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 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
349+ 4.11% |
$77.6K - $101K
|
8.85K
$3.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
348+ 1.97% |
$77.4K - $100K
|
18K
$7.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
347+ 2.44% |
$77.1K - $100K
|
14.6K
$6.23M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
BUY
|
- |
347+ 2.93% |
$77.1K - $100K
|
12.2K
$5.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
346+ 2.88% |
$76.9K - $99.8K
|
12.3K
$5.28M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
346+ 6.52% |
$76.9K - $99.8K
|
5.65K
$2.42M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
345+ 7.8% |
$76.7K - $99.5K
|
4.77K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
345+ 3.05% |
$76.7K - $99.5K
|
11.6K
$4.98M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
342+ 0.25% |
$76K - $98.6K
|
138K
$59.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
341+ 10.46% |
$75.8K - $98.3K
|
3.6K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
341+ 0.27% |
$75.8K - $98.3K
|
127K
$54.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
337+ 2.02% |
$74.9K - $97.2K
|
17.1K
$7.3M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
336+ 7.62% |
$74.7K - $96.9K
|
4.75K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
335+ 4.14% |
$74.5K - $96.6K
|
8.43K
$3.6M
|
|
|
May 11, 2023
Q1 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
335New |
$74.5K - $96.6K
|
335
$143K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
334+ 3.55% |
$74.3K - $96.3K
|
9.75K
$4.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
333+ 0.53% |
$74K - $96K
|
62.9K
$26.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
329+ 0.82% |
$73.1K - $94.9K
|
40.5K
$17.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
326+ 3.68% |
$72.5K - $94K
|
9.18K
$3.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
326+ 25.33% |
$72.5K - $94K
|
1.61K
$690K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
325+ 1.72% |
$72.3K - $93.7K
|
19.3K
$8.24M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
324+ 1.89% |
$72K - $93.4K
|
17.4K
$7.47M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
324+ 0.86% |
$72K - $93.4K
|
37.8K
$16.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
322+ 4.2% |
$71.6K - $92.8K
|
7.99K
$3.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
317+ 7.37% |
$70.5K - $91.4K
|
4.62K
$1.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
316+ 3.04% |
$70.2K - $91.1K
|
10.7K
$4.58M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
316+ 10533.33% |
$70.2K - $91.1K
|
319
$136K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
315+ 0.6% |
$70K - $90.8K
|
53K
$22.7M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
314+ 55.87% |
$69.8K - $90.5K
|
876
$375K
|
|
|
May 10, 2023
Q1 2023
|
Broderick Brian C
|
BUY
|
- |
314+ 0.63% |
$69.8K - $90.5K
|
50.2K
$21.5M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
313+ 1.61% |
$69.6K - $90.2K
|
19.8K
$8.45M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
313+ 37.0% |
$69.6K - $90.2K
|
1.16K
$496K
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
311+ 10.47% |
$69.1K - $89.7K
|
3.28K
$1.4M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
311+ 15.49% |
$69.1K - $89.7K
|
2.32K
$992K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
310+ 0.34% |
$68.9K - $89.4K
|
90.4K
$38.7M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
310+ 9.49% |
$68.9K - $89.4K
|
3.58K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
309+ 1.42% |
$68.7K - $89.1K
|
22K
$9.43M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
308+ 2.74% |
$68.5K - $88.8K
|
11.6K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
305+ 2.1% |
$67.8K - $87.9K
|
14.9K
$6.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
305+ 2.62% |
$67.8K - $87.9K
|
12K
$5.11M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
303+ 0.51% |
$67.4K - $87.4K
|
59.2K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
303+ 3.3% |
$67.4K - $87.4K
|
9.47K
$4.05M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
302+ 21.09% |
$67.1K - $87.1K
|
1.73K
$742K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
301+ 12.5% |
$66.9K - $86.8K
|
2.71K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
301+ 4.85% |
$66.9K - $86.8K
|
6.5K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
300+ 1.97% |
$66.7K - $86.5K
|
15.5K
$6.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
299+ 2.84% |
$66.5K - $86.2K
|
10.8K
$4.63M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
298+ 0.62% |
$66.2K - $85.9K
|
48.5K
$20.8M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
298+ 0.29% |
$66.2K - $85.9K
|
103K
$43.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
297+ 12.4% |
$66K - $85.6K
|
2.69K
$1.15M
|