Purchases and Sales Made in Q1 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2- 0.01% |
$445 - $577
|
13.9K
$5.93M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-2- 0.01% |
$445 - $577
|
26K
$11.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-3- 0.18% |
$667 - $865
|
1.64K
$696K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-3- -0.0% |
$667 - $865
|
72.2K
$30.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-4- 0.16% |
$889 - $1.15K
|
2.53K
$1.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4- 0.13% |
$889 - $1.15K
|
3.1K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-4- 0.39% |
$889 - $1.15K
|
1.01K
$431K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-4- 0.1% |
$889 - $1.15K
|
3.92K
$1.67M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5- -0.0% |
$1.11K - $1.44K
|
112K
$47.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-5- 0.18% |
$1.11K - $1.44K
|
2.72K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5- 0.31% |
$1.11K - $1.44K
|
1.61K
$685K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-5- 0.16% |
$1.11K - $1.44K
|
3.15K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.02% |
$1.11K - $1.44K
|
29.1K
$12.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-6- 0.04% |
$1.33K - $1.73K
|
15K
$6.38M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6- 0.32% |
$1.33K - $1.73K
|
1.89K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-6- 0.08% |
$1.33K - $1.73K
|
7.17K
$3.05M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-6- 0.16% |
$1.33K - $1.73K
|
3.8K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.08% |
$1.56K - $2.02K
|
8.26K
$3.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-7- 0.02% |
$1.56K - $2.02K
|
34.6K
$14.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7- 0.07% |
$1.56K - $2.02K
|
10.2K
$4.35M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-7- 0.04% |
$1.56K - $2.02K
|
16K
$6.8M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7- 0.05% |
$1.56K - $2.02K
|
15.3K
$6.51M
|
|
|
May 09, 2023
Q1 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$1.56K - $2.02K
|
10.2K
$4.36M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-7- 0.27% |
$1.56K - $2.02K
|
2.56K
$1.09M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7- 0.05% |
$1.56K - $2.02K
|
15.3K
$6.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-8- 0.09% |
$1.78K - $2.31K
|
8.99K
$3.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-8- 0.07% |
$1.78K - $2.31K
|
11.8K
$5.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-8- 0.05% |
$1.78K - $2.31K
|
17K
$7.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-8- 0.23% |
$1.78K - $2.31K
|
3.43K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8- 0.08% |
$1.78K - $2.31K
|
9.65K
$4.1M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-8- 0.39% |
$1.78K - $2.31K
|
2.03K
$865K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-9- 0.38% |
$2K - $2.59K
|
2.36K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.04% |
$2K - $2.59K
|
22.9K
$9.74M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-9- 1.27% |
$2K - $2.59K
|
697
$297K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-9- 5.92% |
$2K - $2.59K
|
143
$60.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-10- 0.15% |
$2.22K - $2.88K
|
6.62K
$2.81M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-10- 0.2% |
$2.22K - $2.88K
|
5.11K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-10- 0.06% |
$2.22K - $2.88K
|
16.2K
$6.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-11- 0.28% |
$2.45K - $3.17K
|
3.97K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-11- 3.23% |
$2.45K - $3.17K
|
330
$140K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-11- 0.14% |
$2.45K - $3.17K
|
7.89K
$3.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.36% |
$2.67K - $3.46K
|
3.36K
$1.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-12- 0.01% |
$2.67K - $3.46K
|
102K
$43.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-12- 0.06% |
$2.67K - $3.46K
|
19K
$8.08M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-12- 0.07% |
$2.67K - $3.46K
|
17.9K
$7.62M
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-12- 0.46% |
$2.67K - $3.46K
|
2.61K
$1.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-13- 0.56% |
$2.89K - $3.75K
|
2.3K
$980K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-13- 0.18% |
$2.89K - $3.75K
|
7.4K
$3.15M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-13- 0.1% |
$2.89K - $3.75K
|
13K
$5.54M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-13- 0.06% |
$2.89K - $3.75K
|
22.5K
$9.58M
|