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 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-126- 4.91% |
$34.7K - $43.9K
|
2.44K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-127- 0.51% |
$35K - $44.2K
|
24.6K
$10.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-127- 3.6% |
$35K - $44.2K
|
3.4K
$1.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-127- 0.15% |
$35K - $44.2K
|
85.5K
$35.3M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-127- 1.08% |
$35K - $44.2K
|
11.6K
$4.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-127- 1.24% |
$35K - $44.2K
|
10.1K
$4.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-127- 0.53% |
$35K - $44.2K
|
23.8K
$9.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-128- 1.1% |
$35.3K - $44.6K
|
11.5K
$4.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-128- 2.17% |
$35.3K - $44.6K
|
5.77K
$2.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-128- 9.62% |
$35.3K - $44.6K
|
1.2K
$496K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-130- 0.58% |
$35.8K - $45.3K
|
22.2K
$9.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-130- 0.53% |
$35.8K - $45.3K
|
24.2K
$9.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-131- 1.27% |
$36.1K - $45.6K
|
10.2K
$4.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-131- 2.98% |
$36.1K - $45.6K
|
4.27K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-132- 2.07% |
$36.4K - $45.9K
|
6.24K
$2.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-133- 2.09% |
$36.6K - $46.3K
|
6.22K
$2.56M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-133- 2.09% |
$36.6K - $46.3K
|
6.24K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-133- 3.17% |
$36.6K - $46.3K
|
4.07K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-133- 1.25% |
$36.6K - $46.3K
|
10.5K
$4.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-134- 1.2% |
$36.9K - $46.6K
|
11K
$4.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-134- 3.98% |
$36.9K - $46.6K
|
3.24K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-134- 0.69% |
$36.9K - $46.6K
|
19.2K
$7.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-135- 1.8% |
$37.2K - $47K
|
7.37K
$3.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-135- 0.7% |
$37.2K - $47K
|
19K
$7.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-136- 0.07% |
$37.5K - $47.3K
|
186K
$76.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-136- 0.72% |
$37.5K - $47.3K
|
18.7K
$7.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-137- 0.29% |
$37.7K - $47.7K
|
46.4K
$19.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-138- 1.83% |
$38K - $48K
|
7.42K
$3.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-140- 7.53% |
$38.6K - $48.7K
|
1.72K
$709K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-142- 3.05% |
$39.1K - $49.4K
|
4.51K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-142- 3.13% |
$39.1K - $49.4K
|
4.4K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
SELL
|
- |
-142- 0.27% |
$39.1K - $49.4K
|
52.4K
$21.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-142- 1.14% |
$39.1K - $49.4K
|
12.3K
$5.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-143- 4.58% |
$39.4K - $49.8K
|
2.98K
$1.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-143- 3.93% |
$39.4K - $49.8K
|
3.5K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-143- 0.23% |
$39.4K - $49.8K
|
61.4K
$25.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-144- 1.62% |
$39.7K - $50.1K
|
8.72K
$3.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-144- 5.56% |
$39.7K - $50.1K
|
2.44K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-144- 1.34% |
$39.7K - $50.1K
|
10.6K
$4.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
SELL
|
- |
-145- 14.93% |
$39.9K - $50.5K
|
826
$340K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-145- 1.6% |
$39.9K - $50.5K
|
8.91K
$3.67M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-145- 17.06% |
$39.9K - $50.5K
|
705
$291K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-146- 0.89% |
$40.2K - $50.8K
|
16.2K
$6.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-146- 9.1% |
$40.2K - $50.8K
|
1.46K
$601K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-147- 4.68% |
$40.5K - $51.2K
|
3K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-148- 1.19% |
$40.8K - $51.5K
|
12.3K
$5.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-148- 2.14% |
$40.8K - $51.5K
|
6.77K
$2.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-149- 0.93% |
$41K - $51.9K
|
15.8K
$6.52M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-149- 0.93% |
$41K - $51.9K
|
15.9K
$6.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-150- 1.67% |
$41.3K - $52.2K
|
8.86K
$3.65M
|