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
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-703- 8.04% |
$156K - $203K
|
8.04K
$3.41M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-707- 1.32% |
$157K - $204K
|
52.7K
$22.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-708- 1.5% |
$157K - $204K
|
46.4K
$19.7M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-709- 3.12% |
$158K - $204K
|
22K
$9.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-711- 0.52% |
$158K - $205K
|
136K
$57.7M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-713- 2.31% |
$159K - $206K
|
30.2K
$12.8M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-714- 1.09% |
$159K - $206K
|
65K
$27.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-715- 2.32% |
$159K - $206K
|
30.1K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-717- 3.42% |
$159K - $207K
|
20.3K
$8.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-719- 0.69% |
$160K - $207K
|
103K
$43.8M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-719- 21.39% |
$160K - $207K
|
2.64K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-724- 0.01% |
$161K - $209K
|
6.89M
$2.92B
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-724- 1.23% |
$161K - $209K
|
58.2K
$24.6M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-725- 2.06% |
$161K - $209K
|
34.4K
$14.6M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-727- 0.71% |
$162K - $210K
|
101K
$42.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-727- 0.82% |
$162K - $210K
|
88K
$37.2M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-731- 4.26% |
$163K - $211K
|
16.4K
$6.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-732- 4.9% |
$163K - $211K
|
14.2K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-732- 3.88% |
$163K - $211K
|
18.1K
$7.68M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-734- 0.43% |
$163K - $212K
|
168K
$71.3M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-736- 7.47% |
$164K - $212K
|
9.12K
$3.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-740- 0.78% |
$165K - $213K
|
94.3K
$39.9M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-740- 0.28% |
$165K - $213K
|
267K
$113M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-742- 0.45% |
$165K - $214K
|
164K
$69.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-746- 5.68% |
$166K - $215K
|
12.4K
$5.24M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-747- 3.43% |
$166K - $215K
|
21K
$8.89M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-749- 3.0% |
$167K - $216K
|
24.2K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-750- 0.87% |
$167K - $216K
|
85.4K
$36.2M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-755- 6.05% |
$168K - $218K
|
11.7K
$4.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-760- 0.51% |
$169K - $219K
|
147K
$62.4M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-763- 3.27% |
$170K - $220K
|
22.6K
$9.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-764- 1.83% |
$170K - $220K
|
41K
$17.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-764- 7.46% |
$170K - $220K
|
9.48K
$4.01M
|
|
|
Sep 07, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-767- 4.38% |
$171K - $221K
|
16.7K
$7.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-769- 2.39% |
$171K - $222K
|
31.4K
$13.3M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-770- 2.27% |
$171K - $222K
|
33.2K
$14.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-770- 1.1% |
$171K - $222K
|
69.4K
$29.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-775- 18.33% |
$172K - $223K
|
3.45K
$1.46M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-783- 2.83% |
$174K - $226K
|
26.9K
$11.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-784- 5.43% |
$174K - $226K
|
13.7K
$5.79M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-786- 2.31% |
$175K - $227K
|
33.2K
$14.1M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-787- 6.59% |
$175K - $227K
|
11.2K
$4.73M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-791- 16.85% |
$176K - $228K
|
3.9K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-792- 2.17% |
$176K - $228K
|
35.8K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-794- 6.25% |
$177K - $229K
|
11.9K
$5.04M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-794- 1.18% |
$177K - $229K
|
66.4K
$28.1M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-803- 4.09% |
$179K - $232K
|
18.9K
$7.98M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-804- 0.5% |
$179K - $232K
|
161K
$68.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-810- 2.75% |
$180K - $234K
|
28.7K
$12.1M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-810- 1.63% |
$180K - $234K
|
48.8K
$20.7M
|