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 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-1.28K- 0.52% |
$353K - $446K
|
247K
$124M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.28K- 0.53% |
$353K - $447K
|
240K
$121M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-1.28K- 6.55% |
$354K - $447K
|
18.3K
$9.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.29K- 5.16% |
$354K - $448K
|
23.7K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.29K- 1.8% |
$356K - $450K
|
70.5K
$35.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.3K- 9.58% |
$358K - $453K
|
12.3K
$6.17M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.3K- 37.83% |
$358K - $453K
|
2.14K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.3K- 0.84% |
$359K - $453K
|
154K
$77.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.31K- 48.69% |
$359K - $454K
|
1.38K
$692K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.31K- 0.77% |
$360K - $455K
|
168K
$84.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.31K- 5.58% |
$360K - $455K
|
22.2K
$11.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.31K- 1.16% |
$361K - $456K
|
111K
$56M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 3.45% |
$362K - $457K
|
36.7K
$18.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.31K- 5.47% |
$362K - $457K
|
22.7K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.32K- 39.5% |
$362K - $458K
|
2.01K
$1.01M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-1.32K- 20.62% |
$362K - $458K
|
5.07K
$2.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.32K- 11.82% |
$363K - $459K
|
9.84K
$4.95M
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.32K- 7.85% |
$364K - $460K
|
15.5K
$7.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.32K- 10.6% |
$365K - $461K
|
11.2K
$5.62M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.33K- 1.89% |
$366K - $462K
|
69K
$34.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.33K- 5.82% |
$367K - $464K
|
21.6K
$10.9M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.34K- 16.44% |
$368K - $465K
|
6.79K
$3.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-1.34K- 0.61% |
$368K - $465K
|
216K
$109M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.34K- 3.89% |
$369K - $466K
|
33.1K
$16.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-1.35K- 7.24% |
$370K - $468K
|
17.2K
$8.67M
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-1.35K- 7.24% |
$370K - $468K
|
17.2K
$8.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.35K- 21.71% |
$372K - $470K
|
4.87K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.36K- 8.88% |
$374K - $472K
|
13.9K
$7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.36K- 2.06% |
$374K - $473K
|
64.4K
$32.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-1.36K- 2.91% |
$375K - $474K
|
45.4K
$22.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.37K- 1.08% |
$376K - $476K
|
125K
$63.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.37K- 10.38% |
$376K - $476K
|
11.8K
$5.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.37K- 4.02% |
$377K - $476K
|
32.6K
$16.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1.38K- 2.71% |
$380K - $481K
|
49.5K
$24.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1.38K- 1.82% |
$380K - $481K
|
74.3K
$37.4M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-1.38K- 1.51% |
$381K - $481K
|
90.1K
$45.3M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.38K- 9.3% |
$381K - $481K
|
13.5K
$6.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-1.39K- 4.26% |
$382K - $483K
|
31.2K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.39K- 4.82% |
$384K - $485K
|
27.5K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-1.4K- 12.28% |
$386K - $487K
|
10K
$5.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-1.41K- 2.02% |
$388K - $490K
|
68.2K
$34.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.42K- 2.08% |
$392K - $495K
|
67K
$33.7M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.42K- 1.42% |
$392K - $495K
|
98.8K
$49.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.43K- 6.52% |
$392K - $496K
|
20.4K
$10.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.43K- 17.52% |
$393K - $497K
|
6.72K
$3.38M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.43K- 1.55% |
$393K - $497K
|
90.9K
$45.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.43K- 11.21% |
$394K - $497K
|
11.3K
$5.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.43K- 17.21% |
$394K - $497K
|
6.88K
$3.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.44K- 1.7% |
$396K - $500K
|
82.8K
$41.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-1.44K- 0.13% |
$396K - $500K
|
1.1M
$553M
|