$33.1K - $41.8K
|
18.4K
$7.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-121- 4.62% |
$33.3K - $42.1K
|
2.5K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-121- 2.51% |
$33.3K - $42.1K
|
4.7K
$1.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-122- 2.5% |
$33.6K - $42.5K
|
4.75K
$1.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-122- 0.35% |
$33.6K - $42.5K
|
34.3K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-122- 1.22% |
$33.6K - $42.5K
|
9.84K
$4.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-123- 9.66% |
$33.9K - $42.8K
|
1.15K
$475K
|
|
|
Jul 25, 2023
Q2 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-123- 0.37% |
$33.9K - $42.8K
|
33.6K
$13.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-123- 0.75% |
$33.9K - $42.8K
|
16.2K
$6.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-123- 0.3% |
$33.9K - $42.8K
|
40.7K
$16.8M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-123- 6.06% |
$33.9K - $42.8K
|
1.91K
$788K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-124- 0.64% |
$34.2K - $43.2K
|
19.2K
$7.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-124- 0.39% |
$34.2K - $43.2K
|
31.8K
$13.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-124- 2.7% |
$34.2K - $43.2K
|
4.47K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-124- 1.68% |
$34.2K - $43.2K
|
7.25K
$2.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.19% |
$34.4K - $43.5K
|
10.4K
$4.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-125- 0.84% |
$34.4K - $43.5K
|
14.8K
$6.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Check Capital Management Inc
|
SELL
|
- |
-125- 2.11% |
$34.4K - $43.5K
|
5.8K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-125- 0.14% |
$34.4K - $43.5K
|
89.1K
$36.8M
|
|
|
Jan 31, 2024
Q2 2023
|
Check Capital Management Inc
|
SELL
|
- |
-125- 2.11% |
$34.4K - $43.5K
|
5.8K
$2.4M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-125- 4.86% |
$34.4K - $43.5K
|
2.45K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-126- 6.13% |
$34.7K - $43.9K
|
1.93K
$797K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-126- 4.91% |
$34.7K - $43.9K
|
2.44K
$1.01M
|