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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-183- 3.01% |
$40.7K - $52.8K
|
5.89K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-183- 0.61% |
$40.7K - $52.8K
|
29.9K
$12.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-184- 0.48% |
$40.9K - $53K
|
37.8K
$16.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-184- 1.03% |
$40.9K - $53K
|
17.7K
$7.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-185- 2.75% |
$41.1K - $53.3K
|
6.54K
$2.78M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-187- 1.25% |
$41.6K - $53.9K
|
14.8K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-189- 0.49% |
$42K - $54.5K
|
38.3K
$16.3M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-190- 0.58% |
$42.2K - $54.8K
|
32.5K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-190- 3.76% |
$42.2K - $54.8K
|
4.86K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-191- 1.2% |
$42.5K - $55.1K
|
15.7K
$6.67M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-192- 1.11% |
$42.7K - $55.4K
|
17.1K
$7.28M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-193- 2.4% |
$42.9K - $55.6K
|
7.83K
$3.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-195- 0.37% |
$43.4K - $56.2K
|
52.7K
$22.4M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-195- 0.97% |
$43.4K - $56.2K
|
20K
$8.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-198- 3.08% |
$44K - $57.1K
|
6.22K
$2.65M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-198- 21.83% |
$44K - $57.1K
|
709
$302K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-198- 2.38% |
$44K - $57.1K
|
8.11K
$3.45M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-198- 0.4% |
$44K - $57.1K
|
49K
$20.8M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-199- 0.97% |
$44.2K - $57.4K
|
20.3K
$8.65M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-199- 0.72% |
$44.2K - $57.4K
|
27.6K
$11.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-200- 0.73% |
$44.5K - $57.7K
|
27.1K
$11.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 0.91% |
$44.5K - $57.7K
|
21.9K
$9.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-200- 3.61% |
$44.5K - $57.7K
|
5.34K
$2.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-200- 5.92% |
$44.5K - $57.7K
|
3.18K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-200- 7.69% |
$44.5K - $57.7K
|
2.4K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-200- 7.96% |
$44.5K - $57.7K
|
2.31K
$984K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-200- 8.21% |
$44.5K - $57.7K
|
2.24K
$951K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 1.87% |
$44.5K - $57.7K
|
10.5K
$4.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-201- 2.08% |
$44.7K - $57.9K
|
9.47K
$4.03M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-201- 10.86% |
$44.7K - $57.9K
|
1.65K
$702K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-201- 11.86% |
$44.7K - $57.9K
|
1.49K
$636K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-203- 1.34% |
$45.1K - $58.5K
|
15K
$6.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-204- 0.64% |
$45.4K - $58.8K
|
31.8K
$13.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-204- 2.66% |
$45.4K - $58.8K
|
7.45K
$3.17M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-205- 0.69% |
$45.6K - $59.1K
|
29.7K
$12.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-207- 1.72% |
$46K - $59.7K
|
11.8K
$5.02M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-207- 0.49% |
$46K - $59.7K
|
42.2K
$17.9M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-209- 3.35% |
$46.5K - $60.3K
|
6.03K
$2.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-212- 1.5% |
$47.1K - $61.1K
|
13.9K
$5.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-213- 1.39% |
$47.4K - $61.4K
|
15.1K
$6.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-214- 2.8% |
$47.6K - $61.7K
|
7.44K
$3.16M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-214- 0.05% |
$47.6K - $61.7K
|
393K
$167M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-215- 1.74% |
$47.8K - $62K
|
12.2K
$5.17M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-215- 1.02% |
$47.8K - $62K
|
20.8K
$8.84M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-215- 3.35% |
$47.8K - $62K
|
6.21K
$2.64M
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
SELL
|
- |
-216- 3.47% |
$48K - $62.3K
|
6.01K
$2.56M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-216- 1.01% |
$48K - $62.3K
|
21.3K
$9.05M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-216- 0.57% |
$48K - $62.3K
|
37.4K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-216- 0.18% |
$48K - $62.3K
|
123K
$52.2M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-216- 0.61% |
$48K - $62.3K
|
35.3K
$15M
|