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
|
William Allan, LLC
|
SELL
|
- |
-126- 0.9% |
$28K - $36.3K
|
13.8K
$5.84M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-127- 1.43% |
$28.2K - $36.6K
|
8.78K
$3.71M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-128- 0.23% |
$28.5K - $36.9K
|
56.6K
$23.9M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-128- 0.39% |
$28.5K - $36.9K
|
32.3K
$13.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-129- 1.67% |
$28.7K - $37.2K
|
7.58K
$3.21M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-129- 0.71% |
$28.7K - $37.2K
|
18K
$7.62M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-130- 2.05% |
$28.9K - $37.5K
|
6.2K
$2.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-130- 0.29% |
$28.9K - $37.5K
|
44.4K
$18.8M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-130- 0.51% |
$28.9K - $37.5K
|
25.2K
$10.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-131- 1.36% |
$29.1K - $37.8K
|
9.5K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-131- 0.13% |
$29.1K - $37.8K
|
101K
$42.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-132- 9.06% |
$29.3K - $38.1K
|
1.33K
$560K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-132- 6.64% |
$29.3K - $38.1K
|
1.86K
$785K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-132- 10.15% |
$29.3K - $38.1K
|
1.17K
$494K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-133- 4.51% |
$29.6K - $38.3K
|
2.81K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-133- 4.78% |
$29.6K - $38.3K
|
2.65K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-134- 1.96% |
$29.8K - $38.6K
|
6.71K
$2.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-134- 0.7% |
$29.8K - $38.6K
|
19.1K
$8.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-135- 1.27% |
$30K - $38.9K
|
10.5K
$4.43M
|
|
|
May 01, 2023
Q1 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-135- 0.88% |
$30K - $38.9K
|
15.2K
$6.43M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-135- 0.29% |
$30K - $38.9K
|
46.3K
$19.6M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-135- 0.4% |
$30K - $38.9K
|
33.9K
$14.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-136- 10.03% |
$30.2K - $39.2K
|
1.22K
$516K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-136- 0.2% |
$30.2K - $39.2K
|
67.3K
$28.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-137- 9.36% |
$30.5K - $39.5K
|
1.33K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-137- 0.84% |
$30.5K - $39.5K
|
16.2K
$6.87M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-138- 0.75% |
$30.7K - $39.8K
|
18.3K
$7.73M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-139- 0.36% |
$30.9K - $40.1K
|
38.6K
$16.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-139- 7.55% |
$30.9K - $40.1K
|
1.7K
$720K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-139- 0.15% |
$30.9K - $40.1K
|
92.3K
$39.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-140- 1.98% |
$31.1K - $40.4K
|
6.92K
$2.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-140- 0.1% |
$31.1K - $40.4K
|
147K
$62.3M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-140- 0.2% |
$31.1K - $40.4K
|
70.8K
$30M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-141- 0.76% |
$31.3K - $40.7K
|
18.3K
$7.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-143- 0.54% |
$31.8K - $41.2K
|
26.5K
$11.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-144- 2.15% |
$32K - $41.5K
|
6.55K
$2.77M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-144- 11.93% |
$32K - $41.5K
|
1.06K
$450K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-145- 0.49% |
$32.2K - $41.8K
|
29.4K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-145- 1.5% |
$32.2K - $41.8K
|
9.51K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-145- 7.31% |
$32.2K - $41.8K
|
1.84K
$778K
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-146- 2.1% |
$32.5K - $42.1K
|
6.81K
$2.88M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-148- 0.98% |
$32.9K - $42.7K
|
14.9K
$6.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-149- 8.5% |
$33.1K - $43K
|
1.6K
$678K
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-150- 1.53% |
$33.3K - $43.2K
|
9.64K
$4.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-150- 0.63% |
$33.3K - $43.2K
|
23.5K
$9.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-150- 1.27% |
$33.3K - $43.2K
|
11.7K
$4.95M
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 1.77% |
$33.3K - $43.2K
|
8.31K
$3.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-151- 0.2% |
$33.6K - $43.5K
|
75.7K
$32M
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-151- 0.58% |
$33.6K - $43.5K
|
25.8K
$10.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-152- 2.42% |
$33.8K - $43.8K
|
6.12K
$2.59M
|