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 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
151+ 1.16% |
$35.2K - $44.3K
|
13.1K
$5.58M
|
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
151+ 0.64% |
$35.2K - $44.3K
|
23.7K
$10.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
151+ 0.44% |
$35.2K - $44.3K
|
34.4K
$14.6M
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
150+ 58.59% |
$34.9K - $44K
|
406
$173K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
150+ 4.56% |
$34.9K - $44K
|
3.44K
$1.46M
|
|
|
Oct 19, 2022
Q3 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
150+ 8.38% |
$34.9K - $44K
|
1.94K
$825K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
150+ 4.9% |
$34.9K - $44K
|
3.21K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
150+ 3.5% |
$34.9K - $44K
|
4.44K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
150+ 57.47% |
$34.9K - $44K
|
411
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
150+ 0.85% |
$34.9K - $44K
|
17.7K
$7.55M
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
149+ 6.66% |
$34.7K - $43.7K
|
2.39K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
149+ 0.63% |
$34.7K - $43.7K
|
23.8K
$10.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
147+ 1.36% |
$34.2K - $43.1K
|
11K
$4.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
147+ 3.02% |
$34.2K - $43.1K
|
5.02K
$2.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Capco Asset Management, LLC
|
BUY
|
- |
146+ 0.11% |
$34K - $42.8K
|
135K
$57.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
145+ 7.38% |
$33.8K - $42.6K
|
2.11K
$898K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
BUY
|
- |
145+ 1.05% |
$33.8K - $42.6K
|
14K
$5.94M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
143+ 0.41% |
$33.3K - $42K
|
34.8K
$14.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
143+ 2.84% |
$33.3K - $42K
|
5.18K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
142+ 0.82% |
$33.1K - $41.7K
|
17.5K
$7.46M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
141+ 0.95% |
$32.8K - $41.4K
|
14.9K
$6.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
141+ 0.08% |
$32.8K - $41.4K
|
168K
$71.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
141+ 4.88% |
$32.8K - $41.4K
|
3.03K
$1.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
140+ 8.44% |
$32.6K - $41.1K
|
1.8K
$765K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
140+ 2.1% |
$32.6K - $41.1K
|
6.82K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
140+ 1.97% |
$32.6K - $41.1K
|
7.26K
$3.09M
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
140+ 5.24% |
$32.6K - $41.1K
|
2.81K
$1.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
139+ 0.54% |
$32.4K - $40.8K
|
25.7K
$10.9M
|
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
139+ 0.84% |
$32.4K - $40.8K
|
16.7K
$7.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
138+ 1.37% |
$32.1K - $40.5K
|
10.2K
$4.36M
|
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
BUY
|
- |
138+ 2.04% |
$32.1K - $40.5K
|
6.9K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
138+ 1.61% |
$32.1K - $40.5K
|
8.7K
$3.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
137+ 0.82% |
$31.9K - $40.2K
|
16.8K
$7.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
136+ 4.52% |
$31.7K - $39.9K
|
3.14K
$1.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
135+ 6.31% |
$31.4K - $39.6K
|
2.28K
$968K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
135+ 0.51% |
$31.4K - $39.6K
|
26.8K
$11.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
134+ 2.96% |
$31.2K - $39.3K
|
4.67K
$1.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
133+ 3.38% |
$31K - $39K
|
4.07K
$1.73M
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
132+ 1.4% |
$30.7K - $38.7K
|
9.56K
$4.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
132+ 0.36% |
$30.7K - $38.7K
|
36.5K
$15.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
132+ 1.84% |
$30.7K - $38.7K
|
7.29K
$3.1M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
131+ 0.48% |
$30.5K - $38.4K
|
27.7K
$11.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131+ 1.57% |
$30.5K - $38.4K
|
8.5K
$3.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
131+ 3.1% |
$30.5K - $38.4K
|
4.36K
$1.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
131+ 0.03% |
$30.5K - $38.4K
|
391K
$166M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
130+ 0.48% |
$30.3K - $38.2K
|
27.2K
$11.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
130+ 10.66% |
$30.3K - $38.2K
|
1.35K
$574K
|
|
|
Nov 08, 2022
Q3 2022
|
Puzo Michael J
|
BUY
|
- |
130+ 0.34% |
$30.3K - $38.2K
|
38.9K
$16.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
127+ 0.77% |
$29.6K - $37.3K
|
16.7K
$7.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
127+ 3.43% |
$29.6K - $37.3K
|
3.84K
$1.63M
|