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 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.14K- 20.01% |
$1.59M - $2.06M
|
28.6K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-7.22K- 20.83% |
$1.6M - $2.08M
|
27.4K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-7.22K- 11.58% |
$1.61M - $2.08M
|
55.1K
$21.6M
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-7.23K- 2.17% |
$1.61M - $2.08M
|
326K
$127M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-7.35K- 6.0% |
$1.63M - $2.12M
|
115K
$45M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.36K- 1.37% |
$1.64M - $2.12M
|
528K
$207M
|
|
|
May 10, 2023
Q1 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-7.37K- 27.41% |
$1.64M - $2.13M
|
19.5K
$7.64M
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-7.39K- 7.08% |
$1.64M - $2.13M
|
97K
$38M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.44K- 0.61% |
$1.65M - $2.14M
|
1.22M
$478M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-7.45K- 66.01% |
$1.66M - $2.15M
|
3.84K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.54K- 4.51% |
$1.68M - $2.17M
|
160K
$62.4M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-7.55K- 4.59% |
$1.68M - $2.18M
|
157K
$61.4M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-7.55K- 11.08% |
$1.68M - $2.18M
|
60.6K
$23.7M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-7.6K- 13.62% |
$1.69M - $2.19M
|
48.2K
$18.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.62K- 23.41% |
$1.69M - $2.2M
|
24.9K
$9.75M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.67K- 7.98% |
$1.7M - $2.21M
|
88.4K
$34.6M
|
|
|
May 15, 2023
Q1 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-7.72K- 11.42% |
$1.72M - $2.22M
|
59.9K
$23.4M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-7.75K- 3.41% |
$1.72M - $2.23M
|
219K
$85.9M
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-7.75K- 83.33% |
$1.72M - $2.23M
|
1.55K
$606K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-7.77K- 99.17% |
$1.73M - $2.24M
|
65
$25.4K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-7.79K- 5.81% |
$1.73M - $2.25M
|
126K
$49.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.87K- 24.36% |
$1.75M - $2.27M
|
24.4K
$9.55M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-7.87K- 66.73% |
$1.75M - $2.27M
|
3.92K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.88K- 0.38% |
$1.75M - $2.27M
|
2.09M
$816M
|
|
|
May 05, 2023
Q1 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-7.92K- 35.86% |
$1.76M - $2.28M
|
14.2K
$5.54M
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-7.92K- 5.13% |
$1.76M - $2.28M
|
146K
$57.3M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.95K- 0.25% |
$1.77M - $2.29M
|
3.23M
$1.26B
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.98K- 8.3% |
$1.77M - $2.3M
|
88.2K
$34.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8.02K- 1.37% |
$1.78M - $2.31M
|
576K
$225M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-8.02K- 10.71% |
$1.78M - $2.31M
|
66.9K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-8.11K- 12.13% |
$1.8M - $2.34M
|
58.7K
$23M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8.11K- 55.03% |
$1.8M - $2.34M
|
6.63K
$2.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.18K- 2.73% |
$1.82M - $2.36M
|
291K
$114M
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-8.26K- 1.99% |
$1.84M - $2.38M
|
406K
$159M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.29K- 1.78% |
$1.84M - $2.39M
|
457K
$179M
|
|
|
May 12, 2023
Q1 2023
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-8.3K- 7.61% |
$1.85M - $2.39M
|
101K
$39.4M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.36K- 18.62% |
$1.86M - $2.41M
|
36.5K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.38K- 34.23% |
$1.86M - $2.42M
|
16.1K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.51K- 0.88% |
$1.89M - $2.45M
|
955K
$374M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.58K- 1.16% |
$1.91M - $2.47M
|
733K
$287M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-8.66K- 8.69% |
$1.92M - $2.5M
|
90.9K
$35.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-8.66K- 6.69% |
$1.92M - $2.5M
|
121K
$47.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.68K- 15.77% |
$1.93M - $2.5M
|
46.4K
$18.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-8.71K- 11.48% |
$1.94M - $2.51M
|
67.1K
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-8.71K- 21.36% |
$1.94M - $2.51M
|
32.1K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Veritas Asset Management LLP
|
SELL
|
- |
-8.77K- 0.2% |
$1.95M - $2.53M
|
4.46M
$1.75B
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-8.86K- 2.57% |
$1.97M - $2.56M
|
336K
$131M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.87K- 0.5% |
$1.97M - $2.56M
|
1.76M
$688M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-8.91K- 21.98% |
$1.98M - $2.57M
|
31.6K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-8.94K- 43.92% |
$1.99M - $2.58M
|
11.4K
$4.47M
|