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 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.36K- 2.45% |
$301K - $391K
|
54K
$21.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.37K- 0.57% |
$305K - $396K
|
241K
$96.5M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.38K- 32.39% |
$306K - $397K
|
2.87K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.38K- 0.67% |
$307K - $398K
|
205K
$81.7M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.39K- 2.56% |
$308K - $399K
|
52.7K
$21.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.39K- 10.91% |
$309K - $401K
|
11.4K
$4.54M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.39K- 4.35% |
$310K - $402K
|
30.6K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.4K- 6.33% |
$310K - $402K
|
20.6K
$8.25M
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-1.4K- 26.09% |
$311K - $404K
|
3.97K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.4K- 5.73% |
$312K - $404K
|
23.1K
$9.22M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.41K- 0.16% |
$312K - $405K
|
889K
$355M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.41K- 2.18% |
$314K - $407K
|
63.4K
$25.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.42K- 8.18% |
$315K - $408K
|
15.9K
$6.35M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.42K- 7.75% |
$315K - $409K
|
16.9K
$6.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.42K- 2.92% |
$316K - $409K
|
47.2K
$18.9M
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1.42K- 15.17% |
$316K - $409K
|
7.94K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.6% |
$316K - $410K
|
87.4K
$34.9M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.43K- 24.03% |
$317K - $411K
|
4.5K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.43K- 11.6% |
$317K - $412K
|
10.9K
$4.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.43K- 1.16% |
$318K - $412K
|
122K
$48.6M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.43K- 2.64% |
$319K - $413K
|
52.9K
$21.1M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.44K- 1.11% |
$319K - $414K
|
128K
$51.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.44K- 1.59% |
$320K - $415K
|
88.8K
$35.5M
|
|
|
May 08, 2023
Q1 2023
|
Xxec, Inc.
|
SELL
|
- |
-1.44K- 3.91% |
$320K - $415K
|
35.4K
$14.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.44K- 1.13% |
$320K - $415K
|
126K
$50.5M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.45K- 0.12% |
$322K - $417K
|
1.18M
$471M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.46K- 5.79% |
$325K - $421K
|
23.8K
$9.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.46K- 12.65% |
$325K - $421K
|
10.1K
$4.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.46K- 5.01% |
$325K - $422K
|
27.7K
$11.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.46K- 8.44% |
$325K - $422K
|
15.9K
$6.35M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-1.47K- 2.07% |
$327K - $424K
|
69.4K
$27.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.47K- 2.94% |
$328K - $425K
|
48.7K
$19.5M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1.47K- 9.37% |
$328K - $425K
|
14.3K
$5.7M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.49K- 1.49% |
$331K - $429K
|
98.3K
$39.3M
|
|
|
May 11, 2023
Q1 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-1.49K- 44.08% |
$331K - $430K
|
1.89K
$755K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.5K- 1.42% |
$333K - $432K
|
104K
$41.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.5K- 17.4% |
$333K - $432K
|
7.12K
$2.85M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.5K- 14.72% |
$334K - $433K
|
8.7K
$3.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.51K- 4.9% |
$335K - $434K
|
29.3K
$11.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.51K- 3.61% |
$335K - $434K
|
40.2K
$16.1M
|
|
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.51K- 39.13% |
$335K - $434K
|
2.34K
$937K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.51K- 0.55% |
$336K - $435K
|
274K
$110M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.51K- 5.96% |
$336K - $436K
|
23.8K
$9.53M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.52K- 0.94% |
$337K - $437K
|
159K
$63.5M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.52K- 1.22% |
$337K - $437K
|
123K
$49M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.52K- 5.3% |
$338K - $439K
|
27.2K
$10.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.53K- 20.13% |
$340K - $441K
|
6.07K
$2.43M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.53K- 2.77% |
$340K - $441K
|
53.7K
$21.5M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.53K- 5.24% |
$341K - $442K
|
27.7K
$11.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-1.54K- 5.37% |
$342K - $443K
|
27.1K
$10.8M
|