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 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.11K- 15.92% |
$468K - $607K
|
11.1K
$4.44M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.13K- 1.23% |
$473K - $614K
|
171K
$68.4M
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.14K- 3.48% |
$475K - $616K
|
59.2K
$23.7M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.14K- 0.64% |
$475K - $616K
|
334K
$134M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.16K- 6.18% |
$479K - $621K
|
32.7K
$13.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-2.18K- 10.61% |
$485K - $629K
|
18.4K
$7.35M
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.18K- 0.34% |
$485K - $629K
|
648K
$259M
|
|
|
May 01, 2023
Q1 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-2.19K- 1.01% |
$487K - $631K
|
215K
$85.8M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.2K- 7.8% |
$488K - $633K
|
26K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-2.2K- 5.44% |
$489K - $634K
|
38.2K
$15.3M
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.2K- 27.8% |
$489K - $634K
|
5.71K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-2.2K- 16.24% |
$489K - $634K
|
11.4K
$4.54M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.21K- 2.32% |
$491K - $636K
|
93.1K
$37.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-2.21K- 5.47% |
$492K - $638K
|
38.3K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.22K- 13.98% |
$493K - $639K
|
13.6K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.23K- 5.61% |
$496K - $644K
|
37.6K
$15M
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-2.24K- 7.76% |
$497K - $644K
|
26.6K
$10.6M
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-2.24K- 1.07% |
$498K - $646K
|
208K
$83M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-2.24K- 5.99% |
$499K - $647K
|
35.2K
$14.1M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.25K- 4.74% |
$500K - $648K
|
45.2K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.25K- 23.29% |
$500K - $648K
|
7.41K
$2.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.25K- 20.54% |
$500K - $649K
|
8.71K
$3.48M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.26K- 2.09% |
$503K - $653K
|
106K
$42.3M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.26K- 9.83% |
$503K - $653K
|
20.8K
$8.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-2.27K- 4.63% |
$505K - $654K
|
46.7K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.27K- 2.96% |
$505K - $655K
|
74.6K
$29.8M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-2.28K- 40.53% |
$508K - $658K
|
3.35K
$1.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.29K- 3.66% |
$510K - $661K
|
60.3K
$24.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.3K- 50.0% |
$511K - $662K
|
2.3K
$918K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2.3K- 2.24% |
$511K - $663K
|
100K
$40.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.31K- 3.59% |
$513K - $665K
|
62K
$24.8M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.31K- 5.83% |
$513K - $665K
|
37.3K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.32K- 14.05% |
$515K - $668K
|
14.2K
$5.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.33K- 2.03% |
$519K - $673K
|
113K
$45.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-2.36K- 2.53% |
$524K - $680K
|
91K
$36.4M
|
|
|
May 15, 2023
Q1 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.37K- 23.16% |
$526K - $683K
|
7.86K
$3.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.39K- 6.48% |
$530K - $688K
|
34.4K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.39K- 50.46% |
$532K - $689K
|
2.35K
$938K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.4K- 5.52% |
$533K - $692K
|
41K
$16.4M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.4K- 0.9% |
$533K - $692K
|
265K
$106M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.41K- 16.77% |
$536K - $695K
|
12K
$4.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-2.42K- 0.74% |
$537K - $696K
|
324K
$129M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.42K- 9.34% |
$538K - $697K
|
23.5K
$9.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-2.43K- 5.87% |
$539K - $699K
|
38.9K
$15.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.43K- 35.27% |
$539K - $699K
|
4.45K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.43K- 1.44% |
$539K - $699K
|
166K
$66.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.43K- 0.58% |
$541K - $701K
|
418K
$167M
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.44K- 12.45% |
$542K - $703K
|
17.1K
$6.85M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.44K- 6.69% |
$542K - $703K
|
34K
$13.6M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.46K- 3.55% |
$548K - $710K
|
67K
$26.8M
|