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
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.8KNew |
$1.29M - $1.67M
|
5.8K
$2.44M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.77K+ 5.48% |
$1.28M - $1.66M
|
111K
$46.7M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.74K+ 6.66% |
$1.28M - $1.65M
|
91.8K
$38.6M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
5.7K+ 2.32% |
$1.27M - $1.64M
|
251K
$106M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.67K+ 4.73% |
$1.26M - $1.63M
|
125K
$52.7M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
5.6K+ 2.31% |
$1.24M - $1.61M
|
248K
$104M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.58K+ 2.0% |
$1.24M - $1.61M
|
284K
$119M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
5.58K+ 3.05% |
$1.24M - $1.61M
|
188K
$79.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.55K+ 89.25% |
$1.23M - $1.6M
|
11.8K
$4.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.54K+ 26.0% |
$1.23M - $1.6M
|
26.9K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.54K+ 1.0% |
$1.23M - $1.6M
|
560K
$235M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.53K+ 0.78% |
$1.23M - $1.59M
|
714K
$300M
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
5.51K+ 3.66% |
$1.23M - $1.59M
|
156K
$65.6M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5.51K+ 7.87% |
$1.23M - $1.59M
|
75.6K
$31.8M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.49K+ 4.38% |
$1.22M - $1.58M
|
131K
$54.9M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.47K+ 1.93% |
$1.21M - $1.58M
|
289K
$121M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
5.46K+ 2.02% |
$1.21M - $1.57M
|
275K
$116M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.38K+ 6.33% |
$1.2M - $1.55M
|
90.3K
$37.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
5.38K+ 13.04% |
$1.2M - $1.55M
|
46.6K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.36K+ 2.46% |
$1.19M - $1.55M
|
224K
$94M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.33K+ 48.67% |
$1.18M - $1.54M
|
16.3K
$6.84M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.33K+ 48.67% |
$1.18M - $1.54M
|
16.3K
$6.84M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
5.31K+ 21.95% |
$1.18M - $1.53M
|
29.5K
$12.4M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.3K+ 12.37% |
$1.18M - $1.53M
|
48.2K
$20.2M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.29K+ 1.2% |
$1.18M - $1.53M
|
447K
$188M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.26K+ 46.51% |
$1.17M - $1.52M
|
16.6K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.26K+ 61.61% |
$1.17M - $1.52M
|
13.8K
$5.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.24K+ 69.29% |
$1.17M - $1.51M
|
12.8K
$5.38M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.16K+ 262.56% |
$1.15M - $1.49M
|
7.13K
$3M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.16KNew |
$1.15M - $1.49M
|
5.16K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.14K+ 1.28% |
$1.14M - $1.48M
|
407K
$171M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.14K+ 45.46% |
$1.14M - $1.48M
|
16.4K
$6.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
5.13K+ 1.84% |
$1.14M - $1.48M
|
284K
$119M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.12K+ 66.12% |
$1.14M - $1.48M
|
12.9K
$5.4M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.11K+ 71.94% |
$1.14M - $1.47M
|
12.2K
$5.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.1K+ 0.87% |
$1.13M - $1.47M
|
591K
$248M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.09K+ 31.97% |
$1.13M - $1.47M
|
21K
$8.83M
|
|
|
May 09, 2023
Q1 2023
|
Ar Asset Management Inc
|
BUY
|
- |
5.06K+ 26.33% |
$1.12M - $1.46M
|
24.3K
$10.2M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
5.05K+ 14.6% |
$1.12M - $1.46M
|
39.7K
$16.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.05K+ 2.26% |
$1.12M - $1.46M
|
229K
$96.1M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.04K+ 4.31% |
$1.12M - $1.45M
|
122K
$51.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.01K+ 6.76% |
$1.11M - $1.45M
|
79.1K
$33.3M
|
|
|
May 12, 2023
Q1 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
5KNew |
$1.11M - $1.44M
|
5K
$2.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
5K+ 10.71% |
$1.11M - $1.44M
|
51.6K
$21.7M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4.96KNew |
$1.1M - $1.43M
|
4.96K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.92K+ 10.95% |
$1.09M - $1.42M
|
49.8K
$20.9M
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.91K+ 46.93% |
$1.09M - $1.41M
|
15.4K
$6.45M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
4.88K+ 16.67% |
$1.09M - $1.41M
|
34.2K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4.87K+ 28.28% |
$1.08M - $1.41M
|
22.1K
$9.29M
|
|
|
May 15, 2023
Q1 2023
|
In Depth Partners, LLC
Miami, FL |
BUY
|
- |
4.86K+ 21.68% |
$1.08M - $1.4M
|
27.3K
$11.5M
|