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 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-244- 12.13% |
$67.2K - $84.9K
|
1.77K
$731K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-245- 0.79% |
$67.5K - $85.3K
|
30.7K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-245- 0.86% |
$67.5K - $85.3K
|
28.3K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-246- 2.01% |
$67.8K - $85.6K
|
12K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-246- 2.54% |
$67.8K - $85.6K
|
9.43K
$3.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-247- 0.81% |
$68K - $86K
|
30.4K
$12.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-247- 1.4% |
$68K - $86K
|
17.4K
$7.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-247- 9.15% |
$68K - $86K
|
2.45K
$1.01M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-247- 0.34% |
$68K - $86K
|
72.1K
$29.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-248- 1.41% |
$68.3K - $86.3K
|
17.4K
$7.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-250- 2.47% |
$68.9K - $87K
|
9.87K
$4.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-250- 1.01% |
$68.9K - $87K
|
24.5K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-250- 1.0% |
$68.9K - $87K
|
24.8K
$10.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-251- 6.5% |
$69.1K - $87.4K
|
3.61K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-251- 1.41% |
$69.1K - $87.4K
|
17.5K
$7.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-252- 9.03% |
$69.4K - $87.7K
|
2.54K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-252- 5.9% |
$69.4K - $87.7K
|
4.02K
$1.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-252- 0.42% |
$69.4K - $87.7K
|
60.1K
$24.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-253- 0.57% |
$69.7K - $88.1K
|
44.2K
$18.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-253- 10.96% |
$69.7K - $88.1K
|
2.06K
$850K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-254- 12.13% |
$70K - $88.4K
|
1.84K
$760K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-255- 0.56% |
$70.2K - $88.8K
|
44.9K
$18.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-256- 0.73% |
$70.5K - $89.1K
|
34.6K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-256- 2.22% |
$70.5K - $89.1K
|
11.3K
$4.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-258- 2.83% |
$71.1K - $89.8K
|
8.86K
$3.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-258- 6.79% |
$71.1K - $89.8K
|
3.54K
$1.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-260- 0.98% |
$71.6K - $90.5K
|
26.3K
$10.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-260- 1.48% |
$71.6K - $90.5K
|
17.3K
$7.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-263- 9.89% |
$72.4K - $91.6K
|
2.4K
$990K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-264- 1.2% |
$72.7K - $91.9K
|
21.8K
$9M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-266- 0.59% |
$73.3K - $92.6K
|
44.7K
$18.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-267- 1.7% |
$73.5K - $92.9K
|
15.4K
$6.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-268- 1.85% |
$73.8K - $93.3K
|
14.2K
$5.87M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-268- 12.08% |
$73.8K - $93.3K
|
1.95K
$806K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-269- 1.41% |
$74.1K - $93.6K
|
18.8K
$7.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-272- 5.71% |
$74.9K - $94.7K
|
4.49K
$1.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-273- 3.97% |
$75.2K - $95K
|
6.6K
$2.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-274- 0.52% |
$75.5K - $95.4K
|
52.4K
$21.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-274- 15.75% |
$75.5K - $95.4K
|
1.47K
$606K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-274- 2.06% |
$75.5K - $95.4K
|
13.1K
$5.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-274- 0.52% |
$75.5K - $95.4K
|
51.9K
$21.5M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-275- 0.15% |
$75.7K - $95.7K
|
177K
$73.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-276- 0.51% |
$76K - $96.1K
|
53.9K
$22.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-276- 1.1% |
$76K - $96.1K
|
24.7K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-276- 1.04% |
$76K - $96.1K
|
26.4K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-277- 0.5% |
$76.3K - $96.4K
|
55.5K
$22.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-279- 3.18% |
$76.8K - $97.1K
|
8.5K
$3.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-280- 1.98% |
$77.1K - $97.5K
|
13.9K
$5.73M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-281- 1.58% |
$77.4K - $97.8K
|
17.5K
$7.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-282- 0.27% |
$77.7K - $98.2K
|
103K
$42.6M
|