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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-3.57K- 5.14% |
$984K - $1.24M
|
65.9K
$27.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.6K- 1.43% |
$992K - $1.25M
|
248K
$102M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.6K- 1.42% |
$992K - $1.25M
|
250K
$103M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.63K- 4.69% |
$999K - $1.26M
|
73.7K
$30.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-3.67K- 23.92% |
$1.01M - $1.28M
|
11.7K
$4.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.7K- 13.79% |
$1.02M - $1.29M
|
23.1K
$9.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.71K- 4.7% |
$1.02M - $1.29M
|
75.2K
$31.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.75K- 3.09% |
$1.03M - $1.31M
|
118K
$48.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.76K- 33.29% |
$1.04M - $1.31M
|
7.54K
$3.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.78K- 1.5% |
$1.04M - $1.32M
|
249K
$103M
|
|
|
Aug 10, 2023
Q2 2023
|
Esa Global Value Fund
Grand Cayman, E9 |
SELL
|
- |
-3.8K- 25.17% |
$1.05M - $1.32M
|
11.3K
$4.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-3.82K- 0.7% |
$1.05M - $1.33M
|
544K
$225M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.84K- 5.74% |
$1.06M - $1.34M
|
63.1K
$26.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-3.85K- 6.96% |
$1.06M - $1.34M
|
51.5K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3.86K- 2.43% |
$1.06M - $1.34M
|
155K
$64.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.86K- 0.05% |
$1.06M - $1.34M
|
7.83M
$3.24B
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.89K- 2.8% |
$1.07M - $1.36M
|
135K
$55.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.92K- 28.54% |
$1.08M - $1.36M
|
9.81K
$4.06M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-3.94K- 7.38% |
$1.08M - $1.37M
|
49.4K
$20.4M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-3.94K- 4.85% |
$1.09M - $1.37M
|
77.4K
$32M
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-3.95K- 42.52% |
$1.09M - $1.37M
|
5.33K
$2.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-3.97K- 28.97% |
$1.09M - $1.38M
|
9.73K
$4.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4K- 20.43% |
$1.1M - $1.39M
|
15.6K
$6.43M
|
|
|
Jul 20, 2023
Q2 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-4K- 13.79% |
$1.1M - $1.39M
|
25K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-4K- 8.62% |
$1.1M - $1.39M
|
42.4K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-4K- 7.22% |
$1.1M - $1.39M
|
51.4K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-4K- 50.0% |
$1.1M - $1.39M
|
4K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Bluegrass Capital Partners LP
Palm Beach, FL |
SELL
|
- |
-4K- 9.09% |
$1.1M - $1.39M
|
40K
$16.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-4.02K- 12.38% |
$1.11M - $1.4M
|
28.5K
$11.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.02K- 4.53% |
$1.11M - $1.4M
|
84.7K
$35M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-4.04K- 3.63% |
$1.11M - $1.41M
|
107K
$44.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-4.06K- 17.24% |
$1.12M - $1.41M
|
19.5K
$8.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.07K- 1.44% |
$1.12M - $1.42M
|
278K
$115M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.08K- 2.69% |
$1.12M - $1.42M
|
148K
$61M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-4.09K- 4.97% |
$1.13M - $1.42M
|
78.2K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4.1K- 5.08% |
$1.13M - $1.43M
|
76.6K
$31.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.11K- 11.67% |
$1.13M - $1.43M
|
31.1K
$12.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-4.12K- 57.87% |
$1.14M - $1.43M
|
3K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.15K- 3.39% |
$1.14M - $1.44M
|
118K
$48.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-4.16K- 3.4% |
$1.14M - $1.45M
|
118K
$48.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.16K- 3.34% |
$1.15M - $1.45M
|
120K
$49.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.17K- 4.48% |
$1.15M - $1.45M
|
88.9K
$36.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Hillman CO
|
SELL
|
- |
-4.18K- 4.99% |
$1.15M - $1.45M
|
79.5K
$32.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.19K- 1.23% |
$1.15M - $1.46M
|
337K
$139M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-4.2K- 2.72% |
$1.16M - $1.46M
|
150K
$62M
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-4.2K- 13.83% |
$1.16M - $1.46M
|
26.2K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fact Capital, LP
New York, NY |
SELL
|
- |
-4.21K- 5.99% |
$1.16M - $1.46M
|
66K
$27.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.21K- 13.24% |
$1.16M - $1.47M
|
27.6K
$11.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.21K- 1.74% |
$1.16M - $1.47M
|
237K
$98.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-4.22K- 3.57% |
$1.16M - $1.47M
|
114K
$47.1M
|