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 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-372- 1.19% |
$102K - $129K
|
30.9K
$12.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-372- 1.65% |
$102K - $129K
|
22.2K
$9.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-374- 2.01% |
$103K - $130K
|
18.2K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-374- 2.71% |
$103K - $130K
|
13.4K
$5.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-376- 4.23% |
$104K - $131K
|
8.52K
$3.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-377- 1.07% |
$104K - $131K
|
34.8K
$14.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-377- 14.86% |
$104K - $131K
|
2.16K
$893K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-378- 1.19% |
$104K - $132K
|
31.5K
$13M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-379- 1.43% |
$104K - $132K
|
26.2K
$10.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-380- 7.92% |
$105K - $132K
|
4.42K
$1.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-381- 4.22% |
$105K - $133K
|
8.64K
$3.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-382- 3.0% |
$105K - $133K
|
12.3K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-382- 1.43% |
$105K - $133K
|
26.4K
$10.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-383- 2.45% |
$105K - $133K
|
15.3K
$6.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-383- 15.34% |
$105K - $133K
|
2.11K
$874K
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-385- 5.77% |
$106K - $134K
|
6.28K
$2.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-387- 3.31% |
$107K - $135K
|
11.3K
$4.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-387- 6.17% |
$107K - $135K
|
5.88K
$2.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-389- 2.72% |
$107K - $135K
|
13.9K
$5.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-390- 2.31% |
$107K - $136K
|
16.5K
$6.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-394- 4.25% |
$109K - $137K
|
8.87K
$3.67M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-394- 2.11% |
$109K - $137K
|
18.3K
$7.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-395- 2.06% |
$109K - $137K
|
18.8K
$7.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-395- 1.03% |
$109K - $137K
|
37.9K
$15.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-397- 3.14% |
$109K - $138K
|
12.3K
$5.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-398- 4.31% |
$110K - $139K
|
8.83K
$3.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-399- 6.39% |
$110K - $139K
|
5.85K
$2.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-399- 1.45% |
$110K - $139K
|
27.2K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-400- 0.68% |
$110K - $139K
|
58.7K
$24.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-400- 8.79% |
$110K - $139K
|
4.15K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-400- 1.13% |
$110K - $139K
|
35K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-401- 4.87% |
$110K - $140K
|
7.83K
$3.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-401- 0.47% |
$110K - $140K
|
84.8K
$35M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-402- 4.07% |
$111K - $140K
|
9.47K
$3.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-404- 12.58% |
$111K - $141K
|
2.81K
$1.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-404- 1.17% |
$111K - $141K
|
34.1K
$14.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-405- 2.96% |
$112K - $141K
|
13.3K
$5.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-406- 3.11% |
$112K - $141K
|
12.6K
$5.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-408- 1.41% |
$112K - $142K
|
28.5K
$11.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-408- 2.17% |
$112K - $142K
|
18.4K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-408- 0.41% |
$112K - $142K
|
99.5K
$41.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-410- 7.81% |
$113K - $143K
|
4.84K
$2M
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-412- 0.52% |
$113K - $143K
|
78.7K
$32.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-415- 0.36% |
$114K - $144K
|
115K
$47.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-415- 2.82% |
$114K - $144K
|
14.3K
$5.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
SELL
|
- |
-415- 0.83% |
$114K - $144K
|
49.8K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-417- 1.08% |
$115K - $145K
|
38.1K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-417- 1.73% |
$115K - $145K
|
23.7K
$9.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-418- 1.91% |
$115K - $146K
|
21.4K
$8.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-419- 9.56% |
$115K - $146K
|
3.96K
$1.64M
|