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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-934- 6.71% |
$208K - $269K
|
13K
$5.46M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-937- 0.2% |
$208K - $270K
|
473K
$199M
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-945- 1.45% |
$210K - $272K
|
64.2K
$27M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-947- 7.82% |
$211K - $273K
|
11.2K
$4.69M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-947- 0.53% |
$211K - $273K
|
178K
$74.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-949- 0.58% |
$211K - $274K
|
162K
$68M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-950- 0.54% |
$211K - $274K
|
176K
$74.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-951- 2.86% |
$211K - $274K
|
32.3K
$13.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-952- 4.1% |
$212K - $274K
|
22.3K
$9.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-953- 9.76% |
$212K - $275K
|
8.81K
$3.7M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-958- 5.96% |
$213K - $276K
|
15.1K
$6.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-959- 2.35% |
$213K - $276K
|
39.8K
$16.7M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-960- 1.49% |
$213K - $277K
|
63.3K
$26.6M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-960- 11.7% |
$213K - $277K
|
7.24K
$3.04M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-963- 2.02% |
$214K - $278K
|
46.7K
$19.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-966- 1.73% |
$215K - $278K
|
54.8K
$23M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-967- 2.36% |
$215K - $279K
|
40.1K
$16.8M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-968- 1.87% |
$215K - $279K
|
50.9K
$21.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-972- 1.28% |
$216K - $280K
|
74.9K
$31.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-973- 5.2% |
$216K - $281K
|
17.7K
$7.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-978- 7.22% |
$217K - $282K
|
12.6K
$5.28M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-978- 10.06% |
$217K - $282K
|
8.75K
$3.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-982- 6.11% |
$218K - $283K
|
15.1K
$6.34M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-984- 23.84% |
$219K - $284K
|
3.14K
$1.32M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-988- 20.13% |
$220K - $285K
|
3.92K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-1K- 0.42% |
$222K - $288K
|
235K
$98.8M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1K- 1.62% |
$222K - $288K
|
60.7K
$25.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 14.84% |
$224K - $290K
|
5.77K
$2.43M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.01K- 1.84% |
$224K - $290K
|
53.8K
$22.6M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.01K- 0.89% |
$224K - $291K
|
113K
$47.4M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.01K- 6.38% |
$224K - $291K
|
14.8K
$6.22M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.01K- 0.64% |
$225K - $291K
|
157K
$66.1M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.01K- 76.03% |
$225K - $292K
|
319
$134K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.01K- 8.82% |
$225K - $292K
|
10.5K
$4.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
SELL
|
- |
-1.02K- 1.91% |
$227K - $295K
|
52.7K
$22.1M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.02K- 17.9% |
$228K - $295K
|
4.7K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1.03K- 2.6% |
$228K - $296K
|
38.5K
$16.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-1.03K- 2.79% |
$228K - $296K
|
35.7K
$15M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.03K- 8.94% |
$229K - $297K
|
10.5K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.03K- 0.82% |
$229K - $297K
|
125K
$52.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.03K- 1.25% |
$230K - $298K
|
81.6K
$34.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.04K- 4.61% |
$231K - $300K
|
21.5K
$9.03M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.04K- 1.82% |
$231K - $300K
|
56K
$23.5M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.04K- 1.22% |
$232K - $301K
|
84.3K
$35.4M
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.05K- 6.93% |
$233K - $302K
|
14.1K
$5.91M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.05K- 49.11% |
$233K - $302K
|
1.09K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.05K- 38.24% |
$234K - $304K
|
1.7K
$715K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.06K- 18.4% |
$235K - $304K
|
4.68K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 8.32% |
$235K - $305K
|
11.7K
$4.9M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.06K- 9.69% |
$235K - $305K
|
9.87K
$4.15M
|