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 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.42K- 2.92% |
$316K - $409K
|
47.2K
$19.9M
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1.42K- 15.17% |
$316K - $409K
|
7.94K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.6% |
$316K - $410K
|
87.4K
$37M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.43K- 24.03% |
$317K - $411K
|
4.5K
$1.91M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.43K- 11.6% |
$317K - $412K
|
10.9K
$4.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.43K- 1.16% |
$318K - $412K
|
122K
$51.4M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.43K- 2.64% |
$319K - $413K
|
52.9K
$22.4M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.44K- 1.11% |
$319K - $414K
|
128K
$54.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.44K- 1.59% |
$320K - $415K
|
88.8K
$37.5M
|
|
|
May 08, 2023
Q1 2023
|
Xxec, Inc.
|
SELL
|
- |
-1.44K- 3.91% |
$320K - $415K
|
35.4K
$15M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.44K- 1.13% |
$320K - $415K
|
126K
$53.4M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.45K- 0.12% |
$322K - $417K
|
1.18M
$498M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.46K- 5.79% |
$325K - $421K
|
23.8K
$10.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.46K- 12.65% |
$325K - $421K
|
10.1K
$4.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.46K- 5.01% |
$325K - $422K
|
27.7K
$11.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.46K- 8.44% |
$325K - $422K
|
15.9K
$6.72M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-1.47K- 2.07% |
$327K - $424K
|
69.4K
$29.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.47K- 2.94% |
$328K - $425K
|
48.7K
$20.6M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1.47K- 9.37% |
$328K - $425K
|
14.3K
$6.03M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.49K- 1.49% |
$331K - $429K
|
98.3K
$41.6M
|
|
|
May 11, 2023
Q1 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-1.49K- 44.08% |
$331K - $430K
|
1.89K
$799K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.5K- 1.42% |
$333K - $432K
|
104K
$44.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.5K- 17.4% |
$333K - $432K
|
7.12K
$3.01M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.5K- 14.72% |
$334K - $433K
|
8.7K
$3.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.51K- 4.9% |
$335K - $434K
|
29.3K
$12.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.51K- 3.61% |
$335K - $434K
|
40.2K
$17M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.51K- 0.55% |
$336K - $435K
|
274K
$116M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.51K- 5.96% |
$336K - $436K
|
23.8K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.52K- 0.94% |
$337K - $437K
|
159K
$67.2M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.52K- 1.22% |
$337K - $437K
|
123K
$51.9M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.52K- 5.3% |
$338K - $439K
|
27.2K
$11.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.53K- 20.13% |
$340K - $441K
|
6.07K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.53K- 2.77% |
$340K - $441K
|
53.7K
$22.7M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.53K- 5.24% |
$341K - $442K
|
27.7K
$11.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-1.54K- 5.37% |
$342K - $443K
|
27.1K
$11.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.54K- 6.73% |
$342K - $443K
|
21.3K
$9.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.54K- 6.55% |
$343K - $444K
|
22K
$9.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.55K- 32.63% |
$345K - $447K
|
3.2K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.55K- 1.07% |
$345K - $448K
|
144K
$60.9M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.56K- 3.13% |
$346K - $448K
|
48.1K
$20.3M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.58K- 15.22% |
$351K - $455K
|
8.79K
$3.72M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.59K- 8.23% |
$353K - $458K
|
17.7K
$7.49M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 17.78% |
$353K - $458K
|
7.35K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.59K- 0.94% |
$354K - $459K
|
167K
$70.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 0.81% |
$354K - $459K
|
196K
$82.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.59K- 21.12% |
$354K - $459K
|
5.95K
$2.52M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.59K- 1.23% |
$354K - $460K
|
128K
$54.2M
|
|
|
May 15, 2023
Q1 2023
|
Dalton Investments LLC
|
SELL
|
- |
-1.6K- 18.82% |
$356K - $461K
|
6.9K
$2.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.6K- 1.14% |
$356K - $462K
|
139K
$59M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 15.14% |
$357K - $463K
|
9.01K
$3.81M
|