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 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-2.63K- 7.48% |
$725K - $917K
|
32.6K
$16.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.65K- 5.7% |
$731K - $924K
|
43.9K
$22.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.67K- 13.48% |
$735K - $929K
|
17.1K
$8.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.68K- 2.77% |
$738K - $933K
|
94K
$47.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-2.7K- 81.55% |
$743K - $939K
|
610
$307K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.71K- 4.37% |
$746K - $943K
|
59.2K
$29.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.71K- 1.39% |
$746K - $943K
|
192K
$96.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.72K- 5.98% |
$750K - $948K
|
42.8K
$21.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.72K- 1.35% |
$750K - $948K
|
199K
$100M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.73K- 11.26% |
$752K - $950K
|
21.5K
$10.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-2.74K- 1.94% |
$754K - $952K
|
138K
$69.6M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.74K- 1.63% |
$755K - $954K
|
166K
$83.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.74K- 5.15% |
$755K - $954K
|
50.5K
$25.4M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.75K- 2.84% |
$757K - $957K
|
93.9K
$47.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.76K- 5.01% |
$760K - $960K
|
52.3K
$26.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.76K- 4.8% |
$761K - $962K
|
54.8K
$27.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2.78K- 2.85% |
$766K - $968K
|
94.9K
$47.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.78K- 2.23% |
$766K - $968K
|
122K
$61.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.79K- 33.51% |
$769K - $972K
|
5.54K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.8K- 8.87% |
$770K - $973K
|
28.7K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.82K- 5.12% |
$776K - $980K
|
52.2K
$26.2M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.82K- 78.77% |
$777K - $982K
|
760
$382K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.82K- 1.18% |
$777K - $982K
|
237K
$119M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.84K- 1.49% |
$781K - $987K
|
187K
$94.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-2.85K- 5.39% |
$784K - $990K
|
50K
$25.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-2.85K- 5.02% |
$785K - $992K
|
53.9K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.85K- 2.68% |
$785K - $993K
|
104K
$52.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 2.68% |
$793K - $1M
|
104K
$52.5M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.89K- 7.14% |
$795K - $1M
|
37.5K
$18.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.89K- 1.73% |
$795K - $1M
|
163K
$82.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.89K- 2.59% |
$795K - $1M
|
109K
$54.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-2.89K- 3.33% |
$795K - $1M
|
83.8K
$42.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.89K- 31.76% |
$796K - $1.01M
|
6.21K
$3.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.9K- 2.17% |
$799K - $1.01M
|
131K
$65.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-2.92K- 3.04% |
$803K - $1.01M
|
92.9K
$46.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2.93K- 8.67% |
$807K - $1.02M
|
30.9K
$15.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.93K- 4.04% |
$807K - $1.02M
|
69.6K
$35M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-2.94K- 6.67% |
$810K - $1.02M
|
41.1K
$20.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-2.95K- 1.08% |
$813K - $1.03M
|
269K
$135M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-2.95K- 7.59% |
$813K - $1.03M
|
35.9K
$18.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.96K- 1.56% |
$816K - $1.03M
|
186K
$93.7M
|
|
|
Jul 03, 2023
Q2 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.98K- 10.0% |
$819K - $1.04M
|
26.8K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.98K- 11.28% |
$821K - $1.04M
|
23.4K
$11.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-2.98K- 22.37% |
$821K - $1.04M
|
10.4K
$5.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.98K- 9.98% |
$821K - $1.04M
|
26.9K
$13.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.99K- 4.69% |
$822K - $1.04M
|
60.7K
$30.5M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.99K- 1.39% |
$822K - $1.04M
|
211K
$106M
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-2.99K- 3.88% |
$824K - $1.04M
|
74.2K
$37.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.99K- 1.95% |
$824K - $1.04M
|
150K
$75.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-2.99K- 8.38% |
$825K - $1.04M
|
32.7K
$16.5M
|