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 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
SELL
|
- |
-2.59K- 3.2% |
$554K - $665K
|
78.2K
$33.1M
|
|
Jan 23, 2023
Q4 2022
|
Baskin Financial Services Inc.
|
SELL
|
- |
-2.59K- 1.39% |
$555K - $666K
|
184K
$77.9M
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.6K- 12.47% |
$558K - $670K
|
18.3K
$7.73M
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.61K- 13.31% |
$559K - $671K
|
17K
$7.19M
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.61K- 0.37% |
$560K - $672K
|
703K
$298M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.64K- 12.35% |
$565K - $678K
|
18.7K
$7.91M
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 30.62% |
$566K - $680K
|
5.99K
$2.53M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.64K- 40.92% |
$566K - $680K
|
3.82K
$1.61M
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.64K- 6.5% |
$566K - $680K
|
38.1K
$16.1M
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.68K- 0.99% |
$574K - $689K
|
268K
$113M
|
|
Feb 14, 2023
Q4 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.69K- 1.71% |
$576K - $691K
|
154K
$65.3M
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-2.69K- 3.69% |
$577K - $692K
|
70.2K
$29.7M
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.69K- 13.58% |
$577K - $693K
|
17.1K
$7.25M
|
|
Feb 14, 2023
Q4 2022
|
Trybe Capital Management LP
Greenwich, CT |
SELL
|
- |
-2.69K- 4.66% |
$577K - $693K
|
55.1K
$23.3M
|
|
Feb 17, 2023
Q4 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-2.72K- 4.49% |
$583K - $700K
|
57.9K
$24.5M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-2.74K- 34.02% |
$586K - $703K
|
5.3K
$2.24M
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.74K- 9.37% |
$588K - $706K
|
26.5K
$11.2M
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.76K- 2.56% |
$592K - $711K
|
105K
$44.6M
|
|
Feb 14, 2023
Q4 2022
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-2.8K- 5.15% |
$600K - $720K
|
51.5K
$21.8M
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.8K- 1.09% |
$601K - $721K
|
255K
$108M
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.81K- 4.38% |
$601K - $722K
|
61.2K
$25.9M
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-2.83K- 9.67% |
$607K - $729K
|
26.5K
$11.2M
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.84K- 1.52% |
$608K - $729K
|
184K
$77.9M
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.84K- 27.03% |
$608K - $730K
|
7.67K
$3.24M
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-2.85K- 37.47% |
$610K - $732K
|
4.75K
$2.01M
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.85K- 2.18% |
$611K - $734K
|
128K
$54M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.86K- 3.1% |
$612K - $735K
|
89.4K
$37.8M
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.88K- 7.75% |
$618K - $742K
|
34.3K
$14.5M
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-2.89K- 0.45% |
$620K - $744K
|
641K
$271M
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.9K- 6.19% |
$621K - $745K
|
43.9K
$18.6M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.9K- 4.68% |
$622K - $746K
|
59.2K
$25M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.91K- 2.95% |
$623K - $748K
|
95.7K
$40.5M
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-2.91K- 8.04% |
$623K - $748K
|
33.2K
$14.1M
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-2.92K- 0.84% |
$625K - $750K
|
345K
$146M
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-2.93K- 4.36% |
$628K - $754K
|
64.3K
$27.2M
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.94K- 4.73% |
$631K - $757K
|
59.3K
$25.1M
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2.97K- 11.71% |
$636K - $763K
|
22.4K
$9.46M
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.97K- 1.24% |
$637K - $764K
|
236K
$99.8M
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-2.97K- 74.33% |
$637K - $765K
|
1.03K
$434K
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.98K- 2.2% |
$638K - $766K
|
133K
$56.1M
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-2.99K- 1.35% |
$640K - $768K
|
218K
$92.3M
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-3K- 1.67% |
$642K - $771K
|
176K
$74.6M
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3K- 4.1% |
$643K - $771K
|
70.1K
$29.6M
|
|
Feb 07, 2023
Q4 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-3.01K- 23.58% |
$644K - $774K
|
9.75K
$4.12M
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-3.02K- 2.81% |
$647K - $776K
|
104K
$44.1M
|
|
Apr 26, 2023
Q4 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-3.02K- 4.12% |
$647K - $777K
|
70.4K
$29.8M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.06K- 7.17% |
$655K - $786K
|
39.6K
$16.7M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.06K- 3.3% |
$655K - $787K
|
89.6K
$37.9M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.06K- 22.12% |
$655K - $787K
|
10.8K
$4.55M
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-3.06K- 0.33% |
$656K - $787K
|
919K
$389M
|