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 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
74+ 0.15% |
$16.5K - $21.3K
|
49.1K
$20.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
74+ 0.84% |
$16.5K - $21.3K
|
8.91K
$3.77M
|
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
73+ 0.35% |
$16.2K - $21K
|
20.7K
$8.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
73+ 6.35% |
$16.2K - $21K
|
1.22K
$518K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
73+ 0.74% |
$16.2K - $21K
|
9.96K
$4.22M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
73+ 4.73% |
$16.2K - $21K
|
1.62K
$685K
|
|
|
May 12, 2023
Q1 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
72+ 10.71% |
$16K - $20.8K
|
744
$315K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
71+ 0.23% |
$15.8K - $20.5K
|
30.8K
$13.1M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
71+ 1.61% |
$15.8K - $20.5K
|
4.48K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
71New |
$15.8K - $20.5K
|
71
$30.1K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
70+ 1.45% |
$15.6K - $20.2K
|
4.91K
$2.08M
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
70+ 2.36% |
$15.6K - $20.2K
|
3.03K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
70+ 3.84% |
$15.6K - $20.2K
|
1.89K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
70+ 0.63% |
$15.6K - $20.2K
|
11.2K
$4.76M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
69+ 2.35% |
$15.3K - $19.9K
|
3K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
69+ 0.47% |
$15.3K - $19.9K
|
14.8K
$6.26M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
68+ 5.43% |
$15.1K - $19.6K
|
1.32K
$559K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
68+ 3.85% |
$15.1K - $19.6K
|
1.84K
$777K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
67+ 0.16% |
$14.9K - $19.3K
|
42.8K
$18.1M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
67+ 0.57% |
$14.9K - $19.3K
|
11.9K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
67+ 0.43% |
$14.9K - $19.3K
|
15.6K
$6.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
66+ 0.27% |
$14.7K - $19K
|
24.3K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
65+ 0.28% |
$14.5K - $18.7K
|
23.1K
$9.8M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
64+ 1.54% |
$14.2K - $18.5K
|
4.23K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
64+ 1.72% |
$14.2K - $18.5K
|
3.79K
$1.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
63+ 0.2% |
$14K - $18.2K
|
30.9K
$13.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
63+ 0.13% |
$14K - $18.2K
|
48.8K
$20.7M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
63+ 0.29% |
$14K - $18.2K
|
21.5K
$9.1M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
63+ 0.51% |
$14K - $18.2K
|
12.5K
$5.31M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
63+ 0.5% |
$14K - $18.2K
|
12.7K
$5.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
62+ 0.01% |
$13.8K - $17.9K
|
978K
$414M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
62+ 2.2% |
$13.8K - $17.9K
|
2.88K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
61+ 1.55% |
$13.6K - $17.6K
|
4K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
61+ 0.61% |
$13.6K - $17.6K
|
9.98K
$4.23M
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
60+ 0.61% |
$13.3K - $17.3K
|
9.97K
$4.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
59+ 0.1% |
$13.1K - $17K
|
61.6K
$26.1M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
59+ 2.64% |
$13.1K - $17K
|
2.29K
$971K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
59+ 0.15% |
$13.1K - $17K
|
38.5K
$16.3M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
58+ 0.78% |
$12.9K - $16.7K
|
7.5K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
58+ 0.98% |
$12.9K - $16.7K
|
6.01K
$2.54M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
58+ 2.19% |
$12.9K - $16.7K
|
2.7K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
58+ 0.99% |
$12.9K - $16.7K
|
5.89K
$2.49M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
BUY
|
- |
58+ 1.71% |
$12.9K - $16.7K
|
3.46K
$1.46M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
57+ 0.49% |
$12.7K - $16.4K
|
11.7K
$4.96M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
57+ 1.89% |
$12.7K - $16.4K
|
3.08K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
57+ 0.18% |
$12.7K - $16.4K
|
31.8K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
57+ 0.18% |
$12.7K - $16.4K
|
31.6K
$13.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
56+ 1.33% |
$12.4K - $16.1K
|
4.27K
$1.81M
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
55+ 0.24% |
$12.2K - $15.9K
|
23K
$9.75M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
54+ 0.38% |
$12K - $15.6K
|
14.3K
$6.07M
|