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
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-958- 13.4% |
$205K - $246K
|
6.19K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-968- 7.71% |
$207K - $249K
|
11.6K
$4.9M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-975- 38.49% |
$209K - $251K
|
1.56K
$659K
|
|
|
Jan 27, 2023
Q4 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-978- 7.55% |
$210K - $252K
|
12K
$5.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-983- 6.88% |
$211K - $253K
|
13.3K
$5.62M
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-986- 1.57% |
$211K - $254K
|
61.8K
$26.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-986- 2.94% |
$211K - $254K
|
32.5K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-986- 4.6% |
$211K - $254K
|
20.4K
$8.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-987- 26.4% |
$211K - $254K
|
2.75K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-990- 1.78% |
$212K - $255K
|
54.7K
$23.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-993- 8.72% |
$213K - $255K
|
10.4K
$4.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-993- 1.8% |
$213K - $255K
|
54.2K
$22.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-994- 3.17% |
$213K - $256K
|
30.3K
$12.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1K- 1.66% |
$214K - $257K
|
59.2K
$25M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1K- 3.97% |
$215K - $258K
|
24.2K
$10.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1K- 1.47% |
$215K - $258K
|
67.2K
$28.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1K- 49.05% |
$215K - $258K
|
1.04K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.01K- 3.7% |
$215K - $259K
|
26.2K
$11.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.01K- 1.35% |
$216K - $259K
|
73.6K
$31.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.01K- 3.96% |
$216K - $260K
|
24.5K
$10.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.01K- 1.2% |
$217K - $260K
|
83.6K
$35.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 7.54% |
$219K - $262K
|
12.5K
$5.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-1.02K- 14.67% |
$219K - $262K
|
5.93K
$2.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-1.02K- 2.04% |
$219K - $263K
|
49K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.02K- 5.54% |
$219K - $263K
|
17.4K
$7.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-1.03K- 19.55% |
$220K - $264K
|
4.22K
$1.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
SELL
|
- |
-1.03K- 22.23% |
$220K - $264K
|
3.59K
$1.52M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.03K- 3.03% |
$221K - $265K
|
33.1K
$14M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.03K- 3.24% |
$222K - $266K
|
30.8K
$13M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.04K- 29.55% |
$222K - $267K
|
2.48K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-1.04K- 10.7% |
$223K - $268K
|
8.7K
$3.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.05K- 6.67% |
$224K - $269K
|
14.6K
$6.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.05K- 11.32% |
$225K - $270K
|
8.23K
$3.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.05K- 0.59% |
$225K - $270K
|
176K
$74.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.05K- 30.18% |
$226K - $271K
|
2.44K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.06K- 3.92% |
$227K - $272K
|
25.9K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
SELL
|
- |
-1.06K- 1.93% |
$227K - $272K
|
53.7K
$22.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.06K- 10.77% |
$227K - $272K
|
8.77K
$3.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.06K- 4.67% |
$228K - $273K
|
21.7K
$9.17M
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
SELL
|
- |
-1.06K- 5.24% |
$228K - $273K
|
19.2K
$8.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-1.06K- 2.98% |
$228K - $274K
|
34.6K
$14.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.07K- 2.37% |
$229K - $274K
|
43.9K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.07K- 2.31% |
$229K - $275K
|
45.2K
$19.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.07K- 1.89% |
$230K - $276K
|
55.8K
$23.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-1.08K- 6.8% |
$230K - $277K
|
14.7K
$6.23M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-1.09K- 3.38% |
$232K - $279K
|
31K
$13.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.09K- 0.4% |
$233K - $279K
|
268K
$113M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.09K- 6.99% |
$233K - $280K
|
14.5K
$6.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 3.2% |
$234K - $280K
|
33K
$13.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.09K- 2.24% |
$234K - $281K
|
47.6K
$20.1M
|