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 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-948- 1.57% |
$261K - $330K
|
59.3K
$24.5M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-950- 2.13% |
$262K - $331K
|
43.6K
$18M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-951- 6.31% |
$262K - $331K
|
14.1K
$5.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-955- 2.85% |
$263K - $332K
|
32.5K
$13.4M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-960- 1.97% |
$264K - $334K
|
47.8K
$19.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-960- 6.71% |
$264K - $334K
|
13.4K
$5.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-962- 1.52% |
$265K - $335K
|
62.4K
$25.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-967- 10.84% |
$266K - $337K
|
7.95K
$3.29M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-971- 2.57% |
$267K - $338K
|
36.8K
$15.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-973- 2.62% |
$268K - $339K
|
36.1K
$14.9M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-975- 40.49% |
$269K - $339K
|
1.43K
$592K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-983- 2.31% |
$271K - $342K
|
41.6K
$17.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-984- 0.92% |
$271K - $343K
|
106K
$44M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-987- 4.28% |
$272K - $344K
|
22.1K
$9.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-989- 1.2% |
$272K - $344K
|
81.7K
$33.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-995- 2.95% |
$274K - $346K
|
32.8K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-995- 10.03% |
$274K - $346K
|
8.92K
$3.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-996- 0.34% |
$274K - $347K
|
296K
$122M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1K- 9.59% |
$276K - $348K
|
9.44K
$3.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-1K- 2.13% |
$276K - $349K
|
46K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1K- 2.51% |
$277K - $349K
|
39K
$16.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-1.01K- 3.39% |
$277K - $350K
|
28.6K
$11.8M
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1.01K- 15.69% |
$277K - $350K
|
5.4K
$2.23M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.01K- 2.7% |
$278K - $352K
|
36.4K
$15M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.02K- 3.22% |
$280K - $353K
|
30.5K
$12.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.02K- 1.56% |
$280K - $353K
|
64K
$26.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.02K- 14.44% |
$280K - $354K
|
6.03K
$2.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.02K- 1.34% |
$282K - $356K
|
75.4K
$31.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.03K- 3.16% |
$282K - $357K
|
31.5K
$13M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.03K- 2.22% |
$283K - $357K
|
45.3K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-1.03K- 5.71% |
$283K - $357K
|
16.9K
$7M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.03K- 4.74% |
$283K - $357K
|
20.6K
$8.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.03K- 6.31% |
$283K - $358K
|
15.3K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.03K- 11.25% |
$284K - $359K
|
8.13K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.03K- 3.11% |
$284K - $359K
|
32.1K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.03K- 2.29% |
$285K - $360K
|
44.2K
$18.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.04K- 4.09% |
$286K - $361K
|
24.3K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 12.8% |
$286K - $362K
|
7.08K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.04K- 1.42% |
$286K - $362K
|
72.3K
$29.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.04K- 3.57% |
$288K - $363K
|
28.2K
$11.7M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.05K- 1.15% |
$289K - $365K
|
90.4K
$37.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-1.05K- 2.34% |
$289K - $366K
|
43.8K
$18.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.05K- 8.22% |
$290K - $366K
|
11.8K
$4.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.05K- 5.12% |
$290K - $367K
|
19.5K
$8.06M
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.06K- 4.45% |
$291K - $367K
|
22.7K
$9.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.06K- 1.66% |
$291K - $368K
|
62.5K
$25.8M
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 1.56% |
$292K - $369K
|
67.1K
$27.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.06K- 2.2% |
$293K - $370K
|
47.3K
$19.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.43% |
$293K - $370K
|
73.2K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.06K- 0.46% |
$293K - $370K
|
229K
$94.7M
|