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
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.93K- 7.6% |
$430K - $557K
|
23.5K
$9.88M
|
|
|
May 10, 2023
Q1 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-1.94K- 11.67% |
$431K - $558K
|
14.7K
$6.16M
|
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.94K- 19.87% |
$431K - $558K
|
7.81K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.94K- 1.18% |
$431K - $559K
|
162K
$68M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.95K- 12.45% |
$433K - $561K
|
13.7K
$5.75M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.95K- 11.08% |
$434K - $563K
|
15.7K
$6.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.95K- 34.7% |
$434K - $563K
|
3.67K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.95K- 0.1% |
$434K - $563K
|
1.92M
$808M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.97K- 2.94% |
$438K - $568K
|
65.1K
$27.4M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.97K- 2.94% |
$438K - $568K
|
65K
$27.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.98K- 0.43% |
$440K - $571K
|
460K
$193M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.99K- 2.33% |
$442K - $573K
|
83.5K
$35.1M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.99K- 34.4% |
$443K - $574K
|
3.8K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-2K- 9.07% |
$444K - $575K
|
20K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-2K- 40.0% |
$445K - $577K
|
3K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-2.02K- 8.23% |
$450K - $583K
|
22.5K
$9.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.04K- 4.01% |
$454K - $589K
|
48.9K
$20.6M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.04K- 18.27% |
$454K - $589K
|
9.14K
$3.84M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.04K- 3.11% |
$454K - $589K
|
63.7K
$26.8M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.06K- 36.21% |
$458K - $594K
|
3.63K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.06K- 2.91% |
$458K - $594K
|
68.7K
$28.9M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.06K- 9.02% |
$459K - $595K
|
20.8K
$8.74M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.08K- 27.86% |
$463K - $601K
|
5.39K
$2.27M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.09K- 1.23% |
$464K - $601K
|
167K
$70.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-2.09K- 1.62% |
$464K - $602K
|
127K
$53.4M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.09K- 12.64% |
$465K - $603K
|
14.5K
$6.08M
|
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2.1K- 70.0% |
$467K - $605K
|
900
$378K
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.1K- 43.61% |
$467K - $606K
|
2.72K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.11K- 15.92% |
$468K - $607K
|
11.1K
$4.67M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.13K- 1.23% |
$473K - $614K
|
171K
$71.9M
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.14K- 3.48% |
$475K - $616K
|
59.2K
$24.9M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.14K- 0.64% |
$475K - $616K
|
334K
$140M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.16K- 6.18% |
$479K - $621K
|
32.7K
$13.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-2.18K- 10.61% |
$485K - $629K
|
18.4K
$7.72M
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.18K- 0.34% |
$485K - $629K
|
648K
$272M
|
|
|
May 01, 2023
Q1 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-2.19K- 1.01% |
$487K - $631K
|
215K
$90.2M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.2K- 7.8% |
$488K - $633K
|
26K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2.2K- 5.44% |
$489K - $634K
|
38.2K
$16.1M
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.2K- 27.8% |
$489K - $634K
|
5.71K
$2.4M
|
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-2.2K- 16.24% |
$489K - $634K
|
11.4K
$4.77M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.21K- 2.32% |
$491K - $636K
|
93.1K
$39.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-2.21K- 5.47% |
$492K - $638K
|
38.3K
$16.1M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.22K- 13.98% |
$493K - $639K
|
13.6K
$5.73M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.23K- 5.61% |
$496K - $644K
|
37.6K
$15.8M
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-2.24K- 7.76% |
$497K - $644K
|
26.6K
$11.2M
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-2.24K- 1.07% |
$498K - $646K
|
208K
$87.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-2.24K- 5.99% |
$499K - $647K
|
35.2K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.25K- 4.74% |
$500K - $648K
|
45.2K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.25K- 23.29% |
$500K - $648K
|
7.41K
$3.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.25K- 20.54% |
$500K - $649K
|
8.71K
$3.66M
|