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 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
14.3K+ 1339.36% |
$3.18M - $4.12M
|
15.4K
$6.57M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
14K+ 15.79% |
$3.1M - $4.02M
|
102K
$43.8M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.9K+ 50.07% |
$3.1M - $4.02M
|
41.8K
$17.9M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13.9K+ 0.67% |
$3.09M - $4.01M
|
2.09M
$894M
|
|
May 15, 2023
Q1 2023
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
13.9KNew |
$3.08M - $3.99M
|
13.9K
$5.93M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 0.13% |
$3.07M - $3.98M
|
10.8M
$4.63B
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.8K+ 15.44% |
$3.06M - $3.97M
|
103K
$44.1M
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
13.7K+ 2.44% |
$3.05M - $3.96M
|
575K
$246M
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
13.7K+ 6.43% |
$3.04M - $3.94M
|
226K
$96.8M
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
13.6K+ 5.73% |
$3.02M - $3.92M
|
251K
$107M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 9.81% |
$3M - $3.89M
|
151K
$64.6M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.4K+ 17.03% |
$2.99M - $3.87M
|
92.3K
$39.5M
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
13.3K+ 69.04% |
$2.95M - $3.83M
|
32.5K
$13.9M
|
|
Jun 08, 2023
Q1 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
13.2KNew |
$2.94M - $3.81M
|
13.2K
$5.65M
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
13.1K+ 19.54% |
$2.92M - $3.79M
|
80.4K
$34.4M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
13.1K+ 0.72% |
$2.92M - $3.78M
|
1.83M
$781M
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
13.1K+ 22.26% |
$2.91M - $3.78M
|
72K
$30.8M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13K+ 4.24% |
$2.9M - $3.76M
|
320K
$137M
|
|
May 17, 2023
Q1 2023
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
13KNew |
$2.89M - $3.75M
|
13K
$5.56M
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$2.87M - $3.72M
|
12.9K
$5.53M
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
12.8K+ 0.31% |
$2.85M - $3.7M
|
4.17M
$1.78B
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
12.7K+ 6.7% |
$2.81M - $3.65M
|
202K
$86.2M
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
12.6K+ 130.73% |
$2.79M - $3.62M
|
22.2K
$9.48M
|
|
May 15, 2023
Q1 2023
|
Venator Capital Management Ltd.
Toronto, A6 |
BUY
|
- |
12.5KNew |
$2.78M - $3.6M
|
12.5K
$5.35M
|
|
May 12, 2023
Q1 2023
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
12.2KNew |
$2.71M - $3.51M
|
12.2K
$5.21M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.2K+ 27.62% |
$2.71M - $3.51M
|
56.3K
$24.1M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
12.2KNew |
$2.71M - $3.51M
|
12.2K
$5.21M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
12.1K+ 9.27% |
$2.7M - $3.5M
|
143K
$61.1M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12K+ 3.06% |
$2.67M - $3.46M
|
404K
$173M
|
|
May 15, 2023
Q1 2023
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
12KNew |
$2.67M - $3.46M
|
12K
$5.13M
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.9KNew |
$2.64M - $3.43M
|
11.9K
$5.09M
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
11.9K+ 10.01% |
$2.64M - $3.43M
|
131K
$55.9M
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
11.9K+ 12.34% |
$2.64M - $3.42M
|
108K
$46.2M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.8K+ 5.84% |
$2.63M - $3.41M
|
214K
$91.7M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 5.34% |
$2.61M - $3.38M
|
231K
$98.9M
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11.5K+ 20.97% |
$2.57M - $3.33M
|
66.6K
$28.5M
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11.5K+ 20.97% |
$2.57M - $3.33M
|
66.6K
$28.5M
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
11.5K+ 338.98% |
$2.55M - $3.31M
|
14.9K
$6.36M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
11.5K+ 54.57% |
$2.55M - $3.31M
|
32.5K
$13.9M
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.4K+ 156.15% |
$2.54M - $3.29M
|
18.7K
$8.01M
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
11.4K+ 2.63% |
$2.53M - $3.29M
|
445K
$190M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
11.3K+ 49.04% |
$2.52M - $3.27M
|
34.4K
$14.7M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
11.3K+ 2.59% |
$2.52M - $3.26M
|
448K
$192M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.3KNew |
$2.51M - $3.26M
|
11.3K
$4.83M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.2K+ 10.59% |
$2.49M - $3.23M
|
117K
$50.1M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
11.2K+ 8.12% |
$2.48M - $3.22M
|
149K
$63.7M
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
11.1K+ 91.33% |
$2.47M - $3.2M
|
23.3K
$9.96M
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
11.1K+ 3.4% |
$2.47M - $3.2M
|
338K
$145M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.1K+ 10.76% |
$2.46M - $3.19M
|
114K
$48.7M
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11K+ 90.13% |
$2.45M - $3.17M
|
23.2K
$9.93M
|