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 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
1.4K+ 84.5% |
$310K - $402K
|
3.05K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 25.23% |
$307K - $399K
|
6.87K
$2.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 3.21% |
$307K - $398K
|
44.4K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
BUY
|
- |
1.38K+ 2.49% |
$306K - $397K
|
56.7K
$24.3M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.38K+ 1.52% |
$306K - $397K
|
91.7K
$39.2M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.38K+ 1.63% |
$306K - $397K
|
85.9K
$36.8M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.37K+ 29.39% |
$304K - $394K
|
6.02K
$2.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.36K+ 1.18% |
$302K - $392K
|
116K
$49.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.36K+ 7.28% |
$302K - $391K
|
20K
$8.56M
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.36K+ 14.21% |
$301K - $391K
|
10.9K
$4.66M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.35K+ 12.64% |
$301K - $390K
|
12.1K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.35K+ 1.29% |
$301K - $390K
|
106K
$45.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.35K+ 0.43% |
$300K - $389K
|
312K
$133M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.35K+ 1.98% |
$299K - $388K
|
69.5K
$29.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.34K+ 1.34% |
$299K - $387K
|
102K
$43.6M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 19.25% |
$295K - $382K
|
8.21K
$3.51M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
1.32KNew |
$294K - $382K
|
1.32K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.32K+ 15.91% |
$294K - $382K
|
9.65K
$4.13M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.32K+ 4.46% |
$294K - $382K
|
31K
$13.3M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
1.32K+ 8.58% |
$293K - $381K
|
16.7K
$7.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.32K+ 2.47% |
$293K - $380K
|
54.8K
$23.4M
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
1.32K+ 0.52% |
$293K - $380K
|
255K
$109M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.32K+ 14.25% |
$292K - $379K
|
10.5K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.3K+ 76.47% |
$289K - $375K
|
3K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3K+ 2.12% |
$289K - $375K
|
62.7K
$26.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
1.3KNew |
$288K - $374K
|
1.3K
$555K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
BUY
|
- |
1.3K+ 1.61% |
$288K - $373K
|
81.7K
$35M
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.29K+ 3.87% |
$287K - $372K
|
34.7K
$14.8M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.29K+ 26.01% |
$287K - $372K
|
6.25K
$2.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.29K+ 13.55% |
$286K - $371K
|
10.8K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 1.18% |
$284K - $369K
|
110K
$46.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.28K+ 44.83% |
$283K - $368K
|
4.12K
$1.76M
|
|
|
May 08, 2023
Q1 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.27K+ 6.66% |
$283K - $366K
|
20.4K
$8.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.27K+ 1.71% |
$282K - $366K
|
75.5K
$32.3M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.26K+ 23.97% |
$281K - $364K
|
6.54K
$2.8M
|
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
1.26KNew |
$279K - $362K
|
1.26K
$537K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.25KNew |
$279K - $361K
|
1.25K
$536K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.25K+ 7.36% |
$278K - $361K
|
18.2K
$7.8M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 1.2% |
$277K - $359K
|
105K
$44.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.24K+ 4.1% |
$276K - $358K
|
31.5K
$13.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.24K+ 5.88% |
$275K - $356K
|
22.2K
$9.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.23K+ 3.35% |
$274K - $355K
|
38K
$16.3M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.22K+ 62.35% |
$272K - $353K
|
3.19K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.22KNew |
$272K - $353K
|
1.22K
$524K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.22K+ 2.89% |
$272K - $353K
|
43.5K
$18.6M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.22K+ 4.1% |
$271K - $351K
|
30.9K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.22K+ 16.92% |
$271K - $351K
|
8.43K
$3.6M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.22K+ 1.73% |
$271K - $351K
|
71.6K
$30.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.21K+ 17.54% |
$269K - $349K
|
8.12K
$3.47M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1.21K+ 0.87% |
$269K - $349K
|
141K
$60.3M
|