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 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.49K+ 266.31% |
$554K - $718K
|
3.43K
$1.44M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.47K+ 10.11% |
$550K - $713K
|
27K
$11.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.47K+ 26.08% |
$548K - $711K
|
11.9K
$5.01M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.46K+ 14.07% |
$546K - $709K
|
19.9K
$8.37M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.45K+ 0.46% |
$545K - $707K
|
540K
$227M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
2.44K+ 0.39% |
$542K - $703K
|
625K
$263M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 29.47% |
$541K - $702K
|
10.7K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
2.43K+ 16.8% |
$540K - $701K
|
16.9K
$7.1M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.43K+ 18.75% |
$539K - $699K
|
15.4K
$6.46M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.42KNew |
$539K - $699K
|
2.42K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.42K+ 12.43% |
$537K - $697K
|
21.9K
$9.18M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.41K+ 29.0% |
$536K - $695K
|
10.7K
$4.5M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
2.4K+ 2.13% |
$534K - $693K
|
116K
$48.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.4K+ 0.31% |
$534K - $692K
|
768K
$323M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.4K+ 2.1% |
$534K - $692K
|
117K
$49.1M
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
2.39K+ 0.54% |
$532K - $690K
|
448K
$188M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.39K+ 8.2% |
$532K - $690K
|
31.6K
$13.3M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.39K+ 10.9% |
$532K - $690K
|
24.3K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.37KNew |
$528K - $684K
|
2.37K
$998K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.36K+ 5.73% |
$525K - $680K
|
43.5K
$18.3M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.35K+ 18.55% |
$522K - $677K
|
15K
$6.31M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
2.34K+ 2.64% |
$520K - $675K
|
91K
$38.2M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
2.34K+ 3.35% |
$520K - $675K
|
72.3K
$30.4M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.34K+ 3.98% |
$520K - $675K
|
61.1K
$25.7M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.33K+ 3.97% |
$517K - $670K
|
60.9K
$25.6M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.32K+ 0.54% |
$516K - $669K
|
429K
$180M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.31K+ 2.6% |
$514K - $666K
|
91K
$38.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.3K+ 29.9% |
$512K - $663K
|
10K
$4.2M
|
|
|
May 11, 2023
Q1 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
2.3KNew |
$511K - $663K
|
2.3K
$966K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.3KNew |
$511K - $663K
|
2.3K
$966K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.29K+ 6.61% |
$509K - $660K
|
36.9K
$15.5M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.29K+ 13.5% |
$508K - $659K
|
19.2K
$8.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.27K+ 6.22% |
$505K - $655K
|
38.8K
$16.3M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
2.24K+ 18.71% |
$499K - $647K
|
14.2K
$5.98M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.24K+ 2.28% |
$498K - $646K
|
100K
$42.2M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.24KNew |
$498K - $645K
|
2.24K
$940K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
2.24K+ 1.73% |
$497K - $644K
|
131K
$55.2M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.24K+ 2.21% |
$497K - $644K
|
103K
$43.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
2.23K+ 5.93% |
$496K - $643K
|
39.9K
$16.7M
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
2.23K+ 3.26% |
$495K - $642K
|
70.6K
$29.7M
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.22K+ 1.59% |
$494K - $640K
|
142K
$59.7M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.21K+ 0.38% |
$492K - $637K
|
589K
$247M
|
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
2.21K+ 13.5% |
$490K - $636K
|
18.5K
$7.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
2.19K+ 2.09% |
$488K - $632K
|
107K
$45M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.18K+ 0.65% |
$485K - $628K
|
338K
$142M
|
|
|
May 01, 2023
Q1 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.17K+ 6.0% |
$483K - $626K
|
38.4K
$16.1M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.17K+ 4.9% |
$483K - $626K
|
46.5K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 11.81% |
$481K - $624K
|
20.5K
$8.61M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.16KNew |
$481K - $624K
|
2.16K
$909K
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
2.16K+ 2.76% |
$479K - $622K
|
80.3K
$33.7M
|