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 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-659- 2.37% |
$182K - $229K
|
27.2K
$11.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-661- 1.45% |
$182K - $230K
|
44.8K
$18.5M
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-664- 2.65% |
$183K - $231K
|
24.4K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-666- 6.23% |
$183K - $232K
|
10K
$4.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-668- 9.19% |
$184K - $233K
|
6.6K
$2.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-680- 15.72% |
$187K - $237K
|
3.65K
$1.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-684- 2.22% |
$188K - $238K
|
30.2K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-687- 1.35% |
$189K - $239K
|
50.2K
$20.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-688- 0.74% |
$189K - $239K
|
92.3K
$38.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-688- 14.22% |
$189K - $239K
|
4.15K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-689- 1.59% |
$190K - $240K
|
42.5K
$17.6M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-690- 3.95% |
$190K - $240K
|
16.8K
$6.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-691- 2.63% |
$190K - $241K
|
25.6K
$10.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-692- 9.75% |
$191K - $241K
|
6.4K
$2.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-694- 0.9% |
$191K - $242K
|
76.3K
$31.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-694- 1.46% |
$191K - $242K
|
46.8K
$19.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-695- 3.78% |
$191K - $242K
|
17.7K
$7.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-698- 3.32% |
$192K - $243K
|
20.3K
$8.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-698- 3.04% |
$192K - $243K
|
22.2K
$9.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-700- 25.43% |
$193K - $244K
|
2.05K
$848K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-700- 23.14% |
$193K - $244K
|
2.33K
$961K
|
|
|
Aug 02, 2023
Q2 2023
|
Xxec, Inc.
|
SELL
|
- |
-700- 1.98% |
$193K - $244K
|
34.7K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-703- 9.66% |
$194K - $245K
|
6.58K
$2.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-705- 3.08% |
$194K - $245K
|
22.2K
$9.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-708- 1.93% |
$195K - $246K
|
36K
$14.9M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-710- 6.48% |
$196K - $247K
|
10.3K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-711- 2.49% |
$196K - $247K
|
27.9K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-712- 3.28% |
$196K - $248K
|
21K
$8.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-715- 7.41% |
$197K - $249K
|
8.93K
$3.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-717- 8.68% |
$197K - $250K
|
7.54K
$3.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-718- 16.23% |
$198K - $250K
|
3.71K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-719- 5.25% |
$198K - $250K
|
13K
$5.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-720- 0.8% |
$198K - $251K
|
89.4K
$37M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-726- 10.72% |
$200K - $253K
|
6.05K
$2.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-726- 6.92% |
$200K - $253K
|
9.77K
$4.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-727- 3.11% |
$200K - $253K
|
22.6K
$9.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-737- 18.45% |
$203K - $257K
|
3.26K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-741- 4.54% |
$204K - $258K
|
15.6K
$6.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-743- 0.27% |
$205K - $259K
|
270K
$112M
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-747- 36.93% |
$206K - $260K
|
1.28K
$527K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-748- 20.44% |
$206K - $260K
|
2.91K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-750- 1.59% |
$207K - $261K
|
46.4K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-753- 25.04% |
$207K - $262K
|
2.25K
$932K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-754- 1.09% |
$208K - $262K
|
68.7K
$28.4M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-754- 2.92% |
$208K - $262K
|
25.1K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-756- 34.54% |
$208K - $263K
|
1.43K
$592K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-758- 1.2% |
$209K - $264K
|
62.6K
$25.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-758- 5.3% |
$209K - $264K
|
13.5K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-762- 2.04% |
$210K - $265K
|
36.5K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
SELL
|
- |
-763- 1.92% |
$210K - $266K
|
39K
$16.1M
|