Purchases and Sales Made in Q2 2023 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
218
+ 0.14%
$60K - $75.9K
151K $59.1M
Aug 09, 2023 Q2 2023
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
217
+ 3.53%
$59.8K - $75.5K
6.37K $2.5M
Jul 17, 2023 Q2 2023
Geometric Wealth Advisors

BUY
 -
216
+ 11.92%
$59.5K - $75.2K
2.03K $796K
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
212
+ 1.32%
$58.4K - $73.8K
16.3K $6.4M
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
210
+ 6.15%
$57.8K - $73.1K
3.63K $1.42M
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
210
+ 2.04%
$57.8K - $73.1K
10.5K $4.13M
Jul 18, 2023 Q2 2023
Mitchell Sinkler & Starr

BUY
 -
209
+ 0.33%
$57.6K - $72.8K
62.9K $24.7M
Jul 18, 2023 Q2 2023
Penn Davis Mcfarland Inc

BUY
 -
209
+ 14.41%
$57.6K - $72.8K
1.66K $651K
Jul 20, 2023 Q2 2023
Charter Oak Capital Management, LLC

BUY
 -
209
+ 2.8%
$57.6K - $72.8K
7.67K $3.01M
Aug 04, 2023 Q2 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
209
+ 1.47%
$57.6K - $72.8K
14.4K $5.67M
Jul 19, 2023 Q2 2023
Commons Capital, LLC

Needham, MA
BUY
 -
205
+ 1.89%
$56.5K - $71.4K
11.1K $4.35M
Jul 19, 2023 Q2 2023
Highview Capital Management LLC

BUY
 -
205
+ 1.32%
$56.5K - $71.4K
15.7K $6.17M
Jul 20, 2023 Q2 2023
Trinity Financial Advisors LLC

BUY
 -
205
+ 5.94%
$56.5K - $71.4K
3.66K $1.44M
Aug 14, 2023 Q2 2023
Infrastructure Capital Advisors, LLC

New York, NY
BUY
 -
205
New
$56.5K - $71.4K
205 $80.5K
Jul 20, 2023 Q2 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
203
+ 7.21%
$55.9K - $70.7K
3.02K $1.18M
Aug 14, 2023 Q2 2023
Meridian Management CO

BUY
 -
203
+ 15.33%
$55.9K - $70.7K
1.53K $599K
Jul 25, 2023 Q2 2023
Maryland Capital Advisors Inc.

BUY
 -
202
+ 32.42%
$55.6K - $70.3K
825 $324K
Jul 26, 2023 Q2 2023
Wp Advisors, LLC

BUY
 -
202
+ 2.32%
$55.6K - $70.3K
8.9K $3.49M
Aug 03, 2023 Q2 2023
Quaker Wealth Management, LLC

BUY
 -
202
+ 9.29%
$55.6K - $70.3K
2.38K $933K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
201
+ 0.64%
$55.4K - $70K
31.8K $12.5M
Jul 17, 2023 Q2 2023
Bowman & CO S.C.

BUY
 -
200
+ 1.56%
$55.1K - $69.6K
13K $5.1M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
200
+ 4.05%
$55.1K - $69.6K
5.14K $2.02M
Jul 28, 2023 Q2 2023
Shilanski & Associates, Inc.

BUY
 -
200
+ 1.31%
$55.1K - $69.6K
15.4K $6.05M
Aug 02, 2023 Q2 2023
Compass Financial Group, Inc.

BUY
 -
200
+ 20.35%
$55.1K - $69.6K
1.18K $464K
Aug 10, 2023 Q2 2023
Prospector Partners LLC

Guilford, CT
BUY
 -
200
+ 0.96%
$55.1K - $69.6K
21K $8.24M
Aug 14, 2023 Q2 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
200
+ 0.7%
$55.1K - $69.6K
29K $11.4M
Jul 14, 2023 Q2 2023
Next Level Private LLC

Harrison, NY
BUY
 -
199
+ 2.44%
$54.8K - $69.3K
8.36K $3.28M
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
196
+ 9.07%
$54K - $68.2K
2.36K $925K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
195
+ 21.93%
$53.7K - $67.9K
1.08K $426K
Jul 27, 2023 Q2 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
195
+ 5.76%
$53.7K - $67.9K
3.58K $1.4M
Aug 10, 2023 Q2 2023
Prism Advisors, Inc.

BUY
 -
195
+ 24.07%
$53.7K - $67.9K
1.01K $394K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
194
+ 2.33%
$53.4K - $67.5K
8.51K $3.34M
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
194
+ 2.11%
$53.4K - $67.5K
9.38K $3.68M
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
193
+ 1.61%
$53.2K - $67.2K
12.1K $4.77M
Jul 24, 2023 Q2 2023
De Dora Capital, Inc.

BUY
 -
192
+ 0.99%
$52.9K - $66.8K
19.6K $7.68M
Aug 07, 2023 Q2 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
192
+ 1.52%
$52.9K - $66.8K
12.8K $5.04M
Aug 08, 2023 Q2 2023
Gfs Advisors, LLC

BUY
 -
192
+ 0.39%
$52.9K - $66.8K
49.9K $19.6M
Jul 18, 2023 Q2 2023
Pennsylvania Capital Management Inc

BUY
 -
190
+ 0.18%
$52.3K - $66.1K
106K $41.6M
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

BUY
 -
190
+ 1.05%
$52.3K - $66.1K
18.2K $7.15M
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
188
+ 0.64%
$51.8K - $65.4K
29.6K $11.6M
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
188
+ 0.64%
$51.8K - $65.4K
29.6K $11.6M
Jul 11, 2023 Q2 2023
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
187
+ 2.02%
$51.5K - $65.1K
9.43K $3.7M
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

BUY
 -
187
+ 1.8%
$51.5K - $65.1K
10.5K $4.14M
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
187
+ 1.3%
$51.5K - $65.1K
14.5K $5.7M
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
186
+ 0.19%
$51.2K - $64.7K
96.8K $38M
Oct 09, 2024 Q2 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
186
+ 8.8%
$51.2K - $64.7K
2.3K $902K
Aug 10, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
185
+ 6.58%
$51K - $64.4K
3K $1.18M
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
184
+ 2.03%
$50.7K - $64.1K
9.23K $3.62M
Jul 17, 2023 Q2 2023
Hixon Zuercher, LLC

BUY
 -
183
+ 0.82%
$50.4K - $63.7K
22.5K $8.82M

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