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 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.64K+ 37.29% |
$365K - $473K
|
6.04K
$2.56M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.64K+ 3.18% |
$364K - $472K
|
53.2K
$22.5M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.63K+ 10.34% |
$362K - $469K
|
17.4K
$7.35M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.62K+ 2.51% |
$359K - $466K
|
65.9K
$27.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.61K+ 7.21% |
$359K - $465K
|
24K
$10.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.61K+ 1.55% |
$358K - $465K
|
106K
$44.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.57K+ 1.1% |
$350K - $454K
|
145K
$61.2M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.57K+ 5.79% |
$350K - $454K
|
28.8K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1.57K+ 12.97% |
$349K - $453K
|
13.7K
$5.79M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.57KNew |
$348K - $451K
|
1.57K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.56K+ 8.76% |
$347K - $450K
|
19.4K
$8.22M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.56K+ 6.35% |
$347K - $450K
|
26.1K
$11.1M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.56K+ 0.92% |
$347K - $450K
|
171K
$72.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.56K+ 3.93% |
$346K - $449K
|
41.1K
$17.4M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.56K+ 0.92% |
$346K - $449K
|
171K
$72.3M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.55K+ 5.73% |
$344K - $446K
|
28.5K
$12.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.54K+ 2.15% |
$342K - $444K
|
73.3K
$31M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.54K+ 24.07% |
$341K - $443K
|
7.92K
$3.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
1.52K+ 2.96% |
$337K - $438K
|
52.8K
$22.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.52K+ 26.35% |
$337K - $437K
|
7.27K
$3.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
1.52K+ 4.88% |
$337K - $437K
|
32.6K
$13.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.5K+ 46.09% |
$334K - $433K
|
4.76K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.5K+ 162.16% |
$333K - $432K
|
2.43K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.5K+ 2.74% |
$333K - $432K
|
56.2K
$23.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
1.5K+ 12.04% |
$333K - $432K
|
13.9K
$5.9M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.5K+ 1.95% |
$332K - $431K
|
78.2K
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
1.49K+ 17.89% |
$332K - $431K
|
9.85K
$4.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.48K+ 1.82% |
$329K - $427K
|
82.8K
$35.1M
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.48K+ 10.8% |
$329K - $427K
|
15.2K
$6.44M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.48K+ 1.16% |
$329K - $427K
|
129K
$54.6M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.48K+ 1.16% |
$329K - $427K
|
129K
$54.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.48K+ 123.99% |
$329K - $426K
|
2.67K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.47K+ 6.16% |
$326K - $423K
|
25.3K
$10.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.46K+ 33.11% |
$325K - $421K
|
5.87K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.46K+ 4.7% |
$324K - $421K
|
32.5K
$13.8M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.46K+ 0.52% |
$324K - $420K
|
280K
$118M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.45K+ 10.69% |
$323K - $419K
|
15.1K
$6.38M
|
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
1.45KNew |
$322K - $418K
|
1.45K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.44K+ 12.15% |
$320K - $415K
|
13.3K
$5.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.44K+ 0.81% |
$320K - $415K
|
179K
$75.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.44K+ 2.07% |
$320K - $415K
|
70.8K
$30M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.44K+ 66.4% |
$319K - $414K
|
3.6K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.43K+ 26.46% |
$319K - $413K
|
6.85K
$2.9M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.43K+ 37.43% |
$318K - $412K
|
5.25K
$2.22M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.43K+ 4.84% |
$317K - $411K
|
30.9K
$13.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
1.41K+ 71.96% |
$314K - $408K
|
3.38K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
1.41K+ 1.17% |
$314K - $407K
|
122K
$51.7M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
1.41K+ 3.41% |
$314K - $407K
|
42.9K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.41KNew |
$312K - $405K
|
1.41K
$595K
|
|
|
Jun 21, 2024
Q1 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
1.4KNew |
$311K - $404K
|
1.4K
$593K
|