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 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
296+ 2.27% |
$65.8K - $85.3K
|
13.4K
$5.71M
|
|
|
May 12, 2023
Q1 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
296+ 19.41% |
$65.8K - $85.3K
|
1.82K
$779K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
295+ 3.27% |
$65.6K - $85K
|
9.32K
$3.99M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
295+ 0.92% |
$65.6K - $85K
|
32.3K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
295+ 2.82% |
$65.6K - $85K
|
10.8K
$4.61M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
293+ 3.61% |
$65.1K - $84.5K
|
8.41K
$3.6M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
292+ 2.08% |
$64.9K - $84.2K
|
14.3K
$6.13M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
288+ 1.41% |
$64K - $83K
|
20.7K
$8.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
288+ 9.85% |
$64K - $83K
|
3.21K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
287+ 0.85% |
$63.8K - $82.7K
|
34K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
287+ 9.14% |
$63.8K - $82.7K
|
3.43K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
281+ 1.99% |
$62.5K - $81K
|
14.4K
$6.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
280+ 2.06% |
$62.2K - $80.7K
|
13.9K
$5.93M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
279+ 1.09% |
$62K - $80.4K
|
25.9K
$11.1M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
276+ 0.09% |
$61.4K - $79.6K
|
311K
$133M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
275+ 6.43% |
$61.1K - $79.3K
|
4.55K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
275+ 1.44% |
$61.1K - $79.3K
|
19.4K
$8.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
274+ 0.94% |
$60.9K - $79K
|
29.4K
$12.6M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
271+ 10.65% |
$60.2K - $78.1K
|
2.82K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
271+ 0.2% |
$60.2K - $78.1K
|
135K
$57.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
270+ 16.55% |
$60K - $77.8K
|
1.9K
$813K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
270+ 6.88% |
$60K - $77.8K
|
4.2K
$1.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
270+ 0.61% |
$60K - $77.8K
|
44.9K
$19.2M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
265+ 2.89% |
$58.9K - $76.4K
|
9.44K
$4.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
263+ 8.82% |
$58.5K - $75.8K
|
3.25K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
262+ 4.43% |
$58.2K - $75.5K
|
6.18K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
261+ 1.8% |
$58K - $75.2K
|
14.8K
$6.31M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
261+ 5.88% |
$58K - $75.2K
|
4.7K
$2.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
259+ 2.26% |
$57.6K - $74.7K
|
11.7K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
257+ 7.31% |
$57.1K - $74.1K
|
3.77K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
256+ 1.09% |
$56.9K - $73.8K
|
23.8K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
255+ 1.47% |
$56.7K - $73.5K
|
17.6K
$7.54M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
254+ 3.71% |
$56.5K - $73.2K
|
7.09K
$3.03M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
253+ 4.98% |
$56.2K - $72.9K
|
5.34K
$2.28M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
253+ 1.44% |
$56.2K - $72.9K
|
17.8K
$7.61M
|
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
251+ 1.53% |
$55.8K - $72.4K
|
16.6K
$7.11M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
251+ 2.37% |
$55.8K - $72.4K
|
10.8K
$4.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
250+ 1.19% |
$55.6K - $72.1K
|
21.2K
$9.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
250+ 1.76% |
$55.6K - $72.1K
|
14.5K
$6.19M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
248+ 1.5% |
$55.1K - $71.5K
|
16.8K
$7.2M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
247+ 0.63% |
$54.9K - $71.2K
|
39.7K
$17M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
246+ 2.18% |
$54.7K - $70.9K
|
11.5K
$4.92M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
246+ 23.19% |
$54.7K - $70.9K
|
1.31K
$559K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
245+ 2.87% |
$54.5K - $70.6K
|
8.79K
$3.76M
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
244+ 2.12% |
$54.2K - $70.3K
|
11.7K
$5.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
243+ 4.82% |
$54K - $70.1K
|
5.29K
$2.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
243+ 1.3% |
$54K - $70.1K
|
19K
$8.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
241+ 2.79% |
$53.6K - $69.5K
|
8.89K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
241+ 0.85% |
$53.6K - $69.5K
|
28.6K
$12.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
240+ 16.0% |
$53.4K - $69.2K
|
1.74K
$744K
|