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
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.32K+ 100.21% |
$738K - $957K
|
6.63K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.28K+ 211.94% |
$730K - $946K
|
4.83K
$2.07M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.28K+ 4.1% |
$729K - $946K
|
83.2K
$35.6M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.27KNew |
$728K - $944K
|
3.27K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.27K+ 17.84% |
$727K - $942K
|
21.6K
$9.24M
|
|
|
May 10, 2023
Q1 2023
|
Cryder Capital Partners LLP
|
BUY
|
- |
3.26K+ 0.39% |
$725K - $940K
|
841K
$360M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.26K+ 2.0% |
$724K - $939K
|
166K
$71.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.26K+ 1.62% |
$724K - $939K
|
204K
$87.3M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.25KNew |
$722K - $936K
|
3.25K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Force Hill Capital Management LP
New York, NY |
BUY
|
- |
3.24K+ 14.93% |
$719K - $933K
|
24.9K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.23K+ 106.56% |
$719K - $932K
|
6.27K
$2.68M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.23K+ 9.73% |
$718K - $931K
|
36.4K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Intermede Investment Partners LTD
|
BUY
|
- |
3.22K+ 0.41% |
$717K - $929K
|
790K
$338M
|
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
3.21K+ 3.47% |
$714K - $926K
|
95.9K
$41M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.2K+ 161.52% |
$712K - $923K
|
5.19K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
3.2K+ 22.07% |
$711K - $923K
|
17.7K
$7.57M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.19K+ 144.93% |
$709K - $919K
|
5.39K
$2.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
3.16K+ 0.16% |
$702K - $911K
|
1.93M
$827M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.12K+ 32.98% |
$694K - $901K
|
12.6K
$5.39M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
3.12K+ 28.58% |
$693K - $899K
|
14K
$6M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.11KNew |
$691K - $896K
|
3.11K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.1K+ 54.87% |
$689K - $894K
|
8.75K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
3.1KNew |
$689K - $894K
|
3.1K
$1.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
3.1K+ 21.24% |
$689K - $893K
|
17.7K
$7.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.09K+ 9.2% |
$688K - $892K
|
36.7K
$15.7M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.09K+ 10.29% |
$688K - $892K
|
33.2K
$14.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.09K+ 79.93% |
$687K - $891K
|
6.96K
$2.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
3.09K+ 3.16% |
$687K - $891K
|
101K
$43.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.08K+ 4.16% |
$685K - $889K
|
77.2K
$33M
|
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
3.07K+ 46.51% |
$683K - $885K
|
9.67K
$4.14M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.06K+ 8.2% |
$681K - $883K
|
40.4K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.06K+ 7.63% |
$681K - $883K
|
43.2K
$18.5M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.05K+ 8.9% |
$678K - $879K
|
37.3K
$16M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.04K+ 18.44% |
$676K - $876K
|
19.5K
$8.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 12.26% |
$670K - $869K
|
27.6K
$11.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
3.01K+ 11.45% |
$668K - $867K
|
29.2K
$12.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
3K+ 5.58% |
$667K - $865K
|
56.8K
$24.3M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3K+ 13.24% |
$667K - $865K
|
25.7K
$11M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3K+ 14.81% |
$667K - $865K
|
23.2K
$9.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
2.99K+ 1.44% |
$665K - $862K
|
210K
$89.9M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.96K+ 7.16% |
$659K - $854K
|
44.4K
$19M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.94K+ 11.79% |
$653K - $847K
|
27.8K
$11.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
2.93K+ 115.02% |
$650K - $843K
|
5.47K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.9K+ 6.23% |
$646K - $837K
|
49.5K
$21.2M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 5.3% |
$644K - $836K
|
57.6K
$24.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.89K+ 2.18% |
$642K - $833K
|
136K
$58.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.89K+ 3.92% |
$642K - $832K
|
76.4K
$32.7M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.88K+ 10.48% |
$641K - $831K
|
30.4K
$13M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.88K+ 3.75% |
$641K - $831K
|
79.8K
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
2.88K+ 154.73% |
$640K - $831K
|
4.74K
$2.03M
|