Purchases and Sales Made in Q4 2022 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-39- 0.88% |
$8.36K - $10K
|
4.41K
$1.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-40- 0.52% |
$8.57K - $10.3K
|
7.72K
$3.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-40- 2.29% |
$8.57K - $10.3K
|
1.71K
$698K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-41- 0.61% |
$8.78K - $10.5K
|
6.64K
$2.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-41- 0.28% |
$8.78K - $10.5K
|
14.6K
$5.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-41- 0.55% |
$8.78K - $10.5K
|
7.35K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-41- 1.6% |
$8.78K - $10.5K
|
2.52K
$1.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-42- 0.99% |
$9K - $10.8K
|
4.18K
$1.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-42- 0.11% |
$9K - $10.8K
|
38K
$15.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-42- 0.89% |
$9K - $10.8K
|
4.68K
$1.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-43- 0.65% |
$9.21K - $11.1K
|
6.61K
$2.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.07% |
$9.21K - $11.1K
|
3.97K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-43- 1.33% |
$9.21K - $11.1K
|
3.19K
$1.3M
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-43- 1.04% |
$9.21K - $11.1K
|
4.09K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-44- 4.8% |
$9.43K - $11.3K
|
872
$356K
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-45- 2.16% |
$9.64K - $11.6K
|
2.04K
$834K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-45- 1.12% |
$9.64K - $11.6K
|
3.99K
$1.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-45- 0.25% |
$9.64K - $11.6K
|
18.1K
$7.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-46- 0.64% |
$9.86K - $11.8K
|
7.15K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-46- 0.94% |
$9.86K - $11.8K
|
4.85K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-46- 3.77% |
$9.86K - $11.8K
|
1.17K
$479K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-47- 0.08% |
$10.1K - $12.1K
|
58.7K
$24M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-47- 0.69% |
$10.1K - $12.1K
|
6.74K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-47- 0.12% |
$10.1K - $12.1K
|
38K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-47- 0.32% |
$10.1K - $12.1K
|
14.7K
$6M
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-47- 0.45% |
$10.1K - $12.1K
|
10.5K
$4.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-48- 2.67% |
$10.3K - $12.3K
|
1.75K
$714K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-48- 1.24% |
$10.3K - $12.3K
|
3.81K
$1.56M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-48- 1.23% |
$10.3K - $12.3K
|
3.85K
$1.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-48- 1.72% |
$10.3K - $12.3K
|
2.75K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-48- 0.47% |
$10.3K - $12.3K
|
10.1K
$4.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-48- 0.16% |
$10.3K - $12.3K
|
30K
$12.3M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-49- 0.89% |
$10.5K - $12.6K
|
5.49K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-49- 1.48% |
$10.5K - $12.6K
|
3.25K
$1.33M
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-49- 0.19% |
$10.5K - $12.6K
|
26.4K
$10.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-50- 18.66% |
$10.7K - $12.9K
|
218
$89K
|
|
|
Jan 11, 2023
Q4 2022
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-50- 3.27% |
$10.7K - $12.9K
|
1.48K
$604K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-50- 1.31% |
$10.7K - $12.9K
|
3.78K
$1.54M
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-50- 0.27% |
$10.7K - $12.9K
|
18.6K
$7.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.22% |
$10.7K - $12.9K
|
22.7K
$9.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-50- 0.83% |
$10.7K - $12.9K
|
5.95K
$2.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-50- 0.27% |
$10.7K - $12.9K
|
18.6K
$7.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-52- 0.46% |
$11.1K - $13.4K
|
11.3K
$4.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-53- 0.67% |
$11.4K - $13.6K
|
7.82K
$3.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-53- 1.43% |
$11.4K - $13.6K
|
3.65K
$1.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-54- 0.43% |
$11.6K - $13.9K
|
12.5K
$5.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-55- 1.49% |
$11.8K - $14.1K
|
3.63K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-55- 0.3% |
$11.8K - $14.1K
|
18.5K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-56- 0.4% |
$12K - $14.4K
|
13.8K
$5.65M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-58- 0.1% |
$12.4K - $14.9K
|
58.2K
$23.8M
|