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 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
599+ 20.9% |
$140K - $176K
|
3.47K
$1.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
598+ 3.8% |
$139K - $175K
|
16.3K
$6.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
596+ 0.64% |
$139K - $175K
|
93.7K
$39.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
594+ 21.23% |
$138K - $174K
|
3.39K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
594+ 2.77% |
$138K - $174K
|
22K
$9.26M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
592+ 5.19% |
$138K - $174K
|
12K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
592+ 2.05% |
$138K - $174K
|
29.4K
$12.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
591+ 16.39% |
$138K - $173K
|
4.2K
$1.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
590+ 3.51% |
$137K - $173K
|
17.4K
$7.32M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
590+ 2.56% |
$137K - $173K
|
23.6K
$9.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
588+ 7.25% |
$137K - $173K
|
8.7K
$3.66M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
588+ 3.02% |
$137K - $173K
|
20.1K
$8.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
587+ 6.71% |
$137K - $172K
|
9.33K
$3.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
586+ 1.77% |
$136K - $172K
|
33.6K
$14.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
585+ 3.01% |
$136K - $172K
|
20K
$8.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
585+ 11.16% |
$136K - $172K
|
5.83K
$2.45M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
585+ 1.12% |
$136K - $172K
|
53K
$22.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
584+ 6.76% |
$136K - $171K
|
9.23K
$3.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
582+ 45.94% |
$136K - $171K
|
1.85K
$777K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
580+ 17.06% |
$135K - $170K
|
3.98K
$1.67M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
579+ 8.21% |
$135K - $170K
|
7.63K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
579+ 7.92% |
$135K - $170K
|
7.89K
$3.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
577+ 1.92% |
$134K - $169K
|
30.7K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
575+ 1.13% |
$134K - $169K
|
51.7K
$21.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
572+ 14.38% |
$133K - $168K
|
4.55K
$1.91M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
572+ 7.71% |
$133K - $168K
|
7.99K
$3.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
570+ 19.89% |
$133K - $167K
|
3.44K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
569+ 3.91% |
$133K - $167K
|
15.1K
$6.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
566+ 2.21% |
$132K - $166K
|
26.2K
$11M
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
563+ 4.4% |
$131K - $165K
|
13.4K
$5.61M
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
561+ 6.46% |
$131K - $165K
|
9.24K
$3.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
555+ 10.54% |
$129K - $163K
|
5.82K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
553+ 4.47% |
$129K - $162K
|
12.9K
$5.42M
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
552+ 1.0% |
$129K - $162K
|
55.9K
$23.5M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
551+ 3.56% |
$128K - $162K
|
16K
$6.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
550+ 0.51% |
$128K - $161K
|
109K
$46M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
548+ 1.35% |
$128K - $161K
|
41.1K
$17.3M
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
547+ 0.9% |
$127K - $161K
|
61.6K
$25.9M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
546+ 1.04% |
$127K - $160K
|
53.1K
$22.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
545+ 27.71% |
$127K - $160K
|
2.51K
$1.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
544+ 0.43% |
$127K - $160K
|
127K
$53.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
544+ 4.43% |
$127K - $160K
|
12.8K
$5.39M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
543+ 0.68% |
$126K - $159K
|
80K
$33.6M
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
539+ 0.62% |
$126K - $158K
|
87.7K
$36.8M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
BUY
|
- |
539+ 11.56% |
$126K - $158K
|
5.2K
$2.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
539+ 5.37% |
$126K - $158K
|
10.6K
$4.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
539+ 5.53% |
$126K - $158K
|
10.3K
$4.32M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
538+ 6.69% |
$125K - $158K
|
8.59K
$3.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
535+ 12.4% |
$125K - $157K
|
4.85K
$2.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
535+ 1.62% |
$125K - $157K
|
33.5K
$14.1M
|