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 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-100- 2.18% |
$22.2K - $28.8K
|
4.49K
$1.91M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-100- 2.75% |
$22.2K - $28.8K
|
3.53K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-100- 2.83% |
$22.2K - $28.8K
|
3.43K
$1.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-102- 0.5% |
$22.7K - $29.4K
|
20.1K
$8.56M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-102- 3.26% |
$22.7K - $29.4K
|
3.03K
$1.29M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-102- 2.88% |
$22.7K - $29.4K
|
3.44K
$1.46M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-104- 0.54% |
$23.1K - $30K
|
19.3K
$8.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-104- 0.21% |
$23.1K - $30K
|
48.6K
$20.7M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
SELL
|
- |
-104- 0.63% |
$23.1K - $30K
|
16.4K
$6.96M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-104- 3.95% |
$23.1K - $30K
|
2.53K
$1.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-107- 0.11% |
$23.8K - $30.8K
|
101K
$43.1M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-107- 4.06% |
$23.8K - $30.8K
|
2.53K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-108- 2.31% |
$24K - $31.1K
|
4.57K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-108- 1.63% |
$24K - $31.1K
|
6.53K
$2.78M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-108- 8.39% |
$24K - $31.1K
|
1.18K
$502K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-108- 1.66% |
$24K - $31.1K
|
6.39K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-108- 0.33% |
$24K - $31.1K
|
32.5K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-108- 0.16% |
$24K - $31.1K
|
65.8K
$28M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-109- 0.59% |
$24.2K - $31.4K
|
18.4K
$7.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-110- 0.32% |
$24.5K - $31.7K
|
34.5K
$14.7M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-110- 0.7% |
$24.5K - $31.7K
|
15.5K
$6.59M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-111- 1.14% |
$24.7K - $32K
|
9.67K
$4.11M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-112- 2.62% |
$24.9K - $32.3K
|
4.16K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-113- 4.02% |
$25.1K - $32.6K
|
2.7K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-113- 1.61% |
$25.1K - $32.6K
|
6.91K
$2.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-114- 0.18% |
$25.3K - $32.9K
|
62.4K
$26.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-115- 2.15% |
$25.6K - $33.2K
|
5.24K
$2.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-115- 0.46% |
$25.6K - $33.2K
|
24.7K
$10.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-115- 0.79% |
$25.6K - $33.2K
|
14.4K
$6.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-116- 0.61% |
$25.8K - $33.4K
|
18.8K
$8.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-117- 6.1% |
$26K - $33.7K
|
1.8K
$767K
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-118- 5.12% |
$26.2K - $34K
|
2.19K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-118- 0.81% |
$26.2K - $34K
|
14.4K
$6.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-120- 8.59% |
$26.7K - $34.6K
|
1.28K
$543K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-120- 1.19% |
$26.7K - $34.6K
|
9.96K
$4.24M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-120- 1.91% |
$26.7K - $34.6K
|
6.15K
$2.62M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-120- 3.49% |
$26.7K - $34.6K
|
3.32K
$1.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-121- 1.3% |
$26.9K - $34.9K
|
9.18K
$3.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-122- 2.5% |
$27.1K - $35.2K
|
4.77K
$2.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-123- 1.74% |
$27.3K - $35.5K
|
6.95K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-123- 2.3% |
$27.3K - $35.5K
|
5.22K
$2.22M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-123- 4.95% |
$27.3K - $35.5K
|
2.36K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-124- 0.17% |
$27.6K - $35.7K
|
73K
$31M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-124- 0.25% |
$27.6K - $35.7K
|
48.9K
$20.8M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-125- 12.29% |
$27.8K - $36K
|
892
$379K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-125- 5.85% |
$27.8K - $36K
|
2.01K
$856K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-125- 12.08% |
$27.8K - $36K
|
910
$387K
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-125- 3.01% |
$27.8K - $36K
|
4.02K
$1.71M
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-126- 0.9% |
$28K - $36.3K
|
13.8K
$5.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-127- 1.43% |
$28.2K - $36.6K
|
8.78K
$3.74M
|