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 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-63- 0.45% |
$14K - $18.2K
|
13.8K
$5.85M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-63- 0.86% |
$14K - $18.2K
|
7.27K
$3.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-64- 0.27% |
$14.2K - $18.5K
|
24K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-65- 0.27% |
$14.5K - $18.7K
|
24K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-66- 0.61% |
$14.7K - $19K
|
10.8K
$4.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-67- 0.94% |
$14.9K - $19.3K
|
7.06K
$2.99M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-67- 0.37% |
$14.9K - $19.3K
|
17.9K
$7.59M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-67- 0.36% |
$14.9K - $19.3K
|
18.5K
$7.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-69- 1.51% |
$15.3K - $19.9K
|
4.5K
$1.91M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-69- 0.99% |
$15.3K - $19.9K
|
6.91K
$2.93M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-69- 0.91% |
$15.3K - $19.9K
|
7.49K
$3.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-70- 45.75% |
$15.6K - $20.2K
|
83
$35.1K
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-70- 6.38% |
$15.6K - $20.2K
|
1.03K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-70- 0.54% |
$15.6K - $20.2K
|
13K
$5.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-71- 0.73% |
$15.8K - $20.5K
|
9.67K
$4.1M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-71- 0.7% |
$15.8K - $20.5K
|
10.1K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-71- 0.99% |
$15.8K - $20.5K
|
7.09K
$3M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-72- 1.66% |
$16K - $20.8K
|
4.28K
$1.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-72- 32.0% |
$16K - $20.8K
|
153
$64.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-72- 0.32% |
$16K - $20.8K
|
22.6K
$9.58M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-72- 0.43% |
$16K - $20.8K
|
16.7K
$7.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
SELL
|
- |
-73- 2.7% |
$16.2K - $21K
|
2.63K
$1.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-73- 5.59% |
$16.2K - $21K
|
1.23K
$523K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-73- 0.19% |
$16.2K - $21K
|
38.6K
$16.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-73- 0.14% |
$16.2K - $21K
|
52.3K
$22.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-73- 1.19% |
$16.2K - $21K
|
6.04K
$2.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-73- 10.49% |
$16.2K - $21K
|
623
$264K
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-73- 0.5% |
$16.2K - $21K
|
14.4K
$6.11M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-73- 1.15% |
$16.2K - $21K
|
6.25K
$2.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-74- 4.91% |
$16.5K - $21.3K
|
1.43K
$607K
|
|
|
Apr 06, 2023
Q1 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-75- 0.83% |
$16.7K - $21.6K
|
9.01K
$3.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-75- 0.61% |
$16.7K - $21.6K
|
12.1K
$5.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-75- 0.57% |
$16.7K - $21.6K
|
13.1K
$5.55M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-75- 1.42% |
$16.7K - $21.6K
|
5.21K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-75- 0.08% |
$16.7K - $21.6K
|
95K
$40.2M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-75- 8.32% |
$16.7K - $21.6K
|
826
$350K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-76- 0.35% |
$16.9K - $21.9K
|
21.6K
$9.13M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-76- 0.7% |
$16.9K - $21.9K
|
10.8K
$4.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-78- 4.35% |
$17.3K - $22.5K
|
1.72K
$726K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-78- 4.31% |
$17.3K - $22.5K
|
1.73K
$733K
|
|
|
Apr 20, 2023
Q1 2023
|
Cortland Associates Inc
|
SELL
|
- |
-79- 1.24% |
$17.6K - $22.8K
|
6.29K
$2.66M
|
|
|
Apr 10, 2023
Q1 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-80- 0.41% |
$17.8K - $23.1K
|
19.5K
$8.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-80- 0.56% |
$17.8K - $23.1K
|
14.1K
$5.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-80- 2.76% |
$17.8K - $23.1K
|
2.82K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-81- 0.14% |
$18K - $23.4K
|
58.6K
$24.8M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-82- 0.38% |
$18.2K - $23.6K
|
21.3K
$9.03M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-82- 0.91% |
$18.2K - $23.6K
|
8.89K
$3.76M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-82- 7.7% |
$18.2K - $23.6K
|
983
$416K
|
|
|
May 09, 2023
Q1 2023
|
Gouws Capital LLC
|
SELL
|
- |
-82- 3.29% |
$18.2K - $23.6K
|
2.41K
$1.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-84- 0.64% |
$18.7K - $24.2K
|
13.1K
$5.55M
|