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 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.47K- 2.34% |
$548K - $711K
|
103K
$40.9M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.47K- 25.56% |
$550K - $713K
|
7.2K
$2.86M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.48K- 2.53% |
$552K - $716K
|
95.7K
$38.1M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 2.23% |
$556K - $720K
|
110K
$43.7M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.5K- 49.78% |
$556K - $721K
|
2.52K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.51K- 5.81% |
$558K - $724K
|
40.8K
$16.2M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-2.52K- 2.38% |
$559K - $725K
|
103K
$41.1M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.52K- 5.3% |
$560K - $727K
|
45.1K
$17.9M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.52K- 12.7% |
$561K - $728K
|
17.3K
$6.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-2.54K- 17.3% |
$564K - $731K
|
12.1K
$4.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.54K- 12.12% |
$564K - $732K
|
18.4K
$7.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2.56K- 17.63% |
$568K - $737K
|
11.9K
$4.75M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.58K- 3.69% |
$573K - $743K
|
67.3K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.58K- 10.58% |
$573K - $744K
|
21.8K
$8.68M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-2.58K- 1.21% |
$574K - $744K
|
210K
$83.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.6K- 11.59% |
$578K - $750K
|
19.8K
$7.89M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.6K- 6.72% |
$579K - $750K
|
36.1K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.62K- 1.52% |
$581K - $754K
|
169K
$67.3M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.63K- 1.64% |
$584K - $757K
|
157K
$62.5M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.64K- 5.88% |
$587K - $761K
|
42.3K
$16.8M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.64K- 5.88% |
$587K - $761K
|
42.3K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.65K- 4.59% |
$590K - $765K
|
55.1K
$21.9M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.66K- 12.1% |
$592K - $767K
|
19.3K
$7.69M
|
|
|
May 12, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-2.68K- 3.28% |
$596K - $772K
|
79K
$31.4M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-2.69K- 9.67% |
$597K - $774K
|
25.1K
$9.98M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.69K- 16.95% |
$598K - $775K
|
13.2K
$5.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.69K- 1.97% |
$599K - $776K
|
134K
$53.2M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.69K- 1.11% |
$599K - $777K
|
239K
$95.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.7K- 40.48% |
$599K - $777K
|
3.96K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
SELL
|
- |
-2.7K- 45.0% |
$600K - $778K
|
3.3K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.7K- 6.03% |
$601K - $779K
|
42.1K
$16.7M
|
|
|
May 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-2.71K- 3.42% |
$601K - $780K
|
76.3K
$30.4M
|
|
|
May 15, 2023
Q1 2023
|
Prospect Capital Advisors, LLC
Sausalito, CA |
SELL
|
- |
-2.71K- 7.6% |
$601K - $780K
|
32.9K
$13.1M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.73K- 0.76% |
$606K - $786K
|
358K
$142M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.73K- 1.48% |
$607K - $787K
|
182K
$72.2M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.73K- 2.31% |
$607K - $788K
|
116K
$46M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.75K- 0.82% |
$611K - $793K
|
333K
$132M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.75K- 6.82% |
$612K - $794K
|
37.6K
$15M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.78K- 1.19% |
$618K - $801K
|
230K
$91.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-2.78K- 23.61% |
$619K - $802K
|
9.01K
$3.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-2.8K- 2.08% |
$622K - $807K
|
132K
$52.3M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.82K- 13.41% |
$627K - $813K
|
18.2K
$7.24M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.85K- 6.96% |
$633K - $821K
|
38.1K
$15.1M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.87K- 5.8% |
$638K - $827K
|
46.5K
$18.5M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.88K- 14.9% |
$641K - $831K
|
16.5K
$6.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.89K- 3.03% |
$642K - $832K
|
92.4K
$36.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.9K- 73.08% |
$644K - $836K
|
1.07K
$425K
|
|
|
May 05, 2023
Q1 2023
|
Crystal Rock Capital Management
|
SELL
|
- |
-2.9K- 22.1% |
$645K - $836K
|
10.2K
$4.07M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.9K- 16.9% |
$646K - $837K
|
14.3K
$5.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.91K- 8.09% |
$647K - $839K
|
33.1K
$13.2M
|