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 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-44- 1.39% |
$9.78K - $12.7K
|
3.13K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-45- 0.28% |
$10K - $13K
|
15.9K
$6.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-45- 15.25% |
$10K - $13K
|
250
$106K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-45- 0.13% |
$10K - $13K
|
34.3K
$14.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-45- 0.18% |
$10K - $13K
|
25.2K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-45- 0.19% |
$10K - $13K
|
23.9K
$10.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-45- 3.67% |
$10K - $13K
|
1.18K
$500K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-46- 0.1% |
$10.2K - $13.3K
|
47.9K
$20.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-46- 1.1% |
$10.2K - $13.3K
|
4.12K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-46- 0.24% |
$10.2K - $13.3K
|
19.2K
$8.13M
|
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-47- 1.33% |
$10.4K - $13.6K
|
3.49K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-48- 3.23% |
$10.7K - $13.8K
|
1.44K
$610K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-49- 2.09% |
$10.9K - $14.1K
|
2.29K
$971K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-50- 2.29% |
$11.1K - $14.4K
|
2.13K
$902K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-50- 3.04% |
$11.1K - $14.4K
|
1.6K
$675K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-50- 1.28% |
$11.1K - $14.4K
|
3.86K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-50- 0.53% |
$11.1K - $14.4K
|
9.3K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-50- 0.84% |
$11.1K - $14.4K
|
5.91K
$2.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-51- 1.29% |
$11.3K - $14.7K
|
3.9K
$1.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-51- 0.6% |
$11.3K - $14.7K
|
8.48K
$3.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-52- 0.55% |
$11.6K - $15K
|
9.43K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-52- 0.6% |
$11.6K - $15K
|
8.58K
$3.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.26% |
$11.8K - $15.3K
|
20.7K
$8.76M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-53- 1.55% |
$11.8K - $15.3K
|
3.37K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-53- 0.98% |
$11.8K - $15.3K
|
5.34K
$2.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-54- 1.22% |
$12K - $15.6K
|
4.36K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-54- 1.83% |
$12K - $15.6K
|
2.89K
$1.22M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-55- 1.43% |
$12.2K - $15.9K
|
3.79K
$1.61M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-55- 0.8% |
$12.2K - $15.9K
|
6.81K
$2.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-55- 2.22% |
$12.2K - $15.9K
|
2.42K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-55- 1.3% |
$12.2K - $15.9K
|
4.18K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-55- 0.09% |
$12.2K - $15.9K
|
64K
$27.1M
|
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-56- 1.92% |
$12.4K - $16.1K
|
2.86K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-57- 0.77% |
$12.7K - $16.4K
|
7.34K
$3.11M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-57- 0.72% |
$12.7K - $16.4K
|
7.83K
$3.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-58- 0.31% |
$12.9K - $16.7K
|
18.4K
$7.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-58- 0.1% |
$12.9K - $16.7K
|
57.4K
$24.3M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-58- 2.34% |
$12.9K - $16.7K
|
2.42K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-58- 3.75% |
$12.9K - $16.7K
|
1.49K
$630K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-58- 0.72% |
$12.9K - $16.7K
|
7.96K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-58- 0.65% |
$12.9K - $16.7K
|
8.82K
$3.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-59- 0.12% |
$13.1K - $17K
|
48K
$20.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.07% |
$13.3K - $17.3K
|
2.84K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-60- 3.29% |
$13.3K - $17.3K
|
1.76K
$746K
|
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-60- 0.24% |
$13.3K - $17.3K
|
24.7K
$10.5M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-62- 0.04% |
$13.8K - $17.9K
|
158K
$66.9M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-62- 1.74% |
$13.8K - $17.9K
|
3.51K
$1.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-63- 0.45% |
$14K - $18.2K
|
13.9K
$5.88M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-63- 0.32% |
$14K - $18.2K
|
19.8K
$8.4M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-63- 5.51% |
$14K - $18.2K
|
1.08K
$457K
|