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 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-811- 4.73% |
$180K - $234K
|
16.3K
$6.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-813- 3.65% |
$181K - $234K
|
21.5K
$9.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-817- 16.01% |
$182K - $236K
|
4.29K
$1.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-819- 14.98% |
$182K - $236K
|
4.65K
$1.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-823- 3.55% |
$183K - $237K
|
22.4K
$9.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-831- 0.97% |
$185K - $240K
|
84.7K
$35.9M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-832- 6.29% |
$185K - $240K
|
12.4K
$5.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
SELL
|
- |
-834- 1.05% |
$185K - $240K
|
78.5K
$33.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-834- 3.85% |
$185K - $240K
|
20.8K
$8.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-836- 46.16% |
$186K - $241K
|
975
$413K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-838- 8.42% |
$186K - $242K
|
9.12K
$3.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-841- 4.19% |
$187K - $242K
|
19.2K
$8.15M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-841- 6.4% |
$187K - $242K
|
12.3K
$5.21M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-844- 14.1% |
$188K - $243K
|
5.14K
$2.18M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-846- 6.96% |
$188K - $244K
|
11.3K
$4.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-847- 19.02% |
$188K - $244K
|
3.61K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-847- 0.86% |
$188K - $244K
|
98.1K
$41.6M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-850- 3.8% |
$189K - $245K
|
21.5K
$9.11M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-850- 25.93% |
$189K - $245K
|
2.43K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-852- 2.75% |
$189K - $246K
|
30.1K
$12.8M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-854- 6.87% |
$190K - $246K
|
11.6K
$4.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-855- 0.39% |
$190K - $246K
|
217K
$92M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-855- 19.38% |
$190K - $246K
|
3.56K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-857- 28.74% |
$191K - $247K
|
2.13K
$900K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-860- 6.26% |
$191K - $248K
|
12.9K
$5.46M
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-860- 34.9% |
$191K - $248K
|
1.6K
$679K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-870- 3.49% |
$193K - $251K
|
24K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-871- 0.93% |
$194K - $251K
|
92.8K
$39.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-878- 5.41% |
$195K - $253K
|
15.4K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-881- 15.49% |
$196K - $254K
|
4.81K
$2.04M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-883- 1.12% |
$196K - $255K
|
78.2K
$33.1M
|
|
|
Jun 14, 2024
Q1 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-887- 0.74% |
$197K - $256K
|
120K
$50.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-890- 8.82% |
$198K - $257K
|
9.2K
$3.89M
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
SELL
|
- |
-894- 11.99% |
$199K - $258K
|
6.56K
$2.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-895- 3.89% |
$199K - $258K
|
22.1K
$9.38M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-896- 11.27% |
$199K - $258K
|
7.06K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-896- 0.75% |
$199K - $258K
|
119K
$50.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-901- 2.25% |
$200K - $260K
|
39.2K
$16.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-904- 15.48% |
$201K - $261K
|
4.94K
$2.09M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-908- 7.04% |
$202K - $262K
|
12K
$5.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-911- 2.4% |
$203K - $263K
|
37.1K
$15.7M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-913- 9.17% |
$203K - $263K
|
9.05K
$3.83M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-915- 8.87% |
$203K - $264K
|
9.41K
$3.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-915- 9.46% |
$203K - $264K
|
8.76K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-922- 2.84% |
$205K - $266K
|
31.5K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-923- 8.12% |
$205K - $266K
|
10.4K
$4.42M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-926- 11.61% |
$206K - $267K
|
7.05K
$2.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-928- 5.24% |
$206K - $268K
|
16.8K
$7.11M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-929- 2.52% |
$207K - $268K
|
35.9K
$15.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-930- 0.53% |
$207K - $268K
|
175K
$74.1M
|