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 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-20- 1.51% |
$4.66K - $5.87K
|
1.31K
$669K
|
|
|
Nov 01, 2022
Q3 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-20- 2.07% |
$4.66K - $5.87K
|
944
$483K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-20- 0.71% |
$4.66K - $5.87K
|
2.81K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-20- 0.11% |
$4.66K - $5.87K
|
18.7K
$9.56M
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-20- 0.17% |
$4.66K - $5.87K
|
11.7K
$6M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-21- 0.72% |
$4.89K - $6.16K
|
2.91K
$1.49M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-21- 2.46% |
$4.89K - $6.16K
|
833
$426K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-22- 0.35% |
$5.12K - $6.46K
|
6.33K
$3.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-22- 0.03% |
$5.12K - $6.46K
|
77.8K
$39.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-23- 0.42% |
$5.36K - $6.75K
|
5.46K
$2.79M
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-23- 1.56% |
$5.36K - $6.75K
|
1.45K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.35% |
$5.36K - $6.75K
|
6.52K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-23- 2.0% |
$5.36K - $6.75K
|
1.13K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-23- 0.15% |
$5.36K - $6.75K
|
15K
$7.69M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-24- 0.16% |
$5.59K - $7.04K
|
14.9K
$7.62M
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-24- 1.44% |
$5.59K - $7.04K
|
1.64K
$841K
|
|
|
Oct 05, 2022
Q3 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-25- 0.15% |
$5.82K - $7.34K
|
16.9K
$8.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-25- 0.83% |
$5.82K - $7.34K
|
2.97K
$1.52M
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-25- 0.19% |
$5.82K - $7.34K
|
13.4K
$6.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-25- 3.33% |
$5.82K - $7.34K
|
725
$371K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-25- 0.74% |
$5.82K - $7.34K
|
3.34K
$1.71M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-26- 0.17% |
$6.06K - $7.63K
|
15.4K
$7.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-27- 0.06% |
$6.29K - $7.92K
|
41.9K
$21.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-27- 0.29% |
$6.29K - $7.92K
|
9.27K
$4.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-27- 0.34% |
$6.29K - $7.92K
|
7.9K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-27- 0.04% |
$6.29K - $7.92K
|
62.7K
$32.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-28- 0.5% |
$6.52K - $8.22K
|
5.55K
$2.84M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.15% |
$6.52K - $8.22K
|
19.1K
$9.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-28- 0.01% |
$6.52K - $8.22K
|
272K
$139M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-28- 0.05% |
$6.52K - $8.22K
|
51.8K
$26.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-28- 0.11% |
$6.52K - $8.22K
|
25.7K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-28- 0.67% |
$6.52K - $8.22K
|
4.17K
$2.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
SELL
|
- |
-29- 2.55% |
$6.75K - $8.51K
|
1.11K
$567K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-29- 0.05% |
$6.75K - $8.51K
|
55.8K
$28.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-30- 0.84% |
$6.99K - $8.8K
|
3.54K
$1.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-30- 0.52% |
$6.99K - $8.8K
|
5.76K
$2.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-30- 0.33% |
$6.99K - $8.8K
|
8.99K
$4.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-30- 1.53% |
$6.99K - $8.8K
|
1.93K
$988K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-30- 0.63% |
$6.99K - $8.8K
|
4.72K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-30- 1.03% |
$6.99K - $8.8K
|
2.89K
$1.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-31- 0.2% |
$7.22K - $9.1K
|
15.2K
$7.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-31- 0.03% |
$7.22K - $9.1K
|
115K
$59M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-31- 0.09% |
$7.22K - $9.1K
|
34.4K
$17.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-31- 0.23% |
$7.22K - $9.1K
|
13.2K
$6.75M
|
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-32- 1.14% |
$7.45K - $9.39K
|
2.77K
$1.42M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-33- 0.4% |
$7.69K - $9.68K
|
8.13K
$4.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-33- 1.49% |
$7.69K - $9.68K
|
2.19K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Unio Capital LLC
|
SELL
|
- |
-33- 0.07% |
$7.69K - $9.68K
|
45.4K
$23.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-33- -0.0% |
$7.69K - $9.68K
|
706K
$361M
|
|
|
Nov 15, 2022
Q3 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-33- 3.56% |
$7.69K - $9.68K
|
895
$458K
|