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 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
42+ 0.61% |
$9.34K - $12.1K
|
6.92K
$2.75M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
42+ 0.06% |
$9.34K - $12.1K
|
70K
$27.8M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
42+ 1.61% |
$9.34K - $12.1K
|
2.66K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
42+ 0.23% |
$9.34K - $12.1K
|
18.6K
$7.41M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
40+ 0.28% |
$8.89K - $11.5K
|
14.3K
$5.7M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
40+ 0.6% |
$8.89K - $11.5K
|
6.69K
$2.66M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
40+ 0.03% |
$8.89K - $11.5K
|
140K
$55.5M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
39+ 1.42% |
$8.67K - $11.2K
|
2.8K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
39+ 0.55% |
$8.67K - $11.2K
|
7.15K
$2.84M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
38+ 2.35% |
$8.45K - $11K
|
1.65K
$657K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
37+ 0.24% |
$8.23K - $10.7K
|
15.6K
$6.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
37+ 0.38% |
$8.23K - $10.7K
|
9.65K
$3.84M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37+ 94.87% |
$8.23K - $10.7K
|
76
$30.2K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
37+ 0.89% |
$8.23K - $10.7K
|
4.22K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
37+ 0.6% |
$8.23K - $10.7K
|
6.25K
$2.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
36+ 1.26% |
$8K - $10.4K
|
2.9K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
36+ 1.99% |
$8K - $10.4K
|
1.85K
$734K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
35+ 0.34% |
$7.78K - $10.1K
|
10.4K
$4.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
34+ 0.09% |
$7.56K - $9.8K
|
36.4K
$14.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
34+ 0.33% |
$7.56K - $9.8K
|
10.5K
$4.17M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
34+ 0.15% |
$7.56K - $9.8K
|
23.5K
$9.34M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
34+ 0.15% |
$7.56K - $9.8K
|
23.5K
$9.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
33+ 0.04% |
$7.34K - $9.51K
|
84.1K
$33.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
33+ 0.43% |
$7.34K - $9.51K
|
7.67K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
33+ 0.46% |
$7.34K - $9.51K
|
7.17K
$2.85M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
33+ 0.52% |
$7.34K - $9.51K
|
6.43K
$2.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
32+ 1.39% |
$7.11K - $9.23K
|
2.34K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
32+ 0.77% |
$7.11K - $9.23K
|
4.21K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
32+ 0.22% |
$7.11K - $9.23K
|
14.3K
$5.7M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
32+ 0.15% |
$7.11K - $9.23K
|
21.4K
$8.51M
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
32+ 0.33% |
$7.11K - $9.23K
|
9.69K
$3.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
31+ 1.22% |
$6.89K - $8.94K
|
2.57K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
31+ 2.16% |
$6.89K - $8.94K
|
1.47K
$583K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.27% |
$6.89K - $8.94K
|
11.3K
$4.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
30+ 1.63% |
$6.67K - $8.65K
|
1.87K
$745K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
30+ 0.27% |
$6.67K - $8.65K
|
11K
$4.39M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
30+ 1.6% |
$6.67K - $8.65K
|
1.9K
$756K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
30+ 0.17% |
$6.67K - $8.65K
|
17.5K
$6.96M
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
30+ 1.27% |
$6.67K - $8.65K
|
2.4K
$955K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
29+ 0.68% |
$6.45K - $8.36K
|
4.3K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
29New |
$6.45K - $8.36K
|
29
$11.5K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
27+ 1.7% |
$6K - $7.78K
|
1.62K
$643K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
27+ 0.05% |
$6K - $7.78K
|
54.6K
$21.7M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
27+ 1.12% |
$6K - $7.78K
|
2.44K
$969K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
27+ 0.63% |
$6K - $7.78K
|
4.29K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26+ 0.77% |
$5.78K - $7.5K
|
3.42K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
26+ 1.71% |
$5.78K - $7.5K
|
1.55K
$615K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
26+ 0.29% |
$5.78K - $7.5K
|
9.03K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
26+ 0.65% |
$5.78K - $7.5K
|
4.02K
$1.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
25+ 0.08% |
$5.56K - $7.21K
|
30.7K
$12.2M
|