Purchases and Sales Made in Q1 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-120- 3.49% |
$26.7K - $34.6K
|
3.32K
$1.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-121- 1.3% |
$26.9K - $34.9K
|
9.18K
$3.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-122- 2.5% |
$27.1K - $35.2K
|
4.77K
$1.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-123- 1.74% |
$27.3K - $35.5K
|
6.95K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-123- 2.3% |
$27.3K - $35.5K
|
5.22K
$2.09M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-123- 4.95% |
$27.3K - $35.5K
|
2.36K
$943K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-124- 0.17% |
$27.6K - $35.7K
|
73K
$29.2M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-124- 0.25% |
$27.6K - $35.7K
|
48.9K
$19.6M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-125- 12.29% |
$27.8K - $36K
|
892
$357K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-125- 5.85% |
$27.8K - $36K
|
2.01K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-125- 12.08% |
$27.8K - $36K
|
910
$364K
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-125- 3.01% |
$27.8K - $36K
|
4.02K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-126- 0.9% |
$28K - $36.3K
|
13.8K
$5.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-127- 1.43% |
$28.2K - $36.6K
|
8.78K
$3.51M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-128- 0.23% |
$28.5K - $36.9K
|
56.6K
$22.6M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-128- 0.39% |
$28.5K - $36.9K
|
32.3K
$12.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-129- 1.67% |
$28.7K - $37.2K
|
7.58K
$3.03M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-129- 0.71% |
$28.7K - $37.2K
|
18K
$7.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-130- 2.05% |
$28.9K - $37.5K
|
6.2K
$2.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-130- 0.29% |
$28.9K - $37.5K
|
44.4K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-130- 0.51% |
$28.9K - $37.5K
|
25.2K
$10.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-131- 1.36% |
$29.1K - $37.8K
|
9.5K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-131- 0.13% |
$29.1K - $37.8K
|
101K
$40.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-132- 9.06% |
$29.3K - $38.1K
|
1.33K
$530K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-132- 6.64% |
$29.3K - $38.1K
|
1.86K
$742K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-132- 10.15% |
$29.3K - $38.1K
|
1.17K
$467K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-133- 4.51% |
$29.6K - $38.3K
|
2.81K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-133- 4.78% |
$29.6K - $38.3K
|
2.65K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-134- 1.96% |
$29.8K - $38.6K
|
6.71K
$2.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-134- 0.7% |
$29.8K - $38.6K
|
19.1K
$7.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-135- 1.27% |
$30K - $38.9K
|
10.5K
$4.19M
|
|
|
May 01, 2023
Q1 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-135- 0.88% |
$30K - $38.9K
|
15.2K
$6.08M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-135- 0.29% |
$30K - $38.9K
|
46.3K
$18.5M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-135- 0.4% |
$30K - $38.9K
|
33.9K
$13.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-136- 10.03% |
$30.2K - $39.2K
|
1.22K
$488K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-136- 0.2% |
$30.2K - $39.2K
|
67.3K
$26.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-137- 9.36% |
$30.5K - $39.5K
|
1.33K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-137- 0.84% |
$30.5K - $39.5K
|
16.2K
$6.49M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-138- 0.75% |
$30.7K - $39.8K
|
18.3K
$7.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-139- 0.36% |
$30.9K - $40.1K
|
38.6K
$15.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-139- 7.55% |
$30.9K - $40.1K
|
1.7K
$680K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-139- 0.15% |
$30.9K - $40.1K
|
92.3K
$36.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-140- 1.98% |
$31.1K - $40.4K
|
6.92K
$2.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-140- 0.1% |
$31.1K - $40.4K
|
147K
$58.8M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-140- 0.2% |
$31.1K - $40.4K
|
70.8K
$28.3M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-141- 0.76% |
$31.3K - $40.7K
|
18.3K
$7.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-143- 0.54% |
$31.8K - $41.2K
|
26.5K
$10.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-144- 2.15% |
$32K - $41.5K
|
6.55K
$2.62M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-144- 11.93% |
$32K - $41.5K
|
1.06K
$425K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-145- 0.49% |
$32.2K - $41.8K
|
29.4K
$11.8M
|