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 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
691+ 2.16% |
$161K - $203K
|
32.7K
$13.6M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
689+ 10.08% |
$160K - $202K
|
7.53K
$3.14M
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
677+ 1.23% |
$158K - $199K
|
55.8K
$23.3M
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
672+ 0.14% |
$157K - $197K
|
498K
$208M
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
670+ 44.37% |
$156K - $197K
|
2.18K
$909K
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
668+ 39.53% |
$156K - $196K
|
2.36K
$983K
|
|
Oct 25, 2022
Q3 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
667+ 6.38% |
$155K - $196K
|
11.1K
$4.64M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
664+ 2.45% |
$155K - $195K
|
27.7K
$11.6M
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
663+ 15.27% |
$154K - $195K
|
5K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
662+ 3.11% |
$154K - $194K
|
21.9K
$9.15M
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
660+ 1.28% |
$154K - $194K
|
52.3K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
660+ 178.86% |
$154K - $194K
|
1.03K
$429K
|
|
Nov 10, 2022
Q3 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
659+ 0.82% |
$153K - $193K
|
81.2K
$33.9M
|
|
Oct 28, 2022
Q3 2022
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
655+ 1.42% |
$153K - $192K
|
46.8K
$19.5M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
653+ 6.6% |
$152K - $192K
|
10.6K
$4.4M
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
650+ 3.19% |
$151K - $191K
|
21K
$8.77M
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
650+ 9.15% |
$151K - $191K
|
7.75K
$3.23M
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
646+ 0.89% |
$150K - $190K
|
73.1K
$30.5M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
644+ 13.92% |
$150K - $189K
|
5.27K
$2.2M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
641+ 0.36% |
$149K - $188K
|
177K
$73.9M
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
640+ 5.28% |
$149K - $188K
|
12.8K
$5.32M
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
640+ 15.06% |
$149K - $188K
|
4.89K
$2.04M
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
640+ 0.16% |
$149K - $188K
|
398K
$166M
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
637+ 5.07% |
$148K - $187K
|
13.2K
$5.51M
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
637+ 5.26% |
$148K - $187K
|
12.8K
$5.32M
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
636+ 3.94% |
$148K - $187K
|
16.8K
$7M
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
631+ 4.22% |
$147K - $185K
|
15.6K
$6.49M
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
628+ 6.95% |
$146K - $184K
|
9.67K
$4.03M
|
|
Nov 14, 2022
Q3 2022
|
Vista Equity Partners Management, LLC
San Francisco, CA |
BUY
|
- |
626+ 1.04% |
$146K - $184K
|
60.7K
$25.3M
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
623+ 14.87% |
$145K - $183K
|
4.81K
$2.01M
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
623+ 0.19% |
$145K - $183K
|
325K
$135M
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
623+ 1.48% |
$145K - $183K
|
42.8K
$17.8M
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
622+ 10.31% |
$145K - $183K
|
6.65K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
620+ 1.1% |
$144K - $182K
|
56.8K
$23.7M
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
619+ 1.02% |
$144K - $182K
|
61.5K
$25.6M
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
618+ 20.14% |
$144K - $181K
|
3.69K
$1.54M
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
616+ 4.21% |
$143K - $181K
|
15.3K
$6.36M
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
613+ 47.63% |
$143K - $180K
|
1.9K
$792K
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
613+ 2.99% |
$143K - $180K
|
21.1K
$8.8M
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
613+ 1.8% |
$143K - $180K
|
34.6K
$14.4M
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
612New |
$143K - $180K
|
612
$255K
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
608+ 3.66% |
$142K - $178K
|
17.2K
$7.19M
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
608+ 34.68% |
$142K - $178K
|
2.36K
$985K
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
607+ 1.59% |
$141K - $178K
|
38.7K
$16.2M
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
606+ 0.41% |
$141K - $178K
|
150K
$62.5M
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
606+ 2.45% |
$141K - $178K
|
25.3K
$10.6M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
604New |
$141K - $177K
|
604
$252K
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
603+ 7.71% |
$140K - $177K
|
8.42K
$3.51M
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
602+ 23.99% |
$140K - $177K
|
3.11K
$1.3M
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
600+ 8.84% |
$140K - $176K
|
7.39K
$3.08M
|