Purchases and Sales Made in Q3 2022 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.04% |
$233 - $293
|
2.24K
$935K
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-2- 0.08% |
$466 - $587
|
2.59K
$1.08M
|
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
SELL
|
- |
-2- -0.0% |
$466 - $587
|
102K
$42.4M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2- 0.01% |
$466 - $587
|
19.8K
$8.27M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-2- 0.01% |
$466 - $587
|
19.8K
$8.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2- 0.01% |
$466 - $587
|
23.2K
$9.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2- 0.03% |
$466 - $587
|
5.79K
$2.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.02% |
$466 - $587
|
12.5K
$5.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2- 0.02% |
$466 - $587
|
8.35K
$3.48M
|
|
|
Oct 11, 2022
Q3 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-3- 0.01% |
$699 - $880
|
31.7K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.03% |
$699 - $880
|
11.8K
$4.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-4- 0.03% |
$932 - $1.17K
|
15.6K
$6.5M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$932 - $1.17K
|
6.65K
$2.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4- 0.33% |
$932 - $1.17K
|
1.19K
$497K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-4- 0.05% |
$932 - $1.17K
|
7.8K
$3.25M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.15% |
$932 - $1.17K
|
2.69K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4- 0.19% |
$932 - $1.17K
|
2.11K
$879K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-4- 0.04% |
$932 - $1.17K
|
10.1K
$4.2M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.01% |
$932 - $1.17K
|
41.4K
$17.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-5- 0.33% |
$1.16K - $1.47K
|
1.52K
$632K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5- 0.28% |
$1.16K - $1.47K
|
1.79K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-5- 0.04% |
$1.16K - $1.47K
|
11.2K
$4.69M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6- 0.01% |
$1.4K - $1.76K
|
55.3K
$23.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-6- 0.04% |
$1.4K - $1.76K
|
16.7K
$6.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-6- 0.09% |
$1.4K - $1.76K
|
6.36K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-6- 0.1% |
$1.4K - $1.76K
|
6.19K
$2.58M
|
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-7- 0.05% |
$1.63K - $2.05K
|
15K
$6.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7- 0.19% |
$1.63K - $2.05K
|
3.72K
$1.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-7- 0.02% |
$1.63K - $2.05K
|
33.9K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-7- 0.02% |
$1.63K - $2.05K
|
37.2K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 0.38% |
$1.63K - $2.05K
|
1.83K
$762K
|
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-8- 2.9% |
$1.86K - $2.35K
|
268
$112K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-8- 0.02% |
$1.86K - $2.35K
|
46.4K
$19.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-8- 0.08% |
$1.86K - $2.35K
|
10K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-8- 0.04% |
$1.86K - $2.35K
|
21.5K
$8.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-8- 4.88% |
$1.86K - $2.35K
|
156
$65.1K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8- 0.26% |
$1.86K - $2.35K
|
3.11K
$1.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-9- 0.1% |
$2.1K - $2.64K
|
9.13K
$3.81M
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-9- 0.87% |
$2.1K - $2.64K
|
1.02K
$427K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 0.02% |
$2.1K - $2.64K
|
47.9K
$20M
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-10- 1.02% |
$2.33K - $2.93K
|
971
$405K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-10- 0.49% |
$2.33K - $2.93K
|
2.03K
$846K
|
|
|
Nov 09, 2022
Q3 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-10- 0.01% |
$2.33K - $2.93K
|
84.5K
$35.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-11- 3.23% |
$2.56K - $3.23K
|
330
$138K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-11- 0.33% |
$2.56K - $3.23K
|
3.36K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-11- 0.04% |
$2.56K - $3.23K
|
27.9K
$11.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
SELL
|
- |
-11- 0.47% |
$2.56K - $3.23K
|
2.31K
$963K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11- 0.23% |
$2.56K - $3.23K
|
4.71K
$1.96M
|
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-11- 0.54% |
$2.56K - $3.23K
|
2.04K
$851K
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-11- 0.12% |
$2.56K - $3.23K
|
9.3K
$3.88M
|