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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-127- 5.95% |
$27.2K - $32.7K
|
2.01K
$821K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-127- 0.68% |
$27.2K - $32.7K
|
18.6K
$7.61M
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-127- 2.8% |
$27.2K - $32.7K
|
4.41K
$1.8M
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-128- 3.64% |
$27.4K - $32.9K
|
3.39K
$1.39M
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-128- 0.17% |
$27.4K - $32.9K
|
75.8K
$31M
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-128- 3.67% |
$27.4K - $32.9K
|
3.36K
$1.38M
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-130- 9.15% |
$27.9K - $33.4K
|
1.29K
$528K
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
SELL
|
- |
-130- 10.74% |
$27.9K - $33.4K
|
1.08K
$442K
|
|
Feb 13, 2023
Q4 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-130- 0.93% |
$27.9K - $33.4K
|
13.9K
$5.67M
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
SELL
|
- |
-130- 0.79% |
$27.9K - $33.4K
|
16.3K
$6.68M
|
|
Feb 01, 2023
Q4 2022
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-132- 1.72% |
$28.3K - $34K
|
7.56K
$3.09M
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-132- 3.37% |
$28.3K - $34K
|
3.78K
$1.55M
|
|
Jan 24, 2023
Q4 2022
|
Hendley & CO Inc
|
SELL
|
- |
-133- 0.23% |
$28.5K - $34.2K
|
56.8K
$23.2M
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-133- 1.01% |
$28.5K - $34.2K
|
13K
$5.33M
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-133- 0.71% |
$28.5K - $34.2K
|
18.5K
$7.58M
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-133- 0.1% |
$28.5K - $34.2K
|
130K
$53.4M
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-133- 0.8% |
$28.5K - $34.2K
|
16.5K
$6.75M
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-134- 0.75% |
$28.7K - $34.5K
|
17.8K
$7.29M
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-134- 1.14% |
$28.7K - $34.5K
|
11.7K
$4.77M
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-134- 0.79% |
$28.7K - $34.5K
|
16.7K
$6.84M
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-135- 3.93% |
$28.9K - $34.7K
|
3.3K
$1.35M
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-137- 1.83% |
$29.4K - $35.2K
|
7.35K
$3.01M
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-137- 7.48% |
$29.4K - $35.2K
|
1.7K
$693K
|
|
Feb 13, 2023
Q4 2022
|
Mig Capital, LLC
Newport Beach, CA |
SELL
|
- |
-138- 0.11% |
$29.6K - $35.5K
|
129K
$52.6M
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-140- 0.42% |
$30K - $36K
|
33.4K
$13.6M
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-140- 5.92% |
$30K - $36K
|
2.22K
$910K
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-140- 8.89% |
$30K - $36K
|
1.43K
$587K
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-141- 4.65% |
$30.2K - $36.3K
|
2.89K
$1.18M
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-141- 1.69% |
$30.2K - $36.3K
|
8.21K
$3.36M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-142- 1.77% |
$30.4K - $36.5K
|
7.87K
$3.22M
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-142- 0.6% |
$30.4K - $36.5K
|
23.5K
$9.62M
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-142- 0.97% |
$30.4K - $36.5K
|
14.6K
$5.96M
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-142- 5.95% |
$30.4K - $36.5K
|
2.24K
$917K
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-143- 3.87% |
$30.6K - $36.8K
|
3.55K
$1.45M
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-143- 0.53% |
$30.6K - $36.8K
|
26.6K
$10.9M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-143- 0.36% |
$30.6K - $36.8K
|
40K
$16.4M
|
|
Feb 09, 2023
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-145- 0.02% |
$31.1K - $37.3K
|
623K
$255M
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-145- 1.94% |
$31.1K - $37.3K
|
7.33K
$3M
|
|
Feb 13, 2024
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-145- 0.02% |
$31.1K - $37.3K
|
623K
$255M
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-146- 2.09% |
$31.3K - $37.6K
|
6.84K
$2.8M
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-146- 0.46% |
$31.3K - $37.6K
|
31.6K
$12.9M
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-147- 0.23% |
$31.5K - $37.8K
|
63K
$25.8M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-147- 0.99% |
$31.5K - $37.8K
|
14.8K
$6.04M
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-148- 0.24% |
$31.7K - $38.1K
|
60.5K
$24.7M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-148- 3.43% |
$31.7K - $38.1K
|
4.17K
$1.7M
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-148- 1.91% |
$31.7K - $38.1K
|
7.61K
$3.11M
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-149- 3.42% |
$31.9K - $38.3K
|
4.21K
$1.72M
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-150- 36.95% |
$32.1K - $38.6K
|
256
$105K
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-150- 1.62% |
$32.1K - $38.6K
|
9.09K
$3.72M
|
|
Jan 31, 2023
Q4 2022
|
Reik & Co., LLC
|
SELL
|
- |
-150- 0.79% |
$32.1K - $38.6K
|
18.8K
$7.69M
|