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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
10.9K+ 20.21% |
$2.42M - $3.14M
|
64.8K
$27.2M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.8K+ 54.55% |
$2.41M - $3.12M
|
30.7K
$12.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.8K+ 4.67% |
$2.41M - $3.12M
|
243K
$102M
|
|
|
May 09, 2023
Q1 2023
|
Parametrica Management LTD
|
BUY
|
- |
10.8K+ 65.23% |
$2.4M - $3.11M
|
27.3K
$11.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 9.87% |
$2.4M - $3.11M
|
120K
$50.5M
|
|
|
May 15, 2023
Q1 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
10.8KNew |
$2.39M - $3.1M
|
10.8K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
10.7K+ 66.84% |
$2.39M - $3.1M
|
26.8K
$11.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.7K+ 8.79% |
$2.38M - $3.09M
|
133K
$55.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
10.7K+ 138.23% |
$2.37M - $3.08M
|
18.4K
$7.73M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
10.7KNew |
$2.37M - $3.07M
|
10.7K
$4.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.6K+ 5.36% |
$2.36M - $3.06M
|
209K
$87.8M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
10.6K+ 12.65% |
$2.35M - $3.05M
|
94.2K
$39.6M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.5K+ 7.15% |
$2.33M - $3.03M
|
157K
$66.1M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.4K+ 5.22% |
$2.32M - $3.01M
|
210K
$88.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$2.31M - $3M
|
10.4K
$4.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10.4K+ 55.85% |
$2.31M - $3M
|
29K
$12.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
10.4K+ 26.01% |
$2.31M - $3M
|
50.3K
$21.2M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$2.31M - $3M
|
10.4K
$4.37M
|
|
|
May 15, 2023
Q1 2023
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
10.4K+ 26.28% |
$2.3M - $2.99M
|
49.8K
$20.9M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.3KNew |
$2.29M - $2.97M
|
10.3K
$4.33M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
10.2K+ 3.35% |
$2.27M - $2.94M
|
315K
$132M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 4.42% |
$2.27M - $2.94M
|
241K
$101M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10.2K+ 1133.74% |
$2.26M - $2.94M
|
11.1K
$4.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10K+ 5.65% |
$2.23M - $2.89M
|
187K
$78.8M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10K+ 30.26% |
$2.22M - $2.88M
|
43.1K
$18.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
10K+ 6.11% |
$2.22M - $2.88M
|
174K
$73M
|
|
|
May 15, 2023
Q1 2023
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
10KNew |
$2.22M - $2.88M
|
10K
$4.2M
|
|
|
May 12, 2023
Q1 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
9.88K+ 60.82% |
$2.2M - $2.85M
|
26.1K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.83K+ 61.21% |
$2.18M - $2.83M
|
25.9K
$10.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
9.81K+ 42.32% |
$2.18M - $2.83M
|
33K
$13.9M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
9.68K+ 10.45% |
$2.15M - $2.79M
|
102K
$43M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
9.67K+ 3.42% |
$2.15M - $2.79M
|
292K
$123M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
9.66K+ 12.45% |
$2.15M - $2.79M
|
87.3K
$36.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
9.64K+ 5.03% |
$2.14M - $2.78M
|
201K
$84.5M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.57K+ 3.82% |
$2.13M - $2.76M
|
260K
$109M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9.51KNew |
$2.11M - $2.74M
|
9.51K
$3.99M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.5K+ 2.58% |
$2.11M - $2.74M
|
377K
$158M
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
9.46K+ 9.76% |
$2.1M - $2.73M
|
106K
$44.7M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
9.43K+ 38.12% |
$2.1M - $2.72M
|
34.2K
$14.4M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
9.4K+ 483.2% |
$2.09M - $2.71M
|
11.3K
$4.77M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
9.4K+ 0.49% |
$2.09M - $2.71M
|
1.93M
$811M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
9.37K+ 3.85% |
$2.08M - $2.7M
|
253K
$106M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.27K+ 10.99% |
$2.06M - $2.67M
|
93.6K
$39.3M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.27KNew |
$2.06M - $2.67M
|
9.27K
$3.89M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
9.25KNew |
$2.06M - $2.67M
|
9.25K
$3.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
9.04K+ 8.2% |
$2.01M - $2.61M
|
119K
$50.1M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.03K+ 2.95% |
$2.01M - $2.6M
|
315K
$132M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
8.97K+ 56.29% |
$1.99M - $2.59M
|
24.9K
$10.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
8.94K+ 22.76% |
$1.99M - $2.58M
|
48.2K
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8.92KNew |
$1.98M - $2.57M
|
8.92K
$3.75M
|