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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.17K- 16.24% |
$597K - $755K
|
11.2K
$4.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.17K- 3.98% |
$598K - $755K
|
52.4K
$21.7M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-2.18K- 10.81% |
$600K - $758K
|
18K
$7.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-2.18K- 15.52% |
$600K - $759K
|
11.9K
$4.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.19K- 4.9% |
$602K - $761K
|
42.4K
$17.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.19K- 4.51% |
$603K - $762K
|
46.3K
$19.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.19K- 3.66% |
$604K - $763K
|
57.8K
$23.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.2K- 32.08% |
$605K - $764K
|
4.65K
$1.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Herald Investment Management LTD
|
SELL
|
- |
-2.2K- 7.96% |
$606K - $766K
|
25.4K
$10.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-2.2K- 2.89% |
$607K - $767K
|
74.1K
$30.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.22K- 4.93% |
$612K - $773K
|
42.8K
$17.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.25K- 4.18% |
$620K - $783K
|
51.5K
$21.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 5.63% |
$620K - $784K
|
37.7K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.26K- 9.56% |
$622K - $786K
|
21.4K
$8.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 7.96% |
$626K - $791K
|
26.3K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.27K- 4.31% |
$626K - $792K
|
50.4K
$20.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-2.28K- 22.85% |
$629K - $794K
|
7.71K
$3.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.29K- 1.69% |
$630K - $796K
|
133K
$55M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.3K- 14.02% |
$632K - $799K
|
14.1K
$5.82M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.3K- 31.55% |
$633K - $800K
|
4.99K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.31K- 1.82% |
$636K - $804K
|
125K
$51.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-2.32K- 19.57% |
$640K - $808K
|
9.55K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.33K- 7.17% |
$642K - $811K
|
30.2K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.33K- 17.01% |
$643K - $812K
|
11.4K
$4.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-2.34K- 1.13% |
$644K - $814K
|
205K
$84.8M
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-2.34K- 15.94% |
$644K - $814K
|
12.3K
$5.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.34K- 1.7% |
$645K - $815K
|
136K
$56.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.34K- 3.5% |
$645K - $816K
|
64.7K
$26.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.35K- 1.02% |
$648K - $818K
|
229K
$94.6M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.35K- 6.46% |
$648K - $819K
|
34.1K
$14.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.36K- 16.19% |
$649K - $820K
|
12.2K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 9.14% |
$649K - $821K
|
23.4K
$9.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.36K- 3.39% |
$650K - $821K
|
67.3K
$27.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.37K- 2.71% |
$653K - $826K
|
85.2K
$35.2M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.37K- 70.54% |
$654K - $826K
|
991
$410K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.37K- 7.07% |
$654K - $826K
|
31.2K
$12.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.38K- 5.26% |
$656K - $829K
|
42.9K
$17.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-2.38K- 1.7% |
$656K - $829K
|
138K
$56.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.38K- 14.77% |
$657K - $830K
|
13.8K
$5.69M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.39K- 5.04% |
$657K - $831K
|
45K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.39K- 7.72% |
$658K - $831K
|
28.5K
$11.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.39K- 0.99% |
$659K - $832K
|
240K
$99.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.4K- 1.88% |
$660K - $834K
|
125K
$51.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-2.4K- 2.08% |
$662K - $837K
|
113K
$46.8M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-2.4K- 2.08% |
$662K - $837K
|
113K
$46.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.41K- 54.69% |
$664K - $839K
|
2K
$825K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 21.05% |
$665K - $841K
|
9.06K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Fosun International LTD
|
SELL
|
- |
-2.42K- 6.07% |
$667K - $842K
|
37.4K
$15.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-2.43K- 3.21% |
$668K - $844K
|
73.2K
$30.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.44K- 31.06% |
$672K - $849K
|
5.42K
$2.24M
|