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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.23% |
$2.79K - $3.52K
|
5.24K
$2.18M
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-12- 1.2% |
$2.79K - $3.52K
|
992
$414K
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-12- 0.76% |
$2.79K - $3.52K
|
1.57K
$656K
|
|
Nov 01, 2022
Q3 2022
|
Cortland Associates Inc
|
SELL
|
- |
-13- 0.2% |
$3.03K - $3.82K
|
6.48K
$2.7M
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-13- 0.4% |
$3.03K - $3.82K
|
3.24K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-13- 0.07% |
$3.03K - $3.82K
|
17.7K
$7.38M
|
|
Nov 14, 2022
Q3 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-13- 0.08% |
$3.03K - $3.82K
|
16.1K
$6.72M
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
SELL
|
- |
-14- 0.05% |
$3.26K - $4.11K
|
28.3K
$11.8M
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-14- 0.19% |
$3.26K - $4.11K
|
7.29K
$3.04M
|
|
Oct 11, 2022
Q3 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-15- 0.04% |
$3.49K - $4.4K
|
41.2K
$17.2M
|
|
Oct 13, 2022
Q3 2022
|
Fruth Investment Management
|
SELL
|
- |
-15- 0.07% |
$3.49K - $4.4K
|
22.8K
$9.49M
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-15- 0.05% |
$3.49K - $4.4K
|
30.8K
$12.8M
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-15- 0.09% |
$3.49K - $4.4K
|
17.5K
$7.31M
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
SELL
|
- |
-16- 0.07% |
$3.73K - $4.7K
|
23.1K
$9.65M
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.25% |
$3.73K - $4.7K
|
6.51K
$2.72M
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-16- 30.19% |
$3.73K - $4.7K
|
37
$15.4K
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-16- 19.28% |
$3.73K - $4.7K
|
67
$27.9K
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-16- 0.09% |
$3.73K - $4.7K
|
16.9K
$7.07M
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-17- 0.24% |
$3.96K - $4.99K
|
7.18K
$2.99M
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-17- 0.67% |
$3.96K - $4.99K
|
2.53K
$1.06M
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-17- 0.49% |
$3.96K - $4.99K
|
3.47K
$1.45M
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-17- 0.08% |
$3.96K - $4.99K
|
21.4K
$8.93M
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-17- 0.4% |
$3.96K - $4.99K
|
4.19K
$1.75M
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-17- 0.01% |
$3.96K - $4.99K
|
255K
$106M
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-17- 0.09% |
$3.96K - $4.99K
|
18.5K
$7.7M
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-18- 0.55% |
$4.19K - $5.28K
|
3.27K
$1.36M
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-18- 0.29% |
$4.19K - $5.28K
|
6.21K
$2.59M
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-18- 1.67% |
$4.19K - $5.28K
|
1.06K
$443K
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-18- 1.67% |
$4.19K - $5.28K
|
1.06K
$443K
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-18- 0.19% |
$4.19K - $5.28K
|
9.29K
$3.87M
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-18- 0.08% |
$4.19K - $5.28K
|
23.7K
$9.88M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-19- 0.45% |
$4.43K - $5.58K
|
4.18K
$1.74M
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-19- 0.1% |
$4.43K - $5.58K
|
18.9K
$7.87M
|
|
Nov 14, 2022
Q3 2022
|
Palladiem, LLC
|
SELL
|
- |
-19- 0.57% |
$4.43K - $5.58K
|
3.3K
$1.38M
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-19- 1.0% |
$4.43K - $5.58K
|
1.89K
$788K
|
|
Oct 13, 2022
Q3 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-20- 0.19% |
$4.66K - $5.87K
|
10.5K
$4.39M
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-20- 1.51% |
$4.66K - $5.87K
|
1.31K
$545K
|
|
Nov 01, 2022
Q3 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-20- 2.07% |
$4.66K - $5.87K
|
944
$394K
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-20- 0.71% |
$4.66K - $5.87K
|
2.81K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-20- 0.11% |
$4.66K - $5.87K
|
18.7K
$7.79M
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-20- 0.17% |
$4.66K - $5.87K
|
11.7K
$4.89M
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-21- 0.72% |
$4.89K - $6.16K
|
2.91K
$1.22M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-21- 2.46% |
$4.89K - $6.16K
|
833
$347K
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-22- 0.35% |
$5.12K - $6.46K
|
6.33K
$2.64M
|
|
Oct 27, 2022
Q3 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-22- 0.03% |
$5.12K - $6.46K
|
77.8K
$32.4M
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-23- 0.42% |
$5.36K - $6.75K
|
5.46K
$2.28M
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-23- 1.56% |
$5.36K - $6.75K
|
1.45K
$603K
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.35% |
$5.36K - $6.75K
|
6.52K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-23- 2.0% |
$5.36K - $6.75K
|
1.13K
$469K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-23- 0.15% |
$5.36K - $6.75K
|
15K
$6.27M
|