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 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-10.8K- 52.33% |
$2.4M - $3.12M
|
9.85K
$4.14M
|
|
May 12, 2023
Q1 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-10.8K- 75.04% |
$2.41M - $3.12M
|
3.6K
$1.51M
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-10.9K- 34.58% |
$2.42M - $3.14M
|
20.6K
$8.66M
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-11K- 16.75% |
$2.44M - $3.16M
|
54.6K
$22.9M
|
|
Apr 27, 2023
Q1 2023
|
Homestead Advisers Corp
|
SELL
|
- |
-11K- 2.1% |
$2.45M - $3.17M
|
513K
$216M
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-11K- 3.09% |
$2.45M - $3.17M
|
345K
$145M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11K- 5.37% |
$2.45M - $3.17M
|
194K
$81.5M
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-11K- 4.96% |
$2.45M - $3.18M
|
211K
$88.7M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 1.56% |
$2.48M - $3.22M
|
704K
$296M
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-11.2K- 1.44% |
$2.49M - $3.23M
|
768K
$323M
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-11.2K- 5.24% |
$2.5M - $3.24M
|
203K
$85.3M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 2.69% |
$2.51M - $3.26M
|
409K
$172M
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-11.3K- 60.18% |
$2.52M - $3.27M
|
7.5K
$3.15M
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-11.4K- 1.62% |
$2.52M - $3.27M
|
688K
$289M
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-11.4K- 11.51% |
$2.52M - $3.27M
|
87.3K
$36.7M
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.4K- 6.52% |
$2.54M - $3.29M
|
164K
$68.8M
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-11.6K- 34.19% |
$2.57M - $3.34M
|
22.3K
$9.36M
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-11.7K- 1.91% |
$2.61M - $3.38M
|
603K
$253M
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.8K- 2.04% |
$2.62M - $3.39M
|
564K
$237M
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-11.8K- 89.18% |
$2.62M - $3.4M
|
1.43K
$600K
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-11.8K- 88.61% |
$2.63M - $3.41M
|
1.52K
$638K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-11.9K- 14.0% |
$2.64M - $3.42M
|
72.9K
$30.6M
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.9K- 1.68% |
$2.64M - $3.42M
|
696K
$293M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.9K- 0.87% |
$2.64M - $3.42M
|
1.35M
$566M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-12K- 48.01% |
$2.66M - $3.45M
|
13K
$5.45M
|
|
May 12, 2023
Q1 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-12K- 26.88% |
$2.67M - $3.46M
|
32.6K
$13.7M
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-12K- 10.02% |
$2.67M - $3.46M
|
108K
$45.3M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.2K- 4.37% |
$2.71M - $3.52M
|
267K
$112M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.4K- 0.52% |
$2.75M - $3.56M
|
2.35M
$986M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.4K- 7.24% |
$2.75M - $3.57M
|
159K
$66.7M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.4K- 10.38% |
$2.77M - $3.59M
|
107K
$45.1M
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-12.4K- 17.98% |
$2.77M - $3.59M
|
56.8K
$23.9M
|
|
Apr 27, 2023
Q1 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-12.5K- 1.7% |
$2.77M - $3.59M
|
722K
$303M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.5K- 7.58% |
$2.77M - $3.6M
|
152K
$63.9M
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-12.5K- 56.14% |
$2.78M - $3.6M
|
9.76K
$4.1M
|
|
May 15, 2023
Q1 2023
|
Resonate Capital, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 34.87% |
$2.78M - $3.61M
|
23.4K
$9.82M
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-12.7K- 36.39% |
$2.82M - $3.65M
|
22.1K
$9.3M
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-12.7K- 30.38% |
$2.82M - $3.66M
|
29.1K
$12.2M
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-12.8K- 2.33% |
$2.85M - $3.69M
|
536K
$225M
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-12.9K- 14.23% |
$2.87M - $3.72M
|
77.9K
$32.7M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.9K- 1.75% |
$2.87M - $3.72M
|
726K
$305M
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-12.9K- 2.92% |
$2.88M - $3.73M
|
431K
$181M
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-13K- 5.39% |
$2.89M - $3.74M
|
228K
$95.8M
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-13K- 6.17% |
$2.89M - $3.75M
|
198K
$83.1M
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-13.1K- 60.28% |
$2.91M - $3.77M
|
8.61K
$3.62M
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.1K- 71.61% |
$2.92M - $3.78M
|
5.21K
$2.19M
|
|
Apr 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-13.2K- 37.15% |
$2.93M - $3.8M
|
22.3K
$9.37M
|
|
May 15, 2023
Q1 2023
|
Kensico Capital Management Corp
Greenwich, CT |
SELL
|
- |
-13.2K- 2.69% |
$2.93M - $3.81M
|
477K
$201M
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-13.2K- 4.0% |
$2.94M - $3.81M
|
318K
$133M
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 18.27% |
$2.99M - $3.88M
|
60.1K
$25.3M
|