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 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-326- 14.57% |
$89.8K - $113K
|
1.91K
$790K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-328- 0.57% |
$90.3K - $114K
|
57.2K
$23.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-328- 1.05% |
$90.3K - $114K
|
31K
$12.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-329- 12.61% |
$90.6K - $115K
|
2.28K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-330- 0.36% |
$90.9K - $115K
|
90.1K
$37.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-331- 0.53% |
$91.2K - $115K
|
62.3K
$25.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-332- 1.85% |
$91.4K - $116K
|
17.6K
$7.27M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-332- 6.11% |
$91.4K - $116K
|
5.1K
$2.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-333- 4.64% |
$91.7K - $116K
|
6.84K
$2.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-333- 0.47% |
$91.7K - $116K
|
69.9K
$28.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-334- 0.26% |
$92K - $116K
|
130K
$53.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-334- 1.08% |
$92K - $116K
|
30.5K
$12.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-335- 1.14% |
$92.3K - $117K
|
29.1K
$12M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-335- 0.5% |
$92.3K - $117K
|
66.7K
$27.6M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-335- 5.42% |
$92.3K - $117K
|
5.85K
$2.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-336- 0.6% |
$92.5K - $117K
|
55.7K
$23M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-337- 1.73% |
$92.8K - $117K
|
19.1K
$7.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-339- 1.0% |
$93.4K - $118K
|
33.5K
$13.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-340- 4.74% |
$93.6K - $118K
|
6.83K
$2.82M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-341- 3.84% |
$93.9K - $119K
|
8.55K
$3.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-342- 0.67% |
$94.2K - $119K
|
50.7K
$21M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-343- 2.27% |
$94.5K - $119K
|
14.7K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-344- 1.28% |
$94.7K - $120K
|
26.6K
$11M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-345- 2.61% |
$95K - $120K
|
12.9K
$5.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-345- 4.36% |
$95K - $120K
|
7.57K
$3.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-346- 2.05% |
$95.3K - $120K
|
16.6K
$6.84M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-347- 0.34% |
$95.6K - $121K
|
103K
$42.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-350- 2.55% |
$96.4K - $122K
|
13.4K
$5.53M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-351- 0.61% |
$96.7K - $122K
|
57.2K
$23.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-351- 2.28% |
$96.7K - $122K
|
15.1K
$6.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-351- 0.69% |
$96.7K - $122K
|
50.6K
$20.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-352- 1.12% |
$96.9K - $123K
|
31.2K
$12.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-353- 7.43% |
$97.2K - $123K
|
4.4K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-356- 2.05% |
$98K - $124K
|
17K
$7.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-357- 0.4% |
$98.3K - $124K
|
88.8K
$36.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-357- 10.09% |
$98.3K - $124K
|
3.18K
$1.32M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-357- 10.09% |
$98.3K - $124K
|
3.18K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-359- 0.73% |
$98.9K - $125K
|
48.7K
$20.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-359- 12.57% |
$98.9K - $125K
|
2.5K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-360- 0.71% |
$99.2K - $125K
|
50.4K
$20.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-360- 3.09% |
$99.2K - $125K
|
11.3K
$4.67M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-361- 9.29% |
$99.4K - $126K
|
3.53K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-366- 2.4% |
$101K - $127K
|
14.9K
$6.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-366- 0.14% |
$101K - $127K
|
257K
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-366- 1.51% |
$101K - $127K
|
23.8K
$9.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-367- 0.91% |
$101K - $128K
|
40.1K
$16.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-367- 6.36% |
$101K - $128K
|
5.41K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-369- 27.03% |
$102K - $128K
|
996
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-369- 27.03% |
$102K - $128K
|
996
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-370- 1.36% |
$102K - $129K
|
26.8K
$11.1M
|