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 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37+ 94.87% |
$8.23K - $10.7K
|
76
$32.3K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
37+ 0.89% |
$8.23K - $10.7K
|
4.22K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
37+ 0.6% |
$8.23K - $10.7K
|
6.25K
$2.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
36+ 1.26% |
$8K - $10.4K
|
2.9K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
36+ 1.99% |
$8K - $10.4K
|
1.85K
$785K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
35+ 0.34% |
$7.78K - $10.1K
|
10.4K
$4.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
34+ 0.09% |
$7.56K - $9.8K
|
36.4K
$15.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
34+ 0.33% |
$7.56K - $9.8K
|
10.5K
$4.46M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
34+ 0.15% |
$7.56K - $9.8K
|
23.5K
$9.98M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
34+ 0.15% |
$7.56K - $9.8K
|
23.5K
$9.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
33+ 0.04% |
$7.34K - $9.51K
|
84.1K
$35.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
33+ 0.43% |
$7.34K - $9.51K
|
7.67K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
33+ 0.46% |
$7.34K - $9.51K
|
7.17K
$3.05M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
33+ 0.52% |
$7.34K - $9.51K
|
6.43K
$2.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
32+ 1.39% |
$7.11K - $9.23K
|
2.34K
$995K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
32+ 0.77% |
$7.11K - $9.23K
|
4.21K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
32+ 0.22% |
$7.11K - $9.23K
|
14.3K
$6.09M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
32+ 0.15% |
$7.11K - $9.23K
|
21.4K
$9.1M
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
32+ 0.33% |
$7.11K - $9.23K
|
9.69K
$4.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
31+ 1.22% |
$6.89K - $8.94K
|
2.57K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
31+ 2.16% |
$6.89K - $8.94K
|
1.47K
$623K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.27% |
$6.89K - $8.94K
|
11.3K
$4.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
30+ 1.63% |
$6.67K - $8.65K
|
1.87K
$797K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
30+ 0.27% |
$6.67K - $8.65K
|
11K
$4.7M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
30+ 1.6% |
$6.67K - $8.65K
|
1.9K
$808K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
30+ 0.17% |
$6.67K - $8.65K
|
17.5K
$7.44M
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
30+ 1.27% |
$6.67K - $8.65K
|
2.4K
$1.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
29+ 0.68% |
$6.45K - $8.36K
|
4.3K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
29New |
$6.45K - $8.36K
|
29
$12.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
27+ 1.7% |
$6K - $7.78K
|
1.62K
$687K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
27+ 0.05% |
$6K - $7.78K
|
54.6K
$23.2M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
27+ 1.12% |
$6K - $7.78K
|
2.44K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
27+ 0.63% |
$6K - $7.78K
|
4.29K
$1.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26+ 0.77% |
$5.78K - $7.5K
|
3.42K
$1.45M
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
26+ 1.71% |
$5.78K - $7.5K
|
1.55K
$658K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
26+ 0.29% |
$5.78K - $7.5K
|
9.03K
$3.84M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
26+ 0.65% |
$5.78K - $7.5K
|
4.02K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
25+ 0.08% |
$5.56K - $7.21K
|
30.7K
$13M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
25+ 0.81% |
$5.56K - $7.21K
|
3.12K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.14% |
$5.56K - $7.21K
|
18.2K
$7.76M
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
25+ 0.08% |
$5.56K - $7.21K
|
31.1K
$13.2M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25+ 0.07% |
$5.56K - $7.21K
|
35.1K
$15M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
25+ 0.35% |
$5.56K - $7.21K
|
7.09K
$3.02M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
24+ 0.44% |
$5.34K - $6.92K
|
5.51K
$2.34M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
24+ 0.83% |
$5.34K - $6.92K
|
2.91K
$1.24M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
24+ 1.21% |
$5.34K - $6.92K
|
2.01K
$856K
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
24+ 0.05% |
$5.34K - $6.92K
|
45.9K
$19.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
23+ 0.26% |
$5.11K - $6.63K
|
8.77K
$3.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
23+ 0.13% |
$5.11K - $6.63K
|
18.1K
$7.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
23+ 0.24% |
$5.11K - $6.63K
|
9.77K
$4.15M
|