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 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-535- 2.75% |
$119K - $154K
|
18.9K
$8M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-536- 0.99% |
$119K - $155K
|
53.7K
$22.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-538- 14.69% |
$120K - $155K
|
3.13K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-539- 1.27% |
$120K - $155K
|
41.9K
$17.7M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-541- 9.89% |
$120K - $156K
|
4.93K
$2.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-543- 0.79% |
$121K - $157K
|
68.4K
$28.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-544- 0.94% |
$121K - $157K
|
57.2K
$24.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-545- 0.87% |
$121K - $157K
|
61.8K
$26.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-545- 3.94% |
$121K - $157K
|
13.3K
$5.63M
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-545- 0.61% |
$121K - $157K
|
88.8K
$37.6M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-546- 5.44% |
$121K - $157K
|
9.49K
$4.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-547- 4.43% |
$122K - $158K
|
11.8K
$5M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-547- 0.5% |
$122K - $158K
|
110K
$46.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-553- 3.72% |
$123K - $159K
|
14.3K
$6.05M
|
|
|
May 11, 2023
Q1 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-559- 0.28% |
$124K - $161K
|
198K
$83.9M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-559- 0.89% |
$124K - $161K
|
62.3K
$26.4M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-564- 13.75% |
$125K - $163K
|
3.54K
$1.5M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-564- 13.75% |
$125K - $163K
|
3.54K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-568- 1.69% |
$126K - $164K
|
33.1K
$14M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-573- 5.27% |
$127K - $165K
|
10.3K
$4.36M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-574- 2.46% |
$128K - $165K
|
22.7K
$9.62M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-574- 0.42% |
$128K - $165K
|
135K
$57.3M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-575- 3.78% |
$128K - $166K
|
14.6K
$6.19M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-576- 0.88% |
$128K - $166K
|
65K
$27.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-577- 6.36% |
$128K - $166K
|
8.5K
$3.6M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-577- 16.1% |
$128K - $166K
|
3.01K
$1.27M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-579- 0.89% |
$129K - $167K
|
64.3K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-580- 0.41% |
$129K - $167K
|
141K
$59.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-585- 1.85% |
$130K - $169K
|
31K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-586- 2.78% |
$130K - $169K
|
20.5K
$8.67M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-588- 5.86% |
$131K - $170K
|
9.44K
$3.99M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-589- 7.17% |
$131K - $170K
|
7.62K
$3.22M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-590- 0.41% |
$131K - $170K
|
142K
$60.2M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-590- 0.37% |
$131K - $170K
|
159K
$67.1M
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-590- 3.29% |
$131K - $170K
|
17.3K
$7.33M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-591- 7.71% |
$131K - $170K
|
7.07K
$2.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-593- 1.7% |
$132K - $171K
|
34.3K
$14.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-596- 0.47% |
$132K - $172K
|
127K
$53.8M
|
|
|
May 01, 2023
Q1 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-598- 9.66% |
$133K - $172K
|
5.59K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-598- 28.15% |
$133K - $172K
|
1.53K
$645K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-598- 5.22% |
$133K - $172K
|
10.9K
$4.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-600- 4.58% |
$133K - $173K
|
12.5K
$5.29M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-600- 1.39% |
$133K - $173K
|
42.6K
$18M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-601- 8.04% |
$134K - $173K
|
6.87K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-602- 3.05% |
$134K - $174K
|
19.1K
$8.1M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-603- 2.85% |
$134K - $174K
|
20.6K
$8.7M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-604- 1.75% |
$134K - $174K
|
34K
$14.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-605- 9.8% |
$134K - $174K
|
5.57K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-610- 2.18% |
$136K - $176K
|
27.4K
$11.6M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-611- 1.05% |
$136K - $176K
|
57.5K
$24.3M
|