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 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
166+ 1.95% |
$36.9K - $47.9K
|
8.66K
$3.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
164+ 0.48% |
$36.5K - $47.3K
|
34.5K
$14.6M
|
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
164+ 0.84% |
$36.5K - $47.3K
|
19.7K
$8.35M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
163+ 3.04% |
$36.2K - $47K
|
5.52K
$2.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
163+ 1.8% |
$36.2K - $47K
|
9.23K
$3.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
162+ 1.39% |
$36K - $46.7K
|
11.8K
$4.99M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
161+ 1.11% |
$35.8K - $46.4K
|
14.7K
$6.23M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
160+ 1.81% |
$35.6K - $46.1K
|
9.02K
$3.82M
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
160+ 1.22% |
$35.6K - $46.1K
|
13.2K
$5.59M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
159+ 2.57% |
$35.3K - $45.8K
|
6.35K
$2.69M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
159+ 1.07% |
$35.3K - $45.8K
|
15.1K
$6.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
158+ 0.66% |
$35.1K - $45.6K
|
23.9K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
158+ 1.4% |
$35.1K - $45.6K
|
11.4K
$4.83M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
157+ 1.63% |
$34.9K - $45.3K
|
9.79K
$4.14M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
157+ 2.51% |
$34.9K - $45.3K
|
6.4K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
157+ 19.97% |
$34.9K - $45.3K
|
943
$399K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
156+ 3.08% |
$34.7K - $45K
|
5.22K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
156+ 0.54% |
$34.7K - $45K
|
29.2K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
155+ 1.83% |
$34.5K - $44.7K
|
8.6K
$3.64M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
154+ 3.47% |
$34.2K - $44.4K
|
4.59K
$1.94M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
154+ 4.34% |
$34.2K - $44.4K
|
3.71K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
151+ 1.27% |
$33.6K - $43.5K
|
12K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
151+ 0.62% |
$33.6K - $43.5K
|
24.5K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
150+ 2.73% |
$33.3K - $43.2K
|
5.64K
$2.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
149+ 1.05% |
$33.1K - $43K
|
14.4K
$6.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
147+ 2.19% |
$32.7K - $42.4K
|
6.85K
$2.9M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
147+ 0.43% |
$32.7K - $42.4K
|
34.2K
$14.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
146+ 0.53% |
$32.5K - $42.1K
|
27.5K
$11.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
146+ 5.03% |
$32.5K - $42.1K
|
3.05K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
146+ 1.73% |
$32.5K - $42.1K
|
8.6K
$3.64M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
146+ 0.51% |
$32.5K - $42.1K
|
28.6K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
146+ 4.54% |
$32.5K - $42.1K
|
3.36K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
146+ 1.05% |
$32.5K - $42.1K
|
14K
$5.92M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
145+ 1.98% |
$32.2K - $41.8K
|
7.48K
$3.16M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
145+ 4.65% |
$32.2K - $41.8K
|
3.26K
$1.38M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
145+ 1.98% |
$32.2K - $41.8K
|
7.48K
$3.16M
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
144+ 8.11% |
$32K - $41.5K
|
1.92K
$812K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
144+ 0.18% |
$32K - $41.5K
|
81.7K
$34.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
143+ 1.39% |
$31.8K - $41.2K
|
10.4K
$4.42M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
143+ 5.09% |
$31.8K - $41.2K
|
2.95K
$1.25M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
142+ 2.03% |
$31.6K - $40.9K
|
7.13K
$3.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
141+ 0.52% |
$31.3K - $40.7K
|
27.1K
$11.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
138+ 21.04% |
$30.7K - $39.8K
|
794
$336K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
138+ 0.54% |
$30.7K - $39.8K
|
25.8K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
137+ 2.98% |
$30.5K - $39.5K
|
4.73K
$2M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
137+ 2.6% |
$30.5K - $39.5K
|
5.4K
$2.28M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
137+ 0.54% |
$30.5K - $39.5K
|
25.4K
$10.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
134+ 2.2% |
$29.8K - $38.6K
|
6.22K
$2.63M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
134+ 0.91% |
$29.8K - $38.6K
|
14.8K
$6.26M
|
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
133+ 1.68% |
$29.6K - $38.3K
|
8.06K
$3.41M
|