Purchases and Sales Made in Q4 2022 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-6- 0.14% |
$1.29K - $1.54K
|
4.29K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.97% |
$1.29K - $1.54K
|
614
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6- 0.12% |
$1.29K - $1.54K
|
5.12K
$2.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-7- 0.27% |
$1.5K - $1.8K
|
2.54K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-7- 0.4% |
$1.5K - $1.8K
|
1.75K
$714K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-7- 0.7% |
$1.5K - $1.8K
|
994
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7- 0.15% |
$1.5K - $1.8K
|
4.66K
$1.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-8- 0.15% |
$1.71K - $2.06K
|
5.24K
$2.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-8- 0.82% |
$1.71K - $2.06K
|
969
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-8- 0.24% |
$1.71K - $2.06K
|
3.39K
$1.39M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-8- 0.1% |
$1.71K - $2.06K
|
8.15K
$3.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-9- 0.02% |
$1.93K - $2.31K
|
43.2K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-9- 0.47% |
$1.93K - $2.31K
|
1.9K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-9- 0.35% |
$1.93K - $2.31K
|
2.56K
$1.05M
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-10- 0.55% |
$2.14K - $2.57K
|
1.81K
$741K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-10- 0.09% |
$2.14K - $2.57K
|
11K
$4.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-10- 0.12% |
$2.14K - $2.57K
|
8.67K
$3.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-10- 0.19% |
$2.14K - $2.57K
|
5.3K
$2.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-10- 0.49% |
$2.14K - $2.57K
|
2.04K
$834K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-10- 1.16% |
$2.14K - $2.57K
|
852
$349K
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-10- 0.06% |
$2.14K - $2.57K
|
16K
$6.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-10- 0.04% |
$2.14K - $2.57K
|
22.4K
$9.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-10- 0.54% |
$2.14K - $2.57K
|
1.83K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-10- 0.49% |
$2.14K - $2.57K
|
2.03K
$830K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.06% |
$2.14K - $2.57K
|
15.9K
$6.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-11- 0.17% |
$2.36K - $2.83K
|
6.6K
$2.7M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-11- 0.05% |
$2.36K - $2.83K
|
21.4K
$8.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-11- 1.51% |
$2.36K - $2.83K
|
719
$294K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-11- 0.07% |
$2.36K - $2.83K
|
15K
$6.14M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-12- 0.1% |
$2.57K - $3.09K
|
12.5K
$5.1M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12- 0.03% |
$2.57K - $3.09K
|
42.1K
$17.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-12- 0.05% |
$2.57K - $3.09K
|
24.4K
$9.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-12- 0.03% |
$2.57K - $3.09K
|
44.4K
$18.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-13- 0.12% |
$2.79K - $3.34K
|
10.5K
$4.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-13- 0.46% |
$2.79K - $3.34K
|
2.78K
$1.14M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-13- 0.07% |
$2.79K - $3.34K
|
17.5K
$7.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-13- 0.13% |
$2.79K - $3.34K
|
9.91K
$4.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-13- 0.13% |
$2.79K - $3.34K
|
9.78K
$4M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-13- 1.51% |
$2.79K - $3.34K
|
850
$348K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-14- 0.07% |
$3K - $3.6K
|
19.4K
$7.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-15- 0.07% |
$3.21K - $3.86K
|
20.1K
$8.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-16- 0.73% |
$3.43K - $4.12K
|
2.18K
$891K
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-17- 1.53% |
$3.64K - $4.37K
|
1.09K
$447K
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-17- 0.97% |
$3.64K - $4.37K
|
1.73K
$706K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17- 0.11% |
$3.64K - $4.37K
|
15.3K
$6.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-18- 0.69% |
$3.86K - $4.63K
|
2.58K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-18- 1.63% |
$3.86K - $4.63K
|
1.09K
$445K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-19- 0.19% |
$4.07K - $4.89K
|
9.74K
$3.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-19- 0.43% |
$4.07K - $4.89K
|
4.42K
$1.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
SELL
|
- |
-19- 0.2% |
$4.07K - $4.89K
|
9.35K
$3.82M
|