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 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.64K- 2.44% |
$810K - $1.05M
|
146K
$61.2M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.65K- 32.57% |
$811K - $1.05M
|
7.55K
$3.17M
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-3.67K- 7.49% |
$815K - $1.06M
|
45.3K
$19M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-3.68K- 0.92% |
$818K - $1.06M
|
394K
$166M
|
|
May 11, 2023
Q1 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.68K- 27.12% |
$818K - $1.06M
|
9.89K
$4.16M
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-3.69K- 5.39% |
$819K - $1.06M
|
64.7K
$27.2M
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.69K- 19.73% |
$819K - $1.06M
|
15K
$6.3M
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-3.7K- 2.94% |
$823K - $1.07M
|
122K
$51.3M
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.71K- 1.23% |
$825K - $1.07M
|
299K
$126M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.72K- 7.89% |
$826K - $1.07M
|
43.3K
$18.2M
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-3.73K- 3.94% |
$829K - $1.07M
|
90.9K
$38.2M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-3.73K- 3.24% |
$829K - $1.08M
|
111K
$46.8M
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-3.74K- 2.79% |
$831K - $1.08M
|
130K
$54.8M
|
|
May 01, 2023
Q1 2023
|
Hickory Lane Capital Management LP
New York, NY |
SELL
|
- |
-3.75K- 16.48% |
$834K - $1.08M
|
19K
$7.98M
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-3.77K- 3.95% |
$837K - $1.09M
|
91.5K
$38.4M
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.78K- 2.37% |
$841K - $1.09M
|
156K
$65.4M
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.79K- 5.19% |
$842K - $1.09M
|
69.2K
$29.1M
|
|
May 12, 2023
Q1 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-3.8K- 6.42% |
$845K - $1.1M
|
55.4K
$23.3M
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.83K- 9.45% |
$850K - $1.1M
|
36.7K
$15.4M
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3.84K- 2.4% |
$854K - $1.11M
|
156K
$65.7M
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3.85K- 4.21% |
$855K - $1.11M
|
87.6K
$36.8M
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-3.85K- 2.71% |
$855K - $1.11M
|
138K
$58M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.85K- 6.07% |
$856K - $1.11M
|
59.6K
$25M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.86K- 6.73% |
$858K - $1.11M
|
53.5K
$22.5M
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.91K- 22.82% |
$868K - $1.13M
|
13.2K
$5.55M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.91K- 7.16% |
$870K - $1.13M
|
50.8K
$21.3M
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.92K- 22.46% |
$871K - $1.13M
|
13.5K
$5.68M
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-3.96K- 2.4% |
$880K - $1.14M
|
161K
$67.6M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.97K- 25.27% |
$882K - $1.14M
|
11.7K
$4.93M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.97K- 2.54% |
$882K - $1.14M
|
152K
$64M
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-3.97K- 19.1% |
$883K - $1.15M
|
16.8K
$7.07M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.98K- 3.1% |
$886K - $1.15M
|
124K
$52.2M
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.99K- 23.77% |
$888K - $1.15M
|
12.8K
$5.38M
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4K- 7.27% |
$888K - $1.15M
|
50.9K
$21.4M
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-4K- 7.72% |
$888K - $1.15M
|
47.8K
$20.1M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 49.39% |
$889K - $1.15M
|
4.1K
$1.72M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.01K- 2.17% |
$892K - $1.16M
|
181K
$75.9M
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.02K- 4.51% |
$894K - $1.16M
|
85.2K
$35.8M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.08K- 2.62% |
$907K - $1.18M
|
152K
$63.7M
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-4.1K- 11.82% |
$911K - $1.18M
|
30.6K
$12.9M
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4.12K- 16.09% |
$917K - $1.19M
|
21.5K
$9.04M
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4.12K- 4.86% |
$917K - $1.19M
|
80.7K
$33.9M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.15K- 5.58% |
$923K - $1.2M
|
70.3K
$29.5M
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-4.16K- 3.77% |
$924K - $1.2M
|
106K
$44.6M
|
|
May 15, 2023
Q1 2023
|
Guardcap Asset Management LTD
London, X0 |
SELL
|
- |
-4.17K- 0.34% |
$926K - $1.2M
|
1.23M
$516M
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
SELL
|
- |
-4.17K- 5.98% |
$926K - $1.2M
|
65.5K
$27.5M
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-4.17K- 8.14% |
$926K - $1.2M
|
47K
$19.7M
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.19K- 3.98% |
$932K - $1.21M
|
101K
$42.5M
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-4.2K- 14.05% |
$934K - $1.21M
|
25.7K
$10.8M
|
|
Apr 24, 2023
Q1 2023
|
Hendley & CO Inc
|
SELL
|
- |
-4.23K- 7.45% |
$940K - $1.22M
|
52.5K
$22.1M
|