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 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
1.85K+ 2.14% |
$412K - $535K
|
88.6K
$37.9M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.85K+ 1.57% |
$412K - $534K
|
120K
$51.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.85K+ 61.22% |
$411K - $533K
|
4.87K
$2.08M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.85K+ 0.15% |
$411K - $533K
|
1.26M
$540M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.85KNew |
$410K - $532K
|
1.85K
$789K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 17.36% |
$410K - $532K
|
12.5K
$5.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.84K+ 8.04% |
$409K - $531K
|
24.7K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
1.84K+ 15.1% |
$409K - $531K
|
14K
$6M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.84K+ 2.11% |
$409K - $530K
|
89.2K
$38.1M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 3.62% |
$406K - $527K
|
52.3K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.83K+ 2.62% |
$406K - $527K
|
71.7K
$30.7M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.82K+ 7.8% |
$405K - $525K
|
25.2K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.82K+ 0.24% |
$403K - $523K
|
758K
$324M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.81K+ 10.9% |
$402K - $522K
|
18.4K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.8K+ 0.98% |
$399K - $517K
|
185K
$79.1M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.79K+ 2.05% |
$398K - $517K
|
89.3K
$38.2M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.79K+ 9.45% |
$397K - $515K
|
20.7K
$8.86M
|
|
|
May 15, 2023
Q1 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.79KNew |
$397K - $515K
|
1.79K
$765K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.78K+ 28.99% |
$396K - $514K
|
7.93K
$3.39M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$396K - $513K
|
1.78K
$762K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.78K+ 6.77% |
$395K - $513K
|
28K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.77KNew |
$393K - $509K
|
1.77K
$756K
|
|
|
May 12, 2023
Q1 2023
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.76K+ 1.0% |
$390K - $506K
|
177K
$75.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.75KNew |
$390K - $506K
|
1.75K
$750K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.75K+ 0.92% |
$389K - $505K
|
191K
$81.8M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.74K+ 17.92% |
$386K - $501K
|
11.4K
$4.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
1.74K+ 10.4% |
$386K - $500K
|
18.4K
$7.88M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.74K+ 11.65% |
$386K - $500K
|
16.6K
$7.11M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 0.32% |
$385K - $500K
|
552K
$236M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.73K+ 8.85% |
$384K - $498K
|
21.2K
$9.09M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.72K+ 3.22% |
$381K - $494K
|
55K
$23.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.71K+ 9.33% |
$379K - $492K
|
20K
$8.55M
|
|
|
May 12, 2023
Q1 2023
|
Farley Capital L.P.
New York, NY |
BUY
|
- |
1.7K+ 3.34% |
$378K - $491K
|
52.7K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.7K+ 5.24% |
$377K - $489K
|
34K
$14.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.68K+ 27.78% |
$374K - $485K
|
7.75K
$3.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.68K+ 18.4% |
$374K - $485K
|
10.8K
$4.63M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.68K+ 6.95% |
$373K - $484K
|
25.8K
$11.1M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.68K+ 14.55% |
$373K - $484K
|
13.2K
$5.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 3.66% |
$373K - $483K
|
47.4K
$20.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.68K+ 3.99% |
$372K - $483K
|
43.6K
$18.7M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.67K+ 2.84% |
$371K - $482K
|
60.6K
$25.9M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.67K+ 51.34% |
$371K - $481K
|
4.91K
$2.1M
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.67K+ 38.59% |
$370K - $480K
|
5.98K
$2.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.66K+ 3.1% |
$370K - $480K
|
55.3K
$23.7M
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.66KNew |
$369K - $479K
|
1.66K
$711K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 8.63% |
$369K - $479K
|
20.9K
$8.94M
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
1.66K+ 62.51% |
$369K - $478K
|
4.31K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.65K+ 12.17% |
$367K - $476K
|
15.2K
$6.51M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 29.92% |
$367K - $476K
|
7.17K
$3.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.65K+ 2.17% |
$367K - $475K
|
77.8K
$33.3M
|