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 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.09K- 0.91% |
$688K - $892K
|
337K
$142M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.09K- 11.56% |
$688K - $892K
|
23.7K
$9.95M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-3.11K- 1.94% |
$692K - $897K
|
158K
$66.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-3.11K- 2.25% |
$692K - $898K
|
135K
$56.9M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.12K- 1.51% |
$693K - $899K
|
203K
$85.3M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-3.12K- 0.89% |
$694K - $901K
|
349K
$147M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.13K- 15.64% |
$697K - $904K
|
16.9K
$7.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-3.15K- 2.13% |
$700K - $907K
|
144K
$60.7M
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-3.15K- 8.12% |
$700K - $907K
|
35.6K
$15M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-3.15K- 11.02% |
$700K - $908K
|
25.4K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-3.15K- 8.48% |
$700K - $908K
|
34K
$14.3M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.15K- 11.48% |
$701K - $909K
|
24.3K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-3.16K- 71.68% |
$702K - $910K
|
1.25K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-3.16K- 6.5% |
$703K - $912K
|
45.5K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-3.22K- 1.24% |
$716K - $929K
|
257K
$108M
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.23K- 0.7% |
$719K - $932K
|
456K
$191M
|
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3.24K- 1.23% |
$720K - $934K
|
259K
$109M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.25K- 11.78% |
$721K - $936K
|
24.3K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.25K- 1.37% |
$723K - $937K
|
234K
$98.4M
|
|
|
May 11, 2023
Q1 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-3.26K- 2.46% |
$724K - $939K
|
129K
$54.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-3.27K- 6.85% |
$727K - $942K
|
44.4K
$18.7M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.27K- 52.61% |
$727K - $943K
|
2.95K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-3.3K- 0.97% |
$733K - $950K
|
336K
$141M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.3K- 11.47% |
$734K - $952K
|
25.5K
$10.7M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.32K- 4.7% |
$738K - $957K
|
67.4K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-3.39K- 20.28% |
$753K - $976K
|
13.3K
$5.59M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-3.39K- 11.16% |
$753K - $976K
|
27K
$11.3M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-3.39K- 3.38% |
$753K - $977K
|
97K
$40.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-3.4K- 9.14% |
$756K - $981K
|
33.8K
$14.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41K- 32.22% |
$758K - $983K
|
7.17K
$3.01M
|
|
|
May 08, 2023
Q1 2023
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-3.42K- 14.95% |
$761K - $987K
|
19.5K
$8.18M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.45K- 79.23% |
$768K - $995K
|
905
$380K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.47K- 23.77% |
$772K - $1M
|
11.1K
$4.68M
|
|
|
May 09, 2023
Q1 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-3.48K- 7.19% |
$773K - $1M
|
44.9K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-3.5K- 9.15% |
$778K - $1.01M
|
34.8K
$14.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-3.52K- 12.35% |
$783K - $1.02M
|
25K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.54K- 12.06% |
$786K - $1.02M
|
25.8K
$10.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-3.55K- 6.48% |
$789K - $1.02M
|
51.3K
$21.5M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.56K- 2.54% |
$792K - $1.03M
|
137K
$57.5M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.57K- 4.33% |
$794K - $1.03M
|
78.9K
$33.2M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.58K- 2.98% |
$795K - $1.03M
|
116K
$48.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-3.58K- 26.34% |
$796K - $1.03M
|
10K
$4.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.58K- 8.44% |
$796K - $1.03M
|
38.8K
$16.3M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.6K- 1.71% |
$800K - $1.04M
|
207K
$86.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-3.6K- 1.33% |
$801K - $1.04M
|
266K
$112M
|
|
|
May 15, 2023
Q1 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-3.61K- 17.71% |
$802K - $1.04M
|
16.8K
$7.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.61K- 6.55% |
$803K - $1.04M
|
51.5K
$21.6M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.63K- 35.87% |
$807K - $1.05M
|
6.49K
$2.73M
|
|
|
May 03, 2023
Q1 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.63K- 15.51% |
$807K - $1.05M
|
19.8K
$8.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.64K- 3.25% |
$809K - $1.05M
|
108K
$45.5M
|