Purchases and Sales Made in Q1 2023 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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
Jul 18, 2023 Q1 2023
Tandem Investment Advisors, Inc.

Charleston, SC
BUY
 -
1.21K
+ 0.73%
$268K - $348K
167K $70.3M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
1.21K
+ 1.12%
$268K - $347K
109K $45.7M
Jun 16, 2023 Q1 2023
Dgs Capital Management, LLC

BUY
 -
1.2K
+ 7.93%
$267K - $346K
16.3K $6.87M
May 03, 2023 Q1 2023
Rollins Financial

BUY
 -
1.2K
+ 1.27%
$266K - $345K
95.3K $40M
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
1.19K
+ 8.93%
$265K - $344K
14.5K $6.11M
May 03, 2023 Q1 2023
Nichols & Pratt Advisers LLP

BUY
 -
1.19K
+ 0.57%
$264K - $343K
211K $88.8M
May 12, 2023 Q1 2023
Xtx Topco LTD

London, X0
BUY
 -
1.19K
New
$264K - $342K
1.19K $498K
Apr 19, 2023 Q1 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
1.18K
+ 9.43%
$263K - $341K
13.7K $5.77M
Apr 03, 2023 Q1 2023
Verity & Verity, LLC

Beaufort, SC
BUY
 -
1.18K
+ 1.52%
$263K - $340K
79.1K $33.2M
Apr 11, 2023 Q1 2023
Pacifica Partners Inc.

BUY
 -
1.18K
+ 5.61%
$262K - $340K
22.2K $9.32M
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
1.18K
+ 9.71%
$261K - $339K
13.3K $5.58M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
1.18K
New
$261K - $339K
1.18K $494K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.17K
+ 1.89%
$261K - $338K
63.4K $26.6M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.17K
+ 3.87%
$260K - $337K
31.3K $13.2M
May 05, 2023 Q1 2023
Prudent Man Advisors, LLC

BUY
 -
1.17K
+ 7.45%
$259K - $336K
16.8K $7.06M
May 12, 2023 Q1 2023
Richard C. Young & Co., Ltd.

BUY
 -
1.16K
New
$258K - $334K
1.16K $487K
May 02, 2023 Q1 2023
Waters Parkerson & Co., LLC

BUY
 -
1.16K
+ 0.5%
$257K - $334K
234K $98.5M
May 08, 2023 Q1 2023
Institutional & Family Asset Management, LLC

BUY
 -
1.16K
+ 5.01%
$257K - $333K
24.2K $10.2M
Apr 25, 2023 Q1 2023
Bellecapital International Ltd.

BUY
 -
1.15K
+ 1.68%
$257K - $333K
69.7K $29.3M
May 12, 2023 Q1 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.15K
+ 3.03%
$256K - $332K
39.2K $16.5M
May 15, 2023 Q1 2023
Thomas White International LTD

Chicago, IL
BUY
 -
1.15K
+ 7.14%
$256K - $332K
17.3K $7.26M
May 23, 2024 Q1 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
1.14K
+ 2.31%
$254K - $329K
50.7K $21.3M
Apr 26, 2023 Q1 2023
Atlas Private Wealth Management

BUY
 -
1.14K
+ 26.35%
$253K - $328K
5.45K $2.29M
May 10, 2023 Q1 2023
Puzo Michael J

BUY
 -
1.13K
+ 2.87%
$250K - $325K
40.3K $16.9M
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
1.13K
+ 2.09%
$250K - $324K
55K $23.1M
May 12, 2023 Q1 2023
Nixon Peabody Trust CO

Boston, MA
BUY
 -
1.13K
+ 3.33%
$250K - $324K
34.9K $14.6M
Sep 12, 2023 Q1 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
1.12K
+ 5.89%
$249K - $323K
20.2K $8.47M
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

BUY
 -
1.12K
New
$249K - $323K
1.12K $471K
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
1.12K
+ 5.8%
$249K - $323K
20.4K $8.58M
Jul 18, 2023 Q1 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
1.12K
+ 5.0%
$248K - $322K
23.5K $9.86M
Apr 14, 2023 Q1 2023
Heartwood Wealth Advisors LLC

BUY
 -
1.12K
+ 27.33%
$248K - $321K
5.2K $2.18M
May 11, 2023 Q1 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
1.11K
+ 6.39%
$247K - $321K
18.5K $7.79M
May 10, 2023 Q1 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
1.1K
+ 26.99%
$245K - $318K
5.19K $2.18M
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
1.1K
+ 8.73%
$245K - $318K
13.7K $5.77M
May 02, 2023 Q1 2023
Wealth Trust Axiom LLC

BUY
 -
1.1K
+ 3.54%
$245K - $317K
32.2K $13.5M
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
1.1K
+ 1.03%
$245K - $317K
108K $45.5M
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 $2.95M
Apr 20, 2023 Q1 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
1.1K
+ 30.01%
$244K - $316K
4.75K $2M
Apr 13, 2023 Q1 2023
Bowman & CO S.C.

BUY
 -
1.1K
+ 9.38%
$244K - $316K
12.8K $5.37M
May 12, 2023 Q1 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
1.1K
+ 0.48%
$244K - $316K
228K $95.8M
May 15, 2023 Q1 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
1.1K
New
$244K - $316K
1.1K $461K
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
1.1K
+ 17.16%
$243K - $316K
7.48K $3.14M
Apr 25, 2023 Q1 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
1.1K
+ 4.52%
$243K - $316K
25.3K $10.6M
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
1.09K
New
$242K - $313K
1.09K $457K
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
1.09K
+ 7.79%
$241K - $313K
15K $6.31M
Apr 13, 2023 Q1 2023
S.E.E.D. Planning Group LLC

BUY
 -
1.08K
+ 3.35%
$240K - $311K
33.3K $14M
Apr 11, 2023 Q1 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
1.08K
+ 6.06%
$240K - $311K
18.9K $7.93M
May 09, 2023 Q1 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
1.08K
+ 5.13%
$240K - $311K
22.1K $9.29M
May 04, 2023 Q1 2023
Tmd Wealth Management, LLC

BUY
 -
1.08K
+ 12.14%
$239K - $310K
9.94K $4.18M

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