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 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
671+ 2.81% |
$149K - $193K
|
24.6K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
670+ 32.17% |
$149K - $193K
|
2.75K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
667+ 0.44% |
$148K - $192K
|
151K
$63.3M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
666+ 1.64% |
$148K - $192K
|
41.3K
$17.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
665+ 1.26% |
$148K - $192K
|
53.3K
$22.4M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
661+ 63.01% |
$147K - $191K
|
1.71K
$719K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
659+ 0.96% |
$147K - $190K
|
69.6K
$29.3M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
656+ 33.27% |
$146K - $189K
|
2.63K
$1.1M
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
655+ 3.52% |
$146K - $189K
|
19.2K
$8.08M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
655+ 4.82% |
$146K - $189K
|
14.2K
$5.98M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
655+ 44.92% |
$146K - $189K
|
2.11K
$888K
|
|
|
May 09, 2023
Q1 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
650+ 2.58% |
$145K - $187K
|
25.9K
$10.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
649+ 2.81% |
$144K - $187K
|
23.7K
$9.97M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
642+ 2.67% |
$143K - $185K
|
24.7K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
638+ 1.02% |
$142K - $184K
|
63.5K
$26.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
637+ 6.42% |
$142K - $184K
|
10.6K
$4.44M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
637+ 18.44% |
$142K - $184K
|
4.09K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
634+ 24.35% |
$141K - $183K
|
3.24K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
633+ 4.25% |
$141K - $182K
|
15.5K
$6.52M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
633+ 0.83% |
$141K - $182K
|
76.8K
$32.3M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
632+ 0.9% |
$140K - $182K
|
70.8K
$29.8M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
629+ 4.92% |
$140K - $181K
|
13.4K
$5.64M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
622+ 2.06% |
$138K - $179K
|
30.8K
$12.9M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
620+ 1.44% |
$138K - $179K
|
43.8K
$18.4M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
619+ 1.47% |
$138K - $178K
|
42.8K
$18M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
616+ 3.69% |
$137K - $178K
|
17.3K
$7.28M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
609+ 6.2% |
$135K - $176K
|
10.4K
$4.38M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
606+ 0.54% |
$135K - $175K
|
112K
$47.2M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
599+ 4.97% |
$133K - $173K
|
12.7K
$5.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
598+ 9.37% |
$133K - $172K
|
6.98K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
597+ 3.26% |
$133K - $172K
|
18.9K
$7.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
597+ 7.01% |
$133K - $172K
|
9.12K
$3.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
592+ 24.76% |
$132K - $171K
|
2.98K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
591+ 0.26% |
$131K - $170K
|
224K
$94.2M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
591+ 2.14% |
$131K - $170K
|
28.3K
$11.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
589New |
$131K - $170K
|
589
$247K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
586+ 2.78% |
$130K - $169K
|
21.6K
$9.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
584+ 4.83% |
$130K - $168K
|
12.7K
$5.32M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
583+ 18.36% |
$130K - $168K
|
3.76K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
582+ 95.72% |
$129K - $168K
|
1.19K
$500K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
580+ 5.69% |
$129K - $167K
|
10.8K
$4.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
580+ 1.88% |
$129K - $167K
|
31.5K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
579+ 4.7% |
$129K - $167K
|
12.9K
$5.42M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
578+ 1.75% |
$128K - $167K
|
33.6K
$14.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
577+ 0.42% |
$128K - $166K
|
136K
$57.3M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
574+ 1.75% |
$128K - $165K
|
33.4K
$14.1M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
573+ 10.59% |
$127K - $165K
|
5.99K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
569+ 2.17% |
$126K - $164K
|
26.7K
$11.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
566+ 5.52% |
$126K - $163K
|
10.8K
$4.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
565+ 3.59% |
$126K - $163K
|
16.3K
$6.86M
|