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
|
Wedmont Private Capital
|
BUY
|
- |
8.94K+ 22.76% |
$1.99M - $2.58M
|
48.2K
$20.6M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8.92KNew |
$1.98M - $2.57M
|
8.92K
$3.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
8.9KNew |
$1.98M - $2.57M
|
8.9K
$3.81M
|
|
|
May 04, 2023
Q1 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
8.9K+ 15.08% |
$1.98M - $2.57M
|
67.9K
$29M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
8.89KNew |
$1.98M - $2.56M
|
8.89K
$3.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.85K+ 0.94% |
$1.97M - $2.55M
|
946K
$405M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
8.81K+ 5.49% |
$1.96M - $2.54M
|
169K
$72.4M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.7K+ 197.08% |
$1.93M - $2.51M
|
13.1K
$5.61M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.7KNew |
$1.93M - $2.51M
|
8.7K
$3.72M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.63K+ 2.46% |
$1.92M - $2.49M
|
359K
$154M
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
8.61K+ 19.59% |
$1.91M - $2.48M
|
52.6K
$22.5M
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
8.55K+ 16.15% |
$1.9M - $2.47M
|
61.5K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
8.55K+ 2.9% |
$1.9M - $2.46M
|
304K
$130M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
8.49K+ 14.13% |
$1.89M - $2.45M
|
68.6K
$29.3M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8.47K+ 16.46% |
$1.88M - $2.44M
|
59.9K
$25.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.43K+ 17.26% |
$1.87M - $2.43M
|
57.3K
$24.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.41KNew |
$1.87M - $2.42M
|
8.41K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.35K+ 0.41% |
$1.86M - $2.41M
|
2.03M
$869M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
8.34K+ 6.8% |
$1.85M - $2.4M
|
131K
$56M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.3K+ 9.52% |
$1.85M - $2.39M
|
95.5K
$40.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
8.28K+ 17.45% |
$1.84M - $2.39M
|
55.7K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8.24K+ 24.15% |
$1.83M - $2.38M
|
42.4K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.22K+ 6.63% |
$1.83M - $2.37M
|
132K
$56.6M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
8.22K+ 10.02% |
$1.83M - $2.37M
|
90.3K
$38.6M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.16K+ 3.62% |
$1.81M - $2.35M
|
234K
$99.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.15K+ 7.9% |
$1.81M - $2.35M
|
111K
$47.6M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8.09K+ 0.31% |
$1.8M - $2.33M
|
2.64M
$1.13B
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.06K+ 9.67% |
$1.79M - $2.32M
|
91.4K
$39.1M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8K+ 94.16% |
$1.78M - $2.31M
|
16.5K
$7.06M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.95K+ 34.32% |
$1.77M - $2.29M
|
31.1K
$13.3M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.9KNew |
$1.76M - $2.28M
|
7.9K
$3.38M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.8K+ 1.95% |
$1.73M - $2.25M
|
408K
$174M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
7.78K+ 226.26% |
$1.73M - $2.24M
|
11.2K
$4.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
7.73K+ 1.06% |
$1.72M - $2.23M
|
737K
$315M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.71K+ 0.15% |
$1.71M - $2.22M
|
5.31M
$2.27B
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.7K+ 1.9% |
$1.71M - $2.22M
|
413K
$177M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.66K+ 126.23% |
$1.7M - $2.21M
|
13.7K
$5.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
7.64K+ 12.15% |
$1.7M - $2.2M
|
70.5K
$30.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.63K+ 6.53% |
$1.7M - $2.2M
|
125K
$53.3M
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
7.61K+ 128.33% |
$1.69M - $2.19M
|
13.5K
$5.79M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.59K+ 32.53% |
$1.69M - $2.19M
|
30.9K
$13.2M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
7.59K+ 2.62% |
$1.69M - $2.19M
|
298K
$127M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
7.57K+ 6.11% |
$1.68M - $2.18M
|
131K
$56.2M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7.54K+ 132.89% |
$1.68M - $2.17M
|
13.2K
$5.65M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
7.5K+ 3.74% |
$1.67M - $2.16M
|
208K
$89.1M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
7.39K+ 6.44% |
$1.64M - $2.13M
|
122K
$52.3M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
7.3K+ 19.12% |
$1.62M - $2.11M
|
45.5K
$19.5M
|
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
7.25K+ 42.99% |
$1.61M - $2.09M
|
24.1K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.25K+ 79.11% |
$1.61M - $2.09M
|
16.4K
$7.02M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
7.23KNew |
$1.61M - $2.08M
|
7.23K
$3.09M
|