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
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-156- 0.06% |
$33.4K - $40.1K
|
283K
$120M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-157- 0.09% |
$33.6K - $40.4K
|
177K
$75M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-158- 2.07% |
$33.9K - $40.6K
|
7.48K
$3.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-159- 0.85% |
$34.1K - $40.9K
|
18.5K
$7.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-159- 10.77% |
$34.1K - $40.9K
|
1.32K
$558K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-160- 1.45% |
$34.3K - $41.2K
|
10.9K
$4.61M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-160- 1.77% |
$34.3K - $41.2K
|
8.86K
$3.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-161- 2.35% |
$34.5K - $41.4K
|
6.7K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-161- 3.16% |
$34.5K - $41.4K
|
4.94K
$2.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-162- 5.09% |
$34.7K - $41.7K
|
3.02K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-162- 0.35% |
$34.7K - $41.7K
|
46.5K
$19.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-163- 0.53% |
$34.9K - $41.9K
|
30.5K
$12.9M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-163- 15.23% |
$34.9K - $41.9K
|
907
$384K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-163- 2.48% |
$34.9K - $41.9K
|
6.4K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-164- 3.31% |
$35.1K - $42.2K
|
4.79K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-164- 2.5% |
$35.1K - $42.2K
|
6.39K
$2.71M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-165- 0.56% |
$35.4K - $42.4K
|
29.2K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-165- 3.3% |
$35.4K - $42.4K
|
4.83K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-165- 1.68% |
$35.4K - $42.4K
|
9.67K
$4.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-166- 0.71% |
$35.6K - $42.7K
|
23.2K
$9.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-166- 1.56% |
$35.6K - $42.7K
|
10.5K
$4.43M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-167- 6.54% |
$35.8K - $43K
|
2.39K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-168- 0.32% |
$36K - $43.2K
|
51.8K
$21.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-169- 3.94% |
$36.2K - $43.5K
|
4.12K
$1.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-169- 1.01% |
$36.2K - $43.5K
|
16.6K
$7.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-170- 12.59% |
$36.4K - $43.7K
|
1.18K
$500K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-170- 1.91% |
$36.4K - $43.7K
|
8.71K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-171- 3.89% |
$36.6K - $44K
|
4.22K
$1.79M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-173- 0.28% |
$37.1K - $44.5K
|
61.2K
$25.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-173- 13.35% |
$37.1K - $44.5K
|
1.12K
$476K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-174- 2.22% |
$37.3K - $44.8K
|
7.66K
$3.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-174- 1.05% |
$37.3K - $44.8K
|
16.4K
$6.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-175- 1.93% |
$37.5K - $45K
|
8.88K
$3.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-176- 1.34% |
$37.7K - $45.3K
|
12.9K
$5.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-176- 0.38% |
$37.7K - $45.3K
|
46.6K
$19.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-177- 0.38% |
$37.9K - $45.5K
|
46.2K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-177- 0.11% |
$37.9K - $45.5K
|
159K
$67.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-179- 0.24% |
$38.4K - $46K
|
73.9K
$31.3M
|
|
|
Nov 13, 2023
Q4 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-180- 1.11% |
$38.6K - $46.3K
|
16K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-181- 0.98% |
$38.8K - $46.6K
|
18.3K
$7.76M
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-182- 0.39% |
$39K - $46.8K
|
46K
$19.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-182- 2.28% |
$39K - $46.8K
|
7.81K
$3.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-184- 1.16% |
$39.4K - $47.3K
|
15.7K
$6.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-184- 1.76% |
$39.4K - $47.3K
|
10.3K
$4.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-185- 6.59% |
$39.6K - $47.6K
|
2.62K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-185- 0.18% |
$39.6K - $47.6K
|
102K
$43.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-185- 0.18% |
$39.6K - $47.6K
|
101K
$42.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-187- 0.63% |
$40.1K - $48.1K
|
29.6K
$12.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-189- 9.8% |
$40.5K - $48.6K
|
1.74K
$737K
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
SELL
|
- |
-189- 2.09% |
$40.5K - $48.6K
|
8.85K
$3.75M
|