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 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-99- 3.53% |
$23.1K - $29.1K
|
2.7K
$1.38M
|
|
Oct 26, 2022
Q3 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-99- 3.44% |
$23.1K - $29.1K
|
2.78K
$1.42M
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-100- 1.92% |
$23.3K - $29.3K
|
5.12K
$2.62M
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-100- 1.44% |
$23.3K - $29.3K
|
6.85K
$3.5M
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-100- 5.4% |
$23.3K - $29.3K
|
1.75K
$896K
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-100- 0.75% |
$23.3K - $29.3K
|
13.3K
$6.8M
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-100- 9.29% |
$23.3K - $29.3K
|
977
$500K
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-101- 1.05% |
$23.5K - $29.6K
|
9.55K
$4.89M
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
SELL
|
- |
-102- 0.22% |
$23.8K - $29.9K
|
46.1K
$23.6M
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
SELL
|
- |
-103- 4.04% |
$24K - $30.2K
|
2.45K
$1.25M
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-103- 2.28% |
$24K - $30.2K
|
4.42K
$2.26M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-104- 0.21% |
$24.2K - $30.5K
|
49.4K
$25.3M
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
SELL
|
- |
-104- 0.65% |
$24.2K - $30.5K
|
15.9K
$8.12M
|
|
Nov 13, 2023
Q3 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-105- 0.64% |
$24.5K - $30.8K
|
16.2K
$8.29M
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-107- 2.18% |
$24.9K - $31.4K
|
4.8K
$2.46M
|
|
Nov 10, 2022
Q3 2022
|
Ruffer LLP
|
SELL
|
- |
-107- 9.4% |
$24.9K - $31.4K
|
1.03K
$528K
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-107- 5.55% |
$24.9K - $31.4K
|
1.82K
$932K
|
|
May 19, 2025
Q3 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-107- 5.4% |
$24.9K - $31.4K
|
1.87K
$958K
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-108- 2.03% |
$25.2K - $31.7K
|
5.22K
$2.67M
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-108- 0.42% |
$25.2K - $31.7K
|
25.4K
$13M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-109- 0.29% |
$25.4K - $32K
|
37.2K
$19M
|
|
Oct 11, 2022
Q3 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-110- 0.75% |
$25.6K - $32.3K
|
14.5K
$7.42M
|
|
Oct 27, 2022
Q3 2022
|
M. Kraus & CO
|
SELL
|
- |
-110- 0.14% |
$25.6K - $32.3K
|
78.3K
$40.1M
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-110- 3.36% |
$25.6K - $32.3K
|
3.17K
$1.62M
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-111- 0.28% |
$25.9K - $32.6K
|
40.1K
$20.5M
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-113- 0.23% |
$26.3K - $33.2K
|
49.1K
$25.1M
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-113- 0.15% |
$26.3K - $33.2K
|
75.9K
$38.9M
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-113- 4.22% |
$26.3K - $33.2K
|
2.57K
$1.31M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-114- 0.78% |
$26.6K - $33.5K
|
14.4K
$7.39M
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-114- 0.58% |
$26.6K - $33.5K
|
19.5K
$9.98M
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-115- 0.39% |
$26.8K - $33.7K
|
29.4K
$15M
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-115- 0.18% |
$26.8K - $33.7K
|
62.7K
$32.1M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-115- 0.52% |
$26.8K - $33.7K
|
22.2K
$11.3M
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-117- 0.18% |
$27.2K - $34.3K
|
63.7K
$32.6M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-117- 1.39% |
$27.2K - $34.3K
|
8.28K
$4.23M
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-118- 2.97% |
$27.5K - $34.6K
|
3.85K
$1.97M
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-119- 0.78% |
$27.7K - $34.9K
|
15.1K
$7.7M
|
|
Oct 18, 2022
Q3 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-120- 5.76% |
$27.9K - $35.2K
|
1.97K
$1.01M
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-121- 1.32% |
$28.2K - $35.5K
|
9.05K
$4.63M
|
|
Oct 21, 2022
Q3 2022
|
Ht Partners LLC
|
SELL
|
- |
-121- 1.28% |
$28.2K - $35.5K
|
9.37K
$4.79M
|
|
Nov 14, 2022
Q3 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-121- 0.26% |
$28.2K - $35.5K
|
46K
$23.5M
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-121- 1.23% |
$28.2K - $35.5K
|
9.74K
$4.98M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-122- 1.21% |
$28.4K - $35.8K
|
9.92K
$5.08M
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-123- 2.61% |
$28.6K - $36.1K
|
4.59K
$2.35M
|
|
Nov 01, 2022
Q3 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-125- 1.84% |
$29.1K - $36.7K
|
6.66K
$3.41M
|
|
Nov 14, 2022
Q3 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-125- 0.7% |
$29.1K - $36.7K
|
17.7K
$9.07M
|
|
Nov 14, 2022
Q3 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-125- 1.97% |
$29.1K - $36.7K
|
6.23K
$3.19M
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
SELL
|
- |
-126- 0.9% |
$29.3K - $37K
|
13.9K
$7.12M
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-126- 2.63% |
$29.3K - $37K
|
4.67K
$2.39M
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-128- 0.45% |
$29.8K - $37.6K
|
28.4K
$14.5M
|