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 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.62K- 0.52% |
$445K - $562K
|
310K
$156M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.62K- 58.05% |
$446K - $564K
|
1.17K
$589K
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.62K- 7.43% |
$447K - $565K
|
20.2K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.62K- 0.48% |
$447K - $565K
|
334K
$168M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.63K- 3.35% |
$448K - $566K
|
46.9K
$23.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.63K- 13.23% |
$448K - $566K
|
10.7K
$5.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.63K- 6.4% |
$449K - $568K
|
23.9K
$12M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.64K- 6.46% |
$451K - $570K
|
23.7K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.64K- 7.97% |
$452K - $571K
|
18.9K
$9.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.65K- 29.24% |
$453K - $573K
|
3.98K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Venator Capital Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.65K- 13.16% |
$453K - $573K
|
10.9K
$5.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.65K- 2.5% |
$454K - $574K
|
64.5K
$32.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.65K- 6.64% |
$456K - $576K
|
23.3K
$11.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.67K- 13.3% |
$459K - $580K
|
10.9K
$5.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.67K- 4.58% |
$459K - $581K
|
34.8K
$17.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.68K- 9.84% |
$462K - $584K
|
15.4K
$7.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-1.69K- 1.31% |
$464K - $587K
|
127K
$64M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.69K- 30.4% |
$466K - $589K
|
3.87K
$1.95M
|
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.7K- 2.52% |
$468K - $592K
|
65.7K
$33M
|
|
|
Aug 11, 2023
Q2 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-1.7K- 2.7% |
$469K - $593K
|
61.3K
$30.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.71K- 31.19% |
$470K - $594K
|
3.77K
$1.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.71K- 2.84% |
$471K - $595K
|
58.6K
$29.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.72K- 7.25% |
$474K - $599K
|
22K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.73K- 14.32% |
$475K - $601K
|
10.3K
$5.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.73K- 0.52% |
$476K - $601K
|
331K
$167M
|
|
|
Aug 14, 2023
Q2 2023
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-1.73K- 6.0% |
$476K - $602K
|
27.1K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.73K- 7.42% |
$476K - $602K
|
21.6K
$10.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-1.73K- 1.0% |
$477K - $603K
|
171K
$86.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.73K- 9.41% |
$477K - $603K
|
16.7K
$8.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.74K- 3.57% |
$478K - $604K
|
46.9K
$23.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.74K- 1.43% |
$480K - $606K
|
120K
$60.3M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.74K- 3.14% |
$480K - $606K
|
53.7K
$27M
|
|
|
Aug 09, 2023
Q2 2023
|
Must Asset Management Inc.
|
SELL
|
- |
-1.74K- 41.52% |
$480K - $606K
|
2.45K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.75K- 3.57% |
$482K - $609K
|
47.2K
$23.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-1.75K- 0.37% |
$483K - $610K
|
468K
$235M
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1.76K- 4.2% |
$484K - $612K
|
40.1K
$20.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.77K- 0.87% |
$488K - $616K
|
201K
$101M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-1.77K- 5.22% |
$488K - $617K
|
32.2K
$16.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.78K- 8.97% |
$489K - $619K
|
18K
$9.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.78K- 2.54% |
$490K - $620K
|
68.3K
$34.4M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.78K- 15.95% |
$490K - $620K
|
9.38K
$4.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.78K- 35.14% |
$490K - $620K
|
3.29K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.78K- 2.72% |
$491K - $621K
|
63.8K
$32.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.79K- 6.26% |
$492K - $622K
|
26.8K
$13.5M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 5.54% |
$493K - $623K
|
30.5K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.79K- 8.16% |
$494K - $624K
|
20.2K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.8K- 2.03% |
$494K - $625K
|
86.8K
$43.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.8K- 14.33% |
$495K - $626K
|
10.7K
$5.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.8K- 3.62% |
$496K - $627K
|
47.9K
$24.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.81K- 4.94% |
$497K - $628K
|
34.7K
$17.5M
|