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 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-205- 0.69% |
$45.6K - $59.1K
|
29.7K
$11.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-207- 1.72% |
$46K - $59.7K
|
11.8K
$4.72M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-207- 0.49% |
$46K - $59.7K
|
42.2K
$16.9M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-209- 3.35% |
$46.5K - $60.3K
|
6.03K
$2.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-212- 1.5% |
$47.1K - $61.1K
|
13.9K
$5.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-213- 1.39% |
$47.4K - $61.4K
|
15.1K
$6.02M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-214- 2.8% |
$47.6K - $61.7K
|
7.44K
$2.97M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-214- 0.05% |
$47.6K - $61.7K
|
393K
$157M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-215- 1.74% |
$47.8K - $62K
|
12.2K
$4.86M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-215- 1.02% |
$47.8K - $62K
|
20.8K
$8.3M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-215- 3.35% |
$47.8K - $62K
|
6.21K
$2.48M
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
SELL
|
- |
-216- 3.47% |
$48K - $62.3K
|
6.01K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-216- 1.01% |
$48K - $62.3K
|
21.3K
$8.5M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-216- 0.57% |
$48K - $62.3K
|
37.4K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-216- 0.18% |
$48K - $62.3K
|
123K
$49.1M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-216- 0.61% |
$48K - $62.3K
|
35.3K
$14.1M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-219- 12.13% |
$48.7K - $63.1K
|
1.59K
$634K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-219- 0.86% |
$48.7K - $63.1K
|
25.4K
$10.1M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-220- 0.71% |
$48.9K - $63.4K
|
30.6K
$12.2M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-220- 0.29% |
$48.9K - $63.4K
|
75K
$30M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-221- 0.35% |
$49.1K - $63.7K
|
62.4K
$25M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-223- 1.36% |
$49.6K - $64.3K
|
16.2K
$6.48M
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-225- 0.48% |
$50K - $64.9K
|
47.1K
$18.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-226- 0.67% |
$50.2K - $65.2K
|
33.8K
$13.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-228- 2.15% |
$50.7K - $65.7K
|
10.4K
$4.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-230- 1.48% |
$51.1K - $66.3K
|
15.3K
$6.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-230- 7.62% |
$51.1K - $66.3K
|
2.79K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-231- 5.66% |
$51.4K - $66.6K
|
3.85K
$1.54M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-231- 1.44% |
$51.4K - $66.6K
|
15.8K
$6.3M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-233- 1.74% |
$51.8K - $67.2K
|
13.2K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-233- 0.49% |
$51.8K - $67.2K
|
47.5K
$19M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-235- 0.62% |
$52.2K - $67.8K
|
37.8K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-235- 1.25% |
$52.2K - $67.8K
|
18.5K
$7.39M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-235- 6.0% |
$52.2K - $67.8K
|
3.68K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-236- 15.88% |
$52.5K - $68K
|
1.25K
$500K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-237- 0.28% |
$52.7K - $68.3K
|
85.1K
$34M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-237- 1.9% |
$52.7K - $68.3K
|
12.2K
$4.89M
|
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-238- 24.56% |
$52.9K - $68.6K
|
731
$292K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-238- 0.98% |
$52.9K - $68.6K
|
24.2K
$9.66M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-239- 2.26% |
$53.1K - $68.9K
|
10.3K
$4.13M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-239- 2.93% |
$53.1K - $68.9K
|
7.91K
$3.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-240- 1.15% |
$53.4K - $69.2K
|
20.7K
$8.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-240- 0.54% |
$53.4K - $69.2K
|
44.5K
$17.8M
|
|
|
May 01, 2023
Q1 2023
|
Provident Trust CO
|
SELL
|
- |
-240- 2.67% |
$53.4K - $69.2K
|
8.76K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-240- 0.62% |
$53.4K - $69.2K
|
38.6K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-240- 4.2% |
$53.4K - $69.2K
|
5.47K
$2.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-242- 8.51% |
$53.8K - $69.8K
|
2.6K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-242- 2.93% |
$53.8K - $69.8K
|
8.01K
$3.2M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-243- 1.37% |
$54K - $70.1K
|
17.5K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-243- 0.45% |
$54K - $70.1K
|
53.4K
$21.3M
|