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
|
Churchill Management Corp
|
SELL
|
- |
-5.26K- 5.04% |
$1.17M - $1.52M
|
99.1K
$41.6M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-5.26K- 2.52% |
$1.17M - $1.52M
|
203K
$85.5M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-5.26K- 4.99% |
$1.17M - $1.52M
|
100K
$42.1M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-5.26K- 6.58% |
$1.17M - $1.52M
|
74.8K
$31.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.28K- 7.3% |
$1.17M - $1.52M
|
67K
$28.2M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.28K- 0.86% |
$1.17M - $1.52M
|
612K
$257M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-5.29K- 15.86% |
$1.18M - $1.53M
|
28.1K
$11.8M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5.31K- 2.17% |
$1.18M - $1.53M
|
240K
$101M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-5.32K- 2.01% |
$1.18M - $1.53M
|
259K
$109M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.33K- 6.45% |
$1.18M - $1.54M
|
77.3K
$32.5M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.35K- 1.94% |
$1.19M - $1.54M
|
270K
$114M
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-5.37K- 5.06% |
$1.19M - $1.55M
|
101K
$42.4M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.38K- 23.7% |
$1.2M - $1.55M
|
17.3K
$7.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-5.44K- 26.23% |
$1.21M - $1.57M
|
15.3K
$6.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.44K- 25.58% |
$1.21M - $1.57M
|
15.8K
$6.65M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.48K- 8.0% |
$1.22M - $1.58M
|
63K
$26.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5.48K- 53.22% |
$1.22M - $1.58M
|
4.82K
$2.02M
|
|
|
Jan 17, 2024
Q1 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-5.5K- 2.19% |
$1.22M - $1.59M
|
246K
$103M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.52K- 2.0% |
$1.23M - $1.59M
|
271K
$114M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
SELL
|
- |
-5.56K- 13.15% |
$1.24M - $1.6M
|
36.7K
$15.4M
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-5.58K- 9.16% |
$1.24M - $1.61M
|
55.3K
$23.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.58K- 18.75% |
$1.24M - $1.61M
|
24.2K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.64K- 25.07% |
$1.25M - $1.62M
|
16.8K
$7.08M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.81K- 31.91% |
$1.29M - $1.67M
|
12.4K
$5.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-5.82K- 3.99% |
$1.29M - $1.68M
|
140K
$58.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-5.85K- 16.46% |
$1.3M - $1.69M
|
29.7K
$12.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.86K- 6.67% |
$1.3M - $1.69M
|
82K
$34.5M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-5.86K- 4.37% |
$1.3M - $1.69M
|
128K
$53.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.89K- 0.22% |
$1.31M - $1.7M
|
2.67M
$1.12B
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.92K- 1.26% |
$1.32M - $1.71M
|
464K
$195M
|
|
|
Apr 27, 2023
Q1 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-5.96K- 30.4% |
$1.32M - $1.72M
|
13.6K
$5.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-5.96K- 21.07% |
$1.33M - $1.72M
|
22.3K
$9.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.01K- 8.04% |
$1.34M - $1.73M
|
68.8K
$28.9M
|
|
|
May 10, 2023
Q1 2023
|
Capco Asset Management, LLC
|
SELL
|
- |
-6.01K- 4.01% |
$1.34M - $1.73M
|
144K
$60.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-6.07K- 5.64% |
$1.35M - $1.75M
|
102K
$42.7M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.08K- 9.06% |
$1.35M - $1.75M
|
61.1K
$25.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-6.09K- 26.58% |
$1.35M - $1.76M
|
16.8K
$7.07M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-6.16K- 4.64% |
$1.37M - $1.78M
|
127K
$53.2M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.23K- 0.51% |
$1.38M - $1.8M
|
1.22M
$512M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.24K- 26.81% |
$1.39M - $1.8M
|
17K
$7.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-6.27K- 13.08% |
$1.39M - $1.81M
|
41.6K
$17.5M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-6.27K- 2.34% |
$1.39M - $1.81M
|
261K
$110M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-6.28K- 12.29% |
$1.4M - $1.81M
|
44.8K
$18.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-6.29K- 31.68% |
$1.4M - $1.81M
|
13.6K
$5.7M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-6.31K- 11.01% |
$1.4M - $1.82M
|
51K
$21.4M
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-6.31K- 58.89% |
$1.4M - $1.82M
|
4.41K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Anabranch Capital Management, LP
New York, NY |
SELL
|
- |
-6.37K- 7.35% |
$1.42M - $1.84M
|
80.3K
$33.7M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.39K- 1.58% |
$1.42M - $1.84M
|
398K
$167M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-6.41K- 0.78% |
$1.43M - $1.85M
|
817K
$343M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.42K- 0.52% |
$1.43M - $1.85M
|
1.24M
$519M
|