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
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.16KNew |
$481K - $624K
|
2.16K
$925K
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
2.16K+ 2.76% |
$479K - $622K
|
80.3K
$34.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.13K+ 7.33% |
$474K - $614K
|
31.2K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.13KNew |
$474K - $614K
|
2.13K
$911K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.12K+ 6.92% |
$472K - $612K
|
32.8K
$14M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.12K+ 0.84% |
$472K - $611K
|
256K
$109M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 2.36% |
$471K - $611K
|
91.7K
$39.2M
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
2.11KNew |
$470K - $609K
|
2.11K
$904K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 6.37% |
$467K - $605K
|
35.1K
$15M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.09K+ 2.45% |
$466K - $604K
|
87.4K
$37.4M
|
|
|
May 12, 2023
Q1 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
2.09K+ 1.74% |
$465K - $603K
|
122K
$52.4M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.09KNew |
$465K - $603K
|
2.09K
$894K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
2.09K+ 2.96% |
$464K - $601K
|
72.5K
$31M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.07K+ 61.71% |
$461K - $598K
|
5.44K
$2.33M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.05K+ 7.24% |
$455K - $590K
|
30.3K
$13M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.05K+ 1.31% |
$455K - $590K
|
159K
$67.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 32.14% |
$454K - $589K
|
8.4K
$3.59M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
2.04K+ 10.85% |
$453K - $587K
|
20.8K
$8.9M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.03KNew |
$451K - $585K
|
2.03K
$868K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.03K+ 103.42% |
$450K - $584K
|
3.98K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.02K+ 1.04% |
$450K - $584K
|
197K
$84.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.01K+ 26.41% |
$447K - $580K
|
9.63K
$4.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2K+ 3.1% |
$445K - $577K
|
66.5K
$28.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.99K+ 3.32% |
$443K - $574K
|
61.9K
$26.5M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.99K+ 7.65% |
$442K - $573K
|
27.9K
$12M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.98K+ 1.34% |
$441K - $571K
|
150K
$64.3M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.98K+ 1.5% |
$440K - $570K
|
134K
$57.4M
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.97K+ 4.41% |
$438K - $568K
|
46.6K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.97K+ 6.49% |
$438K - $568K
|
32.3K
$13.8M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.96K+ 3.67% |
$437K - $566K
|
55.5K
$23.7M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.96K+ 17.68% |
$435K - $564K
|
13K
$5.57M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.95K+ 3.3% |
$434K - $563K
|
61.1K
$26.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.95K+ 2.7% |
$433K - $561K
|
74K
$31.7M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.92K+ 0.03% |
$427K - $553K
|
7.66M
$3.28B
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.92K+ 65.11% |
$426K - $553K
|
4.86K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.92K+ 5.88% |
$426K - $553K
|
34.5K
$14.8M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.92K+ 37.24% |
$426K - $553K
|
7.06K
$3.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.92K+ 3.13% |
$426K - $552K
|
63.1K
$27M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.91K+ 7.26% |
$425K - $552K
|
28.3K
$12.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
1.91K+ 6.1% |
$425K - $551K
|
33.3K
$14.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.91K+ 9.26% |
$424K - $550K
|
22.5K
$9.62M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.9K+ 3.79% |
$423K - $549K
|
52.1K
$22.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
1.9KNew |
$422K - $547K
|
1.9K
$812K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 2.0% |
$422K - $547K
|
96.6K
$41.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
1.89K+ 0.39% |
$420K - $545K
|
484K
$207M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.88K+ 7.51% |
$418K - $543K
|
26.9K
$11.5M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.88K+ 1.71% |
$418K - $542K
|
112K
$47.7M
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.86KNew |
$413K - $536K
|
1.86K
$796K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.86K+ 10.35% |
$413K - $536K
|
19.8K
$8.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.86K+ 13.35% |
$413K - $536K
|
15.8K
$6.75M
|