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
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-590- 0.41% |
$131K - $170K
|
142K
$55.7M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-590- 0.37% |
$131K - $170K
|
159K
$62M
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-590- 3.29% |
$131K - $170K
|
17.3K
$6.78M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-591- 7.71% |
$131K - $170K
|
7.07K
$2.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-593- 1.7% |
$132K - $171K
|
34.3K
$13.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-596- 0.47% |
$132K - $172K
|
127K
$49.7M
|
|
|
May 01, 2023
Q1 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-598- 9.66% |
$133K - $172K
|
5.59K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-598- 28.15% |
$133K - $172K
|
1.53K
$597K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-598- 5.22% |
$133K - $172K
|
10.9K
$4.25M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-598- 3.88% |
$133K - $172K
|
14.8K
$5.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-600- 4.58% |
$133K - $173K
|
12.5K
$4.89M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-600- 1.39% |
$133K - $173K
|
42.6K
$16.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-601- 8.04% |
$134K - $173K
|
6.87K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-602- 3.05% |
$134K - $174K
|
19.1K
$7.49M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-603- 2.85% |
$134K - $174K
|
20.6K
$8.04M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-604- 1.75% |
$134K - $174K
|
34K
$13.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-605- 9.8% |
$134K - $174K
|
5.57K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-610- 2.18% |
$136K - $176K
|
27.4K
$10.7M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-611- 1.05% |
$136K - $176K
|
57.5K
$22.5M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-612- 1.55% |
$136K - $176K
|
38.8K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-616- 35.42% |
$137K - $178K
|
1.12K
$439K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-617- 0.53% |
$137K - $178K
|
116K
$45.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-618- 0.52% |
$137K - $178K
|
118K
$46.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-622- 4.34% |
$138K - $179K
|
13.7K
$5.36M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-622- 16.04% |
$138K - $179K
|
3.26K
$1.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-624- 1.15% |
$139K - $180K
|
53.6K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-625- 4.26% |
$139K - $180K
|
14K
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Fact Capital, LP
New York, NY |
SELL
|
- |
-625- 0.88% |
$139K - $180K
|
70.3K
$27.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-630- 0.46% |
$140K - $182K
|
137K
$53.5M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-631- 0.93% |
$140K - $182K
|
67.5K
$26.4M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-631- 1.17% |
$140K - $182K
|
53.4K
$20.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-636- 11.45% |
$141K - $183K
|
4.92K
$1.92M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-636- 16.13% |
$141K - $183K
|
3.31K
$1.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-639- 0.54% |
$142K - $184K
|
118K
$46.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-640- 2.02% |
$142K - $185K
|
31K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-640- 13.74% |
$142K - $185K
|
4.02K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-640- 1.35% |
$142K - $185K
|
46.7K
$18.2M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-644- 0.6% |
$143K - $186K
|
106K
$41.6M
|
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-645- 2.44% |
$143K - $186K
|
25.8K
$10.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-646- 0.35% |
$144K - $186K
|
184K
$71.8M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-646- 3.39% |
$144K - $186K
|
18.4K
$7.21M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-646- 2.47% |
$144K - $186K
|
25.5K
$9.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-648- 2.88% |
$144K - $187K
|
21.8K
$8.54M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-657- 0.69% |
$146K - $189K
|
94.3K
$36.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-658- 1.86% |
$146K - $190K
|
34.6K
$13.6M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-659- 11.18% |
$147K - $190K
|
5.24K
$2.05M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-659- 0.06% |
$147K - $190K
|
1.09M
$428M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-660- 0.93% |
$147K - $190K
|
70.2K
$27.5M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-660- 8.03% |
$147K - $190K
|
7.56K
$2.96M
|
|
|
May 01, 2023
Q1 2023
|
Lane Generational LLC
|
SELL
|
- |
-662- 3.66% |
$147K - $191K
|
17.4K
$6.82M
|