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 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 4.58% |
$295K - $354K
|
28.6K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-1.39K- 10.27% |
$297K - $356K
|
12.1K
$4.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.39K- 8.4% |
$297K - $357K
|
15.1K
$6.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 1.22% |
$297K - $357K
|
112K
$46.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.39K- 0.68% |
$298K - $357K
|
202K
$83.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.4K- 28.8% |
$299K - $359K
|
3.45K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.4K- 46.63% |
$300K - $360K
|
1.6K
$660K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.41K- 3.01% |
$302K - $363K
|
45.4K
$18.7M
|
|
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-1.41K- 41.85% |
$303K - $364K
|
1.97K
$810K
|
|
|
Feb 14, 2023
Q4 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.42K- 10.03% |
$304K - $365K
|
12.7K
$5.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.42K- 4.14% |
$305K - $366K
|
33K
$13.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-1.42K- 0.68% |
$305K - $366K
|
207K
$85.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.43K- 1.49% |
$306K - $368K
|
94.7K
$39M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.44K- 1.14% |
$308K - $369K
|
124K
$51.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.44K- 0.18% |
$308K - $370K
|
805K
$332M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 2.78% |
$309K - $371K
|
50.5K
$20.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.44K- 2.58% |
$309K - $371K
|
54.3K
$22.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-1.44K- 1.66% |
$309K - $371K
|
85.4K
$35.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.47K- 1.02% |
$315K - $378K
|
142K
$58.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-1.47K- 1.37% |
$316K - $379K
|
106K
$43.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.48K- 2.3% |
$317K - $380K
|
62.9K
$25.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Avenir Corp
Washington, DC |
SELL
|
- |
-1.48K- 0.3% |
$317K - $380K
|
498K
$205M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.49K- 2.06% |
$319K - $383K
|
70.7K
$29.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.5K- 3.34% |
$320K - $385K
|
43.3K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.5K- 14.96% |
$320K - $385K
|
8.5K
$3.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-1.5K- 10.32% |
$321K - $386K
|
13K
$5.37M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-1.5K- 1.56% |
$321K - $386K
|
94.4K
$38.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-1.5K- 13.34% |
$321K - $386K
|
9.74K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.51K- 22.16% |
$322K - $387K
|
5.29K
$2.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.51K- 5.99% |
$323K - $388K
|
23.7K
$9.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.51K- 10.05% |
$324K - $389K
|
13.5K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.52K- 5.44% |
$326K - $391K
|
26.4K
$10.9M
|
|
|
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
$77.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-1.53K- 9.58% |
$328K - $394K
|
14.5K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.53K- 5.28% |
$329K - $395K
|
27.5K
$11.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.54K- 1.04% |
$329K - $395K
|
146K
$60.1M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.54K- 0.75% |
$330K - $396K
|
202K
$83.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.54K- 5.49% |
$330K - $396K
|
26.5K
$10.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.54K- 2.96% |
$330K - $396K
|
50.5K
$20.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.54K- 0.99% |
$330K - $397K
|
154K
$63.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.54K- 1.82% |
$331K - $397K
|
83.3K
$34.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.55K- 3.04% |
$331K - $397K
|
49.3K
$20.3M
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.55K- 3.29% |
$332K - $399K
|
45.6K
$18.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-1.56K- 14.02% |
$333K - $400K
|
9.54K
$3.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.56K- 2.58% |
$334K - $401K
|
58.8K
$24.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.56K- 0.35% |
$334K - $402K
|
444K
$183M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.56K- 1.71% |
$335K - $402K
|
89.6K
$37M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.57K- 16.69% |
$336K - $403K
|
7.82K
$3.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.57K- 0.8% |
$336K - $404K
|
194K
$79.9M
|