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 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-146- 2.09% |
$31.3K - $37.6K
|
6.84K
$3.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-146- 0.46% |
$31.3K - $37.6K
|
31.6K
$16.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-147- 0.23% |
$31.5K - $37.8K
|
63K
$32.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-147- 0.99% |
$31.5K - $37.8K
|
14.8K
$7.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-148- 0.24% |
$31.7K - $38.1K
|
60.5K
$30.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-148- 3.43% |
$31.7K - $38.1K
|
4.17K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-148- 1.91% |
$31.7K - $38.1K
|
7.61K
$3.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-149- 3.42% |
$31.9K - $38.3K
|
4.21K
$2.15M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-150- 36.95% |
$32.1K - $38.6K
|
256
$131K
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-150- 1.62% |
$32.1K - $38.6K
|
9.09K
$4.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Reik & Co., LLC
|
SELL
|
- |
-150- 0.79% |
$32.1K - $38.6K
|
18.8K
$9.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 1.25% |
$32.1K - $38.6K
|
11.8K
$6.05M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-150- 2.08% |
$32.1K - $38.6K
|
7.07K
$3.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-151- 0.16% |
$32.4K - $38.8K
|
97.1K
$49.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-151- 1.25% |
$32.4K - $38.8K
|
12K
$6.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-151- 1.06% |
$32.4K - $38.8K
|
14.1K
$7.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-152- 0.41% |
$32.6K - $39.1K
|
37.2K
$19M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-153- 0.24% |
$32.8K - $39.4K
|
62.5K
$32M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-155- 21.62% |
$33.2K - $39.9K
|
562
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-155- 0.25% |
$33.2K - $39.9K
|
61.3K
$31.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-156- 0.6% |
$33.4K - $40.1K
|
25.7K
$13.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-156- 1.18% |
$33.4K - $40.1K
|
13.1K
$6.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-156- 0.06% |
$33.4K - $40.1K
|
283K
$145M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-157- 0.09% |
$33.6K - $40.4K
|
177K
$90.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-158- 2.07% |
$33.9K - $40.6K
|
7.48K
$3.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-159- 0.85% |
$34.1K - $40.9K
|
18.5K
$9.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-159- 10.77% |
$34.1K - $40.9K
|
1.32K
$674K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-160- 1.45% |
$34.3K - $41.2K
|
10.9K
$5.57M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-160- 1.77% |
$34.3K - $41.2K
|
8.86K
$4.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-161- 2.35% |
$34.5K - $41.4K
|
6.7K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-161- 3.16% |
$34.5K - $41.4K
|
4.94K
$2.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-162- 5.09% |
$34.7K - $41.7K
|
3.02K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-162- 0.35% |
$34.7K - $41.7K
|
46.5K
$23.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-163- 0.53% |
$34.9K - $41.9K
|
30.5K
$15.6M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-163- 15.23% |
$34.9K - $41.9K
|
907
$464K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-163- 2.48% |
$34.9K - $41.9K
|
6.4K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-164- 3.31% |
$35.1K - $42.2K
|
4.79K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-164- 2.5% |
$35.1K - $42.2K
|
6.39K
$3.27M
|
|
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-164- 5.34% |
$35.1K - $42.2K
|
2.91K
$1.49M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-165- 0.56% |
$35.4K - $42.4K
|
29.2K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-165- 3.3% |
$35.4K - $42.4K
|
4.83K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-165- 1.68% |
$35.4K - $42.4K
|
9.67K
$4.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-166- 0.71% |
$35.6K - $42.7K
|
23.2K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-166- 1.56% |
$35.6K - $42.7K
|
10.5K
$5.35M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-167- 6.54% |
$35.8K - $43K
|
2.39K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-168- 0.32% |
$36K - $43.2K
|
51.8K
$26.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-169- 3.94% |
$36.2K - $43.5K
|
4.12K
$2.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-169- 1.01% |
$36.2K - $43.5K
|
16.6K
$8.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-170- 12.59% |
$36.4K - $43.7K
|
1.18K
$604K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-170- 1.91% |
$36.4K - $43.7K
|
8.71K
$4.46M
|