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
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-612- 1.55% |
$136K - $176K
|
38.8K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-616- 35.42% |
$137K - $178K
|
1.12K
$475K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-617- 0.53% |
$137K - $178K
|
116K
$48.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-618- 0.52% |
$137K - $178K
|
118K
$50.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-622- 4.34% |
$138K - $179K
|
13.7K
$5.8M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-622- 16.04% |
$138K - $179K
|
3.26K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-624- 1.15% |
$139K - $180K
|
53.6K
$22.7M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-625- 4.26% |
$139K - $180K
|
14K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
Fact Capital, LP
New York, NY |
SELL
|
- |
-625- 0.88% |
$139K - $180K
|
70.3K
$29.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-630- 0.46% |
$140K - $182K
|
137K
$57.8M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-631- 0.93% |
$140K - $182K
|
67.5K
$28.5M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-631- 1.17% |
$140K - $182K
|
53.4K
$22.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-636- 11.45% |
$141K - $183K
|
4.92K
$2.08M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-636- 16.13% |
$141K - $183K
|
3.31K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-639- 0.54% |
$142K - $184K
|
118K
$50M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-640- 2.02% |
$142K - $185K
|
31K
$13.1M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-640- 13.74% |
$142K - $185K
|
4.02K
$1.7M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-640- 1.35% |
$142K - $185K
|
46.7K
$19.7M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-644- 0.6% |
$143K - $186K
|
106K
$45M
|
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-645- 2.44% |
$143K - $186K
|
25.8K
$10.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-646- 0.35% |
$144K - $186K
|
184K
$77.6M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-646- 3.39% |
$144K - $186K
|
18.4K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-646- 2.47% |
$144K - $186K
|
25.5K
$10.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-648- 2.88% |
$144K - $187K
|
21.8K
$9.24M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-657- 0.69% |
$146K - $189K
|
94.3K
$39.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-658- 1.86% |
$146K - $190K
|
34.6K
$14.7M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-659- 11.18% |
$147K - $190K
|
5.24K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-659- 0.06% |
$147K - $190K
|
1.09M
$463M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-660- 0.93% |
$147K - $190K
|
70.2K
$29.7M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-660- 8.03% |
$147K - $190K
|
7.56K
$3.2M
|
|
|
May 01, 2023
Q1 2023
|
Lane Generational LLC
|
SELL
|
- |
-662- 3.66% |
$147K - $191K
|
17.4K
$7.38M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-665- 4.96% |
$148K - $192K
|
12.7K
$5.39M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-666- 0.22% |
$148K - $192K
|
308K
$130M
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-667- 0.57% |
$148K - $192K
|
115K
$48.8M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-670- 2.24% |
$149K - $193K
|
29.3K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-671- 34.04% |
$149K - $193K
|
1.3K
$550K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-672- 1.51% |
$149K - $194K
|
43.8K
$18.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-674- 1.81% |
$150K - $194K
|
36.6K
$15.5M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-676- 2.55% |
$150K - $195K
|
25.8K
$10.9M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-678- 0.7% |
$151K - $195K
|
95.5K
$40.4M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-684- 1.18% |
$152K - $197K
|
57.4K
$24.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-687- 2.64% |
$153K - $198K
|
25.3K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-688- 0.27% |
$153K - $198K
|
251K
$106M
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-693- 2.01% |
$154K - $200K
|
33.9K
$14.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-695- 11.22% |
$155K - $200K
|
5.5K
$2.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-698- 47.97% |
$155K - $201K
|
757
$320K
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-698- 14.61% |
$155K - $201K
|
4.08K
$1.72M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-698- 2.23% |
$155K - $201K
|
30.6K
$12.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-700- 2.22% |
$156K - $202K
|
30.9K
$13.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-703- 2.37% |
$156K - $203K
|
29K
$12.3M
|