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 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-660- 0.33% |
$141K - $170K
|
201K
$103M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-661- 24.96% |
$142K - $170K
|
1.99K
$1.02M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-661- 8.37% |
$142K - $170K
|
7.23K
$3.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
SELL
|
- |
-664- 1.61% |
$142K - $171K
|
40.6K
$20.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-667- 3.82% |
$143K - $172K
|
16.8K
$8.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-668- 5.33% |
$143K - $172K
|
11.9K
$6.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-670- 2.55% |
$144K - $172K
|
25.6K
$13.1M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-672- 13.19% |
$144K - $173K
|
4.42K
$2.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-677- 1.05% |
$145K - $174K
|
64K
$32.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-678- 6.0% |
$145K - $174K
|
10.6K
$5.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-682- 1.87% |
$146K - $175K
|
35.7K
$18.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-683- 2.9% |
$146K - $176K
|
22.9K
$11.7M
|
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-684Closed |
$147K - $176K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-687- 7.68% |
$147K - $177K
|
8.26K
$4.23M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-687- 5.24% |
$147K - $177K
|
12.4K
$6.36M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-689- 13.29% |
$148K - $177K
|
4.5K
$2.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-691- 3.15% |
$148K - $178K
|
21.3K
$10.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-692- 0.91% |
$148K - $178K
|
75.2K
$38.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-696- 0.43% |
$149K - $179K
|
160K
$82.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-697- 7.17% |
$149K - $179K
|
9.02K
$4.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-699- 0.86% |
$150K - $180K
|
80.4K
$41.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-700- 4.15% |
$150K - $180K
|
16.2K
$8.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-704- 2.11% |
$151K - $181K
|
32.7K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-705- 1.75% |
$151K - $181K
|
39.5K
$20.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-706- 3.4% |
$151K - $182K
|
20K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-707- 2.39% |
$151K - $182K
|
28.8K
$14.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-709- 3.2% |
$152K - $182K
|
21.4K
$11M
|
|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-710- 18.35% |
$152K - $183K
|
3.16K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-714- 1.38% |
$153K - $184K
|
50.9K
$26M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-715- 10.08% |
$153K - $184K
|
6.38K
$3.26M
|
|
|
Dec 12, 2024
Q4 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-715- 1.61% |
$153K - $184K
|
43.8K
$22.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-720- 3.25% |
$154K - $185K
|
21.4K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-720- 5.29% |
$154K - $185K
|
12.9K
$6.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-720- 3.76% |
$154K - $185K
|
18.4K
$9.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-720- 0.8% |
$154K - $185K
|
89.2K
$45.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-725- 33.26% |
$155K - $186K
|
1.46K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-726- 8.13% |
$156K - $187K
|
8.2K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-734- 0.6% |
$157K - $189K
|
122K
$62.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-735- 0.63% |
$157K - $189K
|
116K
$59.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-735- 2.53% |
$157K - $189K
|
28.4K
$14.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-736- 1.98% |
$158K - $189K
|
36.5K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-736- 20.31% |
$158K - $189K
|
2.89K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-740- 3.53% |
$159K - $190K
|
20.2K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
SELL
|
- |
-741- 3.26% |
$159K - $191K
|
22K
$11.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-743- 2.77% |
$159K - $191K
|
26.1K
$13.4M
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-745- 5.92% |
$160K - $192K
|
11.9K
$6.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-747- 3.61% |
$160K - $192K
|
19.9K
$10.2M
|
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-747- 0.77% |
$160K - $192K
|
96K
$49.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-748- 4.38% |
$160K - $192K
|
16.3K
$8.36M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-752- 5.9% |
$161K - $193K
|
12K
$6.14M
|