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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-6.31K- 58.89% |
$1.4M - $1.82M
|
4.41K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Anabranch Capital Management, LP
New York, NY |
SELL
|
- |
-6.37K- 7.35% |
$1.42M - $1.84M
|
80.3K
$33.9M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.39K- 1.58% |
$1.42M - $1.84M
|
398K
$168M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-6.41K- 0.78% |
$1.43M - $1.85M
|
817K
$345M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.42K- 0.52% |
$1.43M - $1.85M
|
1.24M
$523M
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-6.44K- 66.05% |
$1.43M - $1.86M
|
3.31K
$1.4M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6.51K- 18.15% |
$1.45M - $1.88M
|
29.4K
$12.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-6.57K- 12.65% |
$1.46M - $1.89M
|
45.3K
$19.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.57K- 3.25% |
$1.46M - $1.89M
|
196K
$82.8M
|
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-6.6K- 41.25% |
$1.47M - $1.9M
|
9.4K
$3.98M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.71K- 12.15% |
$1.49M - $1.93M
|
48.5K
$20.5M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-6.74K- 2.94% |
$1.5M - $1.94M
|
222K
$94M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.82K- 2.27% |
$1.52M - $1.97M
|
293K
$124M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.86K- 8.29% |
$1.53M - $1.98M
|
75.9K
$32.1M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-6.88K- 2.77% |
$1.53M - $1.98M
|
242K
$102M
|
|
|
May 12, 2023
Q1 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-6.88K- 16.86% |
$1.53M - $1.98M
|
33.9K
$14.4M
|
|
|
May 02, 2023
Q1 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-7K- 21.21% |
$1.56M - $2.02M
|
26K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7.02K- 0.95% |
$1.56M - $2.02M
|
733K
$310M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7.07K- 11.26% |
$1.57M - $2.04M
|
55.8K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-7.08K- 24.04% |
$1.57M - $2.04M
|
22.4K
$9.46M
|
|
|
May 03, 2023
Q1 2023
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-7.1K- 14.2% |
$1.58M - $2.05M
|
42.9K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.11K- 21.24% |
$1.58M - $2.05M
|
26.3K
$11.1M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.12K- 0.31% |
$1.58M - $2.05M
|
2.26M
$956M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.14K- 20.01% |
$1.59M - $2.06M
|
28.6K
$12.1M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-7.22K- 20.83% |
$1.6M - $2.08M
|
27.4K
$11.6M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-7.22K- 11.58% |
$1.61M - $2.08M
|
55.1K
$23.3M
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-7.23K- 2.17% |
$1.61M - $2.08M
|
326K
$138M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-7.35K- 6.0% |
$1.63M - $2.12M
|
115K
$48.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.36K- 1.37% |
$1.64M - $2.12M
|
528K
$223M
|
|
|
May 10, 2023
Q1 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-7.37K- 27.41% |
$1.64M - $2.13M
|
19.5K
$8.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-7.39K- 7.08% |
$1.64M - $2.13M
|
97K
$41M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.44K- 0.61% |
$1.65M - $2.14M
|
1.22M
$517M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-7.45K- 66.01% |
$1.66M - $2.15M
|
3.84K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.54K- 4.51% |
$1.68M - $2.17M
|
160K
$67.5M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-7.55K- 4.59% |
$1.68M - $2.18M
|
157K
$66.4M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-7.55K- 11.08% |
$1.68M - $2.18M
|
60.6K
$25.6M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-7.6K- 13.62% |
$1.69M - $2.19M
|
48.2K
$20.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.62K- 23.41% |
$1.69M - $2.2M
|
24.9K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.67K- 7.98% |
$1.7M - $2.21M
|
88.4K
$37.4M
|
|
|
May 15, 2023
Q1 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-7.72K- 11.42% |
$1.72M - $2.22M
|
59.9K
$25.3M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-7.75K- 3.41% |
$1.72M - $2.23M
|
219K
$92.8M
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-7.75K- 83.33% |
$1.72M - $2.23M
|
1.55K
$656K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-7.77K- 99.17% |
$1.73M - $2.24M
|
65
$27.5K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-7.79K- 5.81% |
$1.73M - $2.25M
|
126K
$53.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.87K- 24.36% |
$1.75M - $2.27M
|
24.4K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-7.87K- 66.73% |
$1.75M - $2.27M
|
3.92K
$1.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.88K- 0.38% |
$1.75M - $2.27M
|
2.09M
$883M
|
|
|
May 05, 2023
Q1 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-7.92K- 35.86% |
$1.76M - $2.28M
|
14.2K
$5.99M
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-7.92K- 5.13% |
$1.76M - $2.28M
|
146K
$61.9M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.95K- 0.25% |
$1.77M - $2.29M
|
3.23M
$1.37B
|