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 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.26K- 2.09% |
$503K - $653K
|
106K
$44.5M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.26K- 9.83% |
$503K - $653K
|
20.8K
$8.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-2.27K- 4.63% |
$505K - $654K
|
46.7K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.27K- 2.96% |
$505K - $655K
|
74.6K
$31.3M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-2.28K- 40.53% |
$508K - $658K
|
3.35K
$1.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.29K- 3.66% |
$510K - $661K
|
60.3K
$25.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.3K- 50.0% |
$511K - $662K
|
2.3K
$965K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2.3K- 2.24% |
$511K - $663K
|
100K
$42.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.31K- 3.59% |
$513K - $665K
|
62K
$26M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.31K- 5.83% |
$513K - $665K
|
37.3K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.32K- 14.05% |
$515K - $668K
|
14.2K
$5.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.33K- 2.03% |
$519K - $673K
|
113K
$47.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-2.36K- 2.53% |
$524K - $680K
|
91K
$38.2M
|
|
|
May 15, 2023
Q1 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.37K- 23.16% |
$526K - $683K
|
7.86K
$3.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.39K- 6.48% |
$530K - $688K
|
34.4K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.39K- 50.46% |
$532K - $689K
|
2.35K
$986K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.4K- 5.52% |
$533K - $692K
|
41K
$17.2M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.4K- 0.9% |
$533K - $692K
|
265K
$111M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.41K- 16.77% |
$536K - $695K
|
12K
$5.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-2.42K- 0.74% |
$537K - $696K
|
324K
$136M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.42K- 9.34% |
$538K - $697K
|
23.5K
$9.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-2.43K- 5.87% |
$539K - $699K
|
38.9K
$16.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.43K- 35.27% |
$539K - $699K
|
4.45K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.43K- 1.44% |
$539K - $699K
|
166K
$69.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.43K- 0.58% |
$541K - $701K
|
418K
$176M
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.44K- 12.45% |
$542K - $703K
|
17.1K
$7.2M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.46K- 3.55% |
$548K - $710K
|
67K
$28.1M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.47K- 2.34% |
$548K - $711K
|
103K
$43.2M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.47K- 25.56% |
$550K - $713K
|
7.2K
$3.03M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.48K- 2.53% |
$552K - $716K
|
95.7K
$40.2M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 2.23% |
$556K - $720K
|
110K
$46.1M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.5K- 49.78% |
$556K - $721K
|
2.52K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.51K- 5.81% |
$558K - $724K
|
40.8K
$17.1M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-2.52K- 2.38% |
$559K - $725K
|
103K
$43.4M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.52K- 5.3% |
$560K - $727K
|
45.1K
$18.9M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.52K- 12.7% |
$561K - $728K
|
17.3K
$7.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-2.54K- 17.3% |
$564K - $731K
|
12.1K
$5.09M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.54K- 12.12% |
$564K - $732K
|
18.4K
$7.73M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2.56K- 17.63% |
$568K - $737K
|
11.9K
$5.02M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.58K- 3.69% |
$573K - $743K
|
67.3K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.58K- 10.58% |
$573K - $744K
|
21.8K
$9.16M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-2.58K- 1.21% |
$574K - $744K
|
210K
$88.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.6K- 11.59% |
$578K - $750K
|
19.8K
$8.34M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.6K- 6.72% |
$579K - $750K
|
36.1K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.62K- 1.52% |
$581K - $754K
|
169K
$71.1M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.63K- 1.64% |
$584K - $757K
|
157K
$66M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.64K- 5.88% |
$587K - $761K
|
42.3K
$17.8M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.64K- 5.88% |
$587K - $761K
|
42.3K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.65K- 4.59% |
$590K - $765K
|
55.1K
$23.1M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.66K- 12.1% |
$592K - $767K
|
19.3K
$8.13M
|