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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-904- 15.48% |
$201K - $261K
|
4.94K
$1.97M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-908- 7.04% |
$202K - $262K
|
12K
$4.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-911- 2.4% |
$203K - $263K
|
37.1K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-913- 9.17% |
$203K - $263K
|
9.05K
$3.62M
|
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-913- 41.14% |
$203K - $263K
|
1.31K
$522K
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-915- 8.87% |
$203K - $264K
|
9.41K
$3.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-915- 9.46% |
$203K - $264K
|
8.76K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-922- 2.84% |
$205K - $266K
|
31.5K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-923- 8.12% |
$205K - $266K
|
10.4K
$4.17M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-926- 11.61% |
$206K - $267K
|
7.05K
$2.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-928- 5.24% |
$206K - $268K
|
16.8K
$6.71M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-929- 2.52% |
$207K - $268K
|
35.9K
$14.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-930- 0.53% |
$207K - $268K
|
175K
$70M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-930- 1.53% |
$207K - $268K
|
59.8K
$23.9M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-930- 15.68% |
$207K - $268K
|
5K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-931- 2.43% |
$207K - $268K
|
37.3K
$14.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-932- 0.1% |
$207K - $269K
|
918K
$367M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-934- 6.71% |
$208K - $269K
|
13K
$5.19M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-937- 0.2% |
$208K - $270K
|
473K
$189M
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-945- 1.45% |
$210K - $272K
|
64.2K
$25.7M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-947- 7.82% |
$211K - $273K
|
11.2K
$4.46M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-947- 0.53% |
$211K - $273K
|
178K
$71.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-949- 0.58% |
$211K - $274K
|
162K
$64.7M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-950- 0.54% |
$211K - $274K
|
176K
$70.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-951- 2.86% |
$211K - $274K
|
32.3K
$12.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-952- 4.1% |
$212K - $274K
|
22.3K
$8.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-953- 9.76% |
$212K - $275K
|
8.81K
$3.52M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-958- 5.96% |
$213K - $276K
|
15.1K
$6.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-959- 2.35% |
$213K - $276K
|
39.8K
$15.9M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-960- 1.49% |
$213K - $277K
|
63.3K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-960- 11.7% |
$213K - $277K
|
7.24K
$2.89M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-963- 2.02% |
$214K - $278K
|
46.7K
$18.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-966- 1.73% |
$215K - $278K
|
54.8K
$21.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-967- 2.36% |
$215K - $279K
|
40.1K
$16M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-968- 1.87% |
$215K - $279K
|
50.9K
$20.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-972- 1.28% |
$216K - $280K
|
74.9K
$30M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-973- 5.2% |
$216K - $281K
|
17.7K
$7.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-978- 7.22% |
$217K - $282K
|
12.6K
$5.02M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-978- 10.06% |
$217K - $282K
|
8.75K
$3.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-982- 6.11% |
$218K - $283K
|
15.1K
$6.03M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-984- 23.84% |
$219K - $284K
|
3.14K
$1.26M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-988- 20.13% |
$220K - $285K
|
3.92K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-1K- 0.42% |
$222K - $288K
|
235K
$94M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1K- 1.62% |
$222K - $288K
|
60.7K
$24.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 14.84% |
$224K - $290K
|
5.77K
$2.31M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.01K- 1.84% |
$224K - $290K
|
53.8K
$21.5M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.01K- 0.89% |
$224K - $291K
|
113K
$45.1M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.01K- 6.38% |
$224K - $291K
|
14.8K
$5.92M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.01K- 0.64% |
$225K - $291K
|
157K
$62.9M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.01K- 76.03% |
$225K - $292K
|
319
$128K
|