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 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-848- 0.44% |
$197K - $249K
|
190K
$95.8M
|
|
Oct 03, 2022
Q3 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-850- 0.94% |
$198K - $249K
|
89.5K
$45M
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-852- 5.83% |
$198K - $250K
|
13.8K
$6.92M
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-853- 20.31% |
$199K - $250K
|
3.35K
$1.68M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-854- 4.87% |
$199K - $251K
|
16.7K
$8.39M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-854- 0.15% |
$199K - $251K
|
564K
$284M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-855- 0.99% |
$199K - $251K
|
85.4K
$43M
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-870- 0.63% |
$203K - $255K
|
137K
$68.8M
|
|
Nov 07, 2022
Q3 2022
|
Cryder Capital Partners LLP
|
SELL
|
- |
-870- 0.1% |
$203K - $255K
|
880K
$443M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-873- 1.1% |
$203K - $256K
|
78.8K
$39.6M
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-874- 2.53% |
$204K - $256K
|
33.7K
$17M
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-876- 2.03% |
$204K - $257K
|
42.3K
$21.3M
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-876- 0.42% |
$204K - $257K
|
208K
$105M
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-880- 10.18% |
$205K - $258K
|
7.76K
$3.9M
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-882- 14.98% |
$205K - $259K
|
5K
$2.52M
|
|
Nov 04, 2022
Q3 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-882- 1.46% |
$205K - $259K
|
59.6K
$30M
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-883- 0.65% |
$206K - $259K
|
136K
$68.3M
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-883- 1.25% |
$206K - $259K
|
70K
$35.2M
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-884- 7.73% |
$206K - $259K
|
10.6K
$5.31M
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-889- 0.82% |
$207K - $261K
|
108K
$54.4M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-890- 6.41% |
$207K - $261K
|
13K
$6.54M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-891- 1.34% |
$208K - $261K
|
65.5K
$32.9M
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-892- 0.42% |
$208K - $262K
|
210K
$105M
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-896- 39.13% |
$209K - $263K
|
1.39K
$701K
|
|
Nov 04, 2022
Q3 2022
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-896- 2.01% |
$209K - $263K
|
43.7K
$22M
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-899- 3.26% |
$209K - $264K
|
26.6K
$13.4M
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-900- 2.85% |
$210K - $264K
|
30.7K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-900- 0.12% |
$210K - $264K
|
750K
$377M
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-906- 2.2% |
$211K - $266K
|
40.3K
$20.3M
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-907- 7.22% |
$211K - $266K
|
11.6K
$5.86M
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-909- 2.56% |
$212K - $267K
|
34.6K
$17.4M
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-914- 0.47% |
$213K - $268K
|
193K
$97.2M
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-921- 2.79% |
$215K - $270K
|
32.1K
$16.1M
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-922- 19.84% |
$215K - $271K
|
3.73K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-922- 2.64% |
$215K - $271K
|
34K
$17.1M
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-923- 0.59% |
$215K - $271K
|
156K
$78.3M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-923- 0.95% |
$215K - $271K
|
96.2K
$48.4M
|
|
Nov 14, 2022
Q3 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-925- 5.21% |
$215K - $271K
|
16.8K
$8.47M
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-926- 11.13% |
$216K - $272K
|
7.39K
$3.72M
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-927- 55.94% |
$216K - $272K
|
730
$367K
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-927- 1.29% |
$216K - $272K
|
71.1K
$35.8M
|
|
Nov 04, 2022
Q3 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-928- 5.16% |
$216K - $272K
|
17.1K
$8.58M
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-934- 0.77% |
$218K - $274K
|
121K
$60.8M
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-937- 0.26% |
$218K - $275K
|
358K
$180M
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-943- 0.85% |
$220K - $277K
|
110K
$55.4M
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-944- 0.27% |
$220K - $277K
|
348K
$175M
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-947- 27.07% |
$221K - $278K
|
2.55K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-948- 1.48% |
$221K - $278K
|
63.3K
$31.8M
|
|
Oct 12, 2022
Q3 2022
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-950- 1.9% |
$221K - $279K
|
49.1K
$24.7M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-951- 2.66% |
$221K - $279K
|
34.8K
$17.5M
|