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
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.07K+ 2.53% |
$237K - $308K
|
43.2K
$18.2M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.07K+ 1.49% |
$237K - $308K
|
72.5K
$30.4M
|
|
|
May 15, 2023
Q1 2023
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
1.07K+ 0.01% |
$237K - $307K
|
9.03M
$3.79B
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.06K+ 6.86% |
$237K - $307K
|
16.6K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Immersion Capital LLP
London, X0 |
BUY
|
- |
1.06K+ 0.35% |
$235K - $305K
|
303K
$127M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.05K+ 14.89% |
$234K - $304K
|
8.12K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.05K+ 4.37% |
$234K - $304K
|
25.2K
$10.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.05K+ 1.42% |
$233K - $302K
|
74.9K
$31.5M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.05K+ 50.05% |
$233K - $302K
|
3.14K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1.05K+ 4.79% |
$232K - $301K
|
22.9K
$9.61M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 52.07% |
$232K - $301K
|
3.05K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.04K+ 1.33% |
$231K - $300K
|
79.4K
$33.4M
|
|
|
May 12, 2023
Q1 2023
|
Goff John C
Fort Worth, TX |
BUY
|
- |
1.04KNew |
$231K - $300K
|
1.04K
$437K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 2.41% |
$231K - $299K
|
44.1K
$18.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.04K+ 1.66% |
$231K - $299K
|
63.5K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.03K+ 0.63% |
$230K - $298K
|
165K
$69.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
1.03K+ 0.45% |
$229K - $298K
|
231K
$97.1M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.03K+ 1.9% |
$229K - $297K
|
55.1K
$23.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.03K+ 6.23% |
$229K - $296K
|
17.5K
$7.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.02KNew |
$226K - $293K
|
1.02K
$427K
|
|
|
Apr 19, 2023
Q1 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
1.01K+ 0.48% |
$225K - $292K
|
211K
$88.8M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.01K+ 6.61% |
$224K - $291K
|
16.3K
$6.84M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.01K+ 29.91% |
$224K - $291K
|
4.38K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1K+ 14.3% |
$223K - $289K
|
8.03K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Bfam Partners (Cayman) LTD
Northpoint, Hong Kong, K3 |
BUY
|
- |
1KNew |
$222K - $288K
|
1K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
999+ 1.95% |
$222K - $288K
|
52.2K
$21.9M
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
998New |
$222K - $288K
|
998
$419K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
996+ 2.42% |
$221K - $287K
|
42.1K
$17.7M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
996+ 2.5% |
$221K - $287K
|
40.8K
$17.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
994+ 1.81% |
$221K - $287K
|
56K
$23.5M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
991+ 1.08% |
$220K - $286K
|
93K
$39.1M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
986+ 7.64% |
$219K - $284K
|
13.9K
$5.84M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
985+ 2.09% |
$219K - $284K
|
48.2K
$20.3M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
985+ 9.65% |
$219K - $284K
|
11.2K
$4.7M
|
|
|
Apr 03, 2023
Q1 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
979+ 1.08% |
$218K - $282K
|
91.6K
$38.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
979+ 7.93% |
$218K - $282K
|
13.3K
$5.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
979+ 18.29% |
$218K - $282K
|
6.33K
$2.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
975+ 6.82% |
$217K - $281K
|
15.3K
$6.42M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
974+ 13.81% |
$217K - $281K
|
8.03K
$3.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
971+ 6.02% |
$216K - $280K
|
17.1K
$7.18M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
971+ 22.69% |
$216K - $280K
|
5.25K
$2.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Covea Finance
|
BUY
|
- |
970+ 0.26% |
$216K - $280K
|
381K
$160M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
969+ 6.42% |
$215K - $279K
|
16.1K
$6.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
967+ 6.8% |
$215K - $279K
|
15.2K
$6.38M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
967+ 0.8% |
$215K - $279K
|
122K
$51.5M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
966+ 1.1% |
$215K - $278K
|
88.5K
$37.2M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
966+ 1.27% |
$215K - $278K
|
76.7K
$32.2M
|
|
|
Aug 14, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
964+ 0.52% |
$214K - $278K
|
186K
$78.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
961+ 2.69% |
$214K - $277K
|
36.7K
$15.4M
|
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
961New |
$214K - $277K
|
961
$404K
|