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 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.54K- 6.73% |
$342K - $443K
|
21.3K
$8.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.54K- 6.55% |
$343K - $444K
|
22K
$8.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.55K- 32.63% |
$345K - $447K
|
3.2K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.55K- 1.07% |
$345K - $448K
|
144K
$57.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.56K- 3.13% |
$346K - $448K
|
48.1K
$19.2M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.58K- 15.22% |
$351K - $455K
|
8.79K
$3.51M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.59K- 8.23% |
$353K - $458K
|
17.7K
$7.07M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 17.78% |
$353K - $458K
|
7.35K
$2.94M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.59K- 0.94% |
$354K - $459K
|
167K
$66.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 0.81% |
$354K - $459K
|
196K
$78.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.59K- 21.12% |
$354K - $459K
|
5.95K
$2.38M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.59K- 1.23% |
$354K - $460K
|
128K
$51.2M
|
|
|
May 15, 2023
Q1 2023
|
Dalton Investments LLC
|
SELL
|
- |
-1.6K- 18.82% |
$356K - $461K
|
6.9K
$2.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.6K- 1.14% |
$356K - $462K
|
139K
$55.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 15.14% |
$357K - $463K
|
9.01K
$3.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-1.62K- 38.49% |
$360K - $467K
|
2.59K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.62K- 1.79% |
$361K - $468K
|
89.2K
$35.7M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.63K- 6.95% |
$361K - $468K
|
21.8K
$8.7M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.63K- 2.98% |
$363K - $470K
|
53K
$21.2M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.64K- 2.19% |
$365K - $473K
|
73.3K
$29.3M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-1.65K- 11.9% |
$366K - $475K
|
12.2K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 3.14% |
$367K - $477K
|
50.9K
$20.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.67K- 0.75% |
$372K - $482K
|
223K
$89M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.68K- 2.84% |
$373K - $483K
|
57.3K
$22.9M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.68K- 2.61% |
$373K - $483K
|
62.7K
$25.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.68K- 2.48% |
$374K - $485K
|
66.1K
$26.4M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.69K- 24.97% |
$375K - $486K
|
5.07K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.7K- 2.74% |
$377K - $489K
|
60.3K
$24.1M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.7K- 1.95% |
$378K - $491K
|
85.6K
$34.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.71K- 2.22% |
$379K - $492K
|
75.1K
$30M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.74K- 8.38% |
$387K - $503K
|
19K
$7.61M
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.75K- 3.19% |
$389K - $504K
|
53.2K
$21.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.75K- 13.1% |
$390K - $506K
|
11.6K
$4.65M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.76K- 5.14% |
$390K - $506K
|
32.4K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.76K- 0.96% |
$391K - $507K
|
182K
$72.8M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.76K- 3.89% |
$391K - $507K
|
43.4K
$17.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-1.76K- 3.27% |
$391K - $508K
|
52K
$20.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.77K- 0.7% |
$394K - $511K
|
253K
$101M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.77K- 7.5% |
$394K - $511K
|
21.9K
$8.74M
|
|
|
May 12, 2023
Q1 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-1.78K- 0.75% |
$397K - $514K
|
237K
$94.8M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.79K- 2.89% |
$397K - $515K
|
60.1K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.79K- 0.21% |
$398K - $516K
|
866K
$346M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.79K- 1.95% |
$399K - $517K
|
90.2K
$36M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.79K- 9.92% |
$399K - $517K
|
16.3K
$6.52M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.8K- 0.52% |
$400K - $519K
|
343K
$137M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.8K- 0.94% |
$400K - $519K
|
190K
$76M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.81K- 26.86% |
$401K - $520K
|
4.92K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-1.81K- 26.4% |
$401K - $521K
|
5.04K
$2.01M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.81K- 2.93% |
$402K - $522K
|
60K
$24M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.81K- 43.31% |
$403K - $522K
|
2.37K
$947K
|