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 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.25K- 0.92% |
$268K - $322K
|
135K
$57.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.25K- 2.49% |
$268K - $322K
|
49K
$20.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.25K- 1.09% |
$268K - $322K
|
113K
$48M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.26K- 1.14% |
$269K - $323K
|
109K
$46.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.26K- 4.91% |
$269K - $323K
|
24.4K
$10.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.26K- 5.33% |
$270K - $324K
|
22.4K
$9.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.27K- 19.14% |
$271K - $326K
|
5.35K
$2.26M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.27K- 0.14% |
$271K - $326K
|
932K
$395M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.27K- 57.43% |
$272K - $326K
|
940
$398K
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.28K- 11.9% |
$273K - $328K
|
9.44K
$4M
|
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-1.28K- 3.14% |
$274K - $329K
|
39.5K
$16.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1.29K- 1.6% |
$275K - $331K
|
78.8K
$33.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.29K- 27.68% |
$277K - $332K
|
3.37K
$1.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-1.29K- 2.94% |
$277K - $333K
|
42.7K
$18.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.3K- 12.64% |
$277K - $333K
|
8.95K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.3K- 43.33% |
$279K - $334K
|
1.7K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.3K- 0.46% |
$279K - $335K
|
283K
$120M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-1.31K- 1.32% |
$280K - $337K
|
98.2K
$41.6M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.33K- 1.28% |
$285K - $342K
|
102K
$43.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
SELL
|
- |
-1.33K- 0.47% |
$285K - $342K
|
280K
$119M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.33K- 12.8% |
$286K - $343K
|
9.08K
$3.84M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.33K- 4.49% |
$286K - $343K
|
28.4K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.34K- 4.56% |
$288K - $345K
|
28.1K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.34K- 2.92% |
$288K - $346K
|
44.6K
$18.9M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.35K- 0.03% |
$288K - $346K
|
4.15M
$1.76B
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.35K- 7.94% |
$288K - $346K
|
15.6K
$6.61M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-1.35K- 6.31% |
$288K - $346K
|
20K
$8.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.35K- 7.94% |
$289K - $347K
|
15.6K
$6.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.35K- 4.51% |
$289K - $347K
|
28.6K
$12.1M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1.35K- 6.94% |
$290K - $348K
|
18.2K
$7.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.35K- 20.48% |
$290K - $348K
|
5.26K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.35K- 49.22% |
$290K - $348K
|
1.4K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-1.35K- 49.22% |
$290K - $348K
|
1.4K
$592K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.36K- 3.9% |
$291K - $349K
|
33.5K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 10.79% |
$293K - $352K
|
11.3K
$4.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.37K- 6.0% |
$294K - $352K
|
21.5K
$9.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.37K- 1.84% |
$294K - $353K
|
73.1K
$30.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 4.58% |
$295K - $354K
|
28.6K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-1.39K- 10.27% |
$297K - $356K
|
12.1K
$5.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.39K- 8.4% |
$297K - $357K
|
15.1K
$6.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 1.22% |
$297K - $357K
|
112K
$47.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.39K- 0.68% |
$298K - $357K
|
202K
$85.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.4K- 28.8% |
$299K - $359K
|
3.45K
$1.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.4K- 46.63% |
$300K - $360K
|
1.6K
$678K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.41K- 3.01% |
$302K - $363K
|
45.4K
$19.2M
|
|
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-1.41K- 41.85% |
$303K - $364K
|
1.97K
$832K
|
|
|
Feb 14, 2023
Q4 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.42K- 10.03% |
$304K - $365K
|
12.7K
$5.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.42K- 4.14% |
$305K - $366K
|
33K
$14M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-1.42K- 0.68% |
$305K - $366K
|
207K
$87.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.43K- 1.49% |
$306K - $368K
|
94.7K
$40.1M
|