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
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.05K- 38.24% |
$234K - $304K
|
1.7K
$721K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.06K- 18.4% |
$235K - $304K
|
4.68K
$1.98M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 8.32% |
$235K - $305K
|
11.7K
$4.94M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.06K- 9.69% |
$235K - $305K
|
9.87K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.06K- 0.91% |
$236K - $306K
|
115K
$48.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.07K- 2.32% |
$237K - $307K
|
44.9K
$19M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.07K- 3.75% |
$238K - $309K
|
27.5K
$11.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.07K- 0.94% |
$239K - $310K
|
113K
$47.7M
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.07K- 2.16% |
$239K - $310K
|
48.6K
$20.6M
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
SELL
|
- |
-1.08K- 0.51% |
$241K - $312K
|
211K
$89.3M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.08K- 4.25% |
$241K - $312K
|
24.4K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.09K- 2.62% |
$242K - $314K
|
40.5K
$17.1M
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1.09K- 2.1% |
$243K - $315K
|
50.9K
$21.5M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.1K- 8.78% |
$243K - $316K
|
11.4K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.1K- 20.84% |
$243K - $316K
|
4.16K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.1K- 0.73% |
$244K - $316K
|
150K
$63.4M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.1K- 1.11% |
$244K - $316K
|
97.6K
$41.3M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.1K- 1.06% |
$244K - $317K
|
103K
$43.6M
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.1K- 2.6% |
$245K - $318K
|
41.3K
$17.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.11K- 2.42% |
$246K - $319K
|
44.6K
$18.9M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.11K- 32.32% |
$246K - $319K
|
2.32K
$982K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.11K- 12.75% |
$247K - $321K
|
7.62K
$3.22M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.11K- 5.57% |
$248K - $321K
|
18.9K
$8M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-1.13K- 4.07% |
$250K - $324K
|
26.5K
$11.2M
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.13K- 11.93% |
$250K - $325K
|
8.31K
$3.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.14K- 3.53% |
$253K - $329K
|
31.2K
$13.2M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.14K- 53.59% |
$254K - $330K
|
990
$419K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.16K- 3.2% |
$257K - $333K
|
35K
$14.8M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 9.14% |
$257K - $333K
|
11.5K
$4.86M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.16K- 4.19% |
$257K - $333K
|
26.5K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.16K- 0.22% |
$257K - $334K
|
528K
$223M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.16K- 26.45% |
$258K - $334K
|
3.22K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.16K- 3.56% |
$259K - $336K
|
31.5K
$13.3M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.16K- 1.14% |
$259K - $336K
|
101K
$42.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 7.35% |
$261K - $338K
|
14.8K
$6.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.18K- 0.46% |
$263K - $340K
|
257K
$109M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.18K- 1.73% |
$263K - $341K
|
67.1K
$28.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.19K- 23.36% |
$263K - $342K
|
3.89K
$1.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 1.11% |
$264K - $342K
|
106K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-1.19K- 1.22% |
$264K - $342K
|
95.8K
$40.6M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.19K- 4.96% |
$264K - $343K
|
22.8K
$9.65M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-1.19K- 4.59% |
$264K - $343K
|
24.7K
$10.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.19K- 1.09% |
$265K - $343K
|
108K
$45.6M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.2K- 1.23% |
$266K - $345K
|
95.9K
$40.6M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 3.93% |
$266K - $345K
|
29.2K
$12.4M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.2K- 2.63% |
$266K - $345K
|
44.4K
$18.8M
|
|
|
May 10, 2023
Q1 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1.2K- 6.37% |
$266K - $345K
|
17.6K
$7.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.2K- 2.27% |
$267K - $346K
|
51.8K
$21.9M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.2K- 10.88% |
$267K - $346K
|
9.83K
$4.16M
|
|
|
May 16, 2023
Q1 2023
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.2K- 3.43% |
$267K - $346K
|
33.8K
$14.3M
|