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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q4 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-180- 1.11% |
$38.6K - $46.3K
|
16K
$6.55M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-181- 0.98% |
$38.8K - $46.6K
|
18.3K
$7.49M
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-182- 0.39% |
$39K - $46.8K
|
46K
$18.8M
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-182- 2.28% |
$39K - $46.8K
|
7.81K
$3.19M
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-184- 1.16% |
$39.4K - $47.3K
|
15.7K
$6.44M
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-184- 1.76% |
$39.4K - $47.3K
|
10.3K
$4.21M
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-185- 6.59% |
$39.6K - $47.6K
|
2.62K
$1.07M
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-185- 0.18% |
$39.6K - $47.6K
|
102K
$41.9M
|
|
Feb 13, 2023
Q4 2022
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-185- 0.18% |
$39.6K - $47.6K
|
101K
$41.4M
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-187- 0.63% |
$40.1K - $48.1K
|
29.6K
$12.1M
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-189- 9.8% |
$40.5K - $48.6K
|
1.74K
$712K
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
SELL
|
- |
-189- 2.09% |
$40.5K - $48.6K
|
8.85K
$3.62M
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-190- 0.91% |
$40.7K - $48.9K
|
20.8K
$8.5M
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-190- 0.95% |
$40.7K - $48.9K
|
19.9K
$8.13M
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-191- 1.6% |
$40.9K - $49.1K
|
11.8K
$4.81M
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-192- 3.75% |
$41.1K - $49.4K
|
4.92K
$2.01M
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-192- 0.34% |
$41.1K - $49.4K
|
55.7K
$22.8M
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-192- 5.18% |
$41.1K - $49.4K
|
3.51K
$1.44M
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-193- 2.83% |
$41.4K - $49.6K
|
6.62K
$2.71M
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-193- 4.94% |
$41.4K - $49.6K
|
3.71K
$1.52M
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-193- 0.01% |
$41.4K - $49.6K
|
2.05M
$837M
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-196- 1.9% |
$42K - $50.4K
|
10.1K
$4.14M
|
|
Jan 17, 2023
Q4 2022
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-198- 1.34% |
$42.4K - $50.9K
|
14.5K
$5.95M
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-199- 0.17% |
$42.6K - $51.2K
|
117K
$48M
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-199- 0.98% |
$42.6K - $51.2K
|
20.2K
$8.25M
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-199- 1.14% |
$42.6K - $51.2K
|
17.3K
$7.07M
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-200- 0.58% |
$42.9K - $51.4K
|
34.1K
$13.9M
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-200- 9.16% |
$42.9K - $51.4K
|
1.98K
$811K
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-200- 0.85% |
$42.9K - $51.4K
|
23.4K
$9.56M
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-201- 4.54% |
$43.1K - $51.7K
|
4.23K
$1.73M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-201- 3.24% |
$43.1K - $51.7K
|
6K
$2.46M
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-202- 5.14% |
$43.3K - $52K
|
3.73K
$1.52M
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-202- 5.96% |
$43.3K - $52K
|
3.19K
$1.3M
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-202- 1.11% |
$43.3K - $52K
|
17.9K
$7.33M
|
|
Jan 30, 2023
Q4 2022
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-203- 0.68% |
$43.5K - $52.2K
|
29.5K
$12.1M
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-203- 8.2% |
$43.5K - $52.2K
|
2.27K
$929K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-204- 0.65% |
$43.7K - $52.5K
|
31.4K
$12.8M
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-204- 0.93% |
$43.7K - $52.5K
|
21.7K
$8.89M
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-206- 11.46% |
$44.1K - $53K
|
1.59K
$651K
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-206- 0.69% |
$44.1K - $53K
|
29.9K
$12.2M
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-207- 1.94% |
$44.3K - $53.2K
|
10.4K
$4.27M
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-207- 2.27% |
$44.3K - $53.2K
|
8.91K
$3.64M
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-208- 0.82% |
$44.6K - $53.5K
|
25.1K
$10.3M
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-209- 0.4% |
$44.8K - $53.8K
|
52K
$21.3M
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-210- 3.56% |
$45K - $54K
|
5.69K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-210- 3.13% |
$45K - $54K
|
6.51K
$2.66M
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-211- 0.28% |
$45.2K - $54.3K
|
75.8K
$31M
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-211- 2.14% |
$45.2K - $54.3K
|
9.63K
$3.94M
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-213- 0.55% |
$45.6K - $54.8K
|
38.4K
$15.7M
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-213- 1.92% |
$45.6K - $54.8K
|
10.9K
$4.46M
|