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 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
267+ 3.07% |
$62.2K - $78.4K
|
8.98K
$3.8M
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
266+ 0.69% |
$62K - $78.1K
|
38.7K
$16.3M
|
|
Nov 21, 2022
Q3 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
265+ 15.06% |
$61.7K - $77.8K
|
2.03K
$857K
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
264+ 2.22% |
$61.5K - $77.5K
|
12.2K
$5.15M
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
263+ 2.91% |
$61.3K - $77.2K
|
9.3K
$3.93M
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
261+ 8.1% |
$60.8K - $76.6K
|
3.49K
$1.47M
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
260+ 2.25% |
$60.6K - $76.3K
|
11.8K
$5M
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
260+ 1.4% |
$60.6K - $76.3K
|
18.9K
$7.97M
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
259+ 3.85% |
$60.3K - $76K
|
6.99K
$2.96M
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
259+ 3.04% |
$60.3K - $76K
|
8.77K
$3.71M
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
256+ 0.46% |
$59.6K - $75.1K
|
55.6K
$23.5M
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
256+ 0.83% |
$59.6K - $75.1K
|
31.1K
$13.2M
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
254+ 0.9% |
$59.2K - $74.5K
|
28.4K
$12M
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
254+ 0.82% |
$59.2K - $74.5K
|
31.1K
$13.1M
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
253+ 0.51% |
$58.9K - $74.2K
|
50.3K
$21.3M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
253+ 0.18% |
$58.9K - $74.2K
|
138K
$58.5M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
251+ 1.2% |
$58.5K - $73.7K
|
21.2K
$8.98M
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
251+ 2.51% |
$58.5K - $73.7K
|
10.3K
$4.34M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
250+ 0.46% |
$58.2K - $73.4K
|
54.1K
$22.9M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
250+ 6.66% |
$58.2K - $73.4K
|
4K
$1.69M
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
247+ 1.15% |
$57.5K - $72.5K
|
21.7K
$9.2M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
247+ 0.18% |
$57.5K - $72.5K
|
136K
$57.6M
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
247+ 5.44% |
$57.5K - $72.5K
|
4.78K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
246+ 3.45% |
$57.3K - $72.2K
|
7.38K
$3.12M
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
245+ 5.54% |
$57.1K - $71.9K
|
4.66K
$1.97M
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
245+ 0.25% |
$57.1K - $71.9K
|
99.5K
$42.1M
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
242+ 8.28% |
$56.4K - $71K
|
3.16K
$1.34M
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
242+ 1.72% |
$56.4K - $71K
|
14.3K
$6.04M
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
242+ 0.95% |
$56.4K - $71K
|
25.6K
$10.8M
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
236+ 2.1% |
$55K - $69.3K
|
11.5K
$4.86M
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
236+ 8.65% |
$55K - $69.3K
|
2.96K
$1.25M
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
236+ 3.04% |
$55K - $69.3K
|
8K
$3.39M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
236+ 4.74% |
$55K - $69.3K
|
5.21K
$2.2M
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
235+ 0.48% |
$54.7K - $69K
|
48.9K
$20.7M
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
235+ 12.11% |
$54.7K - $69K
|
2.18K
$920K
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
234+ 3.22% |
$54.5K - $68.7K
|
7.49K
$3.17M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
234+ 0.25% |
$54.5K - $68.7K
|
92.7K
$39.2M
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
233+ 1.46% |
$54.3K - $68.4K
|
16.1K
$6.83M
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
232+ 3.64% |
$54K - $68.1K
|
6.61K
$2.8M
|
|
Nov 15, 2022
Q3 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
231+ 0.01% |
$53.8K - $67.8K
|
1.76M
$743M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
230+ 0.64% |
$53.6K - $67.5K
|
35.9K
$15.2M
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
229+ 10.3% |
$53.3K - $67.2K
|
2.45K
$1.04M
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
229+ 12.41% |
$53.3K - $67.2K
|
2.08K
$878K
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
229+ 1.08% |
$53.3K - $67.2K
|
21.5K
$9.09M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
229+ 3.27% |
$53.3K - $67.2K
|
7.24K
$3.06M
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
228+ 6.02% |
$53.1K - $66.9K
|
4.01K
$1.7M
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
227+ 1.5% |
$52.9K - $66.6K
|
15.4K
$6.5M
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
225+ 2.78% |
$52.4K - $66K
|
8.33K
$3.52M
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
225+ 0.48% |
$52.4K - $66K
|
47.5K
$20.1M
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
224+ 2.22% |
$52.2K - $65.7K
|
10.3K
$4.36M
|