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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-389- 2.02% |
$86.5K - $112K
|
18.8K
$7.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-389- 1.66% |
$86.5K - $112K
|
23K
$9.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-390- 3.71% |
$86.7K - $112K
|
10.1K
$4.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-390- 4.26% |
$86.7K - $112K
|
8.76K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-390- 4.64% |
$86.7K - $112K
|
8.02K
$3.21M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-390- 7.6% |
$86.7K - $112K
|
4.74K
$1.9M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-392- 44.95% |
$87.1K - $113K
|
480
$192K
|
|
|
Apr 14, 2023
Q1 2023
|
Milestone Resources Group LTD
|
SELL
|
- |
-394- 0.07% |
$87.6K - $114K
|
560K
$224M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-398- 26.91% |
$88.5K - $115K
|
1.08K
$432K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-400- 5.9% |
$88.9K - $115K
|
6.38K
$2.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-401- 3.1% |
$89.1K - $116K
|
12.5K
$5.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-404- 1.19% |
$89.8K - $116K
|
33.7K
$13.5M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-404- 0.89% |
$89.8K - $116K
|
45.2K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-405- 29.2% |
$90K - $117K
|
982
$393K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-405- 0.59% |
$90K - $117K
|
67.7K
$27.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-405- 0.78% |
$90K - $117K
|
51.9K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-405- 5.9% |
$90K - $117K
|
6.46K
$2.58M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-407- 0.97% |
$90.5K - $117K
|
41.7K
$16.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-410- 1.06% |
$91.1K - $118K
|
38.4K
$15.3M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-412- 11.1% |
$91.6K - $119K
|
3.3K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-415- 1.75% |
$92.3K - $120K
|
23.3K
$9.33M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-417- 9.6% |
$92.7K - $120K
|
3.93K
$1.57M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-417- 0.15% |
$92.7K - $120K
|
280K
$112M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-421- 6.55% |
$93.6K - $121K
|
6K
$2.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-421- 16.3% |
$93.6K - $121K
|
2.16K
$864K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-422- 2.73% |
$93.8K - $122K
|
15.1K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-423- 2.97% |
$94K - $122K
|
13.8K
$5.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-424- 0.92% |
$94.3K - $122K
|
45.9K
$18.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-424- 3.19% |
$94.3K - $122K
|
12.9K
$5.14M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-424- 8.39% |
$94.3K - $122K
|
4.63K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-424- 1.17% |
$94.3K - $122K
|
35.9K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-424- 2.45% |
$94.3K - $122K
|
16.9K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-424- 0.99% |
$94.3K - $122K
|
42.4K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-425- 3.56% |
$94.5K - $123K
|
11.5K
$4.6M
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-426- 0.72% |
$94.7K - $123K
|
59.1K
$23.6M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-428- 14.63% |
$95.1K - $123K
|
2.5K
$998K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-430- 3.51% |
$95.6K - $124K
|
11.8K
$4.73M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-431- 5.42% |
$95.8K - $124K
|
7.51K
$3M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-431- 3.1% |
$95.8K - $124K
|
13.5K
$5.39M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-432- 1.13% |
$96K - $125K
|
38K
$15.2M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-434- 19.7% |
$96.5K - $125K
|
1.77K
$707K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-434- 0.4% |
$96.5K - $125K
|
107K
$42.9M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-434- 2.51% |
$96.5K - $125K
|
16.9K
$6.75M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-436- 1.88% |
$96.9K - $126K
|
22.8K
$9.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-437- 3.01% |
$97.1K - $126K
|
14.1K
$5.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-437- 1.67% |
$97.1K - $126K
|
25.7K
$10.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-438- 4.48% |
$97.4K - $126K
|
9.35K
$3.74M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-440- 0.76% |
$97.8K - $127K
|
57.5K
$23M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-441- 13.45% |
$98K - $127K
|
2.84K
$1.13M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-441- 8.47% |
$98K - $127K
|
4.77K
$1.91M
|