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 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-441- 8.38% |
$98K - $127K
|
4.82K
$1.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-442- 15.0% |
$98.3K - $127K
|
2.5K
$1M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-442- 4.94% |
$98.3K - $127K
|
8.51K
$3.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-444- 2.76% |
$98.7K - $128K
|
15.6K
$6.25M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-447- 4.32% |
$99.4K - $129K
|
9.89K
$3.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-448- 1.56% |
$99.6K - $129K
|
28.2K
$11.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-453- 0.71% |
$101K - $131K
|
63.6K
$25.4M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-453- 3.06% |
$101K - $131K
|
14.3K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-453- 39.46% |
$101K - $131K
|
695
$278K
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-454- 1.61% |
$101K - $131K
|
27.8K
$11.1M
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-456- 18.39% |
$101K - $131K
|
2.02K
$809K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-462- 9.99% |
$103K - $133K
|
4.16K
$1.66M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-466- 0.7% |
$104K - $134K
|
66.4K
$26.5M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-466- 18.49% |
$104K - $134K
|
2.05K
$821K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-467- 3.6% |
$104K - $135K
|
12.5K
$5M
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-469- 8.03% |
$104K - $135K
|
5.37K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-469- 10.69% |
$104K - $135K
|
3.92K
$1.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-470- 3.32% |
$104K - $136K
|
13.7K
$5.48M
|
|
|
May 08, 2023
Q1 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-471- 1.15% |
$105K - $136K
|
40.4K
$16.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-474- 14.72% |
$105K - $137K
|
2.75K
$1.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-475- 0.4% |
$106K - $137K
|
118K
$47.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-476- 35.08% |
$106K - $137K
|
881
$352K
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-482- 3.14% |
$107K - $139K
|
14.9K
$5.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-487- 2.12% |
$108K - $140K
|
22.5K
$9M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-488- 5.68% |
$108K - $141K
|
8.11K
$3.24M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-488- 0.28% |
$108K - $141K
|
172K
$68.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-489- 1.25% |
$109K - $141K
|
38.6K
$15.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-491- 2.69% |
$109K - $142K
|
17.8K
$7.1M
|
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-491- 0.85% |
$109K - $142K
|
57.4K
$22.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-492- 0.7% |
$109K - $142K
|
69.6K
$27.8M
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-495- 1.61% |
$110K - $143K
|
30.3K
$12.1M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-496- 5.75% |
$110K - $143K
|
8.13K
$3.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-497- 2.95% |
$110K - $143K
|
16.4K
$6.54M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-498- 1.17% |
$111K - $144K
|
41.9K
$16.7M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-499- 2.58% |
$111K - $144K
|
18.9K
$7.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-500- 1.58% |
$111K - $144K
|
31.1K
$12.5M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-500- 4.17% |
$111K - $144K
|
11.5K
$4.6M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-500- 0.5% |
$111K - $144K
|
98.5K
$39.4M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-501- 1.0% |
$111K - $144K
|
49.7K
$19.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-503- 0.87% |
$112K - $145K
|
57.5K
$23M
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-505- 0.65% |
$112K - $146K
|
77K
$30.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-506- 6.3% |
$112K - $146K
|
7.53K
$3.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-509- 8.05% |
$113K - $147K
|
5.82K
$2.32M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-510- 3.68% |
$113K - $147K
|
13.3K
$5.33M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-511- 0.97% |
$114K - $147K
|
52.2K
$20.9M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-512- 16.52% |
$114K - $148K
|
2.59K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-512- 5.86% |
$114K - $148K
|
8.23K
$3.29M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-514- 1.34% |
$114K - $148K
|
37.9K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-514- 1.34% |
$114K - $148K
|
37.8K
$15.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-516- 9.5% |
$115K - $149K
|
4.92K
$1.97M
|