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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-30- 0.99% |
$6.67K - $8.65K
|
3.01K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-30- 0.06% |
$6.67K - $8.65K
|
49.3K
$20.9M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.09% |
$6.67K - $8.65K
|
33.1K
$14M
|
|
|
Mar 11, 2024
Q1 2023
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-30- 3.91% |
$6.67K - $8.65K
|
737
$312K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-30- 0.9% |
$6.67K - $8.65K
|
3.31K
$1.4M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-31- 0.36% |
$6.89K - $8.94K
|
8.68K
$3.67M
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-31- 0.14% |
$6.89K - $8.94K
|
22.3K
$9.42M
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-32- 3.34% |
$7.11K - $9.23K
|
926
$392K
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
SELL
|
- |
-32- 2.93% |
$7.11K - $9.23K
|
1.06K
$448K
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-32- 3.18% |
$7.11K - $9.23K
|
975
$412K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-32- 0.11% |
$7.11K - $9.23K
|
30K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-32- 0.2% |
$7.11K - $9.23K
|
16.1K
$6.79M
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-32- 2.29% |
$7.11K - $9.23K
|
1.37K
$577K
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-32- 0.22% |
$7.11K - $9.23K
|
14.8K
$6.25M
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-32- 2.29% |
$7.11K - $9.23K
|
1.37K
$577K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-33- 1.19% |
$7.34K - $9.51K
|
2.75K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-33- 1.17% |
$7.34K - $9.51K
|
2.78K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-33- 0.12% |
$7.34K - $9.51K
|
27.3K
$11.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.42% |
$7.56K - $9.8K
|
8.09K
$3.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-34- 0.05% |
$7.56K - $9.8K
|
73.9K
$31.2M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-34- 1.17% |
$7.56K - $9.8K
|
2.87K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-34- 1.3% |
$7.56K - $9.8K
|
2.59K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-34- 0.09% |
$7.56K - $9.8K
|
37.5K
$15.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-35- 0.55% |
$7.78K - $10.1K
|
6.35K
$2.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-35- 1.06% |
$7.78K - $10.1K
|
3.26K
$1.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-35- 0.42% |
$7.78K - $10.1K
|
8.21K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-36- 0.84% |
$8K - $10.4K
|
4.25K
$1.8M
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-36- 0.22% |
$8K - $10.4K
|
16K
$6.76M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-37- 72.55% |
$8.23K - $10.7K
|
14
$5.92K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-38- 1.78% |
$8.45K - $11K
|
2.09K
$886K
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-39- 0.26% |
$8.67K - $11.2K
|
14.7K
$6.21M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-39- 0.26% |
$8.67K - $11.2K
|
14.7K
$6.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-40- 0.44% |
$8.89K - $11.5K
|
9.11K
$3.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-40- 3.52% |
$8.89K - $11.5K
|
1.1K
$464K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-40- 90.91% |
$8.89K - $11.5K
|
4
$1.69K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-40- 0.84% |
$8.89K - $11.5K
|
4.72K
$1.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-40- 1.06% |
$8.89K - $11.5K
|
3.73K
$1.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-40- 1.27% |
$8.89K - $11.5K
|
3.12K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-40- 0.31% |
$8.89K - $11.5K
|
12.8K
$5.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-41- 0.44% |
$9.11K - $11.8K
|
9.3K
$3.93M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-41- 0.02% |
$9.11K - $11.8K
|
176K
$74.6M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-41- 0.41% |
$9.11K - $11.8K
|
9.85K
$4.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-42- 2.8% |
$9.34K - $12.1K
|
1.46K
$616K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-42- 1.51% |
$9.34K - $12.1K
|
2.74K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-42- 0.05% |
$9.34K - $12.1K
|
82.7K
$35M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-43- 0.18% |
$9.56K - $12.4K
|
24.1K
$10.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-43- 0.41% |
$9.56K - $12.4K
|
10.5K
$4.43M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-43- 0.77% |
$9.56K - $12.4K
|
5.57K
$2.36M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-44- 2.49% |
$9.78K - $12.7K
|
1.73K
$730K
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-44- 0.45% |
$9.78K - $12.7K
|
9.77K
$4.13M
|