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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-513- 2.19% |
$110K - $132K
|
22.9K
$9.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-514- 1.14% |
$110K - $132K
|
44.6K
$18.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-516- 10.69% |
$111K - $133K
|
4.31K
$1.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-520- 2.57% |
$111K - $134K
|
19.7K
$8.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-524- 0.21% |
$112K - $135K
|
245K
$104M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-529- 0.14% |
$113K - $136K
|
379K
$160M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-529- 15.78% |
$113K - $136K
|
2.82K
$1.19M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-530- 6.5% |
$114K - $136K
|
7.62K
$3.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-531- 1.24% |
$114K - $137K
|
42.4K
$17.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-532- 6.06% |
$114K - $137K
|
8.25K
$3.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-532- 1.02% |
$114K - $137K
|
51.8K
$21.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-534- 7.83% |
$114K - $137K
|
6.29K
$2.66M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-535- 14.51% |
$115K - $138K
|
3.15K
$1.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-540- 14.41% |
$116K - $139K
|
3.21K
$1.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-540- 20.83% |
$116K - $139K
|
2.05K
$868K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-543- 2.37% |
$116K - $140K
|
22.4K
$9.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-546- 2.7% |
$117K - $140K
|
19.7K
$8.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-548- 9.11% |
$117K - $141K
|
5.47K
$2.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-549- 1.45% |
$118K - $141K
|
37.3K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-549- 5.08% |
$118K - $141K
|
10.3K
$4.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-553- 3.71% |
$118K - $142K
|
14.4K
$6.07M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-553- 8.9% |
$118K - $142K
|
5.66K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-554- 5.7% |
$119K - $142K
|
9.17K
$3.88M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-555- 3.98% |
$119K - $143K
|
13.4K
$5.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-556- 1.39% |
$119K - $143K
|
39.6K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-557- 3.09% |
$119K - $143K
|
17.5K
$7.39M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-563- 20.35% |
$121K - $145K
|
2.2K
$932K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-563- 4.11% |
$121K - $145K
|
13.1K
$5.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-566- 2.31% |
$121K - $146K
|
24K
$10.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-568- 2.69% |
$122K - $146K
|
20.6K
$8.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-575- 1.33% |
$123K - $148K
|
42.8K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-577- 11.79% |
$124K - $148K
|
4.32K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-577- 6.33% |
$124K - $148K
|
8.53K
$3.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-589- 3.44% |
$126K - $152K
|
16.6K
$7M
|
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-592- 7.59% |
$127K - $152K
|
7.21K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-594- 2.26% |
$127K - $153K
|
25.6K
$10.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-595- 6.37% |
$127K - $153K
|
8.74K
$3.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-598- 0.23% |
$128K - $154K
|
265K
$112M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-598- 1.83% |
$128K - $154K
|
32.1K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-600- 0.11% |
$129K - $154K
|
535K
$226M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-600- 2.58% |
$129K - $154K
|
22.6K
$9.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-602- 2.02% |
$129K - $155K
|
29.2K
$12.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-605- 5.37% |
$130K - $156K
|
10.7K
$4.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-606- 2.13% |
$130K - $156K
|
27.8K
$11.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-607- 9.37% |
$130K - $156K
|
5.87K
$2.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-611- 0.18% |
$131K - $157K
|
341K
$144M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-616- 3.14% |
$132K - $158K
|
19K
$8.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-618- 4.3% |
$132K - $159K
|
13.8K
$5.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-619- 1.17% |
$133K - $159K
|
52.3K
$22.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-621- 1.77% |
$133K - $160K
|
34.5K
$14.6M
|