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
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-84- 1.78% |
$18.7K - $24.2K
|
4.64K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-84- 0.46% |
$18.7K - $24.2K
|
18.1K
$7.65M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-84- 0.06% |
$18.7K - $24.2K
|
144K
$60.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-85- 1.29% |
$18.9K - $24.5K
|
6.52K
$2.76M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-85- 1.37% |
$18.9K - $24.5K
|
6.1K
$2.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-86- 0.85% |
$19.1K - $24.8K
|
10.1K
$4.25M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-86- 0.14% |
$19.1K - $24.8K
|
61.8K
$26.1M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-86- 0.61% |
$19.1K - $24.8K
|
14.1K
$5.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-87- 0.18% |
$19.3K - $25.1K
|
48.1K
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-87- 0.4% |
$19.3K - $25.1K
|
21.6K
$9.14M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-87- 0.45% |
$19.3K - $25.1K
|
19.2K
$8.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-88- 2.22% |
$19.6K - $25.4K
|
3.87K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
SELL
|
- |
-88- 0.29% |
$19.6K - $25.4K
|
30.3K
$12.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-88- 0.21% |
$19.6K - $25.4K
|
42.6K
$18M
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-88- -0.0% |
$19.6K - $25.4K
|
3.29M
$1.39B
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-89- 0.04% |
$19.8K - $25.7K
|
223K
$94.1M
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-89- 1.94% |
$19.8K - $25.7K
|
4.49K
$1.9M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-90- 1.92% |
$20K - $25.9K
|
4.59K
$1.94M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-90- 0.93% |
$20K - $25.9K
|
9.55K
$4.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-91- 1.09% |
$20.2K - $26.2K
|
8.27K
$3.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-92- 0.39% |
$20.5K - $26.5K
|
23.8K
$10.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-92- 0.84% |
$20.5K - $26.5K
|
10.8K
$4.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-92- 0.15% |
$20.5K - $26.5K
|
60.4K
$25.5M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-92- 1.35% |
$20.5K - $26.5K
|
6.75K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-92- 1.08% |
$20.5K - $26.5K
|
8.45K
$3.58M
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-93- 0.48% |
$20.7K - $26.8K
|
19.3K
$8.16M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-93- 27.6% |
$20.7K - $26.8K
|
244
$103K
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-93- 0.97% |
$20.7K - $26.8K
|
9.54K
$4.03M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-93- 1.05% |
$20.7K - $26.8K
|
8.75K
$3.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-94- 1.26% |
$20.9K - $27.1K
|
7.39K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-94- 0.17% |
$20.9K - $27.1K
|
54.2K
$22.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-95- 0.32% |
$21.1K - $27.4K
|
29.2K
$12.4M
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-95- 0.29% |
$21.1K - $27.4K
|
33K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-95- 0.1% |
$21.1K - $27.4K
|
94.6K
$40M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-96- 3.49% |
$21.3K - $27.7K
|
2.66K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-96- 0.72% |
$21.3K - $27.7K
|
13.2K
$5.59M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-96- 2.7% |
$21.3K - $27.7K
|
3.46K
$1.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-97- 1.87% |
$21.6K - $28K
|
5.1K
$2.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-97- 1.62% |
$21.6K - $28K
|
5.91K
$2.5M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-97- 1.14% |
$21.6K - $28K
|
8.38K
$3.54M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-97- 0.21% |
$21.6K - $28K
|
46.2K
$19.5M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-97- 0.34% |
$21.6K - $28K
|
28.5K
$12.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-98- 2.61% |
$21.8K - $28.3K
|
3.66K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-98- 0.46% |
$21.8K - $28.3K
|
21.3K
$9.02M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-98- 0.21% |
$21.8K - $28.3K
|
47.5K
$20.1M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-98- 1.57% |
$21.8K - $28.3K
|
6.15K
$2.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 0.08% |
$22.2K - $28.8K
|
118K
$49.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-100- 1.21% |
$22.2K - $28.8K
|
8.16K
$3.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-100- 3.46% |
$22.2K - $28.8K
|
2.79K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-100- 1.33% |
$22.2K - $28.8K
|
7.44K
$3.14M
|