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 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
25K+ 131.53% |
$5.56M - $7.21M
|
44K
$18.5M
|
|
May 11, 2023
Q1 2023
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
25KNew |
$5.56M - $7.21M
|
25K
$10.5M
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
25K+ 33.33% |
$5.56M - $7.21M
|
100K
$42M
|
|
May 15, 2023
Q1 2023
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
BUY
|
- |
25K+ 10.64% |
$5.56M - $7.21M
|
260K
$109M
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25K+ 20.2% |
$5.56M - $7.21M
|
149K
$62.5M
|
|
May 15, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
24.8K+ 15.47% |
$5.51M - $7.14M
|
185K
$77.7M
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
24.4K+ 2.69% |
$5.42M - $7.03M
|
932K
$392M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
24.4K+ 80.44% |
$5.42M - $7.03M
|
54.7K
$23M
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
24.4KNew |
$5.42M - $7.03M
|
24.4K
$10.2M
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
24.3KNew |
$5.41M - $7.02M
|
24.3K
$10.2M
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
24.2K+ 11.96% |
$5.37M - $6.97M
|
226K
$95.1M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
24.1K+ 4.29% |
$5.35M - $6.94M
|
585K
$246M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.1K+ 15.62% |
$5.35M - $6.94M
|
178K
$74.8M
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
23.7K+ 37.61% |
$5.27M - $6.83M
|
86.7K
$36.4M
|
|
May 15, 2023
Q1 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$5.26M - $6.83M
|
23.7K
$9.95M
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
23.5K+ 473.8% |
$5.22M - $6.77M
|
28.4K
$12M
|
|
May 15, 2023
Q1 2023
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
23.4K+ 29.14% |
$5.21M - $6.76M
|
104K
$43.7M
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
22.8K+ 2.42% |
$5.08M - $6.59M
|
966K
$406M
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
22.8K+ 0.65% |
$5.07M - $6.58M
|
3.51M
$1.47B
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
22.6K+ 246.86% |
$5.03M - $6.52M
|
31.8K
$13.4M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
22.5K+ 3.8% |
$4.99M - $6.47M
|
614K
$258M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
22.2K+ 7709.03% |
$4.94M - $6.4M
|
22.5K
$9.45M
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
22.1K+ 19.92% |
$4.91M - $6.37M
|
133K
$55.9M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
22.1KNew |
$4.91M - $6.37M
|
22.1K
$9.28M
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
21.7K+ 3.61% |
$4.83M - $6.27M
|
624K
$262M
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
21.7KNew |
$4.82M - $6.25M
|
21.7K
$9.1M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
21.6K+ 44.45% |
$4.81M - $6.23M
|
70.3K
$29.5M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
21.4K+ 4.42% |
$4.76M - $6.17M
|
505K
$212M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.4K+ 2.95% |
$4.75M - $6.16M
|
745K
$313M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4K+ 2.52% |
$4.75M - $6.16M
|
868K
$365M
|
|
May 15, 2023
Q1 2023
|
Vista Equity Partners Management, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 43.64% |
$4.74M - $6.15M
|
70.2K
$29.5M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.3K+ 290.57% |
$4.73M - $6.13M
|
28.6K
$12M
|
|
May 12, 2023
Q1 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
21.1KNew |
$4.69M - $6.08M
|
21.1K
$8.87M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
20.9K+ 43.31% |
$4.64M - $6.02M
|
69.1K
$29M
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
20.1K+ 18.24% |
$4.46M - $5.78M
|
130K
$54.6M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20K+ 8.57% |
$4.45M - $5.77M
|
254K
$107M
|
|
May 11, 2023
Q1 2023
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
20KNew |
$4.45M - $5.77M
|
20K
$8.4M
|
|
May 15, 2023
Q1 2023
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
19.9K+ 2.42% |
$4.42M - $5.73M
|
842K
$354M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
19.7K+ 30.8% |
$4.38M - $5.68M
|
83.7K
$35.2M
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
19.6KNew |
$4.37M - $5.66M
|
19.6K
$8.26M
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
19.2K+ 0.58% |
$4.26M - $5.52M
|
3.35M
$1.41B
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
19K+ 110.2% |
$4.23M - $5.48M
|
36.3K
$15.2M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
19K+ 14.81% |
$4.23M - $5.48M
|
147K
$61.9M
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
19KNew |
$4.22M - $5.48M
|
19K
$7.98M
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
18.6K+ 3.45% |
$4.13M - $5.36M
|
558K
$235M
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
18.5KNew |
$4.11M - $5.33M
|
18.5K
$7.77M
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
18.2KNew |
$4.04M - $5.24M
|
18.2K
$7.63M
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
18KNew |
$4.01M - $5.2M
|
18K
$7.58M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18K+ 15.26% |
$3.99M - $5.18M
|
136K
$57M
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
17.8K+ 116.48% |
$3.97M - $5.14M
|
33.2K
$13.9M
|