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 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-349- 1.38% |
$77.6K - $101K
|
24.9K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-350- 4.42% |
$77.8K - $101K
|
7.58K
$3.2M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-351- 5.21% |
$78K - $101K
|
6.39K
$2.7M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-351- 7.75% |
$78K - $101K
|
4.18K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-352- 1.03% |
$78.3K - $101K
|
33.7K
$14.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-353- 0.05% |
$78.5K - $102K
|
773K
$327M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-354- 44.87% |
$78.7K - $102K
|
435
$184K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-354- 5.72% |
$78.7K - $102K
|
5.84K
$2.47M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-355- 0.82% |
$78.9K - $102K
|
42.9K
$18.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-358- 1.22% |
$79.6K - $103K
|
29K
$12.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-362- 4.53% |
$80.5K - $104K
|
7.62K
$3.22M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-362- 4.83% |
$80.5K - $104K
|
7.13K
$3.02M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-362- 1.85% |
$80.5K - $104K
|
19.2K
$8.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-365- 2.31% |
$81.1K - $105K
|
15.4K
$6.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-365- 1.27% |
$81.1K - $105K
|
28.5K
$12M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-366- 2.68% |
$81.4K - $106K
|
13.3K
$5.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-367- 1.28% |
$81.6K - $106K
|
28.2K
$11.9M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-367- 20.54% |
$81.6K - $106K
|
1.42K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-367- 7.32% |
$81.6K - $106K
|
4.64K
$1.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-368- 3.56% |
$81.8K - $106K
|
9.96K
$4.21M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-369- 1.18% |
$82K - $106K
|
31K
$13.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-370- 0.86% |
$82.3K - $107K
|
42.5K
$18M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-370- 17.93% |
$82.3K - $107K
|
1.69K
$717K
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-370- 14.54% |
$82.3K - $107K
|
2.17K
$920K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-371- 5.61% |
$82.5K - $107K
|
6.25K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-372- 1.38% |
$82.7K - $107K
|
26.7K
$11.3M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-374- 10.8% |
$83.1K - $108K
|
3.09K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-374- 0.24% |
$83.1K - $108K
|
154K
$65.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-375- 22.02% |
$83.4K - $108K
|
1.33K
$562K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-376- 4.32% |
$83.6K - $108K
|
8.32K
$3.52M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-377- 26.68% |
$83.8K - $109K
|
1.04K
$438K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-378- 4.34% |
$84K - $109K
|
8.33K
$3.53M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-380- 1.63% |
$84.5K - $110K
|
22.9K
$9.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-384- 1.08% |
$85.4K - $111K
|
35.2K
$14.9M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-384- 7.06% |
$85.4K - $111K
|
5.05K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-384- 9.34% |
$85.4K - $111K
|
3.73K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-386- 12.74% |
$85.8K - $111K
|
2.64K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-386- 24.11% |
$85.8K - $111K
|
1.22K
$514K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-389- 2.02% |
$86.5K - $112K
|
18.8K
$7.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-389- 1.66% |
$86.5K - $112K
|
23K
$9.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-390- 3.71% |
$86.7K - $112K
|
10.1K
$4.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-390- 4.26% |
$86.7K - $112K
|
8.76K
$3.7M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-390- 4.64% |
$86.7K - $112K
|
8.02K
$3.39M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-390- 7.6% |
$86.7K - $112K
|
4.74K
$2.01M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-392- 44.95% |
$87.1K - $113K
|
480
$203K
|
|
|
Apr 14, 2023
Q1 2023
|
Milestone Resources Group LTD
|
SELL
|
- |
-394- 0.07% |
$87.6K - $114K
|
560K
$237M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-398- 26.91% |
$88.5K - $115K
|
1.08K
$457K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-400- 5.9% |
$88.9K - $115K
|
6.38K
$2.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-401- 3.1% |
$89.1K - $116K
|
12.5K
$5.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-404- 1.19% |
$89.8K - $116K
|
33.7K
$14.2M
|