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 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-13- 0.05% |
$2.89K - $3.75K
|
28K
$11.9M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-13- 0.04% |
$2.89K - $3.75K
|
31.7K
$13.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-14- 1.36% |
$3.11K - $4.04K
|
1.01K
$431K
|
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15- 0.57% |
$3.33K - $4.32K
|
2.62K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-15- 0.06% |
$3.33K - $4.32K
|
25.1K
$10.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16- 0.17% |
$3.56K - $4.61K
|
9.51K
$4.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-16- 0.12% |
$3.56K - $4.61K
|
13.8K
$5.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-18- 0.35% |
$4K - $5.19K
|
5.17K
$2.2M
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.06% |
$4K - $5.19K
|
27.7K
$11.8M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-18- 0.5% |
$4K - $5.19K
|
3.57K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-18- 0.81% |
$4K - $5.19K
|
2.21K
$938K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-19- 0.01% |
$4.22K - $5.48K
|
139K
$59M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 0.68% |
$4.22K - $5.48K
|
2.76K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-19- 0.45% |
$4.22K - $5.48K
|
4.2K
$1.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-20- 0.53% |
$4.45K - $5.77K
|
3.79K
$1.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-20- 0.15% |
$4.45K - $5.77K
|
13.2K
$5.6M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-20- 0.15% |
$4.45K - $5.77K
|
13.7K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-20- 0.05% |
$4.45K - $5.77K
|
38K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-20- 0.08% |
$4.45K - $5.77K
|
23.7K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-21- 0.25% |
$4.67K - $6.05K
|
8.31K
$3.54M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-21- 0.73% |
$4.67K - $6.05K
|
2.84K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-21- 0.64% |
$4.67K - $6.05K
|
3.28K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-21- 0.29% |
$4.67K - $6.05K
|
7.27K
$3.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-22- 0.09% |
$4.89K - $6.34K
|
24K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-22- 0.02% |
$4.89K - $6.34K
|
92.7K
$39.4M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.06% |
$4.89K - $6.34K
|
38.5K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-22- 1.12% |
$4.89K - $6.34K
|
1.94K
$823K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-24- 0.38% |
$5.34K - $6.92K
|
6.25K
$2.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-24- 0.11% |
$5.34K - $6.92K
|
21.2K
$9.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-24- 2.49% |
$5.34K - $6.92K
|
940
$400K
|
|
|
May 05, 2023
Q1 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-24- 2.65% |
$5.34K - $6.92K
|
883
$376K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-25- 1.22% |
$5.56K - $7.21K
|
2.02K
$859K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-25- 0.66% |
$5.56K - $7.21K
|
3.76K
$1.6M
|
|
|
May 08, 2023
Q1 2023
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-25- 0.12% |
$5.56K - $7.21K
|
20.8K
$8.85M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-25- 0.03% |
$5.56K - $7.21K
|
97.7K
$41.5M
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.13% |
$5.56K - $7.21K
|
19.8K
$8.44M
|
|
|
May 15, 2023
Q1 2023
|
Rdst Capital LLC
Seattle, WA |
SELL
|
- |
-25- 0.05% |
$5.56K - $7.21K
|
50.3K
$21.4M
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-26- 0.42% |
$5.78K - $7.5K
|
6.18K
$2.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-27- 0.54% |
$6K - $7.78K
|
4.94K
$2.1M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-27- 0.1% |
$6K - $7.78K
|
26.1K
$11.1M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-27- 0.9% |
$6K - $7.78K
|
2.97K
$1.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-28- 0.53% |
$6.22K - $8.07K
|
5.21K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-28- 0.22% |
$6.22K - $8.07K
|
12.8K
$5.47M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.68% |
$6.45K - $8.36K
|
4.21K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-29- 0.25% |
$6.45K - $8.36K
|
11.8K
$5.02M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-29- 0.83% |
$6.45K - $8.36K
|
3.47K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-29- 1.43% |
$6.45K - $8.36K
|
2K
$851K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-29- 2.13% |
$6.45K - $8.36K
|
1.33K
$566K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-30- 0.99% |
$6.67K - $8.65K
|
3.01K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-30- 0.06% |
$6.67K - $8.65K
|
49.3K
$21M
|