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 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-62- 1.46% |
$13.3K - $15.9K
|
4.18K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-62- 0.47% |
$13.3K - $15.9K
|
13.1K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-62- 0.04% |
$13.3K - $15.9K
|
154K
$65.3M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-63- 0.88% |
$13.5K - $16.2K
|
7.11K
$3.01M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-63- 0.63% |
$13.5K - $16.2K
|
9.92K
$4.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-64- 0.92% |
$13.7K - $16.5K
|
6.88K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
SELL
|
- |
-65- 6.55% |
$13.9K - $16.7K
|
928
$393K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-66- 0.23% |
$14.1K - $17K
|
28.3K
$12M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-66- 0.71% |
$14.1K - $17K
|
9.23K
$3.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-66- 0.85% |
$14.1K - $17K
|
7.74K
$3.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-66- 2.98% |
$14.1K - $17K
|
2.15K
$909K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-66- 0.19% |
$14.1K - $17K
|
34.2K
$14.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-67- 3.58% |
$14.4K - $17.2K
|
1.81K
$764K
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-68- 1.96% |
$14.6K - $17.5K
|
3.4K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-68- 0.11% |
$14.6K - $17.5K
|
62.7K
$26.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-69- 1.75% |
$14.8K - $17.7K
|
3.87K
$1.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-70- 0.27% |
$15K - $18K
|
25.9K
$11M
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-70- 1.49% |
$15K - $18K
|
4.63K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-70- 0.14% |
$15K - $18K
|
50.2K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-70- 0.9% |
$15K - $18K
|
7.7K
$3.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-71- 7.35% |
$15.2K - $18.3K
|
895
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-71- 0.4% |
$15.2K - $18.3K
|
17.6K
$7.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-72- 0.25% |
$15.4K - $18.5K
|
29.3K
$12.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-72- 4.47% |
$15.4K - $18.5K
|
1.54K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-73- 0.77% |
$15.6K - $18.8K
|
9.46K
$4M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-73- 2.37% |
$15.6K - $18.8K
|
3.01K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-74- 0.12% |
$15.9K - $19K
|
59.7K
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-74- 1.61% |
$15.9K - $19K
|
4.52K
$1.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-75- 6.49% |
$16.1K - $19.3K
|
1.08K
$457K
|
|
|
Feb 10, 2023
Q4 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-75- 0.35% |
$16.1K - $19.3K
|
21.1K
$8.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-75- 2.08% |
$16.1K - $19.3K
|
3.53K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-75- 1.77% |
$16.1K - $19.3K
|
4.16K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-76- 0.08% |
$16.3K - $19.5K
|
96.5K
$40.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-77- 4.55% |
$16.5K - $19.8K
|
1.62K
$684K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-77- 0.05% |
$16.5K - $19.8K
|
158K
$66.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-78- 5.2% |
$16.7K - $20.1K
|
1.42K
$601K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-78- 0.88% |
$16.7K - $20.1K
|
8.74K
$3.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-79- 0.18% |
$16.9K - $20.3K
|
42.7K
$18.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-79- 6.57% |
$16.9K - $20.3K
|
1.12K
$475K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-79- 0.99% |
$16.9K - $20.3K
|
7.91K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-79- 1.11% |
$16.9K - $20.3K
|
7.05K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-79- 0.27% |
$16.9K - $20.3K
|
28.7K
$12.1M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-80- 5.8% |
$17.1K - $20.6K
|
1.3K
$550K
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-81- 0.11% |
$17.4K - $20.8K
|
76.1K
$32.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-81- 1.52% |
$17.4K - $20.8K
|
5.26K
$2.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-81- 2.3% |
$17.4K - $20.8K
|
3.44K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-81- 3.95% |
$17.4K - $20.8K
|
1.97K
$834K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-81- 0.19% |
$17.4K - $20.8K
|
42.4K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-81- 1.4% |
$17.4K - $20.8K
|
5.71K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-81- 2.73% |
$17.4K - $20.8K
|
2.89K
$1.22M
|