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 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.2K- 4.37% |
$2.71M - $3.52M
|
267K
$109M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.4K- 0.52% |
$2.75M - $3.56M
|
2.35M
$958M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.4K- 7.24% |
$2.75M - $3.57M
|
159K
$64.8M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.4K- 10.38% |
$2.77M - $3.59M
|
107K
$43.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-12.4K- 17.98% |
$2.77M - $3.59M
|
56.8K
$23.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-12.5K- 1.7% |
$2.77M - $3.59M
|
722K
$295M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.5K- 7.58% |
$2.77M - $3.6M
|
152K
$62.2M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-12.5K- 56.14% |
$2.78M - $3.6M
|
9.76K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Resonate Capital, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 34.87% |
$2.78M - $3.61M
|
23.4K
$9.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-12.7K- 36.39% |
$2.82M - $3.65M
|
22.1K
$9.04M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-12.7K- 30.38% |
$2.82M - $3.66M
|
29.1K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-12.8K- 2.33% |
$2.85M - $3.69M
|
536K
$219M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-12.9K- 14.23% |
$2.87M - $3.72M
|
77.9K
$31.8M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.9K- 1.75% |
$2.87M - $3.72M
|
726K
$296M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-12.9K- 2.92% |
$2.88M - $3.73M
|
431K
$176M
|
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-13K- 5.39% |
$2.89M - $3.74M
|
228K
$93.2M
|
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-13K- 6.17% |
$2.89M - $3.75M
|
198K
$80.8M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-13.1K- 60.28% |
$2.91M - $3.77M
|
8.61K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.1K- 71.61% |
$2.92M - $3.78M
|
5.21K
$2.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-13.2K- 37.15% |
$2.93M - $3.8M
|
22.3K
$9.11M
|
|
|
May 15, 2023
Q1 2023
|
Kensico Capital Management Corp
Greenwich, CT |
SELL
|
- |
-13.2K- 2.69% |
$2.93M - $3.81M
|
477K
$195M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-13.2K- 4.0% |
$2.94M - $3.81M
|
318K
$130M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 18.27% |
$2.99M - $3.88M
|
60.1K
$24.6M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-13.6K- 13.53% |
$3.02M - $3.91M
|
86.7K
$35.4M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.7K- 11.27% |
$3.04M - $3.94M
|
108K
$44M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-13.7K- 8.64% |
$3.05M - $3.95M
|
145K
$59.2M
|
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-13.8K- 15.02% |
$3.06M - $3.97M
|
77.9K
$31.8M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-13.9K- 5.62% |
$3.08M - $4M
|
233K
$95M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-13.9K- 6.96% |
$3.09M - $4.01M
|
186K
$75.9M
|
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-14K- 2.8% |
$3.11M - $4.03M
|
484K
$198M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-14K- 23.08% |
$3.11M - $4.03M
|
46.6K
$19.1M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-14.1K- 0.66% |
$3.14M - $4.07M
|
2.11M
$863M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-14.2K- 3.14% |
$3.16M - $4.1M
|
438K
$179M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.4K- 0.39% |
$3.19M - $4.14M
|
3.67M
$1.5B
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 84.56% |
$3.22M - $4.18M
|
2.65K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 11.91% |
$3.22M - $4.18M
|
107K
$43.8M
|
|
|
May 15, 2023
Q1 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-14.7K- 2.67% |
$3.26M - $4.23M
|
535K
$219M
|
|
|
Apr 14, 2023
Q1 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-14.7K- 0.75% |
$3.27M - $4.24M
|
1.94M
$791M
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-14.7K- 10.67% |
$3.28M - $4.25M
|
123K
$50.4M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-14.8K- 7.06% |
$3.3M - $4.27M
|
195K
$79.7M
|
|
|
May 15, 2023
Q1 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-15K- 11.21% |
$3.33M - $4.32M
|
119K
$48.4M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-15K- 2.21% |
$3.34M - $4.33M
|
666K
$272M
|
|
|
May 10, 2023
Q1 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-15.1K- 61.41% |
$3.35M - $4.34M
|
9.47K
$3.87M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-15.3K- 2.36% |
$3.41M - $4.42M
|
634K
$259M
|
|
|
May 12, 2023
Q1 2023
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-15.4K- 7.52% |
$3.42M - $4.43M
|
189K
$77.2M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15.8K- 21.09% |
$3.51M - $4.55M
|
59K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-15.9K- 5.08% |
$3.53M - $4.57M
|
297K
$121M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-16K- 11.4% |
$3.55M - $4.6M
|
124K
$50.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-16.3K- 6.09% |
$3.62M - $4.7M
|
251K
$103M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-16.4K- 3.95% |
$3.65M - $4.74M
|
400K
$163M
|