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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.57K- 0.8% |
$336K - $404K
|
194K
$79.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.57K- 4.69% |
$337K - $404K
|
32K
$13.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.57K- 1.27% |
$337K - $404K
|
122K
$50.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.58K- 1.53% |
$339K - $407K
|
102K
$41.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
SELL
|
- |
-1.58K- 3.49% |
$339K - $407K
|
43.8K
$17.9M
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-1.59K- 15.91% |
$340K - $409K
|
8.4K
$3.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-1.59K- 5.45% |
$341K - $410K
|
27.6K
$11.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.6K- 1.9% |
$343K - $412K
|
82.7K
$33.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.62K- 9.21% |
$346K - $416K
|
15.9K
$6.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.63K- 9.72% |
$349K - $418K
|
15.1K
$6.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.63K- 1.9% |
$350K - $420K
|
84.4K
$34.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.64K- 9.73% |
$351K - $421K
|
15.2K
$6.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.64K- 2.29% |
$351K - $422K
|
69.9K
$28.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.65K- 11.97% |
$354K - $425K
|
12.1K
$4.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-1.65K- 20.29% |
$354K - $425K
|
6.5K
$2.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.66K- 8.5% |
$355K - $426K
|
17.8K
$7.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.66K- 35.22% |
$355K - $427K
|
3.05K
$1.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.66K- 8.28% |
$356K - $427K
|
18.4K
$7.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.66K- 5.3% |
$356K - $427K
|
29.7K
$12.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.66K- 1.52% |
$357K - $428K
|
108K
$44.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.68K- 5.44% |
$359K - $431K
|
29.1K
$11.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.68K- 1.43% |
$360K - $432K
|
116K
$47.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-1.68K- 0.27% |
$360K - $432K
|
609K
$249M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.69K- 10.62% |
$362K - $434K
|
14.2K
$5.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.69K- 10.41% |
$362K - $435K
|
14.5K
$5.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.7K- 13.46% |
$364K - $437K
|
10.9K
$4.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.71K- 17.04% |
$366K - $440K
|
8.32K
$3.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.71K- 3.13% |
$366K - $440K
|
52.9K
$21.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 11.6% |
$368K - $441K
|
13.1K
$5.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.72K- 14.26% |
$368K - $442K
|
10.3K
$4.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.72K- 5.91% |
$368K - $442K
|
27.3K
$11.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Capital Management Inc
|
SELL
|
- |
-1.72K- 3.1% |
$369K - $442K
|
53.8K
$22M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 11.53% |
$372K - $446K
|
13.3K
$5.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.74K- 10.4% |
$372K - $446K
|
14.9K
$6.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-1.75K- 7.83% |
$375K - $450K
|
20.6K
$8.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.75K- 5.39% |
$375K - $450K
|
30.7K
$12.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-1.75K- 9.63% |
$376K - $451K
|
16.5K
$6.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-1.77K- 15.97% |
$379K - $455K
|
9.31K
$3.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.77K- 0.15% |
$379K - $455K
|
1.19M
$487M
|
|
|
Feb 10, 2023
Q4 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.77K- 4.07% |
$379K - $456K
|
41.8K
$17.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.77K- 1.83% |
$380K - $456K
|
94.9K
$38.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.77K- 38.41% |
$380K - $456K
|
2.84K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.81K- 0.87% |
$388K - $466K
|
206K
$84.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.82K- 1.87% |
$389K - $467K
|
95.1K
$38.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.82K- 1.4% |
$389K - $467K
|
128K
$52.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-1.83K- 11.13% |
$391K - $470K
|
14.6K
$5.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.83K- 3.8% |
$392K - $471K
|
46.3K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.83K- 6.14% |
$393K - $471K
|
28K
$11.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.84K- 2.33% |
$393K - $472K
|
76.9K
$31.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-1.84K- 0.86% |
$394K - $473K
|
213K
$87M
|