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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.27K+ 1.35% |
$295K - $372K
|
95.2K
$40M
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.27K+ 34.86% |
$295K - $372K
|
4.91K
$2.06M
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.26K+ 10.22% |
$293K - $370K
|
13.6K
$5.71M
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.26K+ 6.67% |
$293K - $369K
|
20.1K
$8.45M
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.25K+ 1.25% |
$291K - $367K
|
101K
$42.5M
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.24K+ 6.74% |
$290K - $365K
|
19.7K
$8.28M
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
1.24K+ 0.85% |
$289K - $364K
|
147K
$61.9M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.24K+ 16.41% |
$288K - $363K
|
8.78K
$3.69M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.23K+ 8.37% |
$287K - $361K
|
15.9K
$6.7M
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.23K+ 1.28% |
$286K - $361K
|
97.5K
$41M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.23K+ 2.94% |
$286K - $361K
|
43K
$18.1M
|
|
Oct 07, 2022
Q3 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.23K+ 1.13% |
$285K - $360K
|
109K
$45.9M
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.22K+ 38.86% |
$285K - $359K
|
4.37K
$1.83M
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.22K+ 0.5% |
$284K - $358K
|
246K
$103M
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.22K+ 0.49% |
$284K - $358K
|
252K
$106M
|
|
Nov 14, 2022
Q3 2022
|
In Depth Partners, LLC
Miami, FL |
BUY
|
- |
1.22K+ 5.74% |
$283K - $357K
|
22.4K
$9.41M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.22K+ 20.69% |
$283K - $357K
|
7.09K
$2.98M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.22K+ 1.78% |
$283K - $357K
|
69.5K
$29.2M
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.21K+ 3.02% |
$283K - $356K
|
41.4K
$17.4M
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.21K+ 1.87% |
$282K - $355K
|
65.9K
$27.7M
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.21K+ 5.71% |
$281K - $355K
|
22.4K
$9.4M
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.2K+ 13.72% |
$280K - $353K
|
9.97K
$4.19M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.2KNew |
$280K - $353K
|
1.2K
$505K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.2K+ 3.81% |
$280K - $353K
|
32.7K
$13.8M
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
1.2K+ 143.13% |
$279K - $352K
|
2.04K
$855K
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.19K+ 1.96% |
$278K - $350K
|
62.1K
$26.1M
|
|
Oct 12, 2022
Q3 2022
|
Pacific Wealth Management
|
BUY
|
- |
1.19KNew |
$277K - $349K
|
1.19K
$500K
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 40.82% |
$277K - $349K
|
4.1K
$1.72M
|
|
Oct 19, 2023
Q3 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.19K+ 1.81% |
$277K - $349K
|
66.7K
$28M
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.19K+ 0.57% |
$276K - $348K
|
208K
$87.4M
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.19K+ 3.6% |
$276K - $348K
|
34.1K
$14.3M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.18K+ 2.97% |
$276K - $347K
|
41.1K
$17.3M
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.18K+ 12.25% |
$276K - $347K
|
10.8K
$4.55M
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.18K+ 23.42% |
$275K - $347K
|
6.23K
$2.62M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.18K+ 2.06% |
$275K - $347K
|
58.5K
$24.6M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.17K+ 6.72% |
$273K - $345K
|
18.7K
$7.84M
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.17K+ 2.61% |
$272K - $343K
|
46K
$19.3M
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.17K+ 3.89% |
$272K - $342K
|
31.1K
$13.1M
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.16K+ 7.11% |
$271K - $341K
|
17.5K
$7.36M
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1.16K+ 6.22% |
$271K - $341K
|
19.8K
$8.33M
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.16K+ 6.52% |
$271K - $341K
|
19K
$7.98M
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.15K+ 29.87% |
$269K - $339K
|
5.02K
$2.11M
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.15K+ 6.61% |
$268K - $338K
|
18.6K
$7.81M
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.15K+ 4.66% |
$268K - $338K
|
25.9K
$10.9M
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
BUY
|
- |
1.14K+ 41.26% |
$266K - $335K
|
3.91K
$1.64M
|
|
Oct 24, 2022
Q3 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.14KNew |
$266K - $335K
|
1.14K
$479K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.14K+ 0.91% |
$264K - $333K
|
125K
$52.7M
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
BUY
|
- |
1.12K+ 16.98% |
$261K - $329K
|
7.73K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.12K+ 10.37% |
$261K - $329K
|
11.9K
$5.01M
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.12K+ 80.97% |
$261K - $328K
|
2.5K
$1.05M
|