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 25, 2023
Q2 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-123- 0.37% |
$33.9K - $42.8K
|
33.6K
$17.2M
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-123- 0.75% |
$33.9K - $42.8K
|
16.2K
$8.31M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-123- 0.3% |
$33.9K - $42.8K
|
40.7K
$20.8M
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-123- 6.06% |
$33.9K - $42.8K
|
1.91K
$976K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-124- 0.64% |
$34.2K - $43.2K
|
19.2K
$9.81M
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-124- 0.39% |
$34.2K - $43.2K
|
31.8K
$16.3M
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-124- 2.7% |
$34.2K - $43.2K
|
4.47K
$2.29M
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-124- 1.68% |
$34.2K - $43.2K
|
7.25K
$3.71M
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.19% |
$34.4K - $43.5K
|
10.4K
$5.3M
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-125- 0.84% |
$34.4K - $43.5K
|
14.8K
$7.55M
|
|
Aug 10, 2023
Q2 2023
|
Check Capital Management Inc
|
SELL
|
- |
-125- 2.11% |
$34.4K - $43.5K
|
5.8K
$2.97M
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-125- 0.14% |
$34.4K - $43.5K
|
89.1K
$45.6M
|
|
Jan 31, 2024
Q2 2023
|
Check Capital Management Inc
|
SELL
|
- |
-125- 2.11% |
$34.4K - $43.5K
|
5.8K
$2.97M
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-125- 4.86% |
$34.4K - $43.5K
|
2.45K
$1.25M
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-126- 6.13% |
$34.7K - $43.9K
|
1.93K
$987K
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-126- 4.91% |
$34.7K - $43.9K
|
2.44K
$1.25M
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-127- 0.51% |
$35K - $44.2K
|
24.6K
$12.6M
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-127- 3.6% |
$35K - $44.2K
|
3.4K
$1.74M
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-127- 0.15% |
$35K - $44.2K
|
85.5K
$43.8M
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-127- 1.08% |
$35K - $44.2K
|
11.6K
$5.95M
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-127- 1.24% |
$35K - $44.2K
|
10.1K
$5.18M
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-127- 0.53% |
$35K - $44.2K
|
23.8K
$12.2M
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-128- 1.1% |
$35.3K - $44.6K
|
11.5K
$5.89M
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-128- 2.17% |
$35.3K - $44.6K
|
5.77K
$2.95M
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-128- 9.62% |
$35.3K - $44.6K
|
1.2K
$616K
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-130- 0.58% |
$35.8K - $45.3K
|
22.2K
$11.4M
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-130- 0.53% |
$35.8K - $45.3K
|
24.2K
$12.4M
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-131- 1.27% |
$36.1K - $45.6K
|
10.2K
$5.19M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-131- 2.98% |
$36.1K - $45.6K
|
4.27K
$2.18M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-132- 2.07% |
$36.4K - $45.9K
|
6.24K
$3.2M
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-133- 2.09% |
$36.6K - $46.3K
|
6.22K
$3.18M
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-133- 2.09% |
$36.6K - $46.3K
|
6.24K
$3.19M
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-133- 3.17% |
$36.6K - $46.3K
|
4.07K
$2.08M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-133- 1.25% |
$36.6K - $46.3K
|
10.5K
$5.36M
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-134- 1.2% |
$36.9K - $46.6K
|
11K
$5.63M
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-134- 3.98% |
$36.9K - $46.6K
|
3.24K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-134- 0.69% |
$36.9K - $46.6K
|
19.2K
$9.83M
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-135- 1.8% |
$37.2K - $47K
|
7.37K
$3.77M
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-135- 0.7% |
$37.2K - $47K
|
19K
$9.73M
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-136- 0.07% |
$37.5K - $47.3K
|
186K
$95.1M
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-136- 0.72% |
$37.5K - $47.3K
|
18.7K
$9.56M
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-137- 0.29% |
$37.7K - $47.7K
|
46.4K
$23.7M
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-138- 1.83% |
$38K - $48K
|
7.42K
$3.8M
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-140- 7.53% |
$38.6K - $48.7K
|
1.72K
$880K
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-142- 3.05% |
$39.1K - $49.4K
|
4.51K
$2.31M
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-142- 3.13% |
$39.1K - $49.4K
|
4.4K
$2.25M
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
SELL
|
- |
-142- 0.27% |
$39.1K - $49.4K
|
52.4K
$26.8M
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-142- 1.14% |
$39.1K - $49.4K
|
12.3K
$6.31M
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-143- 4.58% |
$39.4K - $49.8K
|
2.98K
$1.53M
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-143- 3.93% |
$39.4K - $49.8K
|
3.5K
$1.79M
|