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 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-143- 0.23% |
$39.4K - $49.8K
|
61.4K
$31.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-144- 1.62% |
$39.7K - $50.1K
|
8.72K
$4.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-144- 5.56% |
$39.7K - $50.1K
|
2.44K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-144- 1.34% |
$39.7K - $50.1K
|
10.6K
$5.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
SELL
|
- |
-145- 14.93% |
$39.9K - $50.5K
|
826
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-145- 1.6% |
$39.9K - $50.5K
|
8.91K
$4.56M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-145- 17.06% |
$39.9K - $50.5K
|
705
$361K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-146- 0.89% |
$40.2K - $50.8K
|
16.2K
$8.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-146- 9.1% |
$40.2K - $50.8K
|
1.46K
$746K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-147- 4.68% |
$40.5K - $51.2K
|
3K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-148- 1.19% |
$40.8K - $51.5K
|
12.3K
$6.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-148- 2.14% |
$40.8K - $51.5K
|
6.77K
$3.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-149- 0.93% |
$41K - $51.9K
|
15.8K
$8.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-149- 0.93% |
$41K - $51.9K
|
15.9K
$8.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-150- 1.67% |
$41.3K - $52.2K
|
8.86K
$4.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-150- 0.76% |
$41.3K - $52.2K
|
19.7K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-150- 0.68% |
$41.3K - $52.2K
|
22K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-150- 2.05% |
$41.3K - $52.2K
|
7.17K
$3.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-150- 0.66% |
$41.3K - $52.2K
|
22.6K
$11.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-150- 4.09% |
$41.3K - $52.2K
|
3.52K
$1.8M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-150- 2.91% |
$41.3K - $52.2K
|
5.01K
$2.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-151- 0.73% |
$41.6K - $52.6K
|
20.6K
$10.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-151- 0.31% |
$41.6K - $52.6K
|
49K
$25.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-152- 0.31% |
$41.9K - $52.9K
|
48.7K
$24.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-152- 0.42% |
$41.9K - $52.9K
|
36K
$18.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-154- 0.23% |
$42.4K - $53.6K
|
67K
$34.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-154- 0.32% |
$42.4K - $53.6K
|
47.8K
$24.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-154- 1.08% |
$42.4K - $53.6K
|
14.1K
$7.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-154- 1.76% |
$42.4K - $53.6K
|
8.57K
$4.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-154- 10.14% |
$42.4K - $53.6K
|
1.37K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-154- 8.14% |
$42.4K - $53.6K
|
1.74K
$889K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-155- 1.84% |
$42.7K - $54K
|
8.26K
$4.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-155- 6.29% |
$42.7K - $54K
|
2.31K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-155- 0.2% |
$42.7K - $54K
|
76.7K
$39.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-156- 0.15% |
$43K - $54.3K
|
105K
$53.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-156- 2.05% |
$43K - $54.3K
|
7.47K
$3.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-156- 14.47% |
$43K - $54.3K
|
922
$472K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-157- 1.18% |
$43.2K - $54.7K
|
13.2K
$6.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-157- 1.09% |
$43.2K - $54.7K
|
14.3K
$7.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-157- 1.24% |
$43.2K - $54.7K
|
12.5K
$6.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-157- 5.35% |
$43.2K - $54.7K
|
2.78K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-159- 4.8% |
$43.8K - $55.3K
|
3.16K
$1.61M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-160- 0.68% |
$44.1K - $55.7K
|
23.3K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-160- 0.47% |
$44.1K - $55.7K
|
33.7K
$17.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-160- 0.8% |
$44.1K - $55.7K
|
19.8K
$10.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-160- 0.9% |
$44.1K - $55.7K
|
17.6K
$9.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-160- 3.79% |
$44.1K - $55.7K
|
4.07K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Oakmont Corp
|
SELL
|
- |
-160- 0.04% |
$44.1K - $55.7K
|
427K
$218M
|
|
|
Jul 24, 2023
Q2 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-161- 3.53% |
$44.3K - $56K
|
4.4K
$2.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-161- 6.66% |
$44.3K - $56K
|
2.26K
$1.15M
|