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 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 0.7% |
$322K - $407K
|
165K
$68.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.19K- 16.75% |
$329K - $416K
|
5.93K
$2.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.2K- 6.0% |
$329K - $416K
|
18.7K
$7.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 12.05% |
$329K - $416K
|
8.73K
$3.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.2K- 3.35% |
$330K - $417K
|
34.6K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-1.2K- 1.67% |
$331K - $418K
|
70.9K
$29.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.21K- 2.41% |
$332K - $420K
|
49K
$20.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 3.11% |
$334K - $422K
|
37.8K
$15.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.21K- 14.76% |
$334K - $422K
|
7K
$2.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-1.22K- 1.29% |
$335K - $423K
|
93.1K
$38.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.22K- 81.27% |
$336K - $424K
|
281
$116K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.22K- 33.7% |
$336K - $424K
|
2.4K
$991K
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-1.22K- 8.54% |
$336K - $425K
|
13.1K
$5.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.22K- 3.27% |
$337K - $426K
|
36.2K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.22K- 0.55% |
$337K - $426K
|
223K
$92M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.23K- 8.18% |
$338K - $427K
|
13.8K
$5.69M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.23K- 10.97% |
$338K - $428K
|
9.97K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-1.23K- 1.35% |
$339K - $428K
|
89.6K
$37M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.23K- 3.06% |
$339K - $429K
|
39K
$16.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.23K- 2.6% |
$340K - $430K
|
46.3K
$19.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.24K- 4.76% |
$342K - $432K
|
24.8K
$10.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-1.24K- 1.92% |
$342K - $432K
|
63.5K
$26.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.25K- 10.56% |
$344K - $434K
|
10.6K
$4.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 2.48% |
$347K - $439K
|
49.6K
$20.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.27K- 2.65% |
$349K - $441K
|
46.5K
$19.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.27K- 5.71% |
$349K - $441K
|
20.9K
$8.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.27K- 0.6% |
$349K - $441K
|
210K
$86.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.27K- 2.86% |
$350K - $442K
|
43.1K
$17.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.27K- 13.4% |
$351K - $443K
|
8.23K
$3.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.28K- 4.93% |
$351K - $444K
|
24.6K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.28K- 5.89% |
$351K - $444K
|
20.4K
$8.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-1.28K- 0.52% |
$353K - $446K
|
247K
$102M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.28K- 0.53% |
$353K - $447K
|
240K
$99.2M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-1.28K- 6.55% |
$354K - $447K
|
18.3K
$7.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.29K- 5.16% |
$354K - $448K
|
23.7K
$9.78M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.29K- 1.8% |
$356K - $450K
|
70.5K
$29.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.3K- 9.58% |
$358K - $453K
|
12.3K
$5.07M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.3K- 37.83% |
$358K - $453K
|
2.14K
$883K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.3K- 0.84% |
$359K - $453K
|
154K
$63.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.31K- 48.69% |
$359K - $454K
|
1.38K
$568K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.31K- 0.77% |
$360K - $455K
|
168K
$69.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.31K- 5.58% |
$360K - $455K
|
22.2K
$9.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.31K- 1.16% |
$361K - $456K
|
111K
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 3.45% |
$362K - $457K
|
36.7K
$15.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.31K- 5.47% |
$362K - $457K
|
22.7K
$9.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.32K- 39.5% |
$362K - $458K
|
2.01K
$832K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.32K- 11.82% |
$363K - $459K
|
9.84K
$4.07M
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.32K- 7.85% |
$364K - $460K
|
15.5K
$6.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.32K- 10.6% |
$365K - $461K
|
11.2K
$4.61M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.33K- 1.89% |
$366K - $462K
|
69K
$28.5M
|