Purchases and Sales Made in Q3 2022 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-9- 0.1% |
$2.1K - $2.64K
|
9.13K
$4.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-9- 0.87% |
$2.1K - $2.64K
|
1.02K
$523K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 0.02% |
$2.1K - $2.64K
|
47.9K
$24.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-10- 1.02% |
$2.33K - $2.93K
|
971
$497K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-10- 0.49% |
$2.33K - $2.93K
|
2.03K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-10- 0.01% |
$2.33K - $2.93K
|
84.5K
$43.3M
|
|
|
May 05, 2025
Q3 2022
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-10- 0.76% |
$2.33K - $2.93K
|
1.31K
$668K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-11- 3.23% |
$2.56K - $3.23K
|
330
$169K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-11- 0.33% |
$2.56K - $3.23K
|
3.36K
$1.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-11- 0.04% |
$2.56K - $3.23K
|
27.9K
$14.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
SELL
|
- |
-11- 0.47% |
$2.56K - $3.23K
|
2.31K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11- 0.23% |
$2.56K - $3.23K
|
4.71K
$2.41M
|
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-11- 0.54% |
$2.56K - $3.23K
|
2.04K
$1.04M
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-11- 0.12% |
$2.56K - $3.23K
|
9.3K
$4.76M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.23% |
$2.79K - $3.52K
|
5.24K
$2.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-12- 1.2% |
$2.79K - $3.52K
|
992
$508K
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-12- 0.76% |
$2.79K - $3.52K
|
1.57K
$805K
|
|
|
Nov 01, 2022
Q3 2022
|
Cortland Associates Inc
|
SELL
|
- |
-13- 0.2% |
$3.03K - $3.82K
|
6.48K
$3.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-13- 0.4% |
$3.03K - $3.82K
|
3.24K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-13- 0.07% |
$3.03K - $3.82K
|
17.7K
$9.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-13- 0.08% |
$3.03K - $3.82K
|
16.1K
$8.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
SELL
|
- |
-14- 0.05% |
$3.26K - $4.11K
|
28.3K
$14.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-14- 0.19% |
$3.26K - $4.11K
|
7.29K
$3.73M
|
|
|
Oct 11, 2022
Q3 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-15- 0.04% |
$3.49K - $4.4K
|
41.2K
$21.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Fruth Investment Management
|
SELL
|
- |
-15- 0.07% |
$3.49K - $4.4K
|
22.8K
$11.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-15- 0.05% |
$3.49K - $4.4K
|
30.8K
$15.8M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-15- 0.09% |
$3.49K - $4.4K
|
17.5K
$8.97M
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
SELL
|
- |
-16- 0.07% |
$3.73K - $4.7K
|
23.1K
$11.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.25% |
$3.73K - $4.7K
|
6.51K
$3.33M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-16- 30.19% |
$3.73K - $4.7K
|
37
$18.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-16- 19.28% |
$3.73K - $4.7K
|
67
$34.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-16- 0.09% |
$3.73K - $4.7K
|
16.9K
$8.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-17- 0.24% |
$3.96K - $4.99K
|
7.18K
$3.67M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-17- 0.67% |
$3.96K - $4.99K
|
2.53K
$1.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-17- 0.49% |
$3.96K - $4.99K
|
3.47K
$1.78M
|
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-17- 0.08% |
$3.96K - $4.99K
|
21.4K
$11M
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-17- 0.4% |
$3.96K - $4.99K
|
4.19K
$2.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-17- 0.01% |
$3.96K - $4.99K
|
255K
$131M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-17- 0.09% |
$3.96K - $4.99K
|
18.5K
$9.45M
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-18- 0.55% |
$4.19K - $5.28K
|
3.27K
$1.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-18- 0.29% |
$4.19K - $5.28K
|
6.21K
$3.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-18- 1.67% |
$4.19K - $5.28K
|
1.06K
$544K
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-18- 1.67% |
$4.19K - $5.28K
|
1.06K
$543K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-18- 0.19% |
$4.19K - $5.28K
|
9.29K
$4.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-18- 0.08% |
$4.19K - $5.28K
|
23.7K
$12.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-19- 0.45% |
$4.43K - $5.58K
|
4.18K
$2.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-19- 0.1% |
$4.43K - $5.58K
|
18.9K
$9.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Palladiem, LLC
|
SELL
|
- |
-19- 0.57% |
$4.43K - $5.58K
|
3.3K
$1.69M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-19- 1.0% |
$4.43K - $5.58K
|
1.89K
$967K
|
|
|
Oct 13, 2022
Q3 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-20- 0.19% |
$4.66K - $5.87K
|
10.5K
$5.39M
|