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 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-5.85K- 16.46% |
$1.3M - $1.69M
|
29.7K
$11.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.86K- 6.67% |
$1.3M - $1.69M
|
82K
$32.6M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-5.86K- 4.37% |
$1.3M - $1.69M
|
128K
$51M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.89K- 0.22% |
$1.31M - $1.7M
|
2.67M
$1.06B
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.92K- 1.26% |
$1.32M - $1.71M
|
464K
$185M
|
|
|
Apr 27, 2023
Q1 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-5.96K- 30.4% |
$1.32M - $1.72M
|
13.6K
$5.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-5.96K- 21.07% |
$1.33M - $1.72M
|
22.3K
$8.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.01K- 8.04% |
$1.34M - $1.73M
|
68.8K
$27.4M
|
|
|
May 10, 2023
Q1 2023
|
Capco Asset Management, LLC
|
SELL
|
- |
-6.01K- 4.01% |
$1.34M - $1.73M
|
144K
$57.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-6.07K- 5.64% |
$1.35M - $1.75M
|
102K
$40.4M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.08K- 9.06% |
$1.35M - $1.75M
|
61.1K
$24.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-6.09K- 26.58% |
$1.35M - $1.76M
|
16.8K
$6.69M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-6.16K- 4.64% |
$1.37M - $1.78M
|
127K
$50.4M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.23K- 0.51% |
$1.38M - $1.8M
|
1.22M
$485M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.24K- 26.81% |
$1.39M - $1.8M
|
17K
$6.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-6.27K- 13.08% |
$1.39M - $1.81M
|
41.6K
$16.6M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-6.27K- 2.34% |
$1.39M - $1.81M
|
261K
$104M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-6.28K- 12.29% |
$1.4M - $1.81M
|
44.8K
$17.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-6.29K- 31.68% |
$1.4M - $1.81M
|
13.6K
$5.4M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-6.31K- 11.01% |
$1.4M - $1.82M
|
51K
$20.3M
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-6.31K- 58.89% |
$1.4M - $1.82M
|
4.41K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Anabranch Capital Management, LP
New York, NY |
SELL
|
- |
-6.37K- 7.35% |
$1.42M - $1.84M
|
80.3K
$31.9M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.39K- 1.58% |
$1.42M - $1.84M
|
398K
$158M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-6.41K- 0.78% |
$1.43M - $1.85M
|
817K
$325M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.42K- 0.52% |
$1.43M - $1.85M
|
1.24M
$492M
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-6.44K- 66.05% |
$1.43M - $1.86M
|
3.31K
$1.32M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6.51K- 18.15% |
$1.45M - $1.88M
|
29.4K
$11.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-6.57K- 12.65% |
$1.46M - $1.89M
|
45.3K
$18M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.57K- 3.25% |
$1.46M - $1.89M
|
196K
$77.8M
|
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-6.6K- 41.25% |
$1.47M - $1.9M
|
9.4K
$3.74M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.71K- 12.15% |
$1.49M - $1.93M
|
48.5K
$19.3M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-6.74K- 2.94% |
$1.5M - $1.94M
|
222K
$88.5M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.82K- 2.27% |
$1.52M - $1.97M
|
293K
$117M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.86K- 8.29% |
$1.53M - $1.98M
|
75.9K
$30.2M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-6.88K- 2.77% |
$1.53M - $1.98M
|
242K
$96.1M
|
|
|
May 12, 2023
Q1 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-6.88K- 16.86% |
$1.53M - $1.98M
|
33.9K
$13.5M
|
|
|
May 02, 2023
Q1 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-7K- 21.21% |
$1.56M - $2.02M
|
26K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7.02K- 0.95% |
$1.56M - $2.02M
|
733K
$292M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7.07K- 11.26% |
$1.57M - $2.04M
|
55.8K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-7.08K- 24.04% |
$1.57M - $2.04M
|
22.4K
$8.9M
|
|
|
May 03, 2023
Q1 2023
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-7.1K- 14.2% |
$1.58M - $2.05M
|
42.9K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.11K- 21.24% |
$1.58M - $2.05M
|
26.3K
$10.5M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.12K- 0.31% |
$1.58M - $2.05M
|
2.26M
$899M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.14K- 20.01% |
$1.59M - $2.06M
|
28.6K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-7.22K- 20.83% |
$1.6M - $2.08M
|
27.4K
$10.9M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-7.22K- 11.58% |
$1.61M - $2.08M
|
55.1K
$21.9M
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-7.23K- 2.17% |
$1.61M - $2.08M
|
326K
$130M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-7.35K- 6.0% |
$1.63M - $2.12M
|
115K
$45.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.36K- 1.37% |
$1.64M - $2.12M
|
528K
$210M
|
|
|
May 10, 2023
Q1 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-7.37K- 27.41% |
$1.64M - $2.13M
|
19.5K
$7.77M
|