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
|
Capital Square, LLC
|
SELL
|
- |
-1.62K- 38.49% |
$360K - $467K
|
2.59K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.62K- 1.79% |
$361K - $468K
|
89.2K
$37.7M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.63K- 6.95% |
$361K - $468K
|
21.8K
$9.2M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.63K- 2.98% |
$363K - $470K
|
53K
$22.4M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.64K- 2.19% |
$365K - $473K
|
73.3K
$31M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-1.65K- 11.9% |
$366K - $475K
|
12.2K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 3.14% |
$367K - $477K
|
50.9K
$21.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.67K- 0.75% |
$372K - $482K
|
223K
$94.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.68K- 2.84% |
$373K - $483K
|
57.3K
$24.2M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.68K- 2.61% |
$373K - $483K
|
62.7K
$26.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.68K- 2.48% |
$374K - $485K
|
66.1K
$28M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.69K- 24.97% |
$375K - $486K
|
5.07K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.7K- 2.74% |
$377K - $489K
|
60.3K
$25.5M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.7K- 1.95% |
$378K - $491K
|
85.6K
$36.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.71K- 2.22% |
$379K - $492K
|
75.1K
$31.8M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.74K- 8.38% |
$387K - $503K
|
19K
$8.06M
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.75K- 3.19% |
$389K - $504K
|
53.2K
$22.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.75K- 13.1% |
$390K - $506K
|
11.6K
$4.92M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.76K- 5.14% |
$390K - $506K
|
32.4K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.76K- 0.96% |
$391K - $507K
|
182K
$77M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.76K- 3.89% |
$391K - $507K
|
43.4K
$18.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-1.76K- 3.27% |
$391K - $508K
|
52K
$22M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.77K- 0.7% |
$394K - $511K
|
253K
$107M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.77K- 7.5% |
$394K - $511K
|
21.9K
$9.24M
|
|
|
May 12, 2023
Q1 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-1.78K- 0.75% |
$397K - $514K
|
237K
$100M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.79K- 2.89% |
$397K - $515K
|
60.1K
$25.4M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.79K- 0.21% |
$398K - $516K
|
866K
$366M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.79K- 1.95% |
$399K - $517K
|
90.2K
$38.1M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.79K- 9.92% |
$399K - $517K
|
16.3K
$6.89M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.8K- 0.52% |
$400K - $519K
|
343K
$145M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.8K- 0.94% |
$400K - $519K
|
190K
$80.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.81K- 26.86% |
$401K - $520K
|
4.92K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-1.81K- 26.4% |
$401K - $521K
|
5.04K
$2.13M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.81K- 2.93% |
$402K - $522K
|
60K
$25.4M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.81K- 43.31% |
$403K - $522K
|
2.37K
$1M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 7.25% |
$405K - $525K
|
23.3K
$9.86M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.82K- 2.7% |
$405K - $526K
|
65.6K
$27.8M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.82K- 57.69% |
$405K - $526K
|
1.34K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 3.62% |
$406K - $527K
|
48.6K
$20.6M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.83K- 5.56% |
$407K - $528K
|
31.1K
$13.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.84K- 2.25% |
$408K - $529K
|
79.6K
$33.7M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.84K- 6.55% |
$409K - $530K
|
26.3K
$11.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.84K- 15.27% |
$410K - $531K
|
10.2K
$4.33M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.85K- 7.35% |
$412K - $534K
|
23.3K
$9.87M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.86K- 1.1% |
$412K - $535K
|
167K
$70.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.86K- 0.63% |
$414K - $537K
|
292K
$123M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.86K- 5.46% |
$414K - $537K
|
32.3K
$13.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.88K- 1.16% |
$418K - $543K
|
161K
$68.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.88K- 2.41% |
$419K - $543K
|
76.4K
$32.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.89K- 15.35% |
$421K - $546K
|
10.4K
$4.42M
|