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
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1+ 0.07% |
$222 - $288
|
1.53K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.04% |
$222 - $288
|
2.75K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1+ 0.05% |
$222 - $288
|
2.04K
$833K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
1+ 0.01% |
$222 - $288
|
10.3K
$4.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1- 0.06% |
$222 - $288
|
1.81K
$739K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1- 0.05% |
$222 - $288
|
2.08K
$848K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1- -0.0% |
$222 - $288
|
29.4K
$12M
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
SELL
|
- |
-1- 0.01% |
$222 - $288
|
18K
$7.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2- 0.01% |
$445 - $577
|
30.4K
$12.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-2- 0.09% |
$445 - $577
|
2.26K
$922K
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$445 - $577
|
17.6K
$7.21M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.05% |
$445 - $577
|
4.35K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2- 0.01% |
$445 - $577
|
13.9K
$5.7M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-2- 0.01% |
$445 - $577
|
26K
$10.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-3- 0.18% |
$667 - $865
|
1.64K
$668K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-3- -0.0% |
$667 - $865
|
72.2K
$29.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-4- 0.16% |
$889 - $1.15K
|
2.53K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4- 0.13% |
$889 - $1.15K
|
3.1K
$1.27M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-4- 0.39% |
$889 - $1.15K
|
1.01K
$414K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-4- 0.1% |
$889 - $1.15K
|
3.92K
$1.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5- -0.0% |
$1.11K - $1.44K
|
112K
$45.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-5- 0.18% |
$1.11K - $1.44K
|
2.72K
$1.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5- 0.31% |
$1.11K - $1.44K
|
1.61K
$658K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-5- 0.16% |
$1.11K - $1.44K
|
3.15K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.02% |
$1.11K - $1.44K
|
29.1K
$11.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-6- 0.04% |
$1.33K - $1.73K
|
15K
$6.13M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6- 0.32% |
$1.33K - $1.73K
|
1.89K
$772K
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-6- 0.08% |
$1.33K - $1.73K
|
7.17K
$2.93M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-6- 0.16% |
$1.33K - $1.73K
|
3.8K
$1.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.08% |
$1.56K - $2.02K
|
8.26K
$3.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-7- 0.02% |
$1.56K - $2.02K
|
34.6K
$14.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7- 0.07% |
$1.56K - $2.02K
|
10.2K
$4.18M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-7- 0.04% |
$1.56K - $2.02K
|
16K
$6.52M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7- 0.05% |
$1.56K - $2.02K
|
15.3K
$6.25M
|
|
|
May 09, 2023
Q1 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$1.56K - $2.02K
|
10.2K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-7- 0.27% |
$1.56K - $2.02K
|
2.56K
$1.04M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7- 0.05% |
$1.56K - $2.02K
|
15.3K
$6.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-8- 0.09% |
$1.78K - $2.31K
|
8.99K
$3.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-8- 0.07% |
$1.78K - $2.31K
|
11.8K
$4.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-8- 0.05% |
$1.78K - $2.31K
|
17K
$6.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-8- 0.23% |
$1.78K - $2.31K
|
3.43K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8- 0.08% |
$1.78K - $2.31K
|
9.65K
$3.94M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-8- 0.39% |
$1.78K - $2.31K
|
2.03K
$831K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-9- 0.38% |
$2K - $2.59K
|
2.36K
$963K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.04% |
$2K - $2.59K
|
22.9K
$9.35M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-9- 1.27% |
$2K - $2.59K
|
697
$285K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-9- 5.92% |
$2K - $2.59K
|
143
$58.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-10- 0.15% |
$2.22K - $2.88K
|
6.62K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-10- 0.2% |
$2.22K - $2.88K
|
5.11K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-10- 0.06% |
$2.22K - $2.88K
|
16.2K
$6.61M
|