Purchases and Sales Made in Q3 2022 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.11K+ 6.21% |
$725K - $914K
|
53.3K
$22.6M
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
3.11K+ 29.99% |
$724K - $912K
|
13.5K
$5.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
3.1K+ 18.5% |
$722K - $910K
|
19.9K
$8.41M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
3.08K+ 6.67% |
$718K - $904K
|
49.3K
$20.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 10.03% |
$717K - $904K
|
33.8K
$14.3M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.08K+ 5.5% |
$717K - $903K
|
59.1K
$25M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.06K+ 5.71% |
$714K - $899K
|
56.7K
$24M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.05K+ 55.53% |
$710K - $895K
|
8.54K
$3.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.04K+ 2.39% |
$709K - $893K
|
131K
$55.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Villere St Denis J & CO LLC
|
BUY
|
- |
3.04K+ 9.63% |
$708K - $893K
|
34.6K
$14.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.03K+ 13.68% |
$705K - $889K
|
25.2K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.02K+ 8.77% |
$704K - $887K
|
37.5K
$15.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.02K+ 4.4% |
$702K - $885K
|
71.6K
$30.3M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.98K+ 2.87% |
$693K - $873K
|
107K
$45.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
2.97K+ 36.78% |
$691K - $871K
|
11K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
2.95KNew |
$688K - $867K
|
2.95K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.95K+ 10.18% |
$687K - $866K
|
31.9K
$13.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.94K+ 15.54% |
$685K - $863K
|
21.9K
$9.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.92K+ 6.22% |
$680K - $857K
|
49.9K
$21.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.89K+ 8.97% |
$674K - $849K
|
35.2K
$14.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2.89K+ 2.15% |
$673K - $848K
|
137K
$58.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.89K+ 124.03% |
$673K - $848K
|
5.22K
$2.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.88K+ 2.94% |
$671K - $845K
|
101K
$42.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.85K+ 3.56% |
$665K - $838K
|
83K
$35.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
2.85K+ 1.78% |
$664K - $837K
|
163K
$68.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.85K+ 6.14% |
$663K - $835K
|
49.2K
$20.8M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.85K+ 6.14% |
$663K - $835K
|
49.2K
$20.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
2.83K+ 2.47% |
$660K - $831K
|
117K
$49.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
2.83K+ 4.45% |
$658K - $830K
|
66.4K
$28.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
2.82K+ 6.28% |
$657K - $828K
|
47.8K
$20.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
2.81K+ 95.65% |
$655K - $826K
|
5.76K
$2.44M
|
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.81K+ 168.67% |
$653K - $823K
|
4.47K
$1.89M
|
|
|
Oct 21, 2022
Q3 2022
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
2.8K+ 18.27% |
$652K - $822K
|
18.1K
$7.68M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.8K+ 0.87% |
$652K - $821K
|
324K
$137M
|
|
|
Nov 14, 2022
Q3 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.79K+ 4.88% |
$651K - $820K
|
60K
$25.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.78K+ 2.41% |
$647K - $815K
|
118K
$49.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
2.77K+ 1.6% |
$645K - $813K
|
176K
$74.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.76K+ 16.88% |
$644K - $811K
|
19.1K
$8.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.76K+ 0.49% |
$643K - $810K
|
562K
$238M
|
|
|
Nov 09, 2022
Q3 2022
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
2.75K+ 15.38% |
$641K - $808K
|
20.7K
$8.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.75K+ 2.08% |
$640K - $807K
|
135K
$57.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.72K+ 15.61% |
$634K - $799K
|
20.2K
$8.54M
|
|
|
Nov 14, 2022
Q3 2022
|
First Sabrepoint Capital Management LP
Dallas, TX |
BUY
|
- |
2.7K+ 5.42% |
$629K - $792K
|
52.5K
$22.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.69K+ 0.29% |
$626K - $789K
|
922K
$390M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.68K+ 25.1% |
$625K - $788K
|
13.4K
$5.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
2.68K+ 125.62% |
$623K - $786K
|
4.81K
$2.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.68K+ 13.16% |
$623K - $785K
|
23K
$9.74M
|
|
|
Apr 05, 2024
Q3 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.67K+ 0.39% |
$621K - $783K
|
695K
$294M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
2.65K+ 33.08% |
$617K - $777K
|
10.7K
$4.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
2.63K+ 25.95% |
$613K - $773K
|
12.8K
$5.41M
|