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 14, 2022
Q3 2022
|
Corvex Management LP
New York, NY |
BUY
|
- |
2.2K+ 0.49% |
$512K - $646K
|
449K
$190M
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.2K+ 1.32% |
$512K - $645K
|
169K
$71.4M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.2K+ 1.27% |
$512K - $645K
|
175K
$74.3M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.19K+ 3.19% |
$511K - $644K
|
70.9K
$30M
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
2.19K+ 0.29% |
$510K - $642K
|
759K
$322M
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
2.18KNew |
$507K - $639K
|
2.18K
$923K
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
2.17K+ 1.55% |
$504K - $635K
|
142K
$60.2M
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 5.2% |
$504K - $635K
|
43.8K
$18.5M
|
|
Oct 24, 2022
Q3 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.16K+ 3.19% |
$504K - $635K
|
70K
$29.7M
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.16K+ 83.47% |
$503K - $634K
|
4.75K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.16K+ 2.52% |
$502K - $632K
|
87.8K
$37.2M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.15K+ 1.55% |
$501K - $632K
|
141K
$59.6M
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
2.14K+ 85.24% |
$499K - $629K
|
4.66K
$1.97M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.14KNew |
$498K - $628K
|
2.14K
$906K
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.13K+ 3.09% |
$497K - $626K
|
71.1K
$30.1M
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.13K+ 4.04% |
$496K - $625K
|
54.9K
$23.2M
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
2.13K+ 1.4% |
$495K - $624K
|
154K
$65.4M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.13K+ 4.03% |
$495K - $624K
|
54.8K
$23.2M
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
2.11K+ 13.59% |
$491K - $619K
|
17.6K
$7.47M
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
2.1K+ 1.84% |
$488K - $615K
|
116K
$49.1M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.1K+ 22.16% |
$488K - $615K
|
11.6K
$4.89M
|
|
Oct 25, 2022
Q3 2022
|
Alta Capital Management LLC
|
BUY
|
- |
2.09K+ 0.95% |
$487K - $614K
|
221K
$93.6M
|
|
Nov 04, 2022
Q3 2022
|
Torray LLC
|
BUY
|
- |
2.08K+ 5.32% |
$485K - $612K
|
41.2K
$17.5M
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.08K+ 27.14% |
$485K - $611K
|
9.75K
$4.13M
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.07K+ 6.95% |
$482K - $607K
|
31.8K
$13.5M
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
2.07K+ 7.65% |
$481K - $607K
|
29.1K
$12.3M
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
2.03K+ 6.41% |
$474K - $597K
|
33.8K
$14.3M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.03K+ 3.18% |
$473K - $595K
|
65.8K
$27.9M
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
2.03K+ 9.06% |
$472K - $595K
|
24.4K
$10.3M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.02K+ 2.93% |
$471K - $594K
|
71K
$30.1M
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.02K+ 91.13% |
$471K - $594K
|
4.24K
$1.8M
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.02K+ 40.27% |
$471K - $593K
|
7.04K
$2.98M
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.02K+ 9.28% |
$470K - $592K
|
23.8K
$10.1M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.01K+ 133.31% |
$469K - $591K
|
3.52K
$1.49M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.01K+ 3.15% |
$468K - $590K
|
65.7K
$27.8M
|
|
Oct 21, 2022
Q3 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
2.01K+ 1.59% |
$468K - $589K
|
128K
$54.3M
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.01K+ 16.88% |
$468K - $589K
|
13.9K
$5.89M
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2K+ 0.42% |
$466K - $588K
|
481K
$204M
|
|
Oct 31, 2022
Q3 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
2K+ 0.68% |
$466K - $588K
|
299K
$126M
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
2K+ 10.0% |
$466K - $587K
|
22K
$9.32M
|
|
Nov 14, 2022
Q3 2022
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
2KNew |
$466K - $587K
|
2K
$847K
|
|
Nov 14, 2022
Q3 2022
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
2K+ 4.0% |
$466K - $587K
|
52K
$22M
|
|
Feb 24, 2023
Q3 2022
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
2K+ 5.71% |
$466K - $587K
|
37K
$15.7M
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2K+ 9.41% |
$465K - $586K
|
23.2K
$9.83M
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.99K+ 11.32% |
$463K - $583K
|
19.5K
$8.27M
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
BUY
|
- |
1.98K+ 0.62% |
$462K - $582K
|
321K
$136M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 2.19% |
$460K - $580K
|
92K
$39M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.97K+ 3.43% |
$460K - $579K
|
59.4K
$25.2M
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
1.97K+ 9.87% |
$459K - $579K
|
22K
$9.3M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.97K+ 9.39% |
$458K - $578K
|
22.9K
$9.71M
|