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 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.67K- 13.3% |
$459K - $580K
|
10.9K
$4.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.67K- 4.58% |
$459K - $581K
|
34.8K
$13.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.68K- 9.84% |
$462K - $584K
|
15.4K
$6.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-1.69K- 1.31% |
$464K - $587K
|
127K
$50.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.69K- 30.4% |
$466K - $589K
|
3.87K
$1.55M
|
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.7K- 2.52% |
$468K - $592K
|
65.7K
$26.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-1.7K- 2.7% |
$469K - $593K
|
61.3K
$24.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.71K- 31.19% |
$470K - $594K
|
3.77K
$1.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.71K- 2.84% |
$471K - $595K
|
58.6K
$23.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.72K- 7.25% |
$474K - $599K
|
22K
$8.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.73K- 14.32% |
$475K - $601K
|
10.3K
$4.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.73K- 0.52% |
$476K - $601K
|
331K
$132M
|
|
|
Aug 14, 2023
Q2 2023
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-1.73K- 6.0% |
$476K - $602K
|
27.1K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.73K- 7.42% |
$476K - $602K
|
21.6K
$8.63M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-1.73K- 1.0% |
$477K - $603K
|
171K
$68.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.73K- 9.41% |
$477K - $603K
|
16.7K
$6.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.74K- 3.57% |
$478K - $604K
|
46.9K
$18.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.74K- 1.43% |
$480K - $606K
|
120K
$47.9M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.74K- 3.14% |
$480K - $606K
|
53.7K
$21.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Must Asset Management Inc.
|
SELL
|
- |
-1.74K- 41.52% |
$480K - $606K
|
2.45K
$981K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.75K- 3.57% |
$482K - $609K
|
47.2K
$18.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-1.75K- 0.37% |
$483K - $610K
|
468K
$187M
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1.76K- 4.2% |
$484K - $612K
|
40.1K
$16M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.77K- 0.87% |
$488K - $616K
|
201K
$80.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-1.77K- 5.22% |
$488K - $617K
|
32.2K
$12.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.78K- 8.97% |
$489K - $619K
|
18K
$7.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.78K- 2.54% |
$490K - $620K
|
68.3K
$27.3M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.78K- 15.95% |
$490K - $620K
|
9.38K
$3.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.78K- 35.14% |
$490K - $620K
|
3.29K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.78K- 2.72% |
$491K - $621K
|
63.8K
$25.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.79K- 6.26% |
$492K - $622K
|
26.8K
$10.7M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 5.54% |
$493K - $623K
|
30.5K
$12.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.79K- 8.16% |
$494K - $624K
|
20.2K
$8.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.8K- 2.03% |
$494K - $625K
|
86.8K
$34.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.8K- 14.33% |
$495K - $626K
|
10.7K
$4.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.8K- 3.62% |
$496K - $627K
|
47.9K
$19.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.81K- 4.94% |
$497K - $628K
|
34.7K
$13.9M
|
|
|
Jul 27, 2023
Q2 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.81K- 9.14% |
$498K - $629K
|
18K
$7.18M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.81K- 8.49% |
$498K - $630K
|
19.5K
$7.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.81K- 5.89% |
$499K - $631K
|
28.9K
$11.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.83K- 1.27% |
$504K - $637K
|
143K
$57.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.84K- 1.18% |
$505K - $639K
|
153K
$61.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.85K- 4.19% |
$508K - $643K
|
42.2K
$16.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.86K- 13.22% |
$512K - $647K
|
12.2K
$4.88M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.86K- 2.52% |
$513K - $649K
|
72K
$28.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.87K- 5.19% |
$514K - $649K
|
34.1K
$13.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.87K- 2.19% |
$516K - $652K
|
83.8K
$33.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.88K- 3.83% |
$516K - $653K
|
47.1K
$18.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.88K- 7.12% |
$519K - $656K
|
24.6K
$9.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.89K- 2.94% |
$519K - $656K
|
62.3K
$24.9M
|