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 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-283- 14.89% |
$77.9K - $98.5K
|
1.62K
$669K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-283- 3.49% |
$77.9K - $98.5K
|
7.82K
$3.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-284- 6.51% |
$78.2K - $98.9K
|
4.08K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-284- 4.46% |
$78.2K - $98.9K
|
6.08K
$2.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-284- 5.18% |
$78.2K - $98.9K
|
5.2K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-285- 3.43% |
$78.5K - $99.2K
|
8.01K
$3.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-286- 2.46% |
$78.8K - $99.6K
|
11.4K
$4.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-286- 6.02% |
$78.8K - $99.6K
|
4.47K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-286- 8.15% |
$78.8K - $99.6K
|
3.22K
$1.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-287- 14.73% |
$79K - $99.9K
|
1.66K
$686K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-287- 0.13% |
$79K - $99.9K
|
224K
$92.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-287- 0.09% |
$79K - $99.9K
|
319K
$132M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
SELL
|
- |
-289- 15.22% |
$79.6K - $101K
|
1.61K
$665K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-290- 1.38% |
$79.9K - $101K
|
20.7K
$8.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-290- 8.93% |
$79.9K - $101K
|
2.96K
$1.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-291- 2.02% |
$80.1K - $101K
|
14.1K
$5.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-292- 1.27% |
$80.4K - $102K
|
22.7K
$9.37M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-292- 3.58% |
$80.4K - $102K
|
7.87K
$3.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-295- 1.2% |
$81.2K - $103K
|
24.4K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-298- 0.53% |
$82.1K - $104K
|
56.3K
$23.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-299- 1.92% |
$82.4K - $104K
|
15.3K
$6.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-299- 0.78% |
$82.4K - $104K
|
38.2K
$15.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-299- 1.02% |
$82.4K - $104K
|
29.1K
$12M
|
|
|
Jul 11, 2023
Q2 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-300- 0.04% |
$82.6K - $104K
|
777K
$321M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-300- 1.99% |
$82.6K - $104K
|
14.8K
$6.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-300- 1.71% |
$82.6K - $104K
|
17.3K
$7.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-301- 0.28% |
$82.9K - $105K
|
108K
$44.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-302- 9.12% |
$83.2K - $105K
|
3.01K
$1.24M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-304- 4.17% |
$83.7K - $106K
|
6.98K
$2.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-304- 3.45% |
$83.7K - $106K
|
8.51K
$3.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-304- 2.39% |
$83.7K - $106K
|
12.4K
$5.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-306- 4.27% |
$84.3K - $107K
|
6.87K
$2.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-308- 1.38% |
$84.8K - $107K
|
22.1K
$9.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-308- 0.58% |
$84.8K - $107K
|
52.3K
$21.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-310- 4.19% |
$85.4K - $108K
|
7.09K
$2.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-311- 15.52% |
$85.7K - $108K
|
1.69K
$700K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-313- 0.19% |
$86.2K - $109K
|
167K
$69M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-313- 1.47% |
$86.2K - $109K
|
21K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-313- 0.32% |
$86.2K - $109K
|
98.9K
$40.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-315- 1.54% |
$86.8K - $110K
|
20.1K
$8.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-316- 2.7% |
$87K - $110K
|
11.4K
$4.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-316- 1.53% |
$87K - $110K
|
20.4K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-316- 1.37% |
$87K - $110K
|
22.7K
$9.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-317- 1.11% |
$87.3K - $110K
|
28.2K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-320- 3.89% |
$88.1K - $111K
|
7.91K
$3.27M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-321- 0.75% |
$88.4K - $112K
|
42.5K
$17.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-324- 1.14% |
$89.2K - $113K
|
28.1K
$11.6M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-325- 1.6% |
$89.5K - $113K
|
20K
$8.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-325- 3.71% |
$89.5K - $113K
|
8.44K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-325- 6.5% |
$89.5K - $113K
|
4.68K
$1.93M
|