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 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.81K- 48.91% |
$1.25M - $1.49M
|
6.07K
$3.05M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.83K- 3.23% |
$1.25M - $1.5M
|
175K
$87.9M
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.84K- 8.13% |
$1.25M - $1.5M
|
66K
$33.2M
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-5.86K- 58.21% |
$1.25M - $1.51M
|
4.2K
$2.11M
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.93K- 3.23% |
$1.27M - $1.52M
|
177K
$89.2M
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-5.96K- 2.22% |
$1.28M - $1.53M
|
263K
$132M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.97K- 0.12% |
$1.28M - $1.54M
|
4.9M
$2.47B
|
|
Feb 08, 2023
Q4 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-5.98K- 3.47% |
$1.28M - $1.54M
|
166K
$83.7M
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-6K- 4.03% |
$1.29M - $1.54M
|
143K
$71.9M
|
|
Jan 25, 2023
Q4 2022
|
Focused Investors LLC
|
SELL
|
- |
-6K- 0.84% |
$1.29M - $1.54M
|
705K
$355M
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-6K- 2.8% |
$1.29M - $1.54M
|
208K
$105M
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-6.01K- 51.21% |
$1.29M - $1.54M
|
5.72K
$2.88M
|
|
Feb 10, 2023
Q4 2022
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-6.12K- 0.45% |
$1.31M - $1.57M
|
1.37M
$687M
|
|
Feb 14, 2023
Q4 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-6.14K- 42.38% |
$1.32M - $1.58M
|
8.35K
$4.2M
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-6.16K- 74.78% |
$1.32M - $1.58M
|
2.08K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-6.18K- 2.77% |
$1.32M - $1.59M
|
217K
$109M
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.18K- 0.75% |
$1.32M - $1.59M
|
814K
$409M
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-6.2K- 21.97% |
$1.33M - $1.59M
|
22K
$11.1M
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-6.25K- 1.25% |
$1.34M - $1.61M
|
495K
$249M
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-6.32K- 7.78% |
$1.35M - $1.62M
|
74.9K
$37.7M
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6.33K- 27.86% |
$1.36M - $1.63M
|
16.4K
$8.24M
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.33K- 3.72% |
$1.36M - $1.63M
|
164K
$82.4M
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6.36K- 5.55% |
$1.36M - $1.63M
|
108K
$54.4M
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.39K- 15.37% |
$1.37M - $1.64M
|
35.2K
$17.7M
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-6.4K- 1.79% |
$1.37M - $1.64M
|
352K
$177M
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-6.52K- 1.8% |
$1.4M - $1.68M
|
355K
$179M
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-6.52K- 34.34% |
$1.4M - $1.68M
|
12.5K
$6.27M
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-6.53K- 6.85% |
$1.4M - $1.68M
|
88.7K
$44.6M
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-6.53K- 0.2% |
$1.4M - $1.68M
|
3.22M
$1.62B
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.54K- 20.54% |
$1.4M - $1.68M
|
25.3K
$12.7M
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-6.59K- 4.56% |
$1.41M - $1.7M
|
138K
$69.4M
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.63K- 27.15% |
$1.42M - $1.7M
|
17.8K
$8.94M
|
|
Feb 09, 2023
Q4 2022
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-6.65K- 6.65% |
$1.42M - $1.71M
|
93.4K
$47M
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.65K- 83.11% |
$1.42M - $1.71M
|
1.35K
$680K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.66K- 7.34% |
$1.43M - $1.71M
|
84.1K
$42.3M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.7K- 6.12% |
$1.44M - $1.72M
|
103K
$51.7M
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.76K- 25.49% |
$1.45M - $1.74M
|
19.8K
$9.94M
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-6.85K- 2.7% |
$1.47M - $1.76M
|
247K
$124M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-6.86K- 2.44% |
$1.47M - $1.76M
|
274K
$138M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.88K- 2.27% |
$1.47M - $1.77M
|
296K
$149M
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6.89K- 0.98% |
$1.48M - $1.77M
|
692K
$348M
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.92K- 13.0% |
$1.48M - $1.78M
|
46.3K
$23.3M
|
|
Feb 09, 2023
Q4 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-6.94K- 15.01% |
$1.49M - $1.79M
|
39.3K
$19.8M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.02K- 1.68% |
$1.5M - $1.8M
|
411K
$207M
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-7.04K- 46.8% |
$1.51M - $1.81M
|
8K
$4.02M
|
|
Apr 28, 2025
Q4 2022
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-7.12K- 73.85% |
$1.53M - $1.83M
|
2.52K
$1.27M
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-7.14K- 4.07% |
$1.53M - $1.84M
|
168K
$84.7M
|
|
Feb 13, 2023
Q4 2022
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-7.15K- 25.98% |
$1.53M - $1.84M
|
20.4K
$10.2M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.18K- 7.47% |
$1.54M - $1.85M
|
89K
$44.8M
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-7.23K- 1.69% |
$1.55M - $1.86M
|
421K
$212M
|