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 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-421- 18.97% |
$90.2K - $108K
|
1.8K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-422- 0.76% |
$90.4K - $109K
|
55.3K
$22.6M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-423- 3.32% |
$90.6K - $109K
|
12.3K
$5.03M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-423- 1.25% |
$90.6K - $109K
|
33.3K
$13.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-423- 14.58% |
$90.6K - $109K
|
2.48K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-427- 0.69% |
$91.5K - $110K
|
61.6K
$25.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-427- 7.79% |
$91.5K - $110K
|
5.06K
$2.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-429- 1.72% |
$91.9K - $110K
|
24.6K
$10M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-430- 20.21% |
$92.1K - $111K
|
1.7K
$695K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-430- 0.74% |
$92.1K - $111K
|
57.8K
$23.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-434- 1.38% |
$93K - $112K
|
31.1K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-434- 0.17% |
$93K - $112K
|
252K
$103M
|
|
|
Feb 03, 2023
Q4 2022
|
Lipe & Dalton
|
SELL
|
- |
-435- 5.61% |
$93.2K - $112K
|
7.32K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-436- 32.46% |
$93.4K - $112K
|
907
$371K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-438- 0.28% |
$93.8K - $113K
|
159K
$64.9M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-440- 9.06% |
$94.3K - $113K
|
4.42K
$1.81M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-443- 1.72% |
$94.9K - $114K
|
25.3K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-450- 0.14% |
$96.4K - $116K
|
318K
$130M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-452- 0.45% |
$96.8K - $116K
|
99.8K
$40.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-454- 1.4% |
$97.3K - $117K
|
32K
$13.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-455- 1.04% |
$97.5K - $117K
|
43.3K
$17.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-455- 1.25% |
$97.5K - $117K
|
36.1K
$14.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-455- 17.88% |
$97.5K - $117K
|
2.09K
$855K
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-455- 2.71% |
$97.5K - $117K
|
16.3K
$6.69M
|
|
|
Feb 16, 2023
Q4 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-455- 2.14% |
$97.5K - $117K
|
20.8K
$8.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-459- 0.58% |
$98.3K - $118K
|
78.3K
$32M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-461- 11.05% |
$98.8K - $119K
|
3.71K
$1.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-462- 6.4% |
$99K - $119K
|
6.76K
$2.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-463- 4.19% |
$99.2K - $119K
|
10.6K
$4.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Mount Vernon Associates Inc
|
SELL
|
- |
-465- 1.98% |
$99.6K - $120K
|
23K
$9.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-466- 1.84% |
$99.8K - $120K
|
24.9K
$10.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-467- 6.82% |
$100K - $120K
|
6.38K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-468- 11.74% |
$100K - $120K
|
3.52K
$1.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-472- 8.34% |
$101K - $121K
|
5.19K
$2.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-474- 0.43% |
$102K - $122K
|
111K
$45.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-475- 1.78% |
$102K - $122K
|
26.2K
$10.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-477- 3.88% |
$102K - $123K
|
11.8K
$4.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-477- 1.06% |
$102K - $123K
|
44.5K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-477- 0.22% |
$102K - $123K
|
219K
$89.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-479- 4.61% |
$103K - $123K
|
9.92K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-479- 0.93% |
$103K - $123K
|
51.2K
$20.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-485- 0.66% |
$104K - $125K
|
73.6K
$30.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
SELL
|
- |
-486- 19.22% |
$104K - $125K
|
2.04K
$835K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-487- 7.21% |
$104K - $125K
|
6.27K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-487- 0.58% |
$104K - $125K
|
82.9K
$33.9M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-488- 3.36% |
$105K - $126K
|
14K
$5.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-494- 0.97% |
$106K - $127K
|
50.5K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-495- 1.58% |
$106K - $127K
|
30.7K
$12.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-496- 5.46% |
$106K - $128K
|
8.6K
$3.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-497- 1.08% |
$106K - $128K
|
45.6K
$18.6M
|