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 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-462- 1.57% |
$127K - $161K
|
28.9K
$14.8M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-462- 1.77% |
$127K - $161K
|
25.6K
$13.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-464- 3.43% |
$128K - $162K
|
13K
$6.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-464- 0.74% |
$128K - $162K
|
62K
$31.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-465- 0.48% |
$128K - $162K
|
95.5K
$48.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Provident Trust CO
|
SELL
|
- |
-466- 5.32% |
$128K - $162K
|
8.3K
$4.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-467- 6.28% |
$129K - $163K
|
6.97K
$3.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-468- 2.05% |
$129K - $163K
|
22.4K
$11.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-470- 1.56% |
$129K - $164K
|
29.7K
$15.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-473- 1.05% |
$130K - $165K
|
44.5K
$22.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-473- 2.28% |
$130K - $165K
|
20.2K
$10.4M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-475- 0.47% |
$131K - $165K
|
101K
$51.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-475- 18.11% |
$131K - $165K
|
2.15K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-475- 27.94% |
$131K - $165K
|
1.23K
$627K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-476- 3.9% |
$131K - $166K
|
11.7K
$6M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-477- 1.23% |
$131K - $166K
|
38.2K
$19.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-477- 19.89% |
$131K - $166K
|
1.92K
$983K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-478- 3.91% |
$132K - $166K
|
11.8K
$6.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-478- 2.79% |
$132K - $166K
|
16.6K
$8.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-480- 1.62% |
$132K - $167K
|
29.2K
$14.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-484- 3.49% |
$133K - $168K
|
13.4K
$6.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-484- 2.46% |
$133K - $168K
|
19.2K
$9.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-485- 6.41% |
$134K - $169K
|
7.08K
$3.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-485- 3.86% |
$134K - $169K
|
12.1K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-486- 0.73% |
$134K - $169K
|
66.4K
$34M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-488- 4.52% |
$134K - $170K
|
10.3K
$5.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-489- 2.48% |
$135K - $170K
|
19.2K
$9.83M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-490- 10.34% |
$135K - $171K
|
4.25K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Eulav Asset Management
|
SELL
|
- |
-491- 0.88% |
$135K - $171K
|
55.5K
$28.4M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-492- 2.98% |
$136K - $171K
|
16K
$8.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-493- 2.91% |
$136K - $172K
|
16.5K
$8.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-495- 1.6% |
$136K - $172K
|
30.5K
$15.6M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-495- 1.6% |
$136K - $172K
|
30.5K
$15.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-497- 7.83% |
$137K - $173K
|
5.85K
$2.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-498- 2.05% |
$137K - $173K
|
23.7K
$12.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-499- 4.04% |
$137K - $174K
|
11.8K
$6.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-499- 2.74% |
$137K - $174K
|
17.7K
$9.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-500- 13.86% |
$138K - $174K
|
3.11K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-500- 0.1% |
$138K - $174K
|
501K
$256M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-502- 4.6% |
$138K - $175K
|
10.4K
$5.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-504- 1.62% |
$139K - $175K
|
30.6K
$15.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-504- 0.82% |
$139K - $175K
|
61.3K
$31.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
SELL
|
- |
-504- 3.35% |
$139K - $175K
|
14.6K
$7.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-504- 1.35% |
$139K - $175K
|
36.8K
$18.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-505- 1.95% |
$139K - $176K
|
25.4K
$13M
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-505- 16.67% |
$139K - $176K
|
2.52K
$1.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-506- 3.21% |
$139K - $176K
|
15.3K
$7.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-506- 24.04% |
$139K - $176K
|
1.6K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-506- 2.11% |
$139K - $176K
|
23.5K
$12M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-507- 0.44% |
$140K - $176K
|
114K
$58.3M
|