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 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 7.25% |
$405K - $525K
|
23.3K
$9.27M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.82K- 2.7% |
$405K - $526K
|
65.6K
$26.1M
|
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.82K- 4.77% |
$405K - $526K
|
36.4K
$14.5M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.82K- 57.69% |
$405K - $526K
|
1.34K
$532K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 3.62% |
$406K - $527K
|
48.6K
$19.3M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.83K- 5.56% |
$407K - $528K
|
31.1K
$12.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.84K- 2.25% |
$408K - $529K
|
79.6K
$31.7M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.84K- 6.55% |
$409K - $530K
|
26.3K
$10.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.84K- 15.27% |
$410K - $531K
|
10.2K
$4.07M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.85K- 7.35% |
$412K - $534K
|
23.3K
$9.28M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.86K- 1.1% |
$412K - $535K
|
167K
$66.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.86K- 0.63% |
$414K - $537K
|
292K
$116M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.86K- 5.46% |
$414K - $537K
|
32.3K
$12.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.88K- 1.16% |
$418K - $543K
|
161K
$64.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.88K- 2.41% |
$419K - $543K
|
76.4K
$30.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.89K- 15.35% |
$421K - $546K
|
10.4K
$4.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.9K- 5.11% |
$421K - $547K
|
35.2K
$14M
|
|
|
Apr 28, 2023
Q1 2023
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-1.9K- 95.0% |
$422K - $548K
|
100
$39.8K
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.91K- 6.44% |
$426K - $552K
|
27.8K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.93K- 4.71% |
$428K - $556K
|
39K
$15.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.93K- 18.13% |
$430K - $557K
|
8.73K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.93K- 7.6% |
$430K - $557K
|
23.5K
$9.35M
|
|
|
May 10, 2023
Q1 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-1.94K- 11.67% |
$431K - $558K
|
14.7K
$5.84M
|
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.94K- 19.87% |
$431K - $558K
|
7.81K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.94K- 1.18% |
$431K - $559K
|
162K
$64.4M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.95K- 12.45% |
$433K - $561K
|
13.7K
$5.45M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.95K- 11.08% |
$434K - $563K
|
15.7K
$6.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.95K- 34.7% |
$434K - $563K
|
3.67K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.95K- 0.1% |
$434K - $563K
|
1.92M
$765M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.97K- 2.94% |
$438K - $568K
|
65.1K
$25.9M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.97K- 2.94% |
$438K - $568K
|
65K
$25.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.98K- 0.43% |
$440K - $571K
|
460K
$183M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.99K- 2.33% |
$442K - $573K
|
83.5K
$33.2M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.99K- 34.4% |
$443K - $574K
|
3.8K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-2K- 9.07% |
$444K - $575K
|
20K
$7.96M
|
|
|
May 15, 2023
Q1 2023
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-2K- 40.0% |
$445K - $577K
|
3K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-2.02K- 8.23% |
$450K - $583K
|
22.5K
$8.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.04K- 4.01% |
$454K - $589K
|
48.9K
$19.5M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.04K- 18.27% |
$454K - $589K
|
9.14K
$3.64M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.04K- 3.11% |
$454K - $589K
|
63.7K
$25.3M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.06K- 36.21% |
$458K - $594K
|
3.63K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.06K- 2.91% |
$458K - $594K
|
68.7K
$27.3M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.06K- 9.02% |
$459K - $595K
|
20.8K
$8.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.08K- 27.86% |
$463K - $601K
|
5.39K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.09K- 1.23% |
$464K - $601K
|
167K
$66.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-2.09K- 1.62% |
$464K - $602K
|
127K
$50.5M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.09K- 12.64% |
$465K - $603K
|
14.5K
$5.76M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.1K- 26.95% |
$467K - $605K
|
5.69K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2.1K- 70.0% |
$467K - $605K
|
900
$358K
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.1K- 43.61% |
$467K - $606K
|
2.72K
$1.08M
|