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 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-163- 0.36% |
$44.9K - $56.7K
|
45.6K
$23.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-165- 2.2% |
$45.4K - $57.4K
|
7.35K
$3.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-166- 4.49% |
$45.7K - $57.8K
|
3.53K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-166- 0.27% |
$45.7K - $57.8K
|
60.4K
$30.9M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-168- 5.27% |
$46.3K - $58.5K
|
3.02K
$1.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-168- 2.45% |
$46.3K - $58.5K
|
6.68K
$3.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-168- 1.62% |
$46.3K - $58.5K
|
10.2K
$5.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-168- 1.34% |
$46.3K - $58.5K
|
12.4K
$6.34M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-169- 3.15% |
$46.5K - $58.8K
|
5.2K
$2.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-169- 1.85% |
$46.5K - $58.8K
|
8.95K
$4.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-170- 0.75% |
$46.8K - $59.2K
|
22.6K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-171- 3.1% |
$47.1K - $59.5K
|
5.35K
$2.74M
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-171- 4.11% |
$47.1K - $59.5K
|
3.99K
$2.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-172- 2.14% |
$47.4K - $59.9K
|
7.86K
$4.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-172- 11.57% |
$47.4K - $59.9K
|
1.32K
$673K
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-172- 8.43% |
$47.4K - $59.9K
|
1.87K
$956K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-172- 0.32% |
$47.4K - $59.9K
|
53.5K
$27.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-173- 0.18% |
$47.6K - $60.2K
|
94K
$48.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-174- 1.74% |
$47.9K - $60.6K
|
9.84K
$5.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-174- 1.5% |
$47.9K - $60.6K
|
11.4K
$5.83M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-175- 0.4% |
$48.2K - $60.9K
|
43.9K
$22.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-175- 15.38% |
$48.2K - $60.9K
|
963
$493K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-175- 2.71% |
$48.2K - $60.9K
|
6.28K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 0.7% |
$48.2K - $60.9K
|
25K
$12.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-176- 1.96% |
$48.5K - $61.3K
|
8.82K
$4.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-176- 1.29% |
$48.5K - $61.3K
|
13.5K
$6.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-177- 1.04% |
$48.7K - $61.6K
|
16.9K
$8.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-177- 6.33% |
$48.7K - $61.6K
|
2.62K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-177- 6.68% |
$48.7K - $61.6K
|
2.47K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-177- 14.16% |
$48.7K - $61.6K
|
1.07K
$549K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-178- 0.45% |
$49K - $62K
|
39.7K
$20.3M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-178- 4.54% |
$49K - $62K
|
3.75K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-178- 0.71% |
$49K - $62K
|
25.1K
$12.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-178- 4.47% |
$49K - $62K
|
3.8K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-182- 1.03% |
$50.1K - $63.4K
|
17.5K
$8.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-184- 1.02% |
$50.7K - $64.1K
|
17.9K
$9.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-185- 0.51% |
$51K - $64.4K
|
35.9K
$18.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-188- 5.25% |
$51.8K - $65.4K
|
3.39K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-188- 2.72% |
$51.8K - $65.4K
|
6.73K
$3.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Merlin Capital LLC
|
SELL
|
- |
-188- 10.31% |
$51.8K - $65.4K
|
1.64K
$837K
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-190- 21.3% |
$52.3K - $66.1K
|
702
$359K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-191- 1.3% |
$52.6K - $66.5K
|
14.5K
$7.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-192- 0.5% |
$52.9K - $66.8K
|
38.2K
$19.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-192- 0.46% |
$52.9K - $66.8K
|
41.9K
$21.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-192- 0.39% |
$52.9K - $66.8K
|
49.3K
$25.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-192- 0.89% |
$52.9K - $66.8K
|
21.3K
$10.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-193- 4.15% |
$53.2K - $67.2K
|
4.46K
$2.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-193- 1.47% |
$53.2K - $67.2K
|
12.9K
$6.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-195- 2.46% |
$53.7K - $67.9K
|
7.72K
$3.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-195- 3.31% |
$53.7K - $67.9K
|
5.7K
$2.91M
|