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 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
854+ 1.97% |
$190K - $246K
|
44.1K
$18.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
853+ 6.79% |
$190K - $246K
|
13.4K
$5.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
844+ 0.49% |
$188K - $243K
|
172K
$73.6M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
844+ 3.93% |
$188K - $243K
|
22.3K
$9.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
838+ 0.79% |
$186K - $242K
|
107K
$45.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
837+ 6.98% |
$186K - $241K
|
12.8K
$5.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
833New |
$185K - $240K
|
833
$356K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
831+ 92.85% |
$185K - $240K
|
1.73K
$738K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
830+ 0.85% |
$185K - $239K
|
98.5K
$42.1M
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
828New |
$184K - $239K
|
828
$354K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
828+ 23.15% |
$184K - $239K
|
4.41K
$1.88M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
827+ 9.73% |
$184K - $238K
|
9.33K
$3.99M
|
|
|
May 03, 2023
Q1 2023
|
Nia Impact Advisors, LLC
|
BUY
|
- |
825New |
$183K - $238K
|
825
$353K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
822+ 55.09% |
$183K - $237K
|
2.31K
$990K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
821+ 2.76% |
$183K - $237K
|
30.5K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
820New |
$182K - $236K
|
820
$351K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
817+ 44.6% |
$182K - $236K
|
2.65K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
817+ 0.03% |
$182K - $236K
|
2.76M
$1.18B
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
817+ 44.6% |
$182K - $236K
|
2.65K
$1.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
816New |
$181K - $235K
|
816
$349K
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
814+ 1.33% |
$181K - $235K
|
62.1K
$26.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
811+ 4.03% |
$180K - $234K
|
20.9K
$8.96M
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
810New |
$180K - $234K
|
810
$347K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
809+ 4.35% |
$180K - $233K
|
19.4K
$8.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
802+ 6.87% |
$178K - $231K
|
12.5K
$5.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
801New |
$178K - $231K
|
801
$343K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
801New |
$178K - $231K
|
801
$343K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
799New |
$178K - $230K
|
799
$342K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
798+ 5.28% |
$177K - $230K
|
15.9K
$6.81M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
797+ 9.12% |
$177K - $230K
|
9.54K
$4.08M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
790+ 1.76% |
$176K - $228K
|
45.8K
$19.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
789+ 17.42% |
$175K - $227K
|
5.32K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
787+ 0.79% |
$175K - $227K
|
99.9K
$42.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
BUY
|
- |
786+ 2.99% |
$175K - $227K
|
27.1K
$11.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
781+ 19.68% |
$174K - $225K
|
4.75K
$2.03M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
780New |
$173K - $225K
|
780
$334K
|
|
|
Apr 13, 2023
Q1 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
779New |
$173K - $225K
|
779
$333K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
779+ 1.64% |
$173K - $225K
|
48.3K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
779+ 1.28% |
$173K - $225K
|
61.5K
$26.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
778+ 4.09% |
$173K - $224K
|
19.8K
$8.46M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
777+ 3.19% |
$173K - $224K
|
25.1K
$10.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
BUY
|
- |
776New |
$173K - $224K
|
776
$332K
|
|
|
Apr 27, 2023
Q1 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
776New |
$173K - $224K
|
776
$332K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
776+ 4.17% |
$173K - $224K
|
19.4K
$8.29M
|
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
775New |
$172K - $223K
|
775
$332K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
773+ 2.49% |
$172K - $223K
|
31.8K
$13.6M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
772+ 9.25% |
$172K - $223K
|
9.12K
$3.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
769+ 0.62% |
$171K - $222K
|
124K
$53.1M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
768+ 3.47% |
$171K - $221K
|
22.9K
$9.8M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
767+ 13.42% |
$171K - $221K
|
6.48K
$2.77M
|