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 03, 2023
Q2 2023
|
Gouws Capital LLC
|
SELL
|
- |
-230- 9.55% |
$63.3K - $80.1K
|
2.18K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-230- 14.34% |
$63.3K - $80.1K
|
1.37K
$703K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-231- 3.75% |
$63.6K - $80.4K
|
5.92K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-231- 1.73% |
$63.6K - $80.4K
|
13.1K
$6.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-233- 9.57% |
$64.2K - $81.1K
|
2.2K
$1.13M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-234- 1.55% |
$64.4K - $81.5K
|
14.8K
$7.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-234- 1.8% |
$64.4K - $81.5K
|
12.8K
$6.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-234- 3.96% |
$64.4K - $81.5K
|
5.68K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-235- 3.14% |
$64.7K - $81.8K
|
7.24K
$3.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-237- 4.34% |
$65.3K - $82.5K
|
5.23K
$2.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-238- 5.25% |
$65.5K - $82.8K
|
4.29K
$2.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-238- 0.17% |
$65.5K - $82.8K
|
138K
$70.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-238- 1.08% |
$65.5K - $82.8K
|
21.9K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-242- 0.72% |
$66.7K - $84.2K
|
33.4K
$17.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-243- 1.45% |
$66.9K - $84.6K
|
16.6K
$8.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-243- 1.12% |
$66.9K - $84.6K
|
21.5K
$11M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-244- 12.13% |
$67.2K - $84.9K
|
1.77K
$905K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-245- 0.79% |
$67.5K - $85.3K
|
30.7K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-245- 0.86% |
$67.5K - $85.3K
|
28.3K
$14.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-246- 2.01% |
$67.8K - $85.6K
|
12K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-246- 2.54% |
$67.8K - $85.6K
|
9.43K
$4.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-247- 0.81% |
$68K - $86K
|
30.4K
$15.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-247- 1.4% |
$68K - $86K
|
17.4K
$8.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-247- 9.15% |
$68K - $86K
|
2.45K
$1.25M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-247- 0.34% |
$68K - $86K
|
72.1K
$36.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-248- 1.41% |
$68.3K - $86.3K
|
17.4K
$8.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-250- 2.47% |
$68.9K - $87K
|
9.87K
$5.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-250- 1.01% |
$68.9K - $87K
|
24.5K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-250- 1.0% |
$68.9K - $87K
|
24.8K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-251- 6.5% |
$69.1K - $87.4K
|
3.61K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-251- 1.41% |
$69.1K - $87.4K
|
17.5K
$8.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-252- 9.03% |
$69.4K - $87.7K
|
2.54K
$1.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-252- 5.9% |
$69.4K - $87.7K
|
4.02K
$2.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-252- 0.42% |
$69.4K - $87.7K
|
60.1K
$30.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-253- 0.57% |
$69.7K - $88.1K
|
44.2K
$22.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-253- 10.96% |
$69.7K - $88.1K
|
2.06K
$1.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-254- 12.13% |
$70K - $88.4K
|
1.84K
$942K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-255- 0.56% |
$70.2K - $88.8K
|
44.9K
$23M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-256- 0.73% |
$70.5K - $89.1K
|
34.6K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-256- 2.22% |
$70.5K - $89.1K
|
11.3K
$5.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-258- 2.83% |
$71.1K - $89.8K
|
8.86K
$4.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-258- 6.79% |
$71.1K - $89.8K
|
3.54K
$1.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-260- 0.98% |
$71.6K - $90.5K
|
26.3K
$13.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-260- 1.48% |
$71.6K - $90.5K
|
17.3K
$8.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-263- 9.89% |
$72.4K - $91.6K
|
2.4K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-264- 1.2% |
$72.7K - $91.9K
|
21.8K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-266- 0.59% |
$73.3K - $92.6K
|
44.7K
$22.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-267- 1.7% |
$73.5K - $92.9K
|
15.4K
$7.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-268- 1.85% |
$73.8K - $93.3K
|
14.2K
$7.27M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-268- 12.08% |
$73.8K - $93.3K
|
1.95K
$998K
|