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 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.04K+ 0.78% |
$899K - $1.17M
|
520K
$223M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
4.03K+ 10.48% |
$895K - $1.16M
|
42.5K
$18.2M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.01K+ 6.07% |
$891K - $1.15M
|
70K
$30M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4K+ 40.0% |
$889K - $1.15M
|
14K
$5.99M
|
|
|
May 12, 2023
Q1 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4KNew |
$889K - $1.15M
|
4K
$1.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4K+ 23.31% |
$888K - $1.15M
|
21.1K
$9.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.99K+ 0.46% |
$888K - $1.15M
|
877K
$375M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.95K+ 564.29% |
$878K - $1.14M
|
4.65K
$1.99M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.94K+ 126.44% |
$875K - $1.13M
|
7.05K
$3.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.87K+ 2.34% |
$861K - $1.12M
|
170K
$72.5M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.87K+ 1.03% |
$861K - $1.12M
|
380K
$163M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
3.85K+ 0.65% |
$855K - $1.11M
|
597K
$256M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.84K+ 31.62% |
$853K - $1.11M
|
16K
$6.83M
|
|
|
Apr 18, 2023
Q1 2023
|
R.H. Dinel Investment Counsel, Inc.
|
BUY
|
- |
3.83K+ 7.8% |
$850K - $1.1M
|
52.9K
$22.6M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.82K+ 1.0% |
$849K - $1.1M
|
384K
$164M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.81KNew |
$848K - $1.1M
|
3.81K
$1.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
3.81K+ 5.96% |
$847K - $1.1M
|
67.8K
$29M
|
|
|
Apr 17, 2023
Q1 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
3.8K+ 69.36% |
$845K - $1.1M
|
9.28K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.8K+ 0.29% |
$845K - $1.1M
|
1.33M
$570M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
3.79K+ 33.38% |
$843K - $1.09M
|
15.2K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.79K+ 4.59% |
$842K - $1.09M
|
86.3K
$36.9M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.77K+ 5.5% |
$838K - $1.09M
|
72.3K
$30.9M
|
|
|
Apr 21, 2023
Q1 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.75KNew |
$833K - $1.08M
|
3.75K
$1.6M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.74K+ 5.02% |
$831K - $1.08M
|
78.2K
$33.5M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.71K+ 8.89% |
$825K - $1.07M
|
45.5K
$19.4M
|
|
|
May 02, 2023
Q1 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
3.68K+ 1.23% |
$817K - $1.06M
|
304K
$130M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.66K+ 31.85% |
$813K - $1.05M
|
15.1K
$6.47M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
3.65K+ 1.39% |
$812K - $1.05M
|
267K
$114M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.61K+ 114.43% |
$802K - $1.04M
|
6.76K
$2.89M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.6K+ 3.43% |
$801K - $1.04M
|
109K
$46.5M
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.6K+ 21.63% |
$800K - $1.04M
|
20.2K
$8.66M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.53K+ 2.4% |
$785K - $1.02M
|
150K
$64.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.51K+ 12.56% |
$781K - $1.01M
|
31.5K
$13.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.5K+ 16.46% |
$779K - $1.01M
|
24.8K
$10.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.47K+ 6.25% |
$772K - $1M
|
59.1K
$25.3M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.45KNew |
$766K - $993K
|
3.45K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3.44K+ 17.95% |
$766K - $993K
|
22.6K
$9.68M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
3.44K+ 33.54% |
$765K - $992K
|
13.7K
$5.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.44K+ 7.01% |
$764K - $991K
|
52.5K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.43K+ 16.07% |
$762K - $988K
|
24.8K
$10.6M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.41K+ 20.37% |
$758K - $983K
|
20.2K
$8.62M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.4K+ 3.64% |
$755K - $979K
|
96.7K
$41.4M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.39K+ 5.05% |
$754K - $978K
|
70.6K
$30.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.39K+ 5.68% |
$754K - $978K
|
63.1K
$27M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.39K+ 27.89% |
$753K - $976K
|
15.5K
$6.64M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.38K+ 183.43% |
$751K - $974K
|
5.22K
$2.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.37K+ 1.38% |
$750K - $973K
|
248K
$106M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
3.36K+ 0.62% |
$748K - $970K
|
548K
$234M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 3.76% |
$745K - $966K
|
92.6K
$39.6M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.33KNew |
$740K - $960K
|
3.33K
$1.42M
|