Purchases and Sales Made in Q1 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-145- 1.5% |
$32.2K - $41.8K
|
9.51K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-145- 7.31% |
$32.2K - $41.8K
|
1.84K
$735K
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-146- 2.1% |
$32.5K - $42.1K
|
6.81K
$2.72M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-148- 0.98% |
$32.9K - $42.7K
|
14.9K
$5.97M
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-149- 8.5% |
$33.1K - $43K
|
1.6K
$641K
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-150- 1.53% |
$33.3K - $43.2K
|
9.64K
$3.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-150- 0.63% |
$33.3K - $43.2K
|
23.5K
$9.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-150- 1.27% |
$33.3K - $43.2K
|
11.7K
$4.68M
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 1.77% |
$33.3K - $43.2K
|
8.31K
$3.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-151- 0.2% |
$33.6K - $43.5K
|
75.7K
$30.3M
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-151- 0.58% |
$33.6K - $43.5K
|
25.8K
$10.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-152- 2.42% |
$33.8K - $43.8K
|
6.12K
$2.45M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-152- 2.5% |
$33.8K - $43.8K
|
5.94K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-152- 13.51% |
$33.8K - $43.8K
|
973
$389K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-152- 2.24% |
$33.8K - $43.8K
|
6.62K
$2.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-154- 0.21% |
$34.2K - $44.4K
|
74K
$29.6M
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-154- 1.71% |
$34.2K - $44.4K
|
8.87K
$3.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-155- 0.13% |
$34.5K - $44.7K
|
116K
$46.2M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-155- 0.29% |
$34.5K - $44.7K
|
53.4K
$21.3M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-155- 1.15% |
$34.5K - $44.7K
|
13.4K
$5.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-156- 1.76% |
$34.7K - $45K
|
8.73K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-156- 6.83% |
$34.7K - $45K
|
2.13K
$851K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-157- 4.9% |
$34.9K - $45.3K
|
3.05K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-158- 4.31% |
$35.1K - $45.6K
|
3.51K
$1.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-159- 1.48% |
$35.3K - $45.8K
|
10.6K
$4.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-159- 5.35% |
$35.3K - $45.8K
|
2.81K
$1.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-160- 0.56% |
$35.6K - $46.1K
|
28.3K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-160- 0.77% |
$35.6K - $46.1K
|
20.7K
$8.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-161- 11.28% |
$35.8K - $46.4K
|
1.27K
$506K
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-162- 0.9% |
$36K - $46.7K
|
17.9K
$7.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-164- 3.43% |
$36.5K - $47.3K
|
4.62K
$1.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-166- 1.93% |
$36.9K - $47.9K
|
8.42K
$3.37M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-166- 0.75% |
$36.9K - $47.9K
|
22.1K
$8.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-168- 6.55% |
$37.3K - $48.4K
|
2.4K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-168- 1.98% |
$37.3K - $48.4K
|
8.33K
$3.33M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-169- 1.13% |
$37.6K - $48.7K
|
14.8K
$5.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-169- 2.34% |
$37.6K - $48.7K
|
7.06K
$2.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-169- 0.3% |
$37.6K - $48.7K
|
55.9K
$22.3M
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-169- 0.19% |
$37.6K - $48.7K
|
88.4K
$35.3M
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-170- 1.81% |
$37.8K - $49K
|
9.24K
$3.69M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-171- 3.08% |
$38K - $49.3K
|
5.37K
$2.15M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-171- 0.35% |
$38K - $49.3K
|
49.1K
$19.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-172- 0.5% |
$38.2K - $49.6K
|
34.5K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-172- 0.48% |
$38.2K - $49.6K
|
35.4K
$14.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-173- 16.29% |
$38.5K - $49.9K
|
889
$355K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-173- 0.43% |
$38.5K - $49.9K
|
39.9K
$16M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-175- 2.38% |
$38.9K - $50.5K
|
7.18K
$2.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-175- 1.89% |
$38.9K - $50.5K
|
9.08K
$3.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-175- 0.78% |
$38.9K - $50.5K
|
22.2K
$8.89M
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-175- 1.75% |
$38.9K - $50.5K
|
9.84K
$3.93M
|