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
Apr 10, 2023 Q1 2023
Asset Management Resources, LLC

BUY
 -
564
+ 18.69%
$125K - $163K
3.58K $1.51M
Apr 10, 2023 Q1 2023
Bms Financial Advisors, LLC

BUY
 -
563
+ 11.44%
$125K - $162K
5.49K $2.31M
Apr 26, 2023 Q1 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
562
+ 340.61%
$125K - $162K
727 $305K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
562
+ 1.49%
$125K - $162K
38.2K $16.1M
Jun 17, 2024 Q1 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
559
+ 5.99%
$124K - $161K
9.89K $4.15M
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
557
+ 1.63%
$124K - $161K
34.8K $14.6M
Apr 28, 2023 Q1 2023
Summit Place Financial Advisors, LLC

BUY
 -
555
+ 2.9%
$123K - $160K
19.7K $8.28M
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
553
New
$123K - $159K
553 $232K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
552
+ 1.72%
$123K - $159K
32.6K $13.7M
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

BUY
 -
550
+ 4.1%
$122K - $159K
14K $5.86M
Apr 10, 2023 Q1 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
543
+ 6.24%
$121K - $157K
9.25K $3.89M
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
543
+ 7.67%
$121K - $157K
7.62K $3.2M
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
543
+ 22.16%
$121K - $157K
2.99K $1.26M
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
542
+ 2.81%
$120K - $156K
19.8K $8.33M
Apr 17, 2023 Q1 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
539
+ 2.67%
$120K - $155K
20.7K $8.7M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
539
+ 4.6%
$120K - $155K
12.3K $5.15M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
538
+ 0.95%
$120K - $155K
57.1K $24M
Aug 10, 2023 Q1 2023
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
536
+ 3.38%
$119K - $155K
16.4K $6.88M
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
535
+ 23.55%
$119K - $154K
2.81K $1.18M
May 15, 2023 Q1 2023
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
535
+ 5.7%
$119K - $154K
9.92K $4.17M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
534
+ 0.04%
$119K - $154K
1.33M $557M
Apr 18, 2023 Q1 2023
Riversedge Advisors, LLC

BUY
 -
533
+ 15.44%
$118K - $154K
3.99K $1.67M
Jun 06, 2023 Q1 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
531
+ 0.24%
$118K - $153K
219K $92M
Apr 26, 2023 Q1 2023
Satovsky Asset Management LLC

BUY
 -
530
+ 5.37%
$118K - $153K
10.4K $4.37M
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
529
+ 1.24%
$118K - $153K
43.3K $18.2M
Apr 19, 2023 Q1 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
522
+ 6.68%
$116K - $150K
8.34K $3.51M
Aug 18, 2023 Q1 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
522
+ 6.85%
$116K - $150K
8.14K $3.42M
May 15, 2023 Q1 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
518
+ 4.47%
$115K - $149K
12.1K $5.09M
Apr 21, 2023 Q1 2023
Atlas Brown,Inc.

BUY
 -
515
+ 2.3%
$114K - $148K
22.9K $9.61M
Apr 13, 2023 Q1 2023
Centennial Wealth Advisory LLC

BUY
 -
512
+ 19.15%
$114K - $148K
3.19K $1.34M
Apr 18, 2023 Q1 2023
Forth Right Wealth Management, LLC

BUY
 -
512
+ 26.2%
$114K - $148K
2.47K $1.04M
May 01, 2023 Q1 2023
Meridian Wealth Advisors, LLC

BUY
 -
510
+ 0.89%
$113K - $147K
57.7K $24.2M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
510
+ 1.13%
$113K - $147K
45.7K $19.2M
May 05, 2023 Q1 2023
Zevin Asset Management LLC

BUY
 -
510
+ 0.77%
$113K - $147K
66.5K $28M
May 11, 2023 Q1 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
510
+ 12.15%
$113K - $147K
4.71K $1.98M
Apr 10, 2023 Q1 2023
Focus Wealth Advisors, LLC

BUY
 -
508
+ 7.95%
$113K - $146K
6.9K $2.9M
May 02, 2023 Q1 2023
Pictet Bank & Trust LTD

BUY
 -
507
+ 4.14%
$113K - $146K
12.7K $5.35M
Apr 14, 2023 Q1 2023
Bryant Woods Investment Advisors, LLC

BUY
 -
506
+ 43.96%
$112K - $146K
1.66K $696K
Apr 28, 2023 Q1 2023
Horst & Graben Wealth Management LLC

BUY
 -
506
+ 13.95%
$112K - $146K
4.13K $1.74M
May 11, 2023 Q1 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
506
+ 5.89%
$112K - $146K
9.1K $3.82M
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
504
+ 6.57%
$112K - $145K
8.18K $3.44M
Apr 28, 2023 Q1 2023
Harrington Investments, Inc

BUY
 -
503
+ 1.69%
$112K - $145K
30.3K $12.7M
Apr 07, 2023 Q1 2023
General Partner, Inc.

Pittsburgh, PA
BUY
 -
500
+ 1.71%
$111K - $144K
29.8K $12.5M
Apr 18, 2023 Q1 2023
Flower City Capital

BUY
 -
500
+ 38.73%
$111K - $144K
1.79K $753K
May 10, 2023 Q1 2023
Exeter Financial, LLC

BUY
 -
499
+ 1.75%
$111K - $144K
29K $12.2M
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
496
+ 6.48%
$110K - $143K
8.15K $3.43M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
495
+ 8.06%
$110K - $143K
6.63K $2.79M
May 04, 2023 Q1 2023
Wealth Effects LLC

BUY
 -
495
+ 2.34%
$110K - $143K
21.7K $9.1M
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
494
+ 14.17%
$110K - $142K
3.98K $1.67M

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