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 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.8K+ 20.03% |
$3.96M - $5.14M
|
107K
$44.9M
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
17.8K+ 92.5% |
$3.95M - $5.12M
|
36.9K
$15.5M
|
|
May 02, 2023
Q1 2023
|
Mirova Us LLC
|
BUY
|
- |
17.7K+ 1.18% |
$3.93M - $5.09M
|
1.52M
$638M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
17.6K+ 2.46% |
$3.91M - $5.07M
|
733K
$308M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
17.6K+ 19.42% |
$3.9M - $5.06M
|
108K
$45.4M
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
17.5K+ 14.93% |
$3.88M - $5.03M
|
134K
$56.5M
|
|
May 15, 2023
Q1 2023
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
17.3K+ 33.6% |
$3.85M - $4.99M
|
68.8K
$28.9M
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
17.2K+ 141.36% |
$3.83M - $4.97M
|
29.4K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
17K+ 3.11% |
$3.79M - $4.92M
|
565K
$238M
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
17KNew |
$3.78M - $4.9M
|
17K
$7.15M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
16.8K+ 555.03% |
$3.73M - $4.84M
|
19.8K
$8.32M
|
|
May 12, 2023
Q1 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
16.6KNew |
$3.69M - $4.79M
|
16.6K
$6.97M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
16.5K+ 3.0% |
$3.67M - $4.76M
|
566K
$238M
|
|
May 15, 2023
Q1 2023
|
C Partners Holding Gmb H
Zurich, V8 |
BUY
|
- |
16.5K+ 14.86% |
$3.67M - $4.75M
|
127K
$53.6M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.4K+ 8.2% |
$3.66M - $4.74M
|
217K
$91.1M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.4K+ 63.19% |
$3.64M - $4.72M
|
42.2K
$17.7M
|
|
May 15, 2023
Q1 2023
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
16.3K+ 83.33% |
$3.62M - $4.7M
|
35.9K
$15.1M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.2K+ 4.34% |
$3.6M - $4.67M
|
390K
$164M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.2KNew |
$3.6M - $4.67M
|
16.2K
$6.81M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.1KNew |
$3.59M - $4.65M
|
16.1K
$6.78M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
16.1KNew |
$3.58M - $4.64M
|
16.1K
$6.77M
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16.1K+ 14.13% |
$3.58M - $4.64M
|
130K
$54.6M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
16.1K+ 5.73% |
$3.57M - $4.63M
|
297K
$125M
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
16.1K+ 21.57% |
$3.57M - $4.63M
|
90.5K
$38M
|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
16K+ 168.42% |
$3.56M - $4.61M
|
25.5K
$10.7M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
16K+ 37.02% |
$3.56M - $4.61M
|
59.2K
$24.9M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
16K+ 27.21% |
$3.55M - $4.6M
|
74.6K
$31.3M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.9K+ 12.33% |
$3.54M - $4.59M
|
145K
$60.9M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
15.9KNew |
$3.53M - $4.58M
|
15.9K
$6.68M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
15.9K+ 2.5% |
$3.53M - $4.58M
|
651K
$273M
|
|
May 15, 2023
Q1 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.9KNew |
$3.52M - $4.57M
|
15.9K
$6.66M
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
15.6K+ 3.25% |
$3.47M - $4.5M
|
497K
$209M
|
|
May 15, 2023
Q1 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
15.5K+ 52.54% |
$3.45M - $4.47M
|
45K
$18.9M
|
|
May 15, 2023
Q1 2023
|
Deccan Value Investors L.P.
Greenwich, CT |
BUY
|
- |
15.4K+ 1.82% |
$3.43M - $4.45M
|
862K
$362M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.4K+ 17.21% |
$3.42M - $4.44M
|
105K
$44M
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.2K+ 24.5% |
$3.39M - $4.39M
|
77.4K
$32.5M
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
15.2K+ 126.7% |
$3.39M - $4.39M
|
27.2K
$11.4M
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
15.2K+ 8.94% |
$3.37M - $4.37M
|
185K
$77.7M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.1K+ 4.32% |
$3.36M - $4.36M
|
365K
$153M
|
|
May 10, 2023
Q1 2023
|
Esa Global Value Fund
Grand Cayman, E9 |
BUY
|
- |
15.1KNew |
$3.36M - $4.35M
|
15.1K
$6.34M
|
|
Apr 14, 2023
Q1 2023
|
Caledonia Investments PLC
|
BUY
|
- |
15K+ 5.54% |
$3.33M - $4.32M
|
286K
$120M
|
|
May 12, 2023
Q1 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
BUY
|
- |
15K+ 24.79% |
$3.33M - $4.32M
|
75.5K
$31.7M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
15KNew |
$3.33M - $4.32M
|
15K
$6.29M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14.9KNew |
$3.3M - $4.28M
|
14.9K
$6.24M
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.8K+ 200.73% |
$3.3M - $4.27M
|
22.2K
$9.33M
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
14.4K+ 3.44% |
$3.21M - $4.16M
|
434K
$182M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$3.2M - $4.15M
|
14.4K
$6.04M
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
14.4K+ 26.51% |
$3.2M - $4.15M
|
68.6K
$28.8M
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14.3KNew |
$3.19M - $4.14M
|
14.3K
$6.03M
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
14.3K+ 1339.36% |
$3.18M - $4.12M
|
15.4K
$6.45M
|