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 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
564+ 2.3% |
$155K - $196K
|
25.1K
$9.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
555+ 1.41% |
$153K - $193K
|
39.8K
$15.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
553+ 1.09% |
$152K - $192K
|
51.3K
$20.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
553+ 3.37% |
$152K - $192K
|
17K
$6.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
553+ 0.24% |
$152K - $192K
|
235K
$92.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
549+ 7.13% |
$151K - $191K
|
8.25K
$3.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
549+ 0.84% |
$151K - $191K
|
65.6K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
548+ 36.68% |
$151K - $191K
|
2.04K
$802K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
546+ 11.54% |
$150K - $190K
|
5.28K
$2.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
545+ 0.88% |
$150K - $190K
|
62.3K
$24.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
544+ 4.24% |
$150K - $189K
|
13.4K
$5.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
543+ 6.83% |
$150K - $189K
|
8.49K
$3.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
543+ 1.98% |
$150K - $189K
|
28K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
542+ 0.72% |
$149K - $189K
|
76K
$29.8M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
539+ 17.13% |
$148K - $188K
|
3.69K
$1.45M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
539+ 4.84% |
$148K - $188K
|
11.7K
$4.58M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
537+ 4.64% |
$148K - $187K
|
12.1K
$4.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
537+ 3.34% |
$148K - $187K
|
16.6K
$6.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
536+ 2.63% |
$148K - $187K
|
20.9K
$8.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
536+ 6.23% |
$148K - $187K
|
9.14K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
527+ 6.5% |
$145K - $183K
|
8.63K
$3.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
523+ 18.4% |
$144K - $182K
|
3.37K
$1.32M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
523+ 0.51% |
$144K - $182K
|
103K
$40.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
517+ 0.67% |
$142K - $180K
|
77.9K
$30.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
511+ 1.82% |
$141K - $178K
|
28.6K
$11.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
510+ 0.07% |
$140K - $178K
|
722K
$283M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
507+ 5.08% |
$140K - $176K
|
10.5K
$4.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
503+ 1.55% |
$139K - $175K
|
33K
$12.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Harbor Advisors LLC
|
BUY
|
- |
500+ 2.0% |
$138K - $174K
|
25.5K
$10M
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
500+ 4.22% |
$138K - $174K
|
12.3K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
500+ 9.09% |
$138K - $174K
|
6K
$2.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
496+ 2.7% |
$137K - $173K
|
18.9K
$7.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
495+ 2.71% |
$136K - $172K
|
18.7K
$7.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
492+ 2.4% |
$136K - $171K
|
21K
$8.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
488+ 0.52% |
$134K - $170K
|
95.1K
$37.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
487+ 18.43% |
$134K - $170K
|
3.13K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
483+ 2.1% |
$133K - $168K
|
23.5K
$9.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
479+ 2.18% |
$132K - $167K
|
22.5K
$8.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
476+ 1.6% |
$131K - $166K
|
30.3K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
BUY
|
- |
475+ 1.48% |
$131K - $165K
|
32.5K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
475+ 0.66% |
$131K - $165K
|
72.1K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
475+ 3.28% |
$131K - $165K
|
14.9K
$5.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
471+ 38.51% |
$130K - $164K
|
1.69K
$665K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
471+ 5.73% |
$130K - $164K
|
8.7K
$3.41M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
470+ 15.12% |
$129K - $164K
|
3.58K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
468+ 0.89% |
$129K - $163K
|
53.2K
$20.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
466+ 0.66% |
$128K - $162K
|
71.2K
$28M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
466+ 1.74% |
$128K - $162K
|
27.3K
$10.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
464+ 5.4% |
$128K - $162K
|
9.05K
$3.55M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
463+ 0.38% |
$128K - $161K
|
122K
$48M
|