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
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-592- 8.58% |
$163K - $206K
|
6.31K
$2.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-595- 1.33% |
$164K - $207K
|
44.3K
$18.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-595- 5.97% |
$164K - $207K
|
9.37K
$3.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-596- 3.01% |
$164K - $207K
|
19.2K
$7.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-598- 1.42% |
$165K - $208K
|
41.5K
$17.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-599- 1.82% |
$165K - $209K
|
32.3K
$13.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-600- 0.57% |
$165K - $209K
|
105K
$43.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Bonness Enterprises Inc
|
SELL
|
- |
-600- 1.45% |
$165K - $209K
|
40.9K
$16.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-600- 37.24% |
$165K - $209K
|
1.01K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-600- 3.21% |
$165K - $209K
|
18.1K
$7.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-601- 0.39% |
$166K - $209K
|
152K
$62.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-602- 4.38% |
$166K - $210K
|
13.1K
$5.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-603- 2.35% |
$166K - $210K
|
25.1K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-604- 1.94% |
$166K - $210K
|
30.5K
$12.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-605- 20.39% |
$167K - $211K
|
2.36K
$976K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-606- 1.92% |
$167K - $211K
|
30.9K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-606- 2.5% |
$167K - $211K
|
23.6K
$9.75M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-608- 4.12% |
$167K - $212K
|
14.2K
$5.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-608- 13.26% |
$167K - $212K
|
3.98K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-609- 0.88% |
$168K - $212K
|
69K
$28.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-611- 0.66% |
$168K - $213K
|
92.1K
$38.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-612- 6.66% |
$169K - $213K
|
8.57K
$3.54M
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-614- 26.53% |
$169K - $214K
|
1.7K
$703K
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-616- 0.93% |
$170K - $214K
|
65.9K
$27.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-620- 40.0% |
$171K - $216K
|
930
$384K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-621- 1.32% |
$171K - $216K
|
46.5K
$19.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-621- 4.05% |
$171K - $216K
|
14.7K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-621- 0.38% |
$171K - $216K
|
161K
$66.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-623- 0.75% |
$172K - $217K
|
82.9K
$34.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-625- 0.89% |
$172K - $218K
|
69.4K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-625- 3.12% |
$172K - $218K
|
19.4K
$8.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-626- 5.2% |
$172K - $218K
|
11.4K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-626- 3.65% |
$172K - $218K
|
16.5K
$6.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-628- 0.95% |
$173K - $219K
|
65.8K
$27.2M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-633- 1.76% |
$174K - $220K
|
35.3K
$14.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-635- 8.01% |
$175K - $221K
|
7.29K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-635- 4.27% |
$175K - $221K
|
14.2K
$5.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-639- 24.79% |
$176K - $222K
|
1.94K
$801K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-639- 1.71% |
$176K - $222K
|
36.7K
$15.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-639- 3.5% |
$176K - $222K
|
17.6K
$7.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-640- 2.58% |
$176K - $223K
|
24.2K
$9.98M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-643- 0.62% |
$177K - $224K
|
103K
$42.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-644- 8.24% |
$177K - $224K
|
7.17K
$2.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
SELL
|
- |
-645- 1.49% |
$178K - $225K
|
42.5K
$17.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-646- 1.92% |
$178K - $225K
|
33.1K
$13.7M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-647- 9.24% |
$178K - $225K
|
6.36K
$2.63M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-649- 0.53% |
$179K - $226K
|
122K
$50.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-651- 7.68% |
$179K - $227K
|
7.83K
$3.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-658- 2.15% |
$181K - $229K
|
30K
$12.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-659- 2.59% |
$182K - $229K
|
24.8K
$10.2M
|