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 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.6K- 28.43% |
$2.28M - $2.74M
|
26.8K
$11.3M
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-10.8K- 26.29% |
$2.32M - $2.78M
|
30.4K
$12.8M
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10.9K- 83.97% |
$2.34M - $2.81M
|
2.08K
$881K
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-11K- 12.18% |
$2.35M - $2.82M
|
79K
$33.4M
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11K- 3.43% |
$2.37M - $2.84M
|
311K
$132M
|
|
Feb 07, 2023
Q4 2022
|
Marathon Asset Management LTD
|
SELL
|
- |
-11.1K- 2.37% |
$2.39M - $2.87M
|
459K
$194M
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-11.1K- 3.3% |
$2.39M - $2.87M
|
327K
$138M
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-11.2K- 91.29% |
$2.4M - $2.88M
|
1.07K
$451K
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-11.2K- 3.86% |
$2.4M - $2.88M
|
279K
$118M
|
|
Feb 07, 2023
Q4 2022
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-11.2K- 23.96% |
$2.4M - $2.88M
|
35.6K
$15M
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-11.2K- 25.74% |
$2.4M - $2.88M
|
32.3K
$13.7M
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-11.2K- 76.72% |
$2.4M - $2.88M
|
3.4K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11.3KClosed |
$2.41M - $2.9M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-11.4K- 3.47% |
$2.44M - $2.92M
|
317K
$134M
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-11.7K- 2.57% |
$2.5M - $3M
|
442K
$187M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.7K- 9.92% |
$2.5M - $3M
|
106K
$44.8M
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-11.8K- 7.69% |
$2.52M - $3.03M
|
141K
$59.8M
|
|
Feb 14, 2023
Q4 2022
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 19.46% |
$2.53M - $3.04M
|
48.9K
$20.7M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-11.9K- 28.14% |
$2.56M - $3.07M
|
30.5K
$12.9M
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-12K- 93.2% |
$2.57M - $3.08M
|
875
$370K
|
|
Feb 14, 2023
Q4 2022
|
Bluegrass Capital Partners LP
Palm Beach, FL |
SELL
|
- |
-12K- 21.43% |
$2.57M - $3.09M
|
44K
$18.6M
|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
SELL
|
- |
-12.1K- 5.45% |
$2.58M - $3.1M
|
209K
$88.4M
|
|
Feb 14, 2023
Q4 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-12.1K- 3.77% |
$2.58M - $3.1M
|
308K
$130M
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-12.1K- 63.67% |
$2.6M - $3.12M
|
6.93K
$2.93M
|
|
Feb 13, 2023
Q4 2022
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-12.2K- 3.78% |
$2.61M - $3.14M
|
311K
$131M
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-12.2K- 91.39% |
$2.62M - $3.14M
|
1.15K
$486K
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-12.2K- 80.2% |
$2.62M - $3.15M
|
3.02K
$1.28M
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-12.3K- 29.88% |
$2.63M - $3.15M
|
28.8K
$12.2M
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-12.3K- 9.3% |
$2.63M - $3.16M
|
120K
$50.7M
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-12.4K- 57.03% |
$2.65M - $3.18M
|
9.31K
$3.94M
|
|
Jan 25, 2023
Q4 2022
|
Deltec Asset Management LLC
|
SELL
|
- |
-12.4K- 9.49% |
$2.65M - $3.18M
|
118K
$50M
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-12.4K- 0.93% |
$2.67M - $3.2M
|
1.33M
$562M
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-12.5K- 36.62% |
$2.67M - $3.2M
|
21.6K
$9.12M
|
|
Feb 13, 2023
Q4 2022
|
First Sabrepoint Capital Management LP
Dallas, TX |
SELL
|
- |
-12.5K- 23.81% |
$2.68M - $3.22M
|
40K
$16.9M
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-12.6K- 0.06% |
$2.7M - $3.25M
|
22.7M
$9.6B
|
|
Feb 09, 2023
Q4 2022
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-12.7K- 13.87% |
$2.72M - $3.27M
|
79K
$33.4M
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-12.9K- 2.34% |
$2.76M - $3.31M
|
536K
$227M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.2K- 6.04% |
$2.82M - $3.39M
|
205K
$86.7M
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-13.3K- 93.92% |
$2.85M - $3.42M
|
861
$364K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.4K- 2.38% |
$2.86M - $3.44M
|
549K
$232M
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-13.6K- 15.57% |
$2.92M - $3.51M
|
74K
$31.3M
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-13.7K- 40.84% |
$2.94M - $3.53M
|
19.9K
$8.4M
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-13.7K- 1.44% |
$2.94M - $3.53M
|
942K
$398M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.8K- 10.63% |
$2.96M - $3.55M
|
116K
$49.1M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13.9K- 3.44% |
$2.98M - $3.58M
|
391K
$165M
|
|
Feb 09, 2023
Q4 2022
|
Cincinnati Insurance CO
|
SELL
|
- |
-14K- 1.12% |
$3M - $3.6M
|
1.24M
$523M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-14K- 4.69% |
$3M - $3.6M
|
285K
$120M
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-14K- 4.41% |
$3M - $3.6M
|
304K
$129M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-14.1K- 5.36% |
$3.01M - $3.62M
|
248K
$105M
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-14.2K- 5.03% |
$3.03M - $3.64M
|
267K
$113M
|