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 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
780+ 13.37% |
$182K - $229K
|
6.61K
$2.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
779+ 13.63% |
$181K - $229K
|
6.5K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
779+ 0.69% |
$181K - $229K
|
114K
$47.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
777+ 3.92% |
$181K - $228K
|
20.6K
$8.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
777+ 5.63% |
$181K - $228K
|
14.6K
$6.12M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
776+ 4.91% |
$181K - $228K
|
16.6K
$6.97M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
776+ 9.36% |
$181K - $228K
|
9.07K
$3.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
BUY
|
- |
774+ 4.63% |
$180K - $227K
|
17.5K
$7.36M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
771+ 1.61% |
$180K - $226K
|
48.6K
$20.4M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
768+ 3.77% |
$179K - $225K
|
21.1K
$8.87M
|
|
|
Nov 17, 2022
Q3 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
765+ 0.4% |
$178K - $225K
|
194K
$81.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
763+ 2.29% |
$178K - $224K
|
34K
$14.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
761+ 2.29% |
$177K - $223K
|
34K
$14.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
761+ 4.98% |
$177K - $223K
|
16K
$6.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
760+ 3.13% |
$177K - $223K
|
25K
$10.5M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
756+ 4.2% |
$176K - $222K
|
18.7K
$7.87M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
753+ 1.62% |
$175K - $221K
|
47.3K
$19.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Humankind Investments LLC
|
BUY
|
- |
750+ 1.98% |
$175K - $220K
|
38.6K
$16.2M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
749+ 0.14% |
$174K - $220K
|
521K
$219M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
748+ 0.76% |
$174K - $220K
|
99.1K
$41.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
748+ 13.6% |
$174K - $220K
|
6.25K
$2.62M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
745+ 1.92% |
$174K - $219K
|
39.6K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
741+ 0.2% |
$173K - $217K
|
380K
$160M
|
|
|
Nov 04, 2022
Q3 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
740+ 42.07% |
$172K - $217K
|
2.5K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
740+ 1.04% |
$172K - $217K
|
72.2K
$30.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
738+ 10.71% |
$172K - $217K
|
7.63K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
737+ 7.31% |
$172K - $216K
|
10.8K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
737+ 0.22% |
$172K - $216K
|
334K
$140M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
736+ 0.06% |
$171K - $216K
|
1.32M
$556M
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
BUY
|
- |
734+ 2.2% |
$171K - $215K
|
34K
$14.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
730+ 1.42% |
$170K - $214K
|
52.2K
$21.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
727+ 0.51% |
$169K - $213K
|
144K
$60.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
726+ 0.76% |
$169K - $213K
|
96.3K
$40.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
726+ 59.46% |
$169K - $213K
|
1.95K
$818K
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
725+ 1.23% |
$169K - $213K
|
59.6K
$25M
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
725+ 26.36% |
$169K - $213K
|
3.48K
$1.46M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
716+ 4.61% |
$167K - $210K
|
16.3K
$6.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
715+ 2.13% |
$167K - $210K
|
34.3K
$14.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
714+ 5.59% |
$166K - $210K
|
13.5K
$5.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
712+ 1.66% |
$166K - $209K
|
43.7K
$18.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
710+ 2.54% |
$165K - $208K
|
28.7K
$12.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
710+ 11.64% |
$165K - $208K
|
6.81K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
706+ 4.51% |
$164K - $207K
|
16.3K
$6.87M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
705+ 3.21% |
$164K - $207K
|
22.7K
$9.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
700+ 3.08% |
$163K - $205K
|
23.4K
$9.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
697+ 20.06% |
$162K - $205K
|
4.17K
$1.75M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
696+ 4.68% |
$162K - $204K
|
15.6K
$6.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
694+ 0.58% |
$162K - $204K
|
120K
$50.5M
|
|
|
Nov 14, 2022
Q3 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
692+ 10.91% |
$161K - $203K
|
7.04K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
691+ 2.85% |
$161K - $203K
|
25K
$10.5M
|