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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-1.65K- 20.29% |
$354K - $425K
|
6.5K
$2.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.66K- 8.5% |
$355K - $426K
|
17.8K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.66K- 35.22% |
$355K - $427K
|
3.05K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.66K- 8.28% |
$356K - $427K
|
18.4K
$7.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.66K- 5.3% |
$356K - $427K
|
29.7K
$12.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.66K- 1.52% |
$357K - $428K
|
108K
$45.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.68K- 5.44% |
$359K - $431K
|
29.1K
$12.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.68K- 1.43% |
$360K - $432K
|
116K
$49M
|
|
|
Feb 03, 2023
Q4 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-1.68K- 0.27% |
$360K - $432K
|
609K
$258M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.69K- 10.62% |
$362K - $434K
|
14.2K
$6.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.69K- 10.41% |
$362K - $435K
|
14.5K
$6.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.7K- 13.46% |
$364K - $437K
|
10.9K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.71K- 17.04% |
$366K - $440K
|
8.32K
$3.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.71K- 3.13% |
$366K - $440K
|
52.9K
$22.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 11.6% |
$368K - $441K
|
13.1K
$5.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.72K- 14.26% |
$368K - $442K
|
10.3K
$4.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.72K- 5.91% |
$368K - $442K
|
27.3K
$11.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Capital Management Inc
|
SELL
|
- |
-1.72K- 3.1% |
$369K - $442K
|
53.8K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 11.53% |
$372K - $446K
|
13.3K
$5.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.74K- 10.4% |
$372K - $446K
|
14.9K
$6.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-1.75K- 7.83% |
$375K - $450K
|
20.6K
$8.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.75K- 5.39% |
$375K - $450K
|
30.7K
$13M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-1.75K- 9.63% |
$376K - $451K
|
16.5K
$6.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-1.77K- 15.97% |
$379K - $455K
|
9.31K
$3.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.77K- 0.15% |
$379K - $455K
|
1.19M
$503M
|
|
|
Feb 10, 2023
Q4 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.77K- 4.07% |
$379K - $456K
|
41.8K
$17.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.77K- 1.83% |
$380K - $456K
|
94.9K
$40.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.77K- 38.41% |
$380K - $456K
|
2.84K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.81K- 0.87% |
$388K - $466K
|
206K
$87.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.82K- 1.87% |
$389K - $467K
|
95.1K
$40.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.82K- 1.4% |
$389K - $467K
|
128K
$54M
|
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-1.83K- 11.13% |
$391K - $470K
|
14.6K
$6.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.83K- 3.8% |
$392K - $471K
|
46.3K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.83K- 6.14% |
$393K - $471K
|
28K
$11.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.84K- 2.33% |
$393K - $472K
|
76.9K
$32.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-1.84K- 0.86% |
$394K - $473K
|
213K
$89.9M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.84K- 50.07% |
$394K - $473K
|
1.83K
$775K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.85K- 8.89% |
$396K - $475K
|
18.9K
$8M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.85K- 3.2% |
$396K - $476K
|
56K
$23.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.85K- 4.86% |
$397K - $477K
|
36.3K
$15.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.86K- 6.17% |
$398K - $478K
|
28.2K
$11.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1.87K- 12.27% |
$400K - $480K
|
13.4K
$5.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.88K- 11.08% |
$402K - $483K
|
15.1K
$6.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.88K- 5.05% |
$403K - $484K
|
35.3K
$14.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.89K- 59.5% |
$405K - $487K
|
1.29K
$545K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.9K- 2.63% |
$407K - $489K
|
70.4K
$29.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.9K- 10.31% |
$408K - $490K
|
16.6K
$7M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-1.92K- 9.07% |
$410K - $493K
|
19.2K
$8.12M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.92K- 0.03% |
$411K - $494K
|
7.66M
$3.24B
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.92K- 12.13% |
$412K - $494K
|
13.9K
$5.89M
|