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 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-283- 0.34% |
$62.9K - $81.6K
|
82.6K
$35M
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-284- 6.11% |
$63.1K - $81.9K
|
4.37K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-284- 14.7% |
$63.1K - $81.9K
|
1.65K
$697K
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-285- 1.55% |
$63.4K - $82.2K
|
18.1K
$7.68M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-286- 0.52% |
$63.6K - $82.5K
|
54.3K
$23M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-287- 2.8% |
$63.8K - $82.7K
|
9.97K
$4.22M
|
|
|
May 12, 2023
Q1 2023
|
Mount Capital LTD
|
SELL
|
- |
-288- 3.31% |
$64K - $83K
|
8.41K
$3.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-290- 24.37% |
$64.5K - $83.6K
|
900
$381K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-290- 1.86% |
$64.5K - $83.6K
|
15.3K
$6.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-292- 0.46% |
$64.9K - $84.2K
|
63.2K
$26.8M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-294- 2.0% |
$65.4K - $84.8K
|
14.4K
$6.11M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-297- 0.84% |
$66K - $85.6K
|
35K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-297- 6.11% |
$66K - $85.6K
|
4.56K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-298- 4.45% |
$66.2K - $85.9K
|
6.41K
$2.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-300- 1.05% |
$66.7K - $86.5K
|
28.1K
$11.9M
|
|
|
May 08, 2023
Q1 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-300- 0.48% |
$66.7K - $86.5K
|
61.9K
$26.2M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-301- 0.38% |
$66.9K - $86.8K
|
78.7K
$33.3M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-305- 3.26% |
$67.8K - $87.9K
|
9.06K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-308- 3.01% |
$68.5K - $88.8K
|
9.92K
$4.2M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-310- 8.21% |
$68.9K - $89.4K
|
3.47K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-311- 0.79% |
$69.1K - $89.7K
|
39K
$16.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-312- 3.03% |
$69.4K - $89.9K
|
9.99K
$4.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-312- 1.21% |
$69.4K - $89.9K
|
25.4K
$10.8M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-312- 3.83% |
$69.4K - $89.9K
|
7.84K
$3.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-315- 1.71% |
$70K - $90.8K
|
18.1K
$7.65M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-315- 4.93% |
$70K - $90.8K
|
6.08K
$2.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-316- 3.45% |
$70.2K - $91.1K
|
8.85K
$3.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-316- 2.16% |
$70.2K - $91.1K
|
14.3K
$6.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-318- 8.44% |
$70.7K - $91.7K
|
3.45K
$1.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-319- 3.33% |
$70.9K - $92K
|
9.27K
$3.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-320- 2.16% |
$71.1K - $92.3K
|
14.5K
$6.12M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-320- 0.43% |
$71.1K - $92.3K
|
73.3K
$31M
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-321- 4.59% |
$71.4K - $92.5K
|
6.67K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-323- 5.43% |
$71.8K - $93.1K
|
5.63K
$2.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-325- 0.1% |
$72.3K - $93.7K
|
314K
$133M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-328- 1.42% |
$72.9K - $94.6K
|
22.7K
$9.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-330- 0.65% |
$73.4K - $95.1K
|
50.2K
$21.2M
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-330- 5.62% |
$73.4K - $95.1K
|
5.54K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-331- 1.42% |
$73.6K - $95.4K
|
23K
$9.73M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-333- 4.86% |
$74K - $96K
|
6.52K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Unio Capital LLC
|
SELL
|
- |
-333- 0.76% |
$74K - $96K
|
43.5K
$18.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-334- 1.09% |
$74.3K - $96.3K
|
30.4K
$12.8M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-335- 6.33% |
$74.5K - $96.6K
|
4.96K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-338- 6.6% |
$75.1K - $97.4K
|
4.79K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-339- 1.41% |
$75.4K - $97.7K
|
23.7K
$10M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-340- 1.7% |
$75.6K - $98K
|
19.6K
$8.31M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-340- 2.03% |
$75.6K - $98K
|
16.4K
$6.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-344- 11.94% |
$76.5K - $99.2K
|
2.54K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-346- 4.95% |
$76.9K - $99.8K
|
6.64K
$2.81M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-349- 1.51% |
$77.6K - $101K
|
22.8K
$9.62M
|