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 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.98K- 8.3% |
$1.77M - $2.3M
|
88.2K
$37.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8.02K- 1.37% |
$1.78M - $2.31M
|
576K
$244M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-8.02K- 10.71% |
$1.78M - $2.31M
|
66.9K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-8.11K- 12.13% |
$1.8M - $2.34M
|
58.7K
$24.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8.11K- 55.03% |
$1.8M - $2.34M
|
6.63K
$2.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.18K- 2.73% |
$1.82M - $2.36M
|
291K
$123M
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-8.26K- 1.99% |
$1.84M - $2.38M
|
406K
$172M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.29K- 1.78% |
$1.84M - $2.39M
|
457K
$193M
|
|
|
May 12, 2023
Q1 2023
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-8.3K- 7.61% |
$1.85M - $2.39M
|
101K
$42.6M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.36K- 18.62% |
$1.86M - $2.41M
|
36.5K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.38K- 34.23% |
$1.86M - $2.42M
|
16.1K
$6.81M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.51K- 0.88% |
$1.89M - $2.45M
|
955K
$404M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.58K- 1.16% |
$1.91M - $2.47M
|
733K
$310M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-8.66K- 8.69% |
$1.92M - $2.5M
|
90.9K
$38.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-8.66K- 6.69% |
$1.92M - $2.5M
|
121K
$51.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.68K- 15.77% |
$1.93M - $2.5M
|
46.4K
$19.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-8.71K- 11.48% |
$1.94M - $2.51M
|
67.1K
$28.4M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-8.71K- 21.36% |
$1.94M - $2.51M
|
32.1K
$13.6M
|
|
|
May 10, 2023
Q1 2023
|
Veritas Asset Management LLP
|
SELL
|
- |
-8.77K- 0.2% |
$1.95M - $2.53M
|
4.46M
$1.89B
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-8.86K- 2.57% |
$1.97M - $2.56M
|
336K
$142M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.87K- 0.5% |
$1.97M - $2.56M
|
1.76M
$743M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-8.91K- 21.98% |
$1.98M - $2.57M
|
31.6K
$13.4M
|
|
|
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
$4.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.98K- 2.6% |
$2M - $2.59M
|
336K
$142M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.99K- 4.12% |
$2M - $2.59M
|
209K
$88.4M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-9.06K- 3.39% |
$2.01M - $2.61M
|
258K
$109M
|
|
|
May 09, 2023
Q1 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-9.22K- 17.59% |
$2.05M - $2.66M
|
43.2K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-9.27K- 7.25% |
$2.06M - $2.67M
|
119K
$50.2M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.29K- 95.59% |
$2.07M - $2.68M
|
429
$181K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-9.44K- 2.75% |
$2.1M - $2.72M
|
334K
$141M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.45K- 3.33% |
$2.1M - $2.72M
|
274K
$116M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-9.54K- 2.44% |
$2.12M - $2.75M
|
382K
$161M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-9.62K- 50.67% |
$2.14M - $2.77M
|
9.36K
$3.96M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-9.67K- 10.63% |
$2.15M - $2.79M
|
81.3K
$34.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Trinity Street Asset Management LLP
|
SELL
|
- |
-9.73K- 19.75% |
$2.16M - $2.8M
|
39.5K
$16.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9.75K- 10.12% |
$2.17M - $2.81M
|
86.6K
$36.6M
|
|
|
May 15, 2023
Q1 2023
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-9.81K- 3.85% |
$2.18M - $2.83M
|
245K
$104M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-9.87K- 3.06% |
$2.19M - $2.84M
|
312K
$132M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-9.9K- 2.9% |
$2.2M - $2.85M
|
332K
$140M
|
|
|
May 09, 2023
Q1 2023
|
Central Securities Corp
New York, NY |
SELL
|
- |
-10K- 11.11% |
$2.22M - $2.88M
|
80K
$33.8M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10K- 7.18% |
$2.22M - $2.88M
|
129K
$54.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10K- 9.47% |
$2.22M - $2.88M
|
95.7K
$40.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-10K- 1.72% |
$2.23M - $2.89M
|
572K
$242M
|
|
|
May 08, 2023
Q1 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-10.1K- 2.79% |
$2.24M - $2.91M
|
352K
$149M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-10.2K- 48.9% |
$2.26M - $2.93M
|
10.6K
$4.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-10.2K- 19.09% |
$2.27M - $2.94M
|
43.3K
$18.3M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-10.2K- 4.34% |
$2.27M - $2.95M
|
225K
$95.2M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10.2K- 25.19% |
$2.27M - $2.95M
|
30.3K
$12.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-10.3K- 4.91% |
$2.28M - $2.96M
|
199K
$84.1M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-10.3K- 2.93% |
$2.29M - $2.97M
|
341K
$144M
|