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 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11+ 0.55% |
$3.03K - $3.83K
|
2.03K
$796K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
11+ 0.14% |
$3.03K - $3.83K
|
7.9K
$3.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11+ 1.25% |
$3.03K - $3.83K
|
892
$350K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11+ 0.08% |
$3.03K - $3.83K
|
13.1K
$5.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
11+ 0.85% |
$3.03K - $3.83K
|
1.31K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11+ 0.07% |
$3.03K - $3.83K
|
14.8K
$5.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10+ 0.04% |
$2.75K - $3.48K
|
26.3K
$10.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
10New |
$2.75K - $3.48K
|
10
$3.93K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.18% |
$2.75K - $3.48K
|
5.46K
$2.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.16% |
$2.75K - $3.48K
|
6.45K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10+ 0.1% |
$2.75K - $3.48K
|
9.55K
$3.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.16% |
$2.48K - $3.13K
|
5.47K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.07% |
$2.48K - $3.13K
|
12.2K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
9+ 0.9% |
$2.48K - $3.13K
|
1.01K
$395K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
9+ 0.26% |
$2.48K - $3.13K
|
3.53K
$1.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Street Asset Management LLP
|
BUY
|
- |
8+ 0.02% |
$2.2K - $2.78K
|
39.5K
$15.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8+ 0.82% |
$2.2K - $2.78K
|
989
$388K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
8+ 0.02% |
$2.2K - $2.78K
|
37.1K
$14.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.1% |
$2.2K - $2.78K
|
7.97K
$3.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Cortland Associates Inc
|
BUY
|
- |
8+ 0.13% |
$2.2K - $2.78K
|
6.3K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
8+ 0.18% |
$2.2K - $2.78K
|
4.51K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 0.05% |
$2.2K - $2.78K
|
17.4K
$6.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
8+ 0.2% |
$2.2K - $2.78K
|
4K
$1.57M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
7+ 0.36% |
$1.93K - $2.44K
|
1.93K
$756K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
7+ 0.43% |
$1.93K - $2.44K
|
1.62K
$636K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
7+ 0.49% |
$1.93K - $2.44K
|
1.45K
$568K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
7+ 0.31% |
$1.93K - $2.44K
|
2.26K
$886K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$1.93K - $2.44K
|
7.52K
$2.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
7+ 0.12% |
$1.93K - $2.44K
|
5.77K
$2.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.22% |
$1.93K - $2.44K
|
3.18K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
7+ 0.08% |
$1.93K - $2.44K
|
8.77K
$3.44M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7+ 0.21% |
$1.93K - $2.44K
|
3.26K
$1.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6+ 0.01% |
$1.65K - $2.09K
|
42.9K
$16.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
6+ 0.64% |
$1.65K - $2.09K
|
946
$371K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.2% |
$1.65K - $2.09K
|
3.06K
$1.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
5+ 0.03% |
$1.38K - $1.74K
|
16.4K
$6.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
5+ 0.16% |
$1.38K - $1.74K
|
3.21K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
5+ 0.12% |
$1.38K - $1.74K
|
4.32K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
5+ 0.01% |
$1.38K - $1.74K
|
42.8K
$16.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
5+ 0.26% |
$1.38K - $1.74K
|
1.91K
$750K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 0.51% |
$1.38K - $1.74K
|
980
$385K
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$1.38K - $1.74K
|
6.04K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5+ 0.27% |
$1.38K - $1.74K
|
1.84K
$724K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
4+ 0.22% |
$1.1K - $1.39K
|
1.81K
$712K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4+ 0.15% |
$1.1K - $1.39K
|
2.66K
$1.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$1.1K - $1.39K
|
4.87K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4+ 0.19% |
$1.1K - $1.39K
|
2.17K
$850K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.07% |
$1.1K - $1.39K
|
6.11K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4+ 0.06% |
$1.1K - $1.39K
|
6.95K
$2.73M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4+ 0.11% |
$1.1K - $1.39K
|
3.54K
$1.39M
|