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 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-825- 4.18% |
$177K - $212K
|
18.9K
$8.01M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-825- 11.73% |
$177K - $212K
|
6.21K
$2.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-825- 2.44% |
$177K - $212K
|
33K
$13.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-830- 0.65% |
$178K - $213K
|
127K
$53.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-831- 8.56% |
$178K - $214K
|
8.87K
$3.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-831- 1.13% |
$178K - $214K
|
72.6K
$30.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-835- 8.75% |
$179K - $215K
|
8.71K
$3.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-835- 2.26% |
$179K - $215K
|
36.1K
$15.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-838- 16.69% |
$180K - $216K
|
4.18K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-840- 1.99% |
$180K - $216K
|
41.4K
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-842- 2.47% |
$180K - $217K
|
33.2K
$14M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-843- 26.21% |
$181K - $217K
|
2.37K
$1M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-846- 0.91% |
$181K - $218K
|
92.2K
$39M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-849- 0.41% |
$182K - $218K
|
209K
$88.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-850- 1.54% |
$182K - $219K
|
54.5K
$23M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
SELL
|
- |
-851- 1.23% |
$182K - $219K
|
68.4K
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-855- 5.65% |
$183K - $220K
|
14.3K
$6.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-865- 1.47% |
$185K - $222K
|
57.9K
$24.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-865- 4.31% |
$185K - $222K
|
19.2K
$8.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-865- 1.28% |
$185K - $222K
|
66.8K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-865- 4.54% |
$185K - $222K
|
18.2K
$7.69M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-871- 1.59% |
$187K - $224K
|
53.8K
$22.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-873- 0.64% |
$187K - $225K
|
136K
$57.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-875- 9.73% |
$187K - $225K
|
8.12K
$3.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-880- 0.95% |
$189K - $226K
|
91.4K
$38.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-880- 3.94% |
$189K - $226K
|
21.5K
$9.09M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-880- 18.32% |
$189K - $226K
|
3.92K
$1.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-881- 11.07% |
$189K - $227K
|
7.08K
$2.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-883- 2.58% |
$189K - $227K
|
33.4K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-883- 4.51% |
$189K - $227K
|
18.7K
$7.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-884- 0.05% |
$189K - $227K
|
1.93M
$817M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-894- 3.33% |
$192K - $230K
|
25.9K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-897- 9.48% |
$192K - $231K
|
8.57K
$3.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-906- 0.94% |
$194K - $233K
|
95.3K
$40.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-907- 3.81% |
$194K - $233K
|
22.9K
$9.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-912- 0.09% |
$195K - $235K
|
995K
$421M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-917- 9.18% |
$196K - $236K
|
9.07K
$3.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-919- 1.06% |
$197K - $236K
|
85.6K
$36.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-926- 2.54% |
$198K - $238K
|
35.5K
$15M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-933- 4.58% |
$200K - $240K
|
19.4K
$8.23M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-935- 19.98% |
$200K - $241K
|
3.75K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-948- 7.26% |
$203K - $244K
|
12.1K
$5.12M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-953- 0.79% |
$204K - $245K
|
120K
$50.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-955- 0.65% |
$205K - $246K
|
146K
$62M
|
|
|
Feb 15, 2023
Q4 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-955- 3.3% |
$205K - $246K
|
28K
$11.8M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-955- 3.06% |
$205K - $246K
|
30.3K
$12.8M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-956- 4.23% |
$205K - $246K
|
21.7K
$9.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-957- 3.95% |
$205K - $246K
|
23.3K
$9.84M
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-957- 0.08% |
$205K - $246K
|
1.26M
$533M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-958- 1.46% |
$205K - $246K
|
64.5K
$27.3M
|