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 16, 2023
Q1 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
7.06KNew |
$1.57M - $2.03M
|
7.06K
$2.96M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.05K+ 49.44% |
$1.57M - $2.03M
|
21.3K
$8.95M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.02K+ 5.3% |
$1.56M - $2.02M
|
139K
$58.5M
|
|
|
May 03, 2023
Q1 2023
|
Jackson Hill Advisors, LLC
|
BUY
|
- |
7K+ 17.95% |
$1.56M - $2.02M
|
46K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
6.99K+ 47.49% |
$1.55M - $2.02M
|
21.7K
$9.13M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.95K+ 3.63% |
$1.55M - $2M
|
198K
$83.4M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.93KNew |
$1.54M - $2M
|
6.93K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.92KNew |
$1.54M - $1.99M
|
6.92K
$2.91M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.89K+ 5.11% |
$1.53M - $1.99M
|
142K
$59.5M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
6.78K+ 17.55% |
$1.51M - $1.96M
|
45.4K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.73KNew |
$1.5M - $1.94M
|
6.73K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.72K+ 13.04% |
$1.49M - $1.94M
|
58.3K
$24.5M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.72K+ 62.14% |
$1.49M - $1.94M
|
17.5K
$7.37M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
6.66K+ 5.64% |
$1.48M - $1.92M
|
125K
$52.5M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.63K+ 6.93% |
$1.47M - $1.91M
|
102K
$43M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
6.56K+ 3.25% |
$1.46M - $1.89M
|
208K
$87.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
6.52K+ 18.89% |
$1.45M - $1.88M
|
41.1K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.45K+ 8.96% |
$1.43M - $1.86M
|
78.5K
$33M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.37K+ 82.63% |
$1.42M - $1.84M
|
14.1K
$5.91M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
6.36K+ 10.68% |
$1.41M - $1.83M
|
66K
$27.7M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.35K+ 10.57% |
$1.41M - $1.83M
|
66.4K
$27.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
6.34K+ 673.14% |
$1.41M - $1.83M
|
7.28K
$3.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.34K+ 1.48% |
$1.41M - $1.83M
|
435K
$183M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.33K+ 277.7% |
$1.41M - $1.82M
|
8.6K
$3.62M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6.28K+ 28.04% |
$1.4M - $1.81M
|
28.7K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.24K+ 21.66% |
$1.39M - $1.8M
|
35K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.24K+ 9.9% |
$1.39M - $1.8M
|
69.2K
$29.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.23K+ 35.03% |
$1.38M - $1.8M
|
24K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.22K+ 24.17% |
$1.38M - $1.79M
|
32K
$13.4M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.22KNew |
$1.38M - $1.79M
|
6.22K
$2.61M
|
|
|
May 03, 2023
Q1 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.2KNew |
$1.38M - $1.79M
|
6.2K
$2.61M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6.2KNew |
$1.38M - $1.79M
|
6.2K
$2.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.2K+ 22.76% |
$1.38M - $1.79M
|
33.4K
$14M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.16K+ 3.34% |
$1.37M - $1.78M
|
190K
$79.9M
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
6.15K+ 1.7% |
$1.37M - $1.77M
|
368K
$155M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
6.13K+ 3.61% |
$1.36M - $1.77M
|
176K
$73.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
6.11K+ 28.4% |
$1.36M - $1.76M
|
27.6K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.08K+ 0.79% |
$1.35M - $1.75M
|
771K
$324M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
6.07K+ 0.25% |
$1.35M - $1.75M
|
2.44M
$1.03B
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
6.06K+ 0.15% |
$1.35M - $1.75M
|
4.07M
$1.71B
|
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
6.03K+ 19.62% |
$1.34M - $1.74M
|
36.8K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
5.99K+ 10.76% |
$1.33M - $1.73M
|
61.7K
$25.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
5.99K+ 21.78% |
$1.33M - $1.73M
|
33.5K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
5.94KNew |
$1.32M - $1.71M
|
5.94K
$2.5M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
5.9K+ 42.73% |
$1.31M - $1.7M
|
19.7K
$8.28M
|
|
|
May 10, 2023
Q1 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
5.89K+ 27.46% |
$1.31M - $1.7M
|
27.3K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.88KNew |
$1.31M - $1.7M
|
5.88K
$2.47M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.85K+ 8.55% |
$1.3M - $1.69M
|
74.2K
$31.2M
|
|
|
May 15, 2023
Q1 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
5.85K+ 2610.27% |
$1.3M - $1.69M
|
6.07K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5.81K+ 6.22% |
$1.29M - $1.68M
|
99.2K
$41.7M
|