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 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
239+ 1.65% |
$53.1K - $68.9K
|
14.7K
$6.28M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
239+ 19.15% |
$53.1K - $68.9K
|
1.49K
$636K
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
239+ 1.66% |
$53.1K - $68.9K
|
14.6K
$6.25M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
238+ 0.27% |
$52.9K - $68.6K
|
89.6K
$38.3M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
237+ 0.91% |
$52.7K - $68.3K
|
26.4K
$11.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
233+ 2.13% |
$51.8K - $67.2K
|
11.2K
$4.79M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
233+ 5.56% |
$51.8K - $67.2K
|
4.43K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
233+ 3.2% |
$51.8K - $67.2K
|
7.52K
$3.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
231+ 2.28% |
$51.4K - $66.6K
|
10.3K
$4.43M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
230+ 1.18% |
$51.1K - $66.3K
|
19.7K
$8.44M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
230+ 1.28% |
$51.1K - $66.3K
|
18.2K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
229+ 0.8% |
$50.9K - $66K
|
28.9K
$12.4M
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
228+ 24.39% |
$50.7K - $65.7K
|
1.16K
$498K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
228+ 0.89% |
$50.7K - $65.7K
|
25.9K
$11.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
227+ 2.71% |
$50.5K - $65.4K
|
8.62K
$3.69M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
225+ 0.37% |
$50K - $64.9K
|
60.4K
$25.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
225+ 3.01% |
$50K - $64.9K
|
7.7K
$3.29M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
224+ 2.54% |
$49.8K - $64.6K
|
9.04K
$3.87M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
224+ 7.34% |
$49.8K - $64.6K
|
3.28K
$1.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
222+ 1.31% |
$49.4K - $64K
|
17.1K
$7.33M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
222+ 2.11% |
$49.4K - $64K
|
10.7K
$4.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
221+ 1.41% |
$49.1K - $63.7K
|
15.9K
$6.8M
|
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
221+ 0.33% |
$49.1K - $63.7K
|
68.1K
$29.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
220+ 4.55% |
$48.9K - $63.4K
|
5.05K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
219+ 4.25% |
$48.7K - $63.1K
|
5.37K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
219+ 8.42% |
$48.7K - $63.1K
|
2.82K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
217+ 0.53% |
$48.2K - $62.6K
|
41.1K
$17.6M
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
217+ 3.82% |
$48.2K - $62.6K
|
5.9K
$2.52M
|
|
|
May 09, 2023
Q1 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
215+ 0.97% |
$47.8K - $62K
|
22.4K
$9.57M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
215+ 0.55% |
$47.8K - $62K
|
39.3K
$16.8M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
214+ 0.54% |
$47.6K - $61.7K
|
39.8K
$17M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
213+ 0.48% |
$47.4K - $61.4K
|
44.2K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
212+ 8.16% |
$47.1K - $61.1K
|
2.81K
$1.2M
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
212+ 3.42% |
$47.1K - $61.1K
|
6.41K
$2.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
211+ 6.15% |
$46.9K - $60.8K
|
3.64K
$1.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
211+ 12.41% |
$46.9K - $60.8K
|
1.91K
$818K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
211+ 0.98% |
$46.9K - $60.8K
|
21.7K
$9.29M
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
210+ 0.66% |
$46.7K - $60.5K
|
31.9K
$13.7M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
209+ 9.89% |
$46.5K - $60.3K
|
2.32K
$993K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
208+ 0.78% |
$46.2K - $60K
|
26.9K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
208+ 2.73% |
$46.2K - $60K
|
7.82K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
207+ 1.39% |
$46K - $59.7K
|
15.1K
$6.48M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
207+ 3.33% |
$46K - $59.7K
|
6.43K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
206+ 0.66% |
$45.8K - $59.4K
|
31.3K
$13.4M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
205+ 0.78% |
$45.6K - $59.1K
|
26.6K
$11.4M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
205+ 0.83% |
$45.6K - $59.1K
|
24.8K
$10.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
204+ 13.25% |
$45.4K - $58.8K
|
1.74K
$746K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
204+ 0.3% |
$45.4K - $58.8K
|
69.1K
$29.5M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
203+ 7.3% |
$45.1K - $58.5K
|
2.98K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
202+ 7.16% |
$44.9K - $58.2K
|
3.03K
$1.29M
|