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 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
380+ 9.05% |
$105K - $132K
|
4.58K
$1.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
378+ 2.83% |
$104K - $132K
|
13.7K
$5.39M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
377+ 1.24% |
$104K - $131K
|
30.8K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
375+ 1.72% |
$103K - $131K
|
22.1K
$8.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
374+ 0.54% |
$103K - $130K
|
69.9K
$27.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
373+ 2.01% |
$103K - $130K
|
18.9K
$7.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
372+ 5.83% |
$102K - $129K
|
6.76K
$2.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
372+ 3.66% |
$102K - $129K
|
10.5K
$4.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
370+ 37.95% |
$102K - $129K
|
1.35K
$528K
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
369+ 3.96% |
$102K - $128K
|
9.69K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
368New |
$101K - $128K
|
368
$144K
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
367+ 0.59% |
$101K - $128K
|
62.1K
$24.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
367+ 6.11% |
$101K - $128K
|
6.37K
$2.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
367+ 0.74% |
$101K - $128K
|
49.9K
$19.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
365+ 15.47% |
$101K - $127K
|
2.73K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
364+ 0.27% |
$100K - $127K
|
137K
$53.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
363+ 3.76% |
$100K - $126K
|
10K
$3.93M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
361+ 2.0% |
$99.4K - $126K
|
18.4K
$7.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
360+ 2.13% |
$99.2K - $125K
|
17.2K
$6.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
358+ 0.31% |
$98.6K - $125K
|
115K
$45.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
357+ 2.55% |
$98.3K - $124K
|
14.3K
$5.63M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
356+ 0.53% |
$98K - $124K
|
67.1K
$26.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
354+ 3.02% |
$97.5K - $123K
|
12.1K
$4.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
353+ 9.07% |
$97.2K - $123K
|
4.24K
$1.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
352+ 0.87% |
$96.9K - $123K
|
40.9K
$16M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
352+ 1.06% |
$96.9K - $123K
|
33.6K
$13.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
351+ 2.1% |
$96.7K - $122K
|
17.1K
$6.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
350+ 3.32% |
$96.4K - $122K
|
10.9K
$4.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
350+ 4.62% |
$96.4K - $122K
|
7.93K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
350+ 2.51% |
$96.4K - $122K
|
14.3K
$5.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
346+ 1.21% |
$95.3K - $120K
|
29K
$11.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
346+ 12.31% |
$95.3K - $120K
|
3.16K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
345+ 2.28% |
$95K - $120K
|
15.5K
$6.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
341+ 3.49% |
$93.9K - $119K
|
10.1K
$3.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
340+ 2.75% |
$93.6K - $118K
|
12.7K
$4.99M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
338+ 2.13% |
$93.1K - $118K
|
16.2K
$6.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
338+ 0.59% |
$93.1K - $118K
|
57.6K
$22.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
337+ 8.64% |
$92.8K - $117K
|
4.24K
$1.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
335+ 3.61% |
$92.3K - $117K
|
9.6K
$3.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
334+ 4.59% |
$92K - $116K
|
7.6K
$2.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
334+ 3.45% |
$92K - $116K
|
10K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
334+ 4.16% |
$92K - $116K
|
8.36K
$3.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
331+ 26.82% |
$91.2K - $115K
|
1.57K
$614K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
331+ 3.39% |
$91.2K - $115K
|
10.1K
$3.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
329+ 24.59% |
$90.6K - $115K
|
1.67K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
326+ 2.18% |
$89.8K - $113K
|
15.3K
$6.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
325+ 1.36% |
$89.5K - $113K
|
24.3K
$9.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
322+ 1.02% |
$88.7K - $112K
|
32K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Xn LP
New York, NY |
BUY
|
- |
321+ 4.3% |
$88.4K - $112K
|
7.78K
$3.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
321+ 8.47% |
$88.4K - $112K
|
4.11K
$1.61M
|