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 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-645- 2.66% |
$150K - $189K
|
23.6K
$10.1M
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-649- 4.67% |
$151K - $190K
|
13.2K
$5.67M
|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-652- 4.88% |
$152K - $191K
|
12.7K
$5.43M
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-653- 2.69% |
$152K - $192K
|
23.7K
$10.1M
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-653- 23.51% |
$152K - $192K
|
2.12K
$909K
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-656- 21.77% |
$153K - $193K
|
2.36K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-656- 7.54% |
$153K - $193K
|
8.04K
$3.44M
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-656- 18.28% |
$153K - $193K
|
2.93K
$1.25M
|
|
Nov 07, 2022
Q3 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-657- 0.03% |
$153K - $193K
|
1.94M
$831M
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-659- 3.22% |
$153K - $193K
|
19.8K
$8.49M
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-659- 1.79% |
$153K - $193K
|
36.1K
$15.4M
|
|
Nov 10, 2022
Q3 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-660- 2.85% |
$154K - $194K
|
22.5K
$9.62M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-667- 2.25% |
$155K - $196K
|
29K
$12.4M
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-668- 1.41% |
$156K - $196K
|
46.6K
$19.9M
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-668- 5.26% |
$156K - $196K
|
12K
$5.15M
|
|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-669- 2.84% |
$156K - $196K
|
22.9K
$9.79M
|
|
Nov 08, 2022
Q3 2022
|
Page Arthur B
|
SELL
|
- |
-669- 3.59% |
$156K - $196K
|
17.9K
$7.68M
|
|
Oct 17, 2022
Q3 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-670- 0.35% |
$156K - $197K
|
193K
$82.6M
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-672- 7.76% |
$157K - $197K
|
7.99K
$3.42M
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-672- 2.37% |
$157K - $197K
|
27.7K
$11.8M
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-674- 1.09% |
$157K - $198K
|
61.2K
$26.2M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-676- 5.16% |
$157K - $198K
|
12.4K
$5.31M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-678- 0.74% |
$158K - $199K
|
90.8K
$38.8M
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-678- 2.36% |
$158K - $199K
|
28.1K
$12M
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-679- 1.86% |
$158K - $199K
|
35.8K
$15.3M
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-681- 1.75% |
$159K - $200K
|
38.2K
$16.3M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-682- 8.0% |
$159K - $200K
|
7.84K
$3.35M
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-684- 5.08% |
$159K - $201K
|
12.8K
$5.46M
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-685- 1.43% |
$160K - $201K
|
47.1K
$20.2M
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-686- 9.57% |
$160K - $201K
|
6.48K
$2.77M
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-691- 5.07% |
$161K - $203K
|
12.9K
$5.53M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-695- 0.68% |
$162K - $204K
|
102K
$43.4M
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-697- 0.31% |
$162K - $205K
|
221K
$94.5M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-699- 1.69% |
$163K - $205K
|
40.8K
$17.4M
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-700- 0.36% |
$163K - $205K
|
195K
$83.6M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-700- 2.28% |
$163K - $205K
|
30K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-700- 1.15% |
$163K - $205K
|
60.2K
$25.8M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-701- 5.19% |
$163K - $206K
|
12.8K
$5.48M
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-701- 4.09% |
$163K - $206K
|
16.5K
$7.04M
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-706- 5.31% |
$164K - $207K
|
12.6K
$5.38M
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-710- 4.3% |
$165K - $208K
|
15.8K
$6.75M
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-712- 9.23% |
$166K - $209K
|
7K
$3M
|
|
Nov 14, 2022
Q3 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-712- 0.53% |
$166K - $209K
|
133K
$57.1M
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-715- 0.69% |
$167K - $210K
|
102K
$43.7M
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-715- 23.28% |
$167K - $210K
|
2.36K
$1.01M
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-719- 3.41% |
$167K - $211K
|
20.4K
$8.72M
|
|
Oct 12, 2022
Q3 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-724- 3.73% |
$169K - $212K
|
18.7K
$7.98M
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-726- 3.02% |
$169K - $213K
|
23.3K
$9.98M
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-733- 2.62% |
$171K - $215K
|
27.2K
$11.6M
|
|
Oct 25, 2022
Q3 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-736- 1.16% |
$171K - $216K
|
62.8K
$26.8M
|