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 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
54+ 2.11% |
$12K - $15.6K
|
2.62K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
54+ 0.18% |
$12K - $15.6K
|
30.1K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
54+ 2.27% |
$12K - $15.6K
|
2.43K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
53+ 0.82% |
$11.8K - $15.3K
|
6.51K
$2.76M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
53+ 1.45% |
$11.8K - $15.3K
|
3.71K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
53+ 0.66% |
$11.8K - $15.3K
|
8.12K
$3.44M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
53+ 0.24% |
$11.8K - $15.3K
|
21.8K
$9.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
52+ 0.75% |
$11.6K - $15K
|
6.97K
$2.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
51+ 1.52% |
$11.3K - $14.7K
|
3.41K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
51+ 5.99% |
$11.3K - $14.7K
|
903
$382K
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
51+ 1.52% |
$11.3K - $14.7K
|
3.41K
$1.44M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
51+ 3.1% |
$11.3K - $14.7K
|
1.7K
$717K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
50+ 0.21% |
$11.1K - $14.4K
|
24.3K
$10.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
50New |
$11.1K - $14.4K
|
50
$21.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
50+ 1.21% |
$11.1K - $14.4K
|
4.17K
$1.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
50+ 0.34% |
$11.1K - $14.4K
|
14.6K
$6.17M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
50+ 1.37% |
$11.1K - $14.4K
|
3.71K
$1.57M
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 0.12% |
$11.1K - $14.4K
|
42.8K
$18.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
49+ 0.19% |
$10.9K - $14.1K
|
26.2K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
49+ 0.62% |
$10.9K - $14.1K
|
8.01K
$3.39M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
48+ 0.27% |
$10.7K - $13.8K
|
17.6K
$7.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
48+ 0.92% |
$10.7K - $13.8K
|
5.27K
$2.23M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
48+ 1.53% |
$10.7K - $13.8K
|
3.18K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
47+ 5.46% |
$10.4K - $13.6K
|
908
$384K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
47+ 2.55% |
$10.4K - $13.6K
|
1.89K
$799K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
47+ 3.49% |
$10.4K - $13.6K
|
1.4K
$590K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
47+ 0.65% |
$10.4K - $13.6K
|
7.28K
$3.08M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
46+ 0.15% |
$10.2K - $13.3K
|
31.1K
$13.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
46+ 1.2% |
$10.2K - $13.3K
|
3.87K
$1.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
46New |
$10.2K - $13.3K
|
46
$19.5K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
46+ 1.53% |
$10.2K - $13.3K
|
3.05K
$1.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
45+ 0.04% |
$10K - $13K
|
128K
$54M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
45+ 0.21% |
$10K - $13K
|
21.7K
$9.18M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
45+ 0.49% |
$10K - $13K
|
9.22K
$3.9M
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
45+ 1.26% |
$10K - $13K
|
3.61K
$1.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
44+ 2.25% |
$9.78K - $12.7K
|
2K
$846K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
44+ 0.4% |
$9.78K - $12.7K
|
11K
$4.64M
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
43+ 0.26% |
$9.56K - $12.4K
|
16.4K
$6.93M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
43+ 0.53% |
$9.56K - $12.4K
|
8.23K
$3.48M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
43+ 0.18% |
$9.56K - $12.4K
|
23.6K
$9.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
42+ 0.61% |
$9.34K - $12.1K
|
6.92K
$2.92M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
42+ 0.06% |
$9.34K - $12.1K
|
70K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
42+ 1.61% |
$9.34K - $12.1K
|
2.66K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
42+ 0.23% |
$9.34K - $12.1K
|
18.6K
$7.87M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
40+ 0.28% |
$8.89K - $11.5K
|
14.3K
$6.06M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
40+ 0.6% |
$8.89K - $11.5K
|
6.69K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
40+ 0.03% |
$8.89K - $11.5K
|
140K
$59M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
39+ 1.42% |
$8.67K - $11.2K
|
2.8K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
39+ 0.55% |
$8.67K - $11.2K
|
7.15K
$3.02M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
38+ 2.35% |
$8.45K - $11K
|
1.65K
$699K
|