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 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3+ 37.5% |
$667 - $865
|
11
$4.68K
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.15% |
$667 - $865
|
2.04K
$868K
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3+ 0.17% |
$667 - $865
|
1.73K
$735K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
3+ 0.18% |
$667 - $865
|
1.7K
$725K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$445 - $577
|
1.74K
$741K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.16% |
$445 - $577
|
1.22K
$521K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.05% |
$445 - $577
|
4.19K
$1.78M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.06% |
$445 - $577
|
3.17K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.08% |
$445 - $577
|
2.38K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$445 - $577
|
1.79K
$759K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2+ 0.18% |
$445 - $577
|
1.09K
$464K
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.02% |
$445 - $577
|
9.88K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.09% |
$445 - $577
|
2.11K
$899K
|
|
|
May 15, 2023
Q1 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.25% |
$445 - $577
|
811
$345K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.01% |
$445 - $577
|
15.6K
$6.64M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.33% |
$445 - $577
|
616
$262K
|
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1+ 0.11% |
$222 - $288
|
892
$379K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$222 - $288
|
5.37K
$2.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$222 - $288
|
2.58K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.07% |
$222 - $288
|
1.44K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$222 - $288
|
2.69K
$1.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
1+ 0.02% |
$222 - $288
|
4.65K
$1.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1+ 0.03% |
$222 - $288
|
3.89K
$1.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$222 - $288
|
2.9K
$1.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$222 - $288
|
1.44K
$612K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$222 - $288
|
14K
$5.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
1+ 0.01% |
$222 - $288
|
13.4K
$5.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1+ 0.03% |
$222 - $288
|
3.75K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
1+ 0.09% |
$222 - $288
|
1.09K
$462K
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
1+ 0.11% |
$222 - $288
|
902
$384K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.0% |
$222 - $288
|
20.4K
$8.69M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1+ 0.05% |
$222 - $288
|
1.9K
$807K
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
1+ 0.06% |
$222 - $288
|
1.64K
$698K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1+ 0.12% |
$222 - $288
|
859
$365K
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.02% |
$222 - $288
|
4.2K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.08% |
$222 - $288
|
1.23K
$522K
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1+ 0.0% |
$222 - $288
|
75.9K
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.01% |
$222 - $288
|
14.7K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1+ 0.07% |
$222 - $288
|
1.53K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.04% |
$222 - $288
|
2.75K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1+ 0.05% |
$222 - $288
|
2.04K
$867K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
1+ 0.01% |
$222 - $288
|
10.3K
$4.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1- 0.06% |
$222 - $288
|
1.81K
$770K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1- 0.05% |
$222 - $288
|
2.08K
$883K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1- -0.0% |
$222 - $288
|
29.4K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
SELL
|
- |
-1- 0.01% |
$222 - $288
|
18K
$7.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2- 0.01% |
$445 - $577
|
30.4K
$12.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-2- 0.09% |
$445 - $577
|
2.26K
$961K
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$445 - $577
|
17.6K
$7.51M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.05% |
$445 - $577
|
4.35K
$1.85M
|