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 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.63K+ 5.08% |
$612K - $771K
|
54.3K
$23M
|
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.61K+ 9.75% |
$607K - $765K
|
29.3K
$12.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
2.6KNew |
$606K - $763K
|
2.6K
$1.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
2.6K+ 34.96% |
$606K - $763K
|
10K
$4.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.59K+ 0.9% |
$603K - $760K
|
292K
$123M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.59K+ 4.21% |
$603K - $759K
|
64K
$27.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.58K+ 4.43% |
$602K - $758K
|
60.9K
$25.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
2.58K+ 21.77% |
$602K - $758K
|
14.4K
$6.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.57K+ 8.19% |
$599K - $755K
|
34K
$14.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
BUY
|
- |
2.57K+ 4.01% |
$598K - $754K
|
66.7K
$28.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.57K+ 82.96% |
$598K - $753K
|
5.66K
$2.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.56K+ 10.9% |
$597K - $752K
|
26.1K
$11M
|
|
|
Nov 02, 2022
Q3 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
2.55K+ 8.12% |
$594K - $748K
|
34K
$14.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.54K+ 36.94% |
$592K - $747K
|
9.43K
$3.99M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.52K+ 2.7% |
$587K - $740K
|
95.7K
$40.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.51K+ 6.81% |
$585K - $737K
|
39.4K
$16.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Stewart Asset Management, LLC
|
BUY
|
- |
2.5K+ 49.18% |
$583K - $735K
|
7.59K
$3.21M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.5K+ 2.25% |
$583K - $734K
|
114K
$48.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
2.48K+ 4.06% |
$579K - $729K
|
63.6K
$26.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.48K+ 0.93% |
$579K - $729K
|
269K
$114M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.48K+ 6.64% |
$578K - $728K
|
39.8K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.47K+ 11.21% |
$576K - $726K
|
24.5K
$10.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.47K+ 16.84% |
$575K - $725K
|
17.1K
$7.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.47K+ 2.04% |
$575K - $724K
|
124K
$52.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.46K+ 100.99% |
$572K - $721K
|
4.89K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.45K+ 167.42% |
$570K - $718K
|
3.91K
$1.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.44K+ 3.51% |
$568K - $716K
|
71.9K
$30.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
BUY
|
- |
2.44K+ 1.38% |
$568K - $716K
|
179K
$75.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.42K+ 5.1% |
$563K - $710K
|
49.9K
$21.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
2.41K+ 19.27% |
$562K - $708K
|
14.9K
$6.33M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 4.79% |
$558K - $703K
|
52.4K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.39K+ 2.23% |
$556K - $701K
|
110K
$46.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.37K+ 12.46% |
$552K - $696K
|
21.4K
$9.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
2.36K+ 9.17% |
$549K - $692K
|
28.1K
$11.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.35K+ 13.49% |
$548K - $690K
|
19.8K
$8.37M
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.35K+ 5.14% |
$548K - $690K
|
48.1K
$20.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.35K+ 9.22% |
$547K - $690K
|
27.8K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.34K+ 2.5% |
$544K - $685K
|
95.7K
$40.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.3K+ 82.75% |
$536K - $676K
|
5.09K
$2.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.3K+ 3.49% |
$536K - $675K
|
68.3K
$28.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.29K+ 1.38% |
$534K - $673K
|
168K
$71.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
2.25K+ 2.76% |
$523K - $659K
|
83.6K
$35.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.24K+ 1.12% |
$522K - $658K
|
202K
$85.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.23K+ 2.65% |
$520K - $655K
|
86.5K
$36.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
2.23K+ 0.47% |
$518K - $653K
|
476K
$201M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.23K+ 9.69% |
$518K - $653K
|
25.2K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.22K+ 2.22% |
$517K - $651K
|
102K
$43.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.21K+ 12.33% |
$514K - $647K
|
20.1K
$8.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.21K+ 31.95% |
$514K - $647K
|
9.11K
$3.86M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.2K+ 8.21% |
$513K - $646K
|
29K
$12.3M
|