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
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-621- 4.26% |
$133K - $160K
|
13.9K
$5.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-624- 0.13% |
$134K - $161K
|
462K
$196M
|
|
|
Jan 27, 2023
Q4 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-625- 5.81% |
$134K - $161K
|
10.1K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-625- 7.17% |
$134K - $161K
|
8.09K
$3.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-627- 3.35% |
$134K - $161K
|
18.1K
$7.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-627- 1.06% |
$134K - $161K
|
58.5K
$24.8M
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-627- 3.81% |
$134K - $161K
|
15.8K
$6.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-629- 3.79% |
$135K - $162K
|
15.9K
$6.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-630- 0.39% |
$135K - $162K
|
163K
$68.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-630- 1.18% |
$135K - $162K
|
52.8K
$22.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-630- 4.32% |
$135K - $162K
|
13.9K
$5.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-632- 1.8% |
$135K - $163K
|
34.6K
$14.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-636- 7.03% |
$136K - $164K
|
8.41K
$3.56M
|
|
|
Jan 24, 2023
Q4 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-636- 12.25% |
$136K - $164K
|
4.56K
$1.93M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-638- 4.76% |
$137K - $164K
|
12.8K
$5.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-639- 3.84% |
$137K - $164K
|
16K
$6.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-639- 1.01% |
$137K - $164K
|
62.8K
$26.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-640- 4.62% |
$137K - $165K
|
13.2K
$5.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-641- 2.5% |
$137K - $165K
|
25K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-642- 0.19% |
$138K - $165K
|
331K
$140M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-646- 3.26% |
$138K - $166K
|
19.2K
$8.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-649- 3.97% |
$139K - $167K
|
15.7K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-653- 0.74% |
$140K - $168K
|
87.6K
$37.1M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-655- 6.81% |
$140K - $168K
|
8.97K
$3.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-660- 0.79% |
$141K - $170K
|
82.5K
$34.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-660- 0.33% |
$141K - $170K
|
201K
$85.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-661- 24.96% |
$142K - $170K
|
1.99K
$841K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-661- 8.37% |
$142K - $170K
|
7.23K
$3.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
SELL
|
- |
-664- 1.61% |
$142K - $171K
|
40.6K
$17.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-667- 3.82% |
$143K - $172K
|
16.8K
$7.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-668- 5.33% |
$143K - $172K
|
11.9K
$5.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-670- 2.55% |
$144K - $172K
|
25.6K
$10.8M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-672- 13.19% |
$144K - $173K
|
4.42K
$1.87M
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-677- 1.05% |
$145K - $174K
|
64K
$27.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-678- 6.0% |
$145K - $174K
|
10.6K
$4.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-682- 1.87% |
$146K - $175K
|
35.7K
$15.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-683- 2.9% |
$146K - $176K
|
22.9K
$9.7M
|
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-684Closed |
$147K - $176K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-687- 7.68% |
$147K - $177K
|
8.26K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-687- 5.24% |
$147K - $177K
|
12.4K
$5.27M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-689- 13.29% |
$148K - $177K
|
4.5K
$1.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-691- 3.15% |
$148K - $178K
|
21.3K
$9.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-692- 0.91% |
$148K - $178K
|
75.2K
$31.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-696- 0.43% |
$149K - $179K
|
160K
$67.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-697- 7.17% |
$149K - $179K
|
9.02K
$3.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-699- 0.86% |
$150K - $180K
|
80.4K
$34.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-700- 4.15% |
$150K - $180K
|
16.2K
$6.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-704- 2.11% |
$151K - $181K
|
32.7K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-705- 1.75% |
$151K - $181K
|
39.5K
$16.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-706- 3.4% |
$151K - $182K
|
20K
$8.49M
|