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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.17K- 12.68% |
$250K - $300K
|
8.03K
$4.06M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.17K- 6.97% |
$250K - $300K
|
15.6K
$7.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.17K- 2.51% |
$250K - $301K
|
45.4K
$23M
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.17K- 10.6% |
$251K - $301K
|
9.87K
$4.99M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.17K- 2.84% |
$251K - $301K
|
40K
$20.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.18K- 0.61% |
$252K - $302K
|
192K
$96.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-1.18K- 0.88% |
$253K - $303K
|
132K
$66.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.18K- 3.56% |
$253K - $304K
|
32K
$16.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.19K- 0.99% |
$254K - $305K
|
118K
$59.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-1.19K- 5.19% |
$255K - $306K
|
21.7K
$11M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.19K- 0.51% |
$255K - $306K
|
233K
$118M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.19K- 1.82% |
$255K - $306K
|
64.3K
$32.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.21K- 1.57% |
$259K - $310K
|
75.9K
$38.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.21K- 3.69% |
$259K - $311K
|
31.5K
$15.9M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.21K- 1.19% |
$259K - $311K
|
100K
$50.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.21K- 2.78% |
$260K - $312K
|
42.4K
$21.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.21K- 1.17% |
$260K - $312K
|
103K
$51.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.22K- 3.01% |
$260K - $313K
|
39.1K
$19.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.22K- 2.92% |
$261K - $314K
|
40.5K
$20.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.22K- 2.45% |
$262K - $315K
|
48.7K
$24.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.23K- 5.67% |
$263K - $316K
|
20.4K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 3.18% |
$264K - $317K
|
37.5K
$19M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-1.24K- 6.62% |
$265K - $318K
|
17.5K
$8.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.24K- 2.54% |
$265K - $318K
|
47.4K
$24M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-1.24K- 1.94% |
$265K - $318K
|
62.6K
$31.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.25K- 2.04% |
$268K - $322K
|
60K
$30.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Hickory Lane Capital Management LP
New York, NY |
SELL
|
- |
-1.25K- 5.21% |
$268K - $322K
|
22.8K
$11.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.25K- 0.92% |
$268K - $322K
|
135K
$68.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.25K- 2.49% |
$268K - $322K
|
49K
$24.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.25K- 1.09% |
$268K - $322K
|
113K
$57.2M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.26K- 1.14% |
$269K - $323K
|
109K
$55M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.26K- 4.91% |
$269K - $323K
|
24.4K
$12.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.26K- 5.33% |
$270K - $324K
|
22.4K
$11.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.27K- 19.14% |
$271K - $326K
|
5.35K
$2.7M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.27K- 0.14% |
$271K - $326K
|
932K
$471M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.27K- 57.43% |
$272K - $326K
|
940
$475K
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.28K- 11.9% |
$273K - $328K
|
9.44K
$4.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-1.28K- 3.14% |
$274K - $329K
|
39.5K
$20M
|
|
|
Jan 13, 2023
Q4 2022
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1.29K- 1.6% |
$275K - $331K
|
78.8K
$39.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.29K- 27.68% |
$277K - $332K
|
3.37K
$1.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-1.29K- 2.94% |
$277K - $333K
|
42.7K
$21.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.3K- 12.64% |
$277K - $333K
|
8.95K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.3K- 43.33% |
$279K - $334K
|
1.7K
$859K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.3K- 0.46% |
$279K - $335K
|
283K
$143M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-1.31K- 1.32% |
$280K - $337K
|
98.2K
$49.6M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.33K- 1.28% |
$285K - $342K
|
102K
$51.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
SELL
|
- |
-1.33K- 0.47% |
$285K - $342K
|
280K
$142M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.33K- 12.8% |
$286K - $343K
|
9.08K
$4.59M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.33K- 4.49% |
$286K - $343K
|
28.4K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.34K- 4.56% |
$288K - $345K
|
28.1K
$14.2M
|