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 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-205- 1.04% |
$56.5K - $71.4K
|
19.6K
$8.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-205- 2.89% |
$56.5K - $71.4K
|
6.89K
$2.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-205- 2.22% |
$56.5K - $71.4K
|
9.04K
$3.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-206- 1.45% |
$56.7K - $71.7K
|
14K
$5.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-206- 3.22% |
$56.7K - $71.7K
|
6.2K
$2.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-206- 2.58% |
$56.7K - $71.7K
|
7.78K
$3.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-206- 7.0% |
$56.7K - $71.7K
|
2.74K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-206- 2.8% |
$56.7K - $71.7K
|
7.14K
$2.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-206- 0.84% |
$56.7K - $71.7K
|
24.3K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-209- 1.39% |
$57.6K - $72.8K
|
14.9K
$6.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-209- 1.1% |
$57.6K - $72.8K
|
18.8K
$7.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-212- 2.56% |
$58.4K - $73.8K
|
8.06K
$3.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-212- 0.34% |
$58.4K - $73.8K
|
62.2K
$25.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-212- 0.15% |
$58.4K - $73.8K
|
142K
$58.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-213- 1.13% |
$58.7K - $74.1K
|
18.6K
$7.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-214- 12.57% |
$58.9K - $74.5K
|
1.49K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-214- 4.47% |
$58.9K - $74.5K
|
4.57K
$1.89M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-214- 1.15% |
$58.9K - $74.5K
|
18.4K
$7.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-215- 7.18% |
$59.2K - $74.8K
|
2.78K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-215- 2.77% |
$59.2K - $74.8K
|
7.55K
$3.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-215- 4.72% |
$59.2K - $74.8K
|
4.34K
$1.79M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-215- 0.93% |
$59.2K - $74.8K
|
22.9K
$9.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-216- 0.49% |
$59.5K - $75.2K
|
44.2K
$18.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-217- 4.7% |
$59.8K - $75.5K
|
4.4K
$1.82M
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-218- 1.58% |
$60K - $75.9K
|
13.6K
$5.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-220- 1.38% |
$60.6K - $76.6K
|
15.7K
$6.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-223- 0.88% |
$61.4K - $77.6K
|
25.1K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-223- 0.97% |
$61.4K - $77.6K
|
22.7K
$9.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-225- 6.07% |
$62K - $78.3K
|
3.48K
$1.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-225- 1.91% |
$62K - $78.3K
|
11.6K
$4.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-225- 0.42% |
$62K - $78.3K
|
52.9K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-228- 1.69% |
$62.8K - $79.4K
|
13.3K
$5.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-229- 12.13% |
$63.1K - $79.7K
|
1.66K
$686K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-230- 1.45% |
$63.3K - $80.1K
|
15.7K
$6.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
SELL
|
- |
-230- 9.55% |
$63.3K - $80.1K
|
2.18K
$901K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-230- 14.34% |
$63.3K - $80.1K
|
1.37K
$568K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-231- 3.75% |
$63.6K - $80.4K
|
5.92K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-231- 1.73% |
$63.6K - $80.4K
|
13.1K
$5.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-233- 9.57% |
$64.2K - $81.1K
|
2.2K
$910K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-234- 1.55% |
$64.4K - $81.5K
|
14.8K
$6.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-234- 1.8% |
$64.4K - $81.5K
|
12.8K
$5.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-234- 3.96% |
$64.4K - $81.5K
|
5.68K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-235- 3.14% |
$64.7K - $81.8K
|
7.24K
$2.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-237- 4.34% |
$65.3K - $82.5K
|
5.23K
$2.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-238- 5.25% |
$65.5K - $82.8K
|
4.29K
$1.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-238- 0.17% |
$65.5K - $82.8K
|
138K
$57M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-238- 1.08% |
$65.5K - $82.8K
|
21.9K
$9.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-242- 0.72% |
$66.7K - $84.2K
|
33.4K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-243- 1.45% |
$66.9K - $84.6K
|
16.6K
$6.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-243- 1.12% |
$66.9K - $84.6K
|
21.5K
$8.89M
|