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 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-253- 0.76% |
$56.2K - $72.9K
|
33.2K
$14M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-253- 1.42% |
$56.2K - $72.9K
|
17.6K
$7.44M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-253- 1.96% |
$56.2K - $72.9K
|
12.6K
$5.36M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-254- 0.22% |
$56.5K - $73.2K
|
114K
$48.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-254- 1.99% |
$56.5K - $73.2K
|
12.5K
$5.29M
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-254- 1.27% |
$56.5K - $73.2K
|
19.8K
$8.38M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-254- 0.83% |
$56.5K - $73.2K
|
30.2K
$12.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-255- 0.03% |
$56.7K - $73.5K
|
967K
$410M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-255- 7.14% |
$56.7K - $73.5K
|
3.32K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-255- 0.73% |
$56.7K - $73.5K
|
34.6K
$14.7M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-255- 0.03% |
$56.7K - $73.5K
|
967K
$410M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-257- 1.28% |
$57.1K - $74.1K
|
19.9K
$8.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-258- 23.87% |
$57.4K - $74.4K
|
823
$349K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-258- 2.39% |
$57.4K - $74.4K
|
10.5K
$4.46M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-258- 2.39% |
$57.4K - $74.4K
|
10.5K
$4.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-259- 0.89% |
$57.6K - $74.7K
|
28.9K
$12.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-259- 15.16% |
$57.6K - $74.7K
|
1.45K
$614K
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-260- 17.28% |
$57.8K - $75K
|
1.25K
$527K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-261- 6.24% |
$58K - $75.2K
|
3.92K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-261- 11.58% |
$58K - $75.2K
|
1.99K
$844K
|
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-262- 5.8% |
$58.2K - $75.5K
|
4.26K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-263- 5.58% |
$58.5K - $75.8K
|
4.45K
$1.89M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-264- 2.01% |
$58.7K - $76.1K
|
12.9K
$5.46M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-264- 4.44% |
$58.7K - $76.1K
|
5.69K
$2.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-267- 2.92% |
$59.4K - $77K
|
8.86K
$3.75M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-270- 1.55% |
$60K - $77.8K
|
17.1K
$7.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-271- 0.85% |
$60.2K - $78.1K
|
31.7K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-271- 1.94% |
$60.2K - $78.1K
|
13.7K
$5.8M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-271- 20.06% |
$60.2K - $78.1K
|
1.08K
$457K
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-272- 0.95% |
$60.5K - $78.4K
|
28.3K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-272- 2.5% |
$60.5K - $78.4K
|
10.6K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-272- 0.04% |
$60.5K - $78.4K
|
619K
$262M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-273- 1.0% |
$60.7K - $78.7K
|
27K
$11.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-274- 2.2% |
$60.9K - $79K
|
12.2K
$5.15M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-275- 0.79% |
$61.1K - $79.3K
|
34.4K
$14.6M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-275- 2.29% |
$61.1K - $79.3K
|
11.8K
$4.98M
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-275- 13.4% |
$61.1K - $79.3K
|
1.78K
$753K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-275- 15.61% |
$61.1K - $79.3K
|
1.49K
$630K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-276- 2.45% |
$61.4K - $79.6K
|
11K
$4.65M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-276- 3.54% |
$61.4K - $79.6K
|
7.53K
$3.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-277- 0.66% |
$61.6K - $79.9K
|
41.9K
$17.7M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-280- 3.3% |
$62.2K - $80.7K
|
8.22K
$3.48M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-280- 25.13% |
$62.2K - $80.7K
|
834
$353K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-281- 2.59% |
$62.5K - $81K
|
10.6K
$4.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
SELL
|
- |
-281- 0.51% |
$62.5K - $81K
|
54.8K
$23.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-282- 0.58% |
$62.7K - $81.3K
|
48.4K
$20.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-282- 6.24% |
$62.7K - $81.3K
|
4.24K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-282- 4.62% |
$62.7K - $81.3K
|
5.83K
$2.47M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-282- 1.46% |
$62.7K - $81.3K
|
19K
$8.04M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-282- 0.7% |
$62.7K - $81.3K
|
40K
$16.9M
|