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 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
487+ 1.04% |
$108K - $140K
|
47.4K
$19.9M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
484+ 1.31% |
$108K - $140K
|
37.4K
$15.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
482+ 1.29% |
$107K - $139K
|
37.7K
$15.9M
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
482+ 2.47% |
$107K - $139K
|
20K
$8.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
480+ 0.95% |
$107K - $138K
|
50.8K
$21.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
478+ 1.43% |
$106K - $138K
|
33.8K
$14.2M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
478+ 13.65% |
$106K - $138K
|
3.98K
$1.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
476+ 7.04% |
$106K - $137K
|
7.24K
$3.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
475+ 6.49% |
$106K - $137K
|
7.79K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
475+ 6.64% |
$106K - $137K
|
7.63K
$3.21M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
475+ 8.88% |
$106K - $137K
|
5.82K
$2.45M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
474+ 0.42% |
$105K - $137K
|
114K
$47.8M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
471+ 0.58% |
$105K - $136K
|
81.1K
$34.1M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
469+ 3.34% |
$104K - $135K
|
14.5K
$6.09M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
469+ 2.03% |
$104K - $135K
|
23.6K
$9.92M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
467+ 14.64% |
$104K - $135K
|
3.66K
$1.54M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
467+ 2.46% |
$104K - $135K
|
19.5K
$8.17M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
466+ 2.08% |
$104K - $134K
|
22.8K
$9.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
455+ 1.99% |
$101K - $131K
|
23.4K
$9.82M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
455+ 39.16% |
$101K - $131K
|
1.62K
$679K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
455+ 2.74% |
$101K - $131K
|
17.1K
$7.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
452+ 2.73% |
$100K - $130K
|
17K
$7.15M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
452+ 13.89% |
$100K - $130K
|
3.71K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
452+ 1.71% |
$100K - $130K
|
26.9K
$11.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
448+ 1.23% |
$99.6K - $129K
|
36.9K
$15.5M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
448+ 2.66% |
$99.6K - $129K
|
17.3K
$7.25M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
448+ 0.16% |
$99.6K - $129K
|
278K
$117M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
447+ 1.13% |
$99.4K - $129K
|
39.9K
$16.8M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
447+ 17.13% |
$99.4K - $129K
|
3.06K
$1.28M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
446+ 11.5% |
$99.2K - $129K
|
4.33K
$1.82M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
443+ 5.68% |
$98.5K - $128K
|
8.25K
$3.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
438+ 3.04% |
$97.4K - $126K
|
14.8K
$6.23M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
BUY
|
- |
437+ 2.99% |
$97.1K - $126K
|
15.1K
$6.33M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
435+ 2.57% |
$96.7K - $125K
|
17.4K
$7.3M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
434+ 3.46% |
$96.5K - $125K
|
13K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
433+ 0.45% |
$96.3K - $125K
|
96.9K
$40.7M
|
|
|
May 15, 2023
Q1 2023
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
433+ 2.12% |
$96.3K - $125K
|
20.9K
$8.76M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
433+ 15.52% |
$96.3K - $125K
|
3.22K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
431+ 4.24% |
$95.8K - $124K
|
10.6K
$4.46M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
430+ 0.79% |
$95.6K - $124K
|
54.6K
$23M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
429+ 3.23% |
$95.4K - $124K
|
13.7K
$5.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
424+ 3.24% |
$94.3K - $122K
|
13.5K
$5.68M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
424+ 3.09% |
$94.3K - $122K
|
14.2K
$5.95M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
422+ 3.47% |
$93.8K - $122K
|
12.6K
$5.28M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
414+ 17.05% |
$92K - $119K
|
2.84K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
414+ 2.6% |
$92K - $119K
|
16.4K
$6.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
413+ 0.85% |
$91.8K - $119K
|
49K
$20.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
413+ 3.3% |
$91.8K - $119K
|
12.9K
$5.43M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
412+ 0.62% |
$91.6K - $119K
|
67.4K
$28.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
410+ 3.23% |
$91.1K - $118K
|
13.1K
$5.5M
|