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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.87K+ 5.27% |
$638K - $828K
|
57.4K
$24.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.85K+ 5.61% |
$634K - $822K
|
53.7K
$23M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
2.85K+ 14.47% |
$633K - $821K
|
22.5K
$9.63M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.84K+ 38.88% |
$631K - $818K
|
10.1K
$4.34M
|
|
|
May 10, 2023
Q1 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
2.84K+ 0.91% |
$631K - $818K
|
314K
$134M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.84K+ 10.13% |
$630K - $818K
|
30.8K
$13.2M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
2.8K+ 23.36% |
$622K - $806K
|
14.8K
$6.32M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.79K+ 67.19% |
$621K - $805K
|
6.95K
$2.97M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.78K+ 29.41% |
$618K - $802K
|
12.2K
$5.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
2.78K+ 77.55% |
$618K - $801K
|
6.37K
$2.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.77K+ 3.99% |
$616K - $798K
|
72.2K
$30.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.76K+ 5.91% |
$614K - $796K
|
49.5K
$21.2M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
2.76K+ 24.75% |
$613K - $795K
|
13.9K
$5.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.99% |
$612K - $794K
|
58K
$24.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.75K+ 106.63% |
$611K - $793K
|
5.33K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.74K+ 0.5% |
$609K - $790K
|
551K
$236M
|
|
|
May 15, 2023
Q1 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
2.74K+ 3.99% |
$608K - $789K
|
71.3K
$30.5M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.73K+ 5.45% |
$606K - $786K
|
52.7K
$22.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.72K+ 3.42% |
$605K - $785K
|
82.3K
$35.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.7K+ 12.75% |
$600K - $778K
|
23.9K
$10.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.69K+ 9.4% |
$598K - $776K
|
31.3K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.69KNew |
$597K - $774K
|
2.69K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.68KNew |
$596K - $773K
|
2.68K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
2.68KNew |
$596K - $772K
|
2.68K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.66K+ 9.37% |
$591K - $766K
|
31K
$13.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
2.65K+ 7.13% |
$589K - $764K
|
39.8K
$17M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.64K+ 3.9% |
$587K - $761K
|
70.4K
$30.1M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.63K+ 2.8% |
$585K - $759K
|
96.6K
$41.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
2.63K+ 2.68% |
$584K - $757K
|
101K
$43.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.62K+ 8.83% |
$583K - $756K
|
32.3K
$13.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.61K+ 24.58% |
$579K - $751K
|
13.2K
$5.65M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.6K+ 8.71% |
$578K - $750K
|
32.5K
$13.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
2.6K+ 15.03% |
$578K - $750K
|
19.9K
$8.51M
|
|
|
May 15, 2023
Q1 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
2.6K+ 16.15% |
$578K - $750K
|
18.7K
$8M
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
2.59K+ 6.39% |
$577K - $748K
|
43.2K
$18.5M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.58K+ 3.02% |
$574K - $745K
|
88.2K
$37.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.58K+ 39.93% |
$573K - $743K
|
9.03K
$3.86M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.57K+ 3.86% |
$572K - $742K
|
69.2K
$29.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.57K+ 7.06% |
$571K - $741K
|
39K
$16.7M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.55K+ 9.4% |
$566K - $734K
|
29.6K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.53K+ 1.05% |
$563K - $731K
|
243K
$104M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.53K+ 0.43% |
$563K - $730K
|
594K
$254M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.53K+ 4.79% |
$561K - $728K
|
55.3K
$23.6M
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
2.52K+ 47.78% |
$561K - $728K
|
7.81K
$3.34M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.52K+ 13.98% |
$561K - $727K
|
20.6K
$8.8M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.52K+ 2.44% |
$560K - $726K
|
106K
$45.2M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.52K+ 0.33% |
$560K - $726K
|
763K
$326M
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.52K+ 139.68% |
$560K - $726K
|
4.32K
$1.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.51K+ 1.65% |
$557K - $723K
|
154K
$65.9M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.5K+ 0.17% |
$556K - $721K
|
1.45M
$619M
|