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 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-196- 0.6% |
$54K - $68.2K
|
32.6K
$16.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-197- 1.33% |
$54.3K - $68.6K
|
14.7K
$7.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-198- 1.89% |
$54.5K - $68.9K
|
10.3K
$5.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-199- 0.38% |
$54.8K - $69.3K
|
52.8K
$27M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-199- 32.05% |
$54.8K - $69.3K
|
422
$216K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-200- 3.81% |
$55.1K - $69.6K
|
5.06K
$2.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-200- 6.98% |
$55.1K - $69.6K
|
2.67K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-200- 3.07% |
$55.1K - $69.6K
|
6.32K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 6.89% |
$55.1K - $69.6K
|
2.7K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-201- 4.77% |
$55.4K - $70K
|
4.02K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-201- 1.65% |
$55.4K - $70K
|
12K
$6.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-202- 0.4% |
$55.6K - $70.3K
|
50.5K
$25.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-203- 0.29% |
$55.9K - $70.7K
|
69K
$35.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-204- 1.65% |
$56.2K - $71K
|
12.2K
$6.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-204- 1.68% |
$56.2K - $71K
|
12K
$6.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-204- 1.04% |
$56.2K - $71K
|
19.4K
$9.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-205- 1.04% |
$56.5K - $71.4K
|
19.6K
$10M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-205- 2.89% |
$56.5K - $71.4K
|
6.89K
$3.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-205- 2.22% |
$56.5K - $71.4K
|
9.04K
$4.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-206- 1.45% |
$56.7K - $71.7K
|
14K
$7.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-206- 3.22% |
$56.7K - $71.7K
|
6.2K
$3.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-206- 2.58% |
$56.7K - $71.7K
|
7.78K
$3.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-206- 7.0% |
$56.7K - $71.7K
|
2.74K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-206- 2.8% |
$56.7K - $71.7K
|
7.14K
$3.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-206- 0.84% |
$56.7K - $71.7K
|
24.3K
$12.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-209- 1.39% |
$57.6K - $72.8K
|
14.9K
$7.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-209- 1.1% |
$57.6K - $72.8K
|
18.8K
$9.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-212- 2.56% |
$58.4K - $73.8K
|
8.06K
$4.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-212- 0.34% |
$58.4K - $73.8K
|
62.2K
$31.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-212- 0.15% |
$58.4K - $73.8K
|
142K
$72.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-213- 1.13% |
$58.7K - $74.1K
|
18.6K
$9.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-214- 12.57% |
$58.9K - $74.5K
|
1.49K
$761K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-214- 4.47% |
$58.9K - $74.5K
|
4.57K
$2.34M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-214- 1.15% |
$58.9K - $74.5K
|
18.4K
$9.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-215- 7.18% |
$59.2K - $74.8K
|
2.78K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-215- 2.77% |
$59.2K - $74.8K
|
7.55K
$3.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-215- 4.72% |
$59.2K - $74.8K
|
4.34K
$2.22M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-215- 0.93% |
$59.2K - $74.8K
|
22.9K
$11.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-216- 0.49% |
$59.5K - $75.2K
|
44.2K
$22.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-217- 4.7% |
$59.8K - $75.5K
|
4.4K
$2.25M
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-218- 1.58% |
$60K - $75.9K
|
13.6K
$6.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-220- 1.38% |
$60.6K - $76.6K
|
15.7K
$8.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-223- 0.88% |
$61.4K - $77.6K
|
25.1K
$12.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-223- 0.97% |
$61.4K - $77.6K
|
22.7K
$11.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-225- 6.07% |
$62K - $78.3K
|
3.48K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-225- 1.91% |
$62K - $78.3K
|
11.6K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-225- 0.42% |
$62K - $78.3K
|
52.9K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-228- 1.69% |
$62.8K - $79.4K
|
13.3K
$6.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-229- 12.13% |
$63.1K - $79.7K
|
1.66K
$849K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-230- 1.45% |
$63.3K - $80.1K
|
15.7K
$8.03M
|