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 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.92K- 8.45% |
$649K - $842K
|
31.6K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.95K- 1.94% |
$655K - $849K
|
149K
$59.4M
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-2.96K- 14.0% |
$658K - $854K
|
18.2K
$7.24M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.97K- 2.37% |
$660K - $856K
|
123K
$48.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.97K- 15.77% |
$660K - $857K
|
15.9K
$6.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.98K- 10.51% |
$662K - $858K
|
25.3K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-2.98K- 3.16% |
$663K - $860K
|
91.5K
$36.4M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-2.99K- 1.43% |
$665K - $863K
|
206K
$81.9M
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-3K- 5.65% |
$666K - $863K
|
50.1K
$19.9M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3K- 3.64% |
$667K - $865K
|
79.3K
$31.6M
|
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-3K- 7.25% |
$667K - $865K
|
38.4K
$15.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-3K- 55.56% |
$667K - $865K
|
2.4K
$955K
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3K- 47.06% |
$667K - $865K
|
3.38K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.02K- 8.07% |
$671K - $871K
|
34.4K
$13.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.03K- 1.71% |
$673K - $872K
|
174K
$69.2M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.03K- 1.06% |
$673K - $872K
|
282K
$112M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-3.03K- 4.17% |
$674K - $874K
|
69.6K
$27.7M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-3.03K- 7.55% |
$674K - $874K
|
37.1K
$14.8M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-3.07K- 5.17% |
$682K - $884K
|
56.2K
$22.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.08K- 44.43% |
$684K - $888K
|
3.85K
$1.53M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-3.08K- 4.02% |
$685K - $889K
|
73.5K
$29.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.09K- 7.03% |
$686K - $890K
|
40.8K
$16.2M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.09K- 35.8% |
$687K - $891K
|
5.54K
$2.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.09K- 0.91% |
$688K - $892K
|
337K
$134M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.09K- 11.56% |
$688K - $892K
|
23.7K
$9.42M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-3.11K- 1.94% |
$692K - $897K
|
158K
$62.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-3.11K- 2.25% |
$692K - $898K
|
135K
$53.9M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.12K- 1.51% |
$693K - $899K
|
203K
$80.7M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-3.12K- 0.89% |
$694K - $901K
|
349K
$139M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.13K- 15.64% |
$697K - $904K
|
16.9K
$6.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-3.15K- 2.13% |
$700K - $907K
|
144K
$57.5M
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-3.15K- 8.12% |
$700K - $907K
|
35.6K
$14.2M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-3.15K- 11.02% |
$700K - $908K
|
25.4K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-3.15K- 8.48% |
$700K - $908K
|
34K
$13.5M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.15K- 11.48% |
$701K - $909K
|
24.3K
$9.68M
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-3.16K- 71.68% |
$702K - $910K
|
1.25K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-3.16K- 6.5% |
$703K - $912K
|
45.5K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-3.22K- 1.24% |
$716K - $929K
|
257K
$102M
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.23K- 0.7% |
$719K - $932K
|
456K
$181M
|
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3.24K- 1.23% |
$720K - $934K
|
259K
$103M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.25K- 11.78% |
$721K - $936K
|
24.3K
$9.67M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.25K- 1.37% |
$723K - $937K
|
234K
$93.1M
|
|
|
May 11, 2023
Q1 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-3.26K- 2.46% |
$724K - $939K
|
129K
$51.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-3.27K- 6.85% |
$727K - $942K
|
44.4K
$17.7M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.27K- 52.61% |
$727K - $943K
|
2.95K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-3.3K- 0.97% |
$733K - $950K
|
336K
$134M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.3K- 11.47% |
$734K - $952K
|
25.5K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.32K- 4.7% |
$738K - $957K
|
67.4K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-3.39K- 20.28% |
$753K - $976K
|
13.3K
$5.3M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-3.39K- 11.16% |
$753K - $976K
|
27K
$10.7M
|