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 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-3.39K- 3.38% |
$753K - $977K
|
97K
$38.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-3.4K- 9.14% |
$756K - $981K
|
33.8K
$13.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41K- 32.22% |
$758K - $983K
|
7.17K
$2.85M
|
|
|
May 08, 2023
Q1 2023
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-3.42K- 14.95% |
$761K - $987K
|
19.5K
$7.75M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.45K- 79.23% |
$768K - $995K
|
905
$360K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.47K- 23.77% |
$772K - $1M
|
11.1K
$4.43M
|
|
|
May 09, 2023
Q1 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-3.48K- 7.19% |
$773K - $1M
|
44.9K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-3.5K- 9.15% |
$778K - $1.01M
|
34.8K
$13.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-3.52K- 12.35% |
$783K - $1.02M
|
25K
$9.94M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-3.54K- 71.82% |
$786K - $1.02M
|
1.39K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.54K- 12.06% |
$786K - $1.02M
|
25.8K
$10.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-3.55K- 6.48% |
$789K - $1.02M
|
51.3K
$20.4M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.56K- 2.54% |
$792K - $1.03M
|
137K
$54.4M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.57K- 4.33% |
$794K - $1.03M
|
78.9K
$31.4M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.58K- 2.98% |
$795K - $1.03M
|
116K
$46.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-3.58K- 26.34% |
$796K - $1.03M
|
10K
$3.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.58K- 8.44% |
$796K - $1.03M
|
38.8K
$15.4M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.6K- 1.71% |
$800K - $1.04M
|
207K
$82.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-3.6K- 1.33% |
$801K - $1.04M
|
266K
$106M
|
|
|
May 15, 2023
Q1 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-3.61K- 17.71% |
$802K - $1.04M
|
16.8K
$6.67M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.61K- 6.55% |
$803K - $1.04M
|
51.5K
$20.5M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.63K- 35.87% |
$807K - $1.05M
|
6.49K
$2.58M
|
|
|
May 03, 2023
Q1 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.63K- 15.51% |
$807K - $1.05M
|
19.8K
$7.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.64K- 3.25% |
$809K - $1.05M
|
108K
$43.1M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.64K- 2.44% |
$810K - $1.05M
|
146K
$58M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.65K- 32.57% |
$811K - $1.05M
|
7.55K
$3.01M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-3.67K- 7.49% |
$815K - $1.06M
|
45.3K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-3.68K- 0.92% |
$818K - $1.06M
|
394K
$157M
|
|
|
May 11, 2023
Q1 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.68K- 27.12% |
$818K - $1.06M
|
9.89K
$3.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-3.69K- 5.39% |
$819K - $1.06M
|
64.7K
$25.8M
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.69K- 19.73% |
$819K - $1.06M
|
15K
$5.96M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-3.7K- 2.94% |
$823K - $1.07M
|
122K
$48.6M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.71K- 1.23% |
$825K - $1.07M
|
299K
$119M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.72K- 7.89% |
$826K - $1.07M
|
43.3K
$17.2M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-3.73K- 3.94% |
$829K - $1.07M
|
90.9K
$36.2M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-3.73K- 3.24% |
$829K - $1.08M
|
111K
$44.4M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-3.74K- 2.79% |
$831K - $1.08M
|
130K
$51.8M
|
|
|
May 01, 2023
Q1 2023
|
Hickory Lane Capital Management LP
New York, NY |
SELL
|
- |
-3.75K- 16.48% |
$834K - $1.08M
|
19K
$7.56M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-3.77K- 3.95% |
$837K - $1.09M
|
91.5K
$36.4M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.78K- 2.37% |
$841K - $1.09M
|
156K
$61.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.79K- 5.19% |
$842K - $1.09M
|
69.2K
$27.5M
|
|
|
May 12, 2023
Q1 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-3.8K- 6.42% |
$845K - $1.1M
|
55.4K
$22M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.83K- 9.45% |
$850K - $1.1M
|
36.7K
$14.6M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3.84K- 2.4% |
$854K - $1.11M
|
156K
$62.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3.85K- 4.21% |
$855K - $1.11M
|
87.6K
$34.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-3.85K- 2.71% |
$855K - $1.11M
|
138K
$54.9M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.85K- 6.07% |
$856K - $1.11M
|
59.6K
$23.7M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.86K- 6.73% |
$858K - $1.11M
|
53.5K
$21.3M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.91K- 22.82% |
$868K - $1.13M
|
13.2K
$5.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.91K- 7.16% |
$870K - $1.13M
|
50.8K
$20.2M
|