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 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-478- 2.79% |
$132K - $166K
|
16.6K
$6.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-480- 1.62% |
$132K - $167K
|
29.2K
$12.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-484- 3.49% |
$133K - $168K
|
13.4K
$5.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-484- 2.46% |
$133K - $168K
|
19.2K
$7.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-485- 6.41% |
$134K - $169K
|
7.08K
$2.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-485- 3.86% |
$134K - $169K
|
12.1K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-486- 0.73% |
$134K - $169K
|
66.4K
$27.4M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-488- 4.52% |
$134K - $170K
|
10.3K
$4.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-489- 2.48% |
$135K - $170K
|
19.2K
$7.94M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-490- 10.34% |
$135K - $171K
|
4.25K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Eulav Asset Management
|
SELL
|
- |
-491- 0.88% |
$135K - $171K
|
55.5K
$22.9M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-492- 2.98% |
$136K - $171K
|
16K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-493- 2.91% |
$136K - $172K
|
16.5K
$6.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-495- 1.6% |
$136K - $172K
|
30.5K
$12.6M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-495- 1.6% |
$136K - $172K
|
30.5K
$12.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-497- 7.83% |
$137K - $173K
|
5.85K
$2.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-498- 2.05% |
$137K - $173K
|
23.7K
$9.81M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-499- 4.04% |
$137K - $174K
|
11.8K
$4.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-499- 2.74% |
$137K - $174K
|
17.7K
$7.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-500- 13.86% |
$138K - $174K
|
3.11K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-500- 0.1% |
$138K - $174K
|
501K
$207M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-502- 4.6% |
$138K - $175K
|
10.4K
$4.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-504- 1.62% |
$139K - $175K
|
30.6K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-504- 0.82% |
$139K - $175K
|
61.3K
$25.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
SELL
|
- |
-504- 3.35% |
$139K - $175K
|
14.6K
$6.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-504- 1.35% |
$139K - $175K
|
36.8K
$15.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-505- 1.95% |
$139K - $176K
|
25.4K
$10.5M
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-505- 16.67% |
$139K - $176K
|
2.52K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-506- 3.21% |
$139K - $176K
|
15.3K
$6.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-506- 24.04% |
$139K - $176K
|
1.6K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-506- 2.11% |
$139K - $176K
|
23.5K
$9.72M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-507- 0.44% |
$140K - $176K
|
114K
$47.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-508- 4.05% |
$140K - $177K
|
12K
$4.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-508- 3.07% |
$140K - $177K
|
16.1K
$6.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-509- 11.44% |
$140K - $177K
|
3.94K
$1.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-510- 1.28% |
$140K - $178K
|
39.3K
$16.3M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-512- 2.66% |
$141K - $178K
|
18.7K
$7.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-513- 2.92% |
$141K - $179K
|
17K
$7.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-513- 3.04% |
$141K - $179K
|
16.3K
$6.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-515- 6.17% |
$142K - $179K
|
7.83K
$3.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-516- 5.96% |
$142K - $180K
|
8.15K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-517- 4.93% |
$142K - $180K
|
9.97K
$4.12M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-517- 4.62% |
$142K - $180K
|
10.7K
$4.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-521- 3.67% |
$143K - $181K
|
13.7K
$5.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-523- 4.09% |
$144K - $182K
|
12.3K
$5.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
SELL
|
- |
-525- 6.61% |
$145K - $183K
|
7.42K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-525- 0.81% |
$145K - $183K
|
64.6K
$26.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-526- 2.01% |
$145K - $183K
|
25.6K
$10.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-529- 0.33% |
$146K - $184K
|
160K
$66.3M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-529- 3.72% |
$146K - $184K
|
13.7K
$5.66M
|