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 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.34K- 2.92% |
$288K - $346K
|
44.6K
$22.5M
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.35K- 0.03% |
$288K - $346K
|
4.15M
$2.09B
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.35K- 7.94% |
$288K - $346K
|
15.6K
$7.85M
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-1.35K- 6.31% |
$288K - $346K
|
20K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.35K- 7.94% |
$289K - $347K
|
15.6K
$7.86M
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.35K- 4.51% |
$289K - $347K
|
28.6K
$14.4M
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1.35K- 6.94% |
$290K - $348K
|
18.2K
$9.13M
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.35K- 20.48% |
$290K - $348K
|
5.26K
$2.64M
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.35K- 49.22% |
$290K - $348K
|
1.4K
$703K
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-1.35K- 49.22% |
$290K - $348K
|
1.4K
$703K
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.36K- 3.9% |
$291K - $349K
|
33.5K
$16.8M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 10.79% |
$293K - $352K
|
11.3K
$5.69M
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.37K- 6.0% |
$294K - $352K
|
21.5K
$10.8M
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.37K- 1.84% |
$294K - $353K
|
73.1K
$36.8M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 4.58% |
$295K - $354K
|
28.6K
$14.4M
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-1.39K- 10.27% |
$297K - $356K
|
12.1K
$6.09M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.39K- 8.4% |
$297K - $357K
|
15.1K
$7.6M
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 1.22% |
$297K - $357K
|
112K
$56.5M
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.39K- 0.68% |
$298K - $357K
|
202K
$102M
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.4K- 28.8% |
$299K - $359K
|
3.45K
$1.74M
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.4K- 46.63% |
$300K - $360K
|
1.6K
$805K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.41K- 3.01% |
$302K - $363K
|
45.4K
$22.8M
|
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-1.41K- 41.85% |
$303K - $364K
|
1.97K
$988K
|
|
Feb 14, 2023
Q4 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.42K- 10.03% |
$304K - $365K
|
12.7K
$6.41M
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.42K- 4.14% |
$305K - $366K
|
33K
$16.6M
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-1.42K- 0.68% |
$305K - $366K
|
207K
$104M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.43K- 1.49% |
$306K - $368K
|
94.7K
$47.6M
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.44K- 1.14% |
$308K - $369K
|
124K
$62.5M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.44K- 0.18% |
$308K - $370K
|
805K
$405M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 2.78% |
$309K - $371K
|
50.5K
$25.4M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.44K- 2.58% |
$309K - $371K
|
54.3K
$27.3M
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-1.44K- 1.66% |
$309K - $371K
|
85.4K
$42.9M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.47K- 1.02% |
$315K - $378K
|
142K
$71.6M
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-1.47K- 1.37% |
$316K - $379K
|
106K
$53.4M
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.48K- 2.3% |
$317K - $380K
|
62.9K
$31.6M
|
|
Feb 14, 2023
Q4 2022
|
Avenir Corp
Washington, DC |
SELL
|
- |
-1.48K- 0.3% |
$317K - $380K
|
498K
$250M
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.49K- 2.06% |
$319K - $383K
|
70.7K
$35.6M
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.5K- 3.34% |
$320K - $385K
|
43.3K
$21.8M
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.5K- 14.96% |
$320K - $385K
|
8.5K
$4.27M
|
|
Jan 13, 2023
Q4 2022
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-1.5K- 10.32% |
$321K - $386K
|
13K
$6.56M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-1.5K- 1.56% |
$321K - $386K
|
94.4K
$47.5M
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-1.5K- 13.34% |
$321K - $386K
|
9.74K
$4.9M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.51K- 22.16% |
$322K - $387K
|
5.29K
$2.66M
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.51K- 5.99% |
$323K - $388K
|
23.7K
$11.9M
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.51K- 10.05% |
$324K - $389K
|
13.5K
$6.81M
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.52K- 5.44% |
$326K - $391K
|
26.4K
$13.3M
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.53KClosed |
$327K - $393K
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.53K- 0.8% |
$327K - $393K
|
189K
$95M
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-1.53K- 9.58% |
$328K - $394K
|
14.5K
$7.28M
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.53K- 5.28% |
$329K - $395K
|
27.5K
$13.8M
|