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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-563- 3.75% |
$155K - $196K
|
14.5K
$7.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-564- 0.92% |
$155K - $196K
|
61.1K
$31.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-569- 2.74% |
$157K - $198K
|
20.2K
$10.3M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-570- 4.08% |
$157K - $198K
|
13.4K
$6.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-573- 5.39% |
$158K - $199K
|
10K
$5.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-573- 0.48% |
$158K - $199K
|
119K
$61.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-574- 3.17% |
$158K - $200K
|
17.6K
$8.98M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-576- 1.29% |
$159K - $201K
|
44.2K
$22.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-578- 0.62% |
$159K - $201K
|
92.5K
$47.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-579- 0.45% |
$159K - $202K
|
128K
$65.7M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-579- 0.45% |
$159K - $202K
|
128K
$65.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-581- 0.42% |
$160K - $202K
|
139K
$71.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-583- 5.88% |
$161K - $203K
|
9.34K
$4.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-585- 1.26% |
$161K - $204K
|
46K
$23.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-586- 6.89% |
$161K - $204K
|
7.92K
$4.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-587- 1.9% |
$162K - $204K
|
30.3K
$15.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-587- 7.16% |
$162K - $204K
|
7.61K
$3.9M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-588- 1.28% |
$162K - $205K
|
45.2K
$23.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-590- 0.15% |
$162K - $205K
|
393K
$201M
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-592- 8.58% |
$163K - $206K
|
6.31K
$3.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-595- 1.33% |
$164K - $207K
|
44.3K
$22.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-595- 5.97% |
$164K - $207K
|
9.37K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-596- 3.01% |
$164K - $207K
|
19.2K
$9.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-598- 1.42% |
$165K - $208K
|
41.5K
$21.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-599- 1.82% |
$165K - $209K
|
32.3K
$16.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-600- 0.57% |
$165K - $209K
|
105K
$54M
|
|
|
Jul 14, 2023
Q2 2023
|
Bonness Enterprises Inc
|
SELL
|
- |
-600- 1.45% |
$165K - $209K
|
40.9K
$20.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-600- 37.24% |
$165K - $209K
|
1.01K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-600- 3.21% |
$165K - $209K
|
18.1K
$9.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-601- 0.39% |
$166K - $209K
|
152K
$77.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-602- 4.38% |
$166K - $210K
|
13.1K
$6.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-603- 2.35% |
$166K - $210K
|
25.1K
$12.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-604- 1.94% |
$166K - $210K
|
30.5K
$15.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-605- 20.39% |
$167K - $211K
|
2.36K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-606- 1.92% |
$167K - $211K
|
30.9K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-606- 2.5% |
$167K - $211K
|
23.6K
$12.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-608- 4.12% |
$167K - $212K
|
14.2K
$7.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-608- 13.26% |
$167K - $212K
|
3.98K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-609- 0.88% |
$168K - $212K
|
69K
$35.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-611- 0.66% |
$168K - $213K
|
92.1K
$47.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-612- 6.66% |
$169K - $213K
|
8.57K
$4.39M
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-614- 26.53% |
$169K - $214K
|
1.7K
$870K
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-616- 0.93% |
$170K - $214K
|
65.9K
$33.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-620- 40.0% |
$171K - $216K
|
930
$476K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-621- 1.32% |
$171K - $216K
|
46.5K
$23.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-621- 4.05% |
$171K - $216K
|
14.7K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-621- 0.38% |
$171K - $216K
|
161K
$82.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-623- 0.75% |
$172K - $217K
|
82.9K
$42.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-625- 0.89% |
$172K - $218K
|
69.4K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-625- 3.12% |
$172K - $218K
|
19.4K
$9.92M
|