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 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
533+ 1.06% |
$124K - $156K
|
50.7K
$21.1M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
533+ 1.26% |
$124K - $156K
|
43K
$17.9M
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
528+ 1.57% |
$123K - $155K
|
34.2K
$14.3M
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
527+ 16.49% |
$123K - $155K
|
3.72K
$1.55M
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
525+ 1.51% |
$122K - $154K
|
35.3K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
524+ 2.75% |
$122K - $154K
|
19.6K
$8.15M
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
523+ 1.75% |
$122K - $153K
|
30.4K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
522+ 10.98% |
$122K - $153K
|
5.27K
$2.2M
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
520+ 4.89% |
$121K - $153K
|
11.2K
$4.65M
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
BUY
|
- |
519+ 13.73% |
$121K - $152K
|
4.3K
$1.79M
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
516+ 1.26% |
$120K - $151K
|
41.5K
$17.3M
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
516+ 2.59% |
$120K - $151K
|
20.4K
$8.52M
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
511+ 2.48% |
$119K - $150K
|
21.1K
$8.8M
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
509+ 1.63% |
$119K - $149K
|
31.7K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
505+ 1.85% |
$118K - $148K
|
27.8K
$11.6M
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
502+ 36.88% |
$117K - $147K
|
1.86K
$777K
|
|
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
501+ 6.48% |
$117K - $147K
|
8.24K
$3.43M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
500+ 2.14% |
$116K - $147K
|
23.9K
$9.97M
|
|
Oct 31, 2022
Q3 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
500+ 28.67% |
$116K - $147K
|
2.24K
$936K
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
500+ 0.21% |
$116K - $147K
|
234K
$97.8M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
500+ 2.51% |
$116K - $147K
|
20.5K
$8.53M
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500+ 0.75% |
$116K - $147K
|
67.4K
$28.1M
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
498+ 7.67% |
$116K - $146K
|
6.99K
$2.92M
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
496+ 24.09% |
$116K - $146K
|
2.56K
$1.07M
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
490+ 3.4% |
$114K - $144K
|
14.9K
$6.22M
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
490+ 9.48% |
$114K - $144K
|
5.66K
$2.36M
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
488+ 0.71% |
$114K - $143K
|
69.1K
$28.8M
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
488+ 6.36% |
$114K - $143K
|
8.16K
$3.4M
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
481+ 12.34% |
$112K - $141K
|
4.38K
$1.83M
|
|
Oct 19, 2022
Q3 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
480+ 0.53% |
$112K - $141K
|
91.7K
$38.3M
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
477+ 11.31% |
$111K - $140K
|
4.7K
$1.96M
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
477+ 10.74% |
$111K - $140K
|
4.92K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
474+ 0.86% |
$110K - $139K
|
55.4K
$23.1M
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
473+ 28.37% |
$110K - $139K
|
2.14K
$892K
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
472+ 0.53% |
$110K - $139K
|
88.8K
$37M
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
470+ 6.3% |
$109K - $138K
|
7.93K
$3.31M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
470+ 5.05% |
$109K - $138K
|
9.78K
$4.08M
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
467+ 2.18% |
$109K - $137K
|
21.9K
$9.13M
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
467+ 3.01% |
$109K - $137K
|
16K
$6.67M
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
466+ 6.9% |
$109K - $137K
|
7.22K
$3.01M
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
465+ 7.28% |
$108K - $136K
|
6.85K
$2.86M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
463+ 4.47% |
$108K - $136K
|
10.8K
$4.51M
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
461+ 1.03% |
$107K - $135K
|
45.2K
$18.8M
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
459+ 2.55% |
$107K - $135K
|
18.5K
$7.7M
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
458+ 2.96% |
$107K - $134K
|
15.9K
$6.64M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
458+ 0.48% |
$107K - $134K
|
95.8K
$40M
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
456+ 10.8% |
$106K - $134K
|
4.68K
$1.95M
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
455+ 0.68% |
$106K - $134K
|
67.8K
$28.3M
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
454+ 2.14% |
$106K - $133K
|
21.7K
$9.03M
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
454+ 3.31% |
$106K - $133K
|
14.2K
$5.91M
|