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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.21K- 3.98% |
$269K - $349K
|
29.2K
$12.3M
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.22K- 29.85% |
$270K - $350K
|
2.86K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.22K- 1.16% |
$271K - $351K
|
104K
$43.6M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.22K- 0.61% |
$272K - $352K
|
200K
$84M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.22K- 5.42% |
$272K - $352K
|
21.3K
$8.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.23K- 2.63% |
$273K - $355K
|
45.5K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.23K- 41.31% |
$274K - $355K
|
1.75K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-1.23K- 6.86% |
$274K - $355K
|
16.7K
$7.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-1.23K- 4.68% |
$274K - $355K
|
25.1K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 1.54% |
$275K - $357K
|
79.2K
$33.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.25K- 3.74% |
$279K - $361K
|
32.2K
$13.5M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.26K- 0.8% |
$280K - $363K
|
156K
$65.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.26K- 8.04% |
$281K - $364K
|
14.4K
$6.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.26K- 45.97% |
$281K - $364K
|
1.48K
$623K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-1.27K- 0.73% |
$281K - $365K
|
173K
$72.6M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.28K- 7.19% |
$285K - $369K
|
16.5K
$6.95M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-1.29K- 9.13% |
$286K - $370K
|
12.8K
$5.37M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.29K- 32.99% |
$286K - $371K
|
2.61K
$1.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-1.29K- 5.93% |
$286K - $371K
|
20.4K
$8.58M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.29K- 26.26% |
$286K - $371K
|
3.62K
$1.52M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.3K- 7.93% |
$289K - $375K
|
15.1K
$6.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-1.3K- 40.55% |
$289K - $375K
|
1.91K
$801K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.3K- 16.12% |
$289K - $375K
|
6.77K
$2.85M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.31K- 8.74% |
$290K - $376K
|
13.6K
$5.73M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.32K- 28.31% |
$294K - $381K
|
3.35K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 7.54% |
$294K - $381K
|
16.2K
$6.82M
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-1.32K- 6.46% |
$294K - $381K
|
19.2K
$8.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.33K- 2.97% |
$295K - $382K
|
43.3K
$18.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-1.33K- 1.28% |
$297K - $385K
|
103K
$43.3M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.34K- 1.59% |
$298K - $387K
|
82.9K
$34.8M
|
|
|
May 11, 2023
Q1 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.35K- 7.15% |
$301K - $390K
|
17.6K
$7.37M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.35K- 1.28% |
$301K - $390K
|
104K
$43.7M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.36K- 2.45% |
$301K - $391K
|
54K
$22.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.37K- 0.57% |
$305K - $396K
|
241K
$101M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.38K- 32.39% |
$306K - $397K
|
2.87K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.38K- 0.67% |
$307K - $398K
|
205K
$85.9M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.39K- 2.56% |
$308K - $399K
|
52.7K
$22.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.39K- 10.91% |
$309K - $401K
|
11.4K
$4.78M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.39K- 4.35% |
$310K - $402K
|
30.6K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.4K- 6.33% |
$310K - $402K
|
20.6K
$8.67M
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-1.4K- 26.09% |
$311K - $404K
|
3.97K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.4K- 5.73% |
$312K - $404K
|
23.1K
$9.7M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.41K- 0.16% |
$312K - $405K
|
889K
$373M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.41K- 2.18% |
$314K - $407K
|
63.4K
$26.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.42K- 8.18% |
$315K - $408K
|
15.9K
$6.68M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.42K- 7.75% |
$315K - $409K
|
16.9K
$7.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.42K- 2.92% |
$316K - $409K
|
47.2K
$19.8M
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1.42K- 15.17% |
$316K - $409K
|
7.94K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.6% |
$316K - $410K
|
87.4K
$36.7M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.43K- 24.03% |
$317K - $411K
|
4.5K
$1.89M
|