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
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.63K- 1.64% |
$584K - $757K
|
157K
$66.5M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.64K- 5.88% |
$587K - $761K
|
42.3K
$17.9M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.64K- 5.88% |
$587K - $761K
|
42.3K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.65K- 4.59% |
$590K - $765K
|
55.1K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.66K- 12.1% |
$592K - $767K
|
19.3K
$8.18M
|
|
|
May 12, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-2.68K- 3.28% |
$596K - $772K
|
79K
$33.4M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-2.69K- 9.67% |
$597K - $774K
|
25.1K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.69K- 16.95% |
$598K - $775K
|
13.2K
$5.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.69K- 1.97% |
$599K - $776K
|
134K
$56.5M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.69K- 1.11% |
$599K - $777K
|
239K
$101M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.7K- 40.48% |
$599K - $777K
|
3.96K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
SELL
|
- |
-2.7K- 45.0% |
$600K - $778K
|
3.3K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.7K- 6.03% |
$601K - $779K
|
42.1K
$17.8M
|
|
|
May 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-2.71K- 3.42% |
$601K - $780K
|
76.3K
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Prospect Capital Advisors, LLC
Sausalito, CA |
SELL
|
- |
-2.71K- 7.6% |
$601K - $780K
|
32.9K
$13.9M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.73K- 0.76% |
$606K - $786K
|
358K
$151M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.73K- 1.48% |
$607K - $787K
|
182K
$76.8M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.73K- 2.31% |
$607K - $788K
|
116K
$48.9M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.75K- 0.82% |
$611K - $793K
|
333K
$141M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.75K- 6.82% |
$612K - $794K
|
37.6K
$15.9M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.78K- 1.19% |
$618K - $801K
|
230K
$97.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-2.78K- 23.61% |
$619K - $802K
|
9.01K
$3.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-2.8K- 2.08% |
$622K - $807K
|
132K
$55.6M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.82K- 13.41% |
$627K - $813K
|
18.2K
$7.7M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.85K- 6.96% |
$633K - $821K
|
38.1K
$16.1M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.87K- 5.8% |
$638K - $827K
|
46.5K
$19.7M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.88K- 14.9% |
$641K - $831K
|
16.5K
$6.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.89K- 3.03% |
$642K - $832K
|
92.4K
$39.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.9K- 73.08% |
$644K - $836K
|
1.07K
$452K
|
|
|
May 05, 2023
Q1 2023
|
Crystal Rock Capital Management
|
SELL
|
- |
-2.9K- 22.1% |
$645K - $836K
|
10.2K
$4.33M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.9K- 16.9% |
$646K - $837K
|
14.3K
$6.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.91K- 8.09% |
$647K - $839K
|
33.1K
$14M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.92K- 8.45% |
$649K - $842K
|
31.6K
$13.4M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.95K- 1.94% |
$655K - $849K
|
149K
$63.1M
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-2.96K- 14.0% |
$658K - $854K
|
18.2K
$7.7M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.97K- 2.37% |
$660K - $856K
|
123K
$51.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.97K- 15.77% |
$660K - $857K
|
15.9K
$6.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.98K- 10.51% |
$662K - $858K
|
25.3K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-2.98K- 3.16% |
$663K - $860K
|
91.5K
$38.7M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-2.99K- 1.43% |
$665K - $863K
|
206K
$87M
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-3K- 5.65% |
$666K - $863K
|
50.1K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3K- 3.64% |
$667K - $865K
|
79.3K
$33.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-3K- 7.25% |
$667K - $865K
|
38.4K
$16.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-3K- 55.56% |
$667K - $865K
|
2.4K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3K- 47.06% |
$667K - $865K
|
3.38K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.02K- 8.07% |
$671K - $871K
|
34.4K
$14.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.03K- 1.71% |
$673K - $872K
|
174K
$73.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.03K- 1.06% |
$673K - $872K
|
282K
$119M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-3.03K- 4.17% |
$674K - $874K
|
69.6K
$29.4M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-3.03K- 7.55% |
$674K - $874K
|
37.1K
$15.7M
|