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
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2.25K- 9.82% |
$481K - $578K
|
20.6K
$8.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.25K- 0.47% |
$482K - $578K
|
474K
$201M
|
|
|
Jan 20, 2023
Q4 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.25K- 1.76% |
$483K - $580K
|
126K
$53.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.25K- 0.72% |
$483K - $580K
|
309K
$131M
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2.26K- 1.59% |
$483K - $580K
|
140K
$59.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.26K- 1.5% |
$484K - $581K
|
148K
$62.7M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.26K- 25.97% |
$484K - $581K
|
6.44K
$2.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-2.27K- 1.72% |
$485K - $583K
|
129K
$54.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.27K- 6.1% |
$485K - $583K
|
34.9K
$14.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.27K- 5.25% |
$486K - $583K
|
40.9K
$17.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-2.28K- 27.02% |
$488K - $585K
|
6.15K
$2.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-2.28K- 3.23% |
$489K - $587K
|
68.3K
$28.9M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-2.3K- 1.9% |
$493K - $591K
|
119K
$50.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Saratoga Research & Investment Management
|
SELL
|
- |
-2.3K- 0.51% |
$493K - $592K
|
449K
$190M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.3K- 6.12% |
$494K - $593K
|
35.3K
$15M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.32K- 2.64% |
$496K - $596K
|
85.5K
$36.2M
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2.34K- 9.79% |
$500K - $601K
|
21.5K
$9.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.34K- 3.67% |
$500K - $601K
|
61.3K
$26M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.34K- 2.36% |
$502K - $602K
|
96.7K
$41M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2.35K- 3.01% |
$504K - $605K
|
75.9K
$32.1M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.38K- 41.46% |
$510K - $612K
|
3.36K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.38K- 0.38% |
$511K - $613K
|
617K
$261M
|
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.39K- 1.13% |
$512K - $615K
|
210K
$88.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-2.39K- 8.63% |
$513K - $616K
|
25.3K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.4K- 0.47% |
$514K - $617K
|
512K
$217M
|
|
|
Feb 15, 2023
Q4 2022
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.4K- 15.03% |
$514K - $617K
|
13.6K
$5.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-2.41K- 14.41% |
$515K - $619K
|
14.3K
$6.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.41K- 0.89% |
$517K - $621K
|
270K
$114M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 2.22% |
$518K - $622K
|
107K
$45.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.43K- 2.93% |
$521K - $625K
|
80.6K
$34.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.43K- 14.89% |
$521K - $626K
|
13.9K
$5.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 1.08% |
$523K - $628K
|
224K
$94.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-2.45K- 6.59% |
$524K - $629K
|
34.7K
$14.7M
|
|
|
Jun 14, 2024
Q4 2022
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-2.45K- 1.99% |
$524K - $629K
|
121K
$51.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2.45K- 3.8% |
$524K - $629K
|
62K
$26.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.45K- 6.02% |
$525K - $630K
|
38.3K
$16.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-2.47K- 5.09% |
$529K - $635K
|
46K
$19.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.47K- 24.29% |
$529K - $636K
|
7.7K
$3.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.48K- 5.55% |
$530K - $637K
|
42.1K
$17.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-2.49K- 1.75% |
$533K - $640K
|
140K
$59.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-2.5K- 20.83% |
$536K - $643K
|
9.5K
$4.02M
|
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.53K- 3.98% |
$541K - $649K
|
60.9K
$25.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-2.53K- 1.52% |
$541K - $649K
|
164K
$69.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-2.53K- 0.14% |
$542K - $650K
|
1.75M
$739M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.53K- 18.91% |
$542K - $651K
|
10.8K
$4.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.54K- 32.47% |
$544K - $653K
|
5.28K
$2.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-2.55K- 17.62% |
$546K - $656K
|
11.9K
$5.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.55K- 0.73% |
$547K - $656K
|
345K
$146M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.55K- 1.41% |
$547K - $656K
|
179K
$75.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.57K- 52.97% |
$550K - $660K
|
2.28K
$965K
|