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 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
10+ 0.4% |
$2.22K - $2.88K
|
2.49K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10+ 0.07% |
$2.22K - $2.88K
|
14.1K
$5.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.18% |
$2.22K - $2.88K
|
5.48K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
10+ 0.21% |
$2.22K - $2.88K
|
4.84K
$2.05M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
10+ 0.23% |
$2.22K - $2.88K
|
4.39K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10+ 0.1% |
$2.22K - $2.88K
|
9.55K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
10+ 0.25% |
$2.22K - $2.88K
|
3.99K
$1.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9+ 0.25% |
$2K - $2.59K
|
3.63K
$1.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
9+ 0.27% |
$2K - $2.59K
|
3.38K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
9+ 0.24% |
$2K - $2.59K
|
3.74K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
9+ 0.88% |
$2K - $2.59K
|
1.03K
$437K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9+ 0.11% |
$2K - $2.59K
|
8.5K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
9+ 0.24% |
$2K - $2.59K
|
3.83K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8+ 7.27% |
$1.78K - $2.31K
|
118
$49.9K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
8+ 0.08% |
$1.78K - $2.31K
|
10.1K
$4.28M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
7+ 0.02% |
$1.56K - $2.02K
|
46.3K
$19.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
7+ 0.24% |
$1.56K - $2.02K
|
2.87K
$1.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7+ 0.03% |
$1.56K - $2.02K
|
26.3K
$11.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7+ 0.08% |
$1.56K - $2.02K
|
8.49K
$3.59M
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
7+ 0.05% |
$1.56K - $2.02K
|
13.2K
$5.59M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.16% |
$1.56K - $2.02K
|
4.29K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.22% |
$1.56K - $2.02K
|
3.2K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
6+ 0.14% |
$1.33K - $1.73K
|
4.31K
$1.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
BUY
|
- |
6+ 0.03% |
$1.33K - $1.73K
|
19.3K
$8.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6+ 0.24% |
$1.33K - $1.73K
|
2.5K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
6+ 0.1% |
$1.33K - $1.73K
|
5.98K
$2.53M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6+ 0.27% |
$1.33K - $1.73K
|
2.25K
$950K
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
6+ 0.08% |
$1.33K - $1.73K
|
7.69K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
6+ 0.27% |
$1.33K - $1.73K
|
2.25K
$951K
|
|
|
Apr 26, 2023
Q1 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
5+ 0.21% |
$1.11K - $1.44K
|
2.34K
$990K
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5+ 0.2% |
$1.11K - $1.44K
|
2.47K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
BUY
|
- |
5+ 0.07% |
$1.11K - $1.44K
|
7.32K
$3.1M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 0.95% |
$1.11K - $1.44K
|
529
$224K
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
5+ 0.02% |
$1.11K - $1.44K
|
22K
$9.31M
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5+ 0.02% |
$1.11K - $1.44K
|
21.9K
$9.26M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
5+ 0.2% |
$1.11K - $1.44K
|
2.52K
$1.07M
|
|
|
Nov 13, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5+ 0.01% |
$1.11K - $1.44K
|
79K
$33.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
4+ 0.1% |
$889 - $1.15K
|
3.84K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
4+ 0.01% |
$889 - $1.15K
|
56K
$23.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4+ 0.27% |
$889 - $1.15K
|
1.48K
$624K
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
4+ 0.12% |
$889 - $1.15K
|
3.39K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.14% |
$889 - $1.15K
|
2.79K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
4+ 0.02% |
$889 - $1.15K
|
20.4K
$8.61M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4+ 0.1% |
$889 - $1.15K
|
4K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4+ 0.14% |
$889 - $1.15K
|
2.9K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
4+ 0.16% |
$889 - $1.15K
|
2.57K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
4+ 0.17% |
$889 - $1.15K
|
2.39K
$1.01M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.01% |
$889 - $1.15K
|
33.1K
$14M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.13% |
$667 - $865
|
2.35K
$992K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.27% |
$667 - $865
|
1.1K
$467K
|