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 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.21K+ 9.52% |
$269K - $349K
|
13.9K
$5.96M
|
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.21K+ 20.62% |
$269K - $348K
|
7.07K
$3.02M
|
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.21K+ 0.73% |
$268K - $348K
|
167K
$71.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.21K+ 1.12% |
$268K - $347K
|
109K
$46.5M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.2K+ 7.93% |
$267K - $346K
|
16.3K
$6.99M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
1.2K+ 1.27% |
$266K - $345K
|
95.3K
$40.8M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.19K+ 8.93% |
$265K - $344K
|
14.5K
$6.22M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.19K+ 0.57% |
$264K - $343K
|
211K
$90.4M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.19KNew |
$264K - $342K
|
1.19K
$507K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.18K+ 9.43% |
$263K - $341K
|
13.7K
$5.88M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.18K+ 1.52% |
$263K - $340K
|
79.1K
$33.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.18K+ 5.61% |
$262K - $340K
|
22.2K
$9.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
1.18K+ 0.99% |
$262K - $340K
|
120K
$51.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 9.71% |
$261K - $339K
|
13.3K
$5.68M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.18KNew |
$261K - $339K
|
1.18K
$503K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.17K+ 1.89% |
$261K - $338K
|
63.4K
$27.1M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.17K+ 3.87% |
$260K - $337K
|
31.3K
$13.4M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.17K+ 7.45% |
$259K - $336K
|
16.8K
$7.19M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.16KNew |
$258K - $334K
|
1.16K
$496K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.16K+ 0.5% |
$257K - $334K
|
234K
$100M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.16K+ 5.01% |
$257K - $333K
|
24.2K
$10.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.15K+ 1.68% |
$257K - $333K
|
69.7K
$29.8M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.15K+ 3.03% |
$256K - $332K
|
39.2K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.15K+ 7.14% |
$256K - $332K
|
17.3K
$7.39M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.14K+ 2.31% |
$254K - $329K
|
50.7K
$21.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.14K+ 26.35% |
$253K - $328K
|
5.45K
$2.33M
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
1.13K+ 2.87% |
$250K - $325K
|
40.3K
$17.2M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.13K+ 2.09% |
$250K - $324K
|
55K
$23.5M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.13K+ 3.33% |
$250K - $324K
|
34.9K
$14.9M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.12K+ 5.89% |
$249K - $323K
|
20.2K
$8.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
1.12KNew |
$249K - $323K
|
1.12K
$479K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 5.8% |
$249K - $323K
|
20.4K
$8.73M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.12K+ 5.0% |
$248K - $322K
|
23.5K
$10M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 27.33% |
$248K - $321K
|
5.2K
$2.22M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.11K+ 6.39% |
$247K - $321K
|
18.5K
$7.93M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.1K+ 26.99% |
$245K - $318K
|
5.19K
$2.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
1.1K+ 8.73% |
$245K - $318K
|
13.7K
$5.88M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.1K+ 3.54% |
$245K - $317K
|
32.2K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.1K+ 1.03% |
$245K - $317K
|
108K
$46.3M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.1K+ 18.53% |
$244K - $317K
|
7.02K
$3M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.1K+ 30.01% |
$244K - $316K
|
4.75K
$2.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.1K+ 9.38% |
$244K - $316K
|
12.8K
$5.47M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.1K+ 0.48% |
$244K - $316K
|
228K
$97.5M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.1KNew |
$244K - $316K
|
1.1K
$469K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.1K+ 17.16% |
$243K - $316K
|
7.48K
$3.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.1K+ 4.52% |
$243K - $316K
|
25.3K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.09KNew |
$242K - $313K
|
1.09K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.09K+ 7.79% |
$241K - $313K
|
15K
$6.43M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.08K+ 3.35% |
$240K - $311K
|
33.3K
$14.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 6.06% |
$240K - $311K
|
18.9K
$8.08M
|