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 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-764- 10.25% |
$210K - $266K
|
6.69K
$2.76M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-766- 0.97% |
$211K - $267K
|
78K
$32.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-766- 3.26% |
$211K - $267K
|
22.7K
$9.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-767- 1.57% |
$211K - $267K
|
48.1K
$19.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-767- 7.07% |
$211K - $267K
|
10.1K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-768- 0.7% |
$212K - $267K
|
109K
$45M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-769- 2.8% |
$212K - $268K
|
26.7K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-775- 0.49% |
$213K - $270K
|
157K
$64.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-776- 13.88% |
$214K - $270K
|
4.82K
$1.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-778- 1.92% |
$214K - $271K
|
39.6K
$16.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-778- 0.38% |
$214K - $271K
|
202K
$83.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-779- 2.41% |
$215K - $271K
|
31.5K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-780- 5.2% |
$215K - $272K
|
14.2K
$5.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-782- 3.78% |
$215K - $272K
|
19.9K
$8.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-782- 4.42% |
$215K - $272K
|
16.9K
$6.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-783- 2.77% |
$216K - $273K
|
27.5K
$11.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-785- 6.09% |
$216K - $273K
|
12.1K
$5.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-785- 1.65% |
$216K - $273K
|
46.8K
$19.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-786- 2.9% |
$216K - $274K
|
26.3K
$10.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-786- 3.69% |
$216K - $274K
|
20.5K
$8.48M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-790- 3.14% |
$218K - $275K
|
24.4K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-790- 6.87% |
$218K - $275K
|
10.7K
$4.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-794- 0.79% |
$219K - $276K
|
100K
$41.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-796- 3.17% |
$219K - $277K
|
24.3K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-800- 1.43% |
$220K - $278K
|
55.1K
$22.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-800- 34.78% |
$220K - $278K
|
1.5K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-803- 15.4% |
$221K - $280K
|
4.41K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-808- 2.62% |
$223K - $281K
|
30.1K
$12.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-809- 8.23% |
$223K - $282K
|
9.02K
$3.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-810- 5.48% |
$223K - $282K
|
14K
$5.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-812- 1.85% |
$224K - $283K
|
43K
$17.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-812- 2.68% |
$224K - $283K
|
29.5K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-815- 2.98% |
$224K - $284K
|
26.6K
$11M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-817- 1.95% |
$225K - $284K
|
41.2K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-818- 5.72% |
$225K - $285K
|
13.5K
$5.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-819- 6.92% |
$226K - $285K
|
11K
$4.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-820- 1.7% |
$226K - $285K
|
47.4K
$19.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-823- 5.13% |
$227K - $286K
|
15.2K
$6.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-823- 49.97% |
$227K - $286K
|
824
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-828- 4.38% |
$228K - $288K
|
18.1K
$7.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-830- 4.25% |
$229K - $289K
|
18.7K
$7.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-830- 2.63% |
$229K - $289K
|
30.8K
$12.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-831- 1.45% |
$229K - $289K
|
56.6K
$23.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Intermede Investment Partners LTD
|
SELL
|
- |
-834- 0.11% |
$230K - $290K
|
789K
$326M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-837- 1.53% |
$231K - $291K
|
53.7K
$22.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-839- 6.25% |
$231K - $292K
|
12.6K
$5.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-842- 3.69% |
$232K - $293K
|
22K
$9.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-849- 4.99% |
$234K - $296K
|
16.2K
$6.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-849- 0.53% |
$234K - $296K
|
161K
$66.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-850- 5.98% |
$234K - $296K
|
13.4K
$5.52M
|