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 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.85K+ 1.98% |
$1.08M - $1.4M
|
250K
$105M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.84K+ 10.32% |
$1.08M - $1.4M
|
51.8K
$21.8M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.79K+ 17.28% |
$1.07M - $1.38M
|
32.5K
$13.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
4.75K+ 0.58% |
$1.06M - $1.37M
|
817K
$343M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.73K+ 20.46% |
$1.05M - $1.36M
|
27.8K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.72K+ 3.54% |
$1.05M - $1.36M
|
138K
$58.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.71KNew |
$1.05M - $1.36M
|
4.71K
$1.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
4.71K+ 29.34% |
$1.05M - $1.36M
|
20.7K
$8.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.7KNew |
$1.04M - $1.35M
|
4.7K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.68K+ 29.21% |
$1.04M - $1.35M
|
20.7K
$8.7M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.63K+ 13.5% |
$1.03M - $1.33M
|
38.9K
$16.4M
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
4.6K+ 213.95% |
$1.02M - $1.33M
|
6.75K
$2.84M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.57K+ 2.55% |
$1.02M - $1.32M
|
184K
$77.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.55K+ 3.44% |
$1.01M - $1.31M
|
137K
$57.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
4.53K+ 5.75% |
$1.01M - $1.31M
|
83.3K
$35M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.53K+ 1.35% |
$1.01M - $1.31M
|
340K
$143M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.52K+ 0.82% |
$1.01M - $1.3M
|
554K
$233M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.52K+ 119.59% |
$1.01M - $1.3M
|
8.31K
$3.49M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.47K+ 5.04% |
$994K - $1.29M
|
93.2K
$39.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
4.47K+ 12.43% |
$993K - $1.29M
|
40.4K
$17M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.46K+ 3.14% |
$992K - $1.29M
|
146K
$61.5M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.45K+ 4.65% |
$989K - $1.28M
|
100K
$42.1M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.44K+ 6.35% |
$986K - $1.28M
|
74.3K
$31.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.43K+ 187.52% |
$985K - $1.28M
|
6.79K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.42K+ 33.72% |
$982K - $1.27M
|
17.5K
$7.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.42K+ 10.73% |
$981K - $1.27M
|
45.5K
$19.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
4.41K+ 24.72% |
$980K - $1.27M
|
22.2K
$9.34M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.37K+ 3.07% |
$971K - $1.26M
|
147K
$61.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.36K+ 20.41% |
$969K - $1.26M
|
25.7K
$10.8M
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 1961.54% |
$964K - $1.25M
|
4.56K
$1.91M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.31K+ 4.41% |
$958K - $1.24M
|
102K
$42.9M
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
4.3K+ 201.45% |
$957K - $1.24M
|
6.44K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
4.28K+ 115.27% |
$952K - $1.23M
|
8K
$3.36M
|
|
|
May 04, 2023
Q1 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.26KNew |
$948K - $1.23M
|
4.26K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.25K+ 2.64% |
$945K - $1.23M
|
165K
$69.4M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.24K+ 100.9% |
$943K - $1.22M
|
8.45K
$3.55M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.21K+ 31.05% |
$936K - $1.21M
|
17.8K
$7.47M
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
4.2K+ 95.35% |
$934K - $1.21M
|
8.61K
$3.62M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.2K+ 3.22% |
$934K - $1.21M
|
135K
$56.6M
|
|
|
May 12, 2023
Q1 2023
|
Must Asset Management Inc.
|
BUY
|
- |
4.2KNew |
$933K - $1.21M
|
4.2K
$1.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
4.19K+ 3.27% |
$931K - $1.21M
|
132K
$55.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.17K+ 1.24% |
$927K - $1.2M
|
341K
$143M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
4.16K+ 19.98% |
$925K - $1.2M
|
25K
$10.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.16K+ 5.09% |
$924K - $1.2M
|
85.8K
$36M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.1K+ 6.7% |
$912K - $1.18M
|
65.3K
$27.4M
|
|
|
May 02, 2023
Q1 2023
|
Palmer Knight CO
|
BUY
|
- |
4.1K+ 21.21% |
$911K - $1.18M
|
23.4K
$9.83M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4.06K+ 1.88% |
$903K - $1.17M
|
221K
$92.8M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
4.05K+ 63.31% |
$901K - $1.17M
|
10.5K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.04K+ 0.78% |
$899K - $1.17M
|
520K
$219M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
4.03K+ 10.48% |
$895K - $1.16M
|
42.5K
$17.8M
|