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 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.44K- 1.14% |
$308K - $369K
|
124K
$52.5M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.44K- 0.18% |
$308K - $370K
|
805K
$341M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 2.78% |
$309K - $371K
|
50.5K
$21.4M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.44K- 2.58% |
$309K - $371K
|
54.3K
$23M
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-1.44K- 1.66% |
$309K - $371K
|
85.4K
$36.1M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.47K- 1.02% |
$315K - $378K
|
142K
$60.2M
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-1.47K- 1.37% |
$316K - $379K
|
106K
$44.9M
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.48K- 2.3% |
$317K - $380K
|
62.9K
$26.6M
|
|
Feb 14, 2023
Q4 2022
|
Avenir Corp
Washington, DC |
SELL
|
- |
-1.48K- 0.3% |
$317K - $380K
|
498K
$211M
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.49K- 2.06% |
$319K - $383K
|
70.7K
$29.9M
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.5K- 3.34% |
$320K - $385K
|
43.3K
$18.3M
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.5K- 14.96% |
$320K - $385K
|
8.5K
$3.59M
|
|
Jan 13, 2023
Q4 2022
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-1.5K- 10.32% |
$321K - $386K
|
13K
$5.51M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-1.5K- 1.56% |
$321K - $386K
|
94.4K
$39.9M
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-1.5K- 13.34% |
$321K - $386K
|
9.74K
$4.12M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.51K- 22.16% |
$322K - $387K
|
5.29K
$2.24M
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.51K- 5.99% |
$323K - $388K
|
23.7K
$10M
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.51K- 10.05% |
$324K - $389K
|
13.5K
$5.73M
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.52K- 5.44% |
$326K - $391K
|
26.4K
$11.2M
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.53KClosed |
$327K - $393K
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.53K- 0.8% |
$327K - $393K
|
189K
$79.9M
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-1.53K- 9.58% |
$328K - $394K
|
14.5K
$6.12M
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.53K- 5.28% |
$329K - $395K
|
27.5K
$11.6M
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.54K- 1.04% |
$329K - $395K
|
146K
$61.7M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.54K- 0.75% |
$330K - $396K
|
202K
$85.6M
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.54K- 5.49% |
$330K - $396K
|
26.5K
$11.2M
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.54K- 2.96% |
$330K - $396K
|
50.5K
$21.4M
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.54K- 0.99% |
$330K - $397K
|
154K
$65.2M
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.54K- 1.82% |
$331K - $397K
|
83.3K
$35.2M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.55K- 3.04% |
$331K - $397K
|
49.3K
$20.8M
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.55K- 3.29% |
$332K - $399K
|
45.6K
$19.3M
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-1.56K- 14.02% |
$333K - $400K
|
9.54K
$4.03M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.56K- 2.58% |
$334K - $401K
|
58.8K
$24.9M
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.56K- 0.35% |
$334K - $402K
|
444K
$188M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.56K- 1.71% |
$335K - $402K
|
89.6K
$37.9M
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.57K- 16.69% |
$336K - $403K
|
7.82K
$3.31M
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.57K- 0.8% |
$336K - $404K
|
194K
$82M
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.57K- 4.69% |
$337K - $404K
|
32K
$13.5M
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.57K- 1.27% |
$337K - $404K
|
122K
$51.8M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.58K- 1.53% |
$339K - $407K
|
102K
$43.2M
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
SELL
|
- |
-1.58K- 3.49% |
$339K - $407K
|
43.8K
$18.5M
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-1.59K- 15.91% |
$340K - $409K
|
8.4K
$3.55M
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-1.59K- 5.45% |
$341K - $410K
|
27.6K
$11.7M
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.6K- 1.9% |
$343K - $412K
|
82.7K
$35M
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.62K- 9.21% |
$346K - $416K
|
15.9K
$6.74M
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.63K- 9.72% |
$349K - $418K
|
15.1K
$6.39M
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.63K- 1.9% |
$350K - $420K
|
84.4K
$35.7M
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.64K- 9.73% |
$351K - $421K
|
15.2K
$6.43M
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.64K- 2.29% |
$351K - $422K
|
69.9K
$29.5M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.65K- 11.97% |
$354K - $425K
|
12.1K
$5.14M
|