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 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.07K- 16.41% |
$293K - $371K
|
5.42K
$2.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.07K- 6.95% |
$294K - $371K
|
14.3K
$5.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-1.07K- 1.33% |
$295K - $372K
|
79.2K
$32.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.07K- 7.41% |
$295K - $372K
|
13.4K
$5.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.08K- 2.62% |
$296K - $375K
|
40.1K
$16.6M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.09K- 9.6% |
$299K - $378K
|
10.2K
$4.23M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.09K- 3.27% |
$299K - $378K
|
32.1K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.09K- 5.24% |
$300K - $379K
|
19.7K
$8.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.09K- 2.04% |
$300K - $379K
|
52.3K
$21.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-1.09K- 4.44% |
$301K - $380K
|
23.5K
$9.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 4.25% |
$302K - $382K
|
24.7K
$10.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-1.1K- 0.47% |
$303K - $383K
|
234K
$96.7M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.1K- 23.66% |
$303K - $383K
|
3.55K
$1.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.1K- 1.26% |
$304K - $384K
|
86.3K
$35.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.11K- 7.31% |
$305K - $385K
|
14K
$5.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.11K- 13.02% |
$305K - $386K
|
7.4K
$3.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 20.2% |
$305K - $386K
|
4.38K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.11K- 1.1% |
$306K - $386K
|
100K
$41.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.11K- 1.27% |
$307K - $388K
|
86.3K
$35.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.12K- 0.96% |
$308K - $389K
|
116K
$47.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.12K- 6.46% |
$308K - $390K
|
16.2K
$6.7M
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.12K- 12.9% |
$308K - $390K
|
7.57K
$3.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.12K- 4.16% |
$309K - $390K
|
25.8K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.12K- 1.41% |
$309K - $390K
|
78.2K
$32.3M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.12K- 4.16% |
$309K - $390K
|
25.8K
$10.7M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-1.12K- 3.96% |
$309K - $391K
|
27.2K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.12K- 22.85% |
$309K - $391K
|
3.79K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.12K- 4.05% |
$309K - $391K
|
26.6K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.12K- 2.38% |
$310K - $391K
|
46.2K
$19.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.13K- 0.42% |
$310K - $392K
|
266K
$110M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-1.13K- 63.99% |
$311K - $393K
|
636
$263K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.13K- 13.78% |
$312K - $394K
|
7.09K
$2.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.13K- 4.72% |
$312K - $395K
|
22.9K
$9.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.14K- 3.77% |
$313K - $395K
|
28.9K
$12M
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.14K- 1.95% |
$313K - $396K
|
57.1K
$23.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.14K- 4.07% |
$315K - $398K
|
26.9K
$11.1M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.14K- 8.8% |
$315K - $398K
|
11.8K
$4.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.15K- 1.66% |
$316K - $400K
|
68K
$28.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.15K- 1.99% |
$317K - $401K
|
56.8K
$23.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.16K- 0.94% |
$318K - $402K
|
121K
$50.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.16K- 0.93% |
$319K - $403K
|
123K
$51M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.16K- 4.13% |
$319K - $403K
|
26.9K
$11.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.16K- 61.93% |
$319K - $404K
|
713
$295K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.16K- 3.65% |
$319K - $404K
|
30.6K
$12.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.16K- 13.46% |
$319K - $404K
|
7.46K
$3.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.16K- 7.15% |
$320K - $405K
|
15.1K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-1.16K- 2.63% |
$320K - $405K
|
43.1K
$17.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.16K- 2.39% |
$321K - $405K
|
47.6K
$19.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.17K- 12.4% |
$321K - $406K
|
8.24K
$3.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.17K- 4.34% |
$322K - $407K
|
25.7K
$10.6M
|