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 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-375- 0.13% |
$87.3K - $110K
|
293K
$120M
|
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-377- 1.52% |
$87.8K - $111K
|
24.4K
$9.97M
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-379- 1.85% |
$88.3K - $111K
|
20.1K
$8.2M
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-380- 6.58% |
$88.5K - $112K
|
5.39K
$2.2M
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-380- 2.8% |
$88.5K - $112K
|
13.2K
$5.38M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-383- 4.1% |
$89.2K - $112K
|
8.96K
$3.66M
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-385- 1.91% |
$89.7K - $113K
|
19.8K
$8.07M
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-386- 0.72% |
$89.9K - $113K
|
52.9K
$21.6M
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-390- 3.58% |
$90.8K - $114K
|
10.5K
$4.29M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-390- 1.03% |
$90.8K - $114K
|
37.5K
$15.3M
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-392- 7.71% |
$91.3K - $115K
|
4.69K
$1.92M
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-393- 5.63% |
$91.5K - $115K
|
6.58K
$2.69M
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-394- 12.49% |
$91.8K - $116K
|
2.76K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-394- 1.85% |
$91.8K - $116K
|
20.9K
$8.55M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-395- 1.15% |
$92K - $116K
|
33.8K
$13.8M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-397- 1.6% |
$92.5K - $117K
|
24.4K
$9.98M
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-398- 0.28% |
$92.7K - $117K
|
142K
$58M
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-399- 27.31% |
$92.9K - $117K
|
1.06K
$434K
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-400- 16.12% |
$93.2K - $117K
|
2.08K
$850K
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-402- 1.4% |
$93.6K - $118K
|
28.2K
$11.5M
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
SELL
|
- |
-403- 0.8% |
$93.9K - $118K
|
50K
$20.4M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-405- 2.06% |
$94.3K - $119K
|
19.2K
$7.85M
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-406- 0.25% |
$94.6K - $119K
|
161K
$65.6M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-407- 2.87% |
$94.8K - $119K
|
13.8K
$5.63M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-410- 0.47% |
$95.5K - $120K
|
86.1K
$35.2M
|
|
Oct 25, 2022
Q3 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-410- 0.76% |
$95.5K - $120K
|
53.5K
$21.8M
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-411- 2.73% |
$95.7K - $121K
|
14.7K
$5.99M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-411- 15.48% |
$95.7K - $121K
|
2.24K
$917K
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-412- 3.27% |
$96K - $121K
|
12.2K
$4.97M
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-413- 7.28% |
$96.2K - $121K
|
5.26K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-413- 0.05% |
$96.2K - $121K
|
764K
$312M
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-420- 3.39% |
$97.8K - $123K
|
12K
$4.89M
|
|
Nov 07, 2022
Q3 2022
|
Brooktree Capital Management
|
SELL
|
- |
-420- 2.39% |
$97.8K - $123K
|
17.1K
$7M
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-421- 24.87% |
$98.1K - $124K
|
1.27K
$520K
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-422- 2.16% |
$98.3K - $124K
|
19.1K
$7.79M
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-424- 0.9% |
$98.7K - $124K
|
46.5K
$19M
|
|
Nov 14, 2022
Q3 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-425- 1.52% |
$99K - $125K
|
27.6K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-427- 4.34% |
$99.4K - $125K
|
9.41K
$3.84M
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-428- 1.08% |
$99.7K - $126K
|
39.2K
$16M
|
|
Oct 14, 2022
Q3 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-431- 1.92% |
$100K - $126K
|
22.1K
$9.01M
|
|
Nov 09, 2022
Q3 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-433- 0.86% |
$101K - $127K
|
49.8K
$20.3M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-433- 13.8% |
$101K - $127K
|
2.71K
$1.1M
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-434- 0.36% |
$101K - $127K
|
122K
$49.7M
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
SELL
|
- |
-436- 0.56% |
$102K - $128K
|
78.1K
$31.9M
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-436- 4.65% |
$102K - $128K
|
8.95K
$3.66M
|
|
Oct 21, 2022
Q3 2022
|
Cardinal Capital Management
|
SELL
|
- |
-437- 0.79% |
$102K - $128K
|
54.8K
$22.4M
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-437- 6.92% |
$102K - $128K
|
5.87K
$2.4M
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-438- 0.64% |
$102K - $129K
|
68.1K
$27.8M
|
|
Nov 14, 2022
Q3 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-440- 9.67% |
$102K - $129K
|
4.11K
$1.68M
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-445- 3.9% |
$104K - $131K
|
11K
$4.48M
|