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 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-865- 1.47% |
$185K - $222K
|
57.9K
$30.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-865- 4.31% |
$185K - $222K
|
19.2K
$10.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-865- 1.28% |
$185K - $222K
|
66.8K
$35.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-865- 4.54% |
$185K - $222K
|
18.2K
$9.66M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-871- 1.59% |
$187K - $224K
|
53.8K
$28.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-873- 0.64% |
$187K - $225K
|
136K
$72.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-875- 9.73% |
$187K - $225K
|
8.12K
$4.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-880- 0.95% |
$189K - $226K
|
91.4K
$48.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-880- 3.94% |
$189K - $226K
|
21.5K
$11.4M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-880- 18.32% |
$189K - $226K
|
3.92K
$2.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-881- 11.07% |
$189K - $227K
|
7.08K
$3.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-883- 2.58% |
$189K - $227K
|
33.4K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-883- 4.51% |
$189K - $227K
|
18.7K
$9.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-884- 0.05% |
$189K - $227K
|
1.93M
$1.03B
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-894- 3.33% |
$192K - $230K
|
25.9K
$13.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-897- 9.48% |
$192K - $231K
|
8.57K
$4.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-906- 0.94% |
$194K - $233K
|
95.3K
$50.7M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-907- 3.81% |
$194K - $233K
|
22.9K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-912- 0.09% |
$195K - $235K
|
995K
$529M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-917- 9.18% |
$196K - $236K
|
9.07K
$4.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-919- 1.06% |
$197K - $236K
|
85.6K
$45.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-926- 2.54% |
$198K - $238K
|
35.5K
$18.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-933- 4.58% |
$200K - $240K
|
19.4K
$10.3M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-935- 19.98% |
$200K - $241K
|
3.75K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-948- 7.26% |
$203K - $244K
|
12.1K
$6.44M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-953- 0.79% |
$204K - $245K
|
120K
$63.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-955- 0.65% |
$205K - $246K
|
146K
$77.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-955- 3.3% |
$205K - $246K
|
28K
$14.9M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-955- 3.06% |
$205K - $246K
|
30.3K
$16.1M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-956- 4.23% |
$205K - $246K
|
21.7K
$11.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-957- 3.95% |
$205K - $246K
|
23.3K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-957- 0.08% |
$205K - $246K
|
1.26M
$670M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-958- 1.46% |
$205K - $246K
|
64.5K
$34.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-958- 13.4% |
$205K - $246K
|
6.19K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-968- 7.71% |
$207K - $249K
|
11.6K
$6.16M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-975- 38.49% |
$209K - $251K
|
1.56K
$828K
|
|
|
Jan 27, 2023
Q4 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-978- 7.55% |
$210K - $252K
|
12K
$6.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-983- 6.88% |
$211K - $253K
|
13.3K
$7.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-986- 1.57% |
$211K - $254K
|
61.8K
$32.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-986- 2.94% |
$211K - $254K
|
32.5K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-986- 4.6% |
$211K - $254K
|
20.4K
$10.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-987- 26.4% |
$211K - $254K
|
2.75K
$1.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-990- 1.78% |
$212K - $255K
|
54.7K
$29.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-993- 8.72% |
$213K - $255K
|
10.4K
$5.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-993- 1.8% |
$213K - $255K
|
54.2K
$28.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-994- 3.17% |
$213K - $256K
|
30.3K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1K- 1.66% |
$214K - $257K
|
59.2K
$31.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1K- 3.97% |
$215K - $258K
|
24.2K
$12.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1K- 1.47% |
$215K - $258K
|
67.2K
$35.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1K- 49.05% |
$215K - $258K
|
1.04K
$553K
|