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 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-917- 9.18% |
$196K - $236K
|
9.07K
$3.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-919- 1.06% |
$197K - $236K
|
85.6K
$35M
|
|
|
Feb 14, 2023
Q4 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-926- 2.54% |
$198K - $238K
|
35.5K
$14.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-933- 4.58% |
$200K - $240K
|
19.4K
$7.95M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-935- 19.98% |
$200K - $241K
|
3.75K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-948- 7.26% |
$203K - $244K
|
12.1K
$4.95M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-953- 0.79% |
$204K - $245K
|
120K
$49M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-955- 0.65% |
$205K - $246K
|
146K
$59.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-955- 3.3% |
$205K - $246K
|
28K
$11.5M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-955- 3.06% |
$205K - $246K
|
30.3K
$12.4M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-956- 4.23% |
$205K - $246K
|
21.7K
$8.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-957- 3.95% |
$205K - $246K
|
23.3K
$9.52M
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-957- 0.08% |
$205K - $246K
|
1.26M
$515M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-958- 1.46% |
$205K - $246K
|
64.5K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-958- 13.4% |
$205K - $246K
|
6.19K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-968- 7.71% |
$207K - $249K
|
11.6K
$4.74M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-975- 38.49% |
$209K - $251K
|
1.56K
$637K
|
|
|
Jan 27, 2023
Q4 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-978- 7.55% |
$210K - $252K
|
12K
$4.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-983- 6.88% |
$211K - $253K
|
13.3K
$5.44M
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-986- 1.57% |
$211K - $254K
|
61.8K
$25.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-986- 2.94% |
$211K - $254K
|
32.5K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-986- 4.6% |
$211K - $254K
|
20.4K
$8.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-987- 26.4% |
$211K - $254K
|
2.75K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-990- 1.78% |
$212K - $255K
|
54.7K
$22.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-993- 8.72% |
$213K - $255K
|
10.4K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-993- 1.8% |
$213K - $255K
|
54.2K
$22.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-994- 3.17% |
$213K - $256K
|
30.3K
$12.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1K- 1.66% |
$214K - $257K
|
59.2K
$24.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1K- 3.97% |
$215K - $258K
|
24.2K
$9.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1K- 1.47% |
$215K - $258K
|
67.2K
$27.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1K- 49.05% |
$215K - $258K
|
1.04K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.01K- 3.7% |
$215K - $259K
|
26.2K
$10.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.01K- 1.35% |
$216K - $259K
|
73.6K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.01K- 3.96% |
$216K - $260K
|
24.5K
$10M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.01K- 1.2% |
$217K - $260K
|
83.6K
$34.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 7.54% |
$219K - $262K
|
12.5K
$5.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-1.02K- 14.67% |
$219K - $262K
|
5.93K
$2.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-1.02K- 2.04% |
$219K - $263K
|
49K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.02K- 5.54% |
$219K - $263K
|
17.4K
$7.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-1.03K- 19.55% |
$220K - $264K
|
4.22K
$1.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
SELL
|
- |
-1.03K- 22.23% |
$220K - $264K
|
3.59K
$1.47M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.03K- 3.03% |
$221K - $265K
|
33.1K
$13.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.03K- 3.24% |
$222K - $266K
|
30.8K
$12.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.04K- 29.55% |
$222K - $267K
|
2.48K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-1.04K- 10.7% |
$223K - $268K
|
8.7K
$3.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.05K- 6.67% |
$224K - $269K
|
14.6K
$5.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.05K- 11.32% |
$225K - $270K
|
8.23K
$3.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.05K- 0.59% |
$225K - $270K
|
176K
$72.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.05K- 30.18% |
$226K - $271K
|
2.44K
$996K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.06K- 3.92% |
$227K - $272K
|
25.9K
$10.6M
|