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 13, 2023
Q4 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-436- 32.46% |
$93.4K - $112K
|
907
$384K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-438- 0.28% |
$93.8K - $113K
|
159K
$67.1M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-440- 9.06% |
$94.3K - $113K
|
4.42K
$1.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-443- 1.72% |
$94.9K - $114K
|
25.3K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-450- 0.14% |
$96.4K - $116K
|
318K
$135M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-452- 0.45% |
$96.8K - $116K
|
99.8K
$42.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-454- 1.4% |
$97.3K - $117K
|
32K
$13.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-455- 1.04% |
$97.5K - $117K
|
43.3K
$18.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-455- 1.25% |
$97.5K - $117K
|
36.1K
$15.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-455- 17.88% |
$97.5K - $117K
|
2.09K
$884K
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-455- 2.71% |
$97.5K - $117K
|
16.3K
$6.91M
|
|
|
Feb 16, 2023
Q4 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-455- 2.14% |
$97.5K - $117K
|
20.8K
$8.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-459- 0.58% |
$98.3K - $118K
|
78.3K
$33.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-461- 11.05% |
$98.8K - $119K
|
3.71K
$1.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-462- 6.4% |
$99K - $119K
|
6.76K
$2.86M
|
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-463- 4.19% |
$99.2K - $119K
|
10.6K
$4.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Mount Vernon Associates Inc
|
SELL
|
- |
-465- 1.98% |
$99.6K - $120K
|
23K
$9.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-466- 1.84% |
$99.8K - $120K
|
24.9K
$10.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-467- 6.82% |
$100K - $120K
|
6.38K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-468- 11.74% |
$100K - $120K
|
3.52K
$1.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-472- 8.34% |
$101K - $121K
|
5.19K
$2.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-474- 0.43% |
$102K - $122K
|
111K
$46.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-475- 1.78% |
$102K - $122K
|
26.2K
$11.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-477- 3.88% |
$102K - $123K
|
11.8K
$5M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-477- 1.06% |
$102K - $123K
|
44.5K
$18.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-477- 0.22% |
$102K - $123K
|
219K
$92.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-479- 4.61% |
$103K - $123K
|
9.92K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-479- 0.93% |
$103K - $123K
|
51.2K
$21.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-485- 0.66% |
$104K - $125K
|
73.6K
$31.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
SELL
|
- |
-486- 19.22% |
$104K - $125K
|
2.04K
$864K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-487- 7.21% |
$104K - $125K
|
6.27K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-487- 0.58% |
$104K - $125K
|
82.9K
$35.1M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-488- 3.36% |
$105K - $126K
|
14K
$5.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-494- 0.97% |
$106K - $127K
|
50.5K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-495- 1.58% |
$106K - $127K
|
30.7K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-496- 5.46% |
$106K - $128K
|
8.6K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-497- 1.08% |
$106K - $128K
|
45.6K
$19.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
SELL
|
- |
-500- 16.03% |
$107K - $129K
|
2.62K
$1.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-500- 1.61% |
$107K - $129K
|
30.6K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-500- 0.42% |
$107K - $129K
|
120K
$50.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-500- 1.51% |
$107K - $129K
|
32.7K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-500- 18.97% |
$107K - $129K
|
2.14K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-500- 2.16% |
$107K - $129K
|
22.6K
$9.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-500- 0.57% |
$107K - $129K
|
87K
$36.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-501- 2.23% |
$107K - $129K
|
22K
$9.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-506- 13.58% |
$108K - $130K
|
3.22K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-506- 1.3% |
$108K - $130K
|
38.6K
$16.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-508- 5.4% |
$109K - $131K
|
8.9K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-508- 1.75% |
$109K - $131K
|
28.5K
$12.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-512- 9.86% |
$110K - $132K
|
4.68K
$1.98M
|