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 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-4.79K- 1.51% |
$1.06M - $1.38M
|
312K
$124M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.8K- 2.28% |
$1.07M - $1.38M
|
205K
$81.7M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4.82K- 8.3% |
$1.07M - $1.39M
|
53.3K
$21.2M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-4.83K- 6.48% |
$1.07M - $1.39M
|
69.6K
$27.7M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4.84K- 18.22% |
$1.07M - $1.39M
|
21.7K
$8.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.86K- 7.49% |
$1.08M - $1.4M
|
60K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-4.87K- 0.69% |
$1.08M - $1.4M
|
699K
$278M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.88K- 2.98% |
$1.08M - $1.41M
|
159K
$63.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.88K- 23.1% |
$1.09M - $1.41M
|
16.3K
$6.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.95K- 10.11% |
$1.1M - $1.43M
|
44K
$17.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-5K- 2.5% |
$1.11M - $1.44M
|
195K
$77.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Eulav Asset Management
|
SELL
|
- |
-5K- 8.2% |
$1.11M - $1.44M
|
56K
$22.3M
|
|
|
May 15, 2023
Q1 2023
|
Archon Partners LLC
Princeton Junction, NJ |
SELL
|
- |
-5K- 4.67% |
$1.11M - $1.44M
|
102K
$40.6M
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-5.01K- 12.04% |
$1.11M - $1.44M
|
36.6K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-5.03K- 2.43% |
$1.12M - $1.45M
|
202K
$80.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-5.04K- 75.86% |
$1.12M - $1.45M
|
1.6K
$638K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.06K- 2.56% |
$1.12M - $1.46M
|
192K
$76.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.07K- 8.06% |
$1.13M - $1.46M
|
57.9K
$23M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-5.08K- 5.39% |
$1.13M - $1.46M
|
89.1K
$35.5M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5.08K- 0.99% |
$1.13M - $1.47M
|
507K
$202M
|
|
|
May 12, 2023
Q1 2023
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-5.12K- 10.36% |
$1.14M - $1.48M
|
44.3K
$17.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.15K- 0.88% |
$1.15M - $1.49M
|
583K
$232M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.16K- 12.74% |
$1.15M - $1.49M
|
35.3K
$14.1M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-5.24KClosed |
$1.16M - $1.51M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-5.25K- 26.45% |
$1.17M - $1.51M
|
14.6K
$5.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-5.26K- 5.04% |
$1.17M - $1.52M
|
99.1K
$39.4M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-5.26K- 2.52% |
$1.17M - $1.52M
|
203K
$80.9M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-5.26K- 4.99% |
$1.17M - $1.52M
|
100K
$39.9M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-5.26K- 6.58% |
$1.17M - $1.52M
|
74.8K
$29.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.28K- 7.3% |
$1.17M - $1.52M
|
67K
$26.7M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.28K- 0.86% |
$1.17M - $1.52M
|
612K
$243M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-5.29K- 15.86% |
$1.18M - $1.53M
|
28.1K
$11.2M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5.31K- 2.17% |
$1.18M - $1.53M
|
240K
$95.4M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-5.32K- 2.01% |
$1.18M - $1.53M
|
259K
$103M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.33K- 6.45% |
$1.18M - $1.54M
|
77.3K
$30.8M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.35K- 1.94% |
$1.19M - $1.54M
|
270K
$108M
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-5.37K- 5.06% |
$1.19M - $1.55M
|
101K
$40.1M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.38K- 23.7% |
$1.2M - $1.55M
|
17.3K
$6.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-5.44K- 26.23% |
$1.21M - $1.57M
|
15.3K
$6.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.44K- 25.58% |
$1.21M - $1.57M
|
15.8K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.48K- 8.0% |
$1.22M - $1.58M
|
63K
$25.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5.48K- 53.22% |
$1.22M - $1.58M
|
4.82K
$1.92M
|
|
|
Jan 17, 2024
Q1 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-5.5K- 2.19% |
$1.22M - $1.59M
|
246K
$97.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.52K- 2.0% |
$1.23M - $1.59M
|
271K
$108M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
SELL
|
- |
-5.56K- 13.15% |
$1.24M - $1.6M
|
36.7K
$14.6M
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-5.58K- 9.16% |
$1.24M - $1.61M
|
55.3K
$22M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.58K- 18.75% |
$1.24M - $1.61M
|
24.2K
$9.63M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.64K- 25.07% |
$1.25M - $1.62M
|
16.8K
$6.7M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.81K- 31.91% |
$1.29M - $1.67M
|
12.4K
$4.93M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-5.82K- 3.99% |
$1.29M - $1.68M
|
140K
$55.7M
|