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 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
126+ 2.86% |
$29.3K - $37K
|
4.53K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
125+ 0.79% |
$29.1K - $36.7K
|
16K
$6.82M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
123+ 0.5% |
$28.6K - $36.1K
|
24.8K
$10.6M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
123+ 1.75% |
$28.6K - $36.1K
|
7.13K
$3.03M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
123+ 1.84% |
$28.6K - $36.1K
|
6.81K
$2.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
120+ 8.38% |
$27.9K - $35.2K
|
1.55K
$660K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
120+ 1.26% |
$27.9K - $35.2K
|
9.65K
$4.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
119+ 1.09% |
$27.7K - $34.9K
|
11.1K
$4.71M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
119+ 2.85% |
$27.7K - $34.9K
|
4.29K
$1.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
119+ 7.47% |
$27.7K - $34.9K
|
1.71K
$728K
|
|
|
Nov 15, 2022
Q3 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
119+ 1.08% |
$27.7K - $34.9K
|
11.1K
$4.74M
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
117+ 0.48% |
$27.2K - $34.3K
|
24.3K
$10.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
117+ 1.01% |
$27.2K - $34.3K
|
11.7K
$4.99M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
116+ 2.58% |
$27K - $34K
|
4.62K
$1.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
116+ 3.72% |
$27K - $34K
|
3.24K
$1.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
115+ 5.69% |
$26.8K - $33.7K
|
2.14K
$909K
|
|
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
BUY
|
- |
114+ 0.98% |
$26.6K - $33.5K
|
11.7K
$4.99M
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
114+ 1.56% |
$26.6K - $33.5K
|
7.43K
$3.16M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
113+ 0.34% |
$26.3K - $33.2K
|
33.2K
$14.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
113+ 1.65% |
$26.3K - $33.2K
|
6.95K
$2.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
113+ 1.93% |
$26.3K - $33.2K
|
5.97K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
113+ 2.61% |
$26.3K - $33.2K
|
4.45K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
113+ 1.53% |
$26.3K - $33.2K
|
7.49K
$3.19M
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
110+ 2.67% |
$25.6K - $32.3K
|
4.23K
$1.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
110+ 8.61% |
$25.6K - $32.3K
|
1.39K
$590K
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
110+ 5.03% |
$25.6K - $32.3K
|
2.3K
$977K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
110+ 0.33% |
$25.6K - $32.3K
|
33.4K
$14.2M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
109+ 0.73% |
$25.4K - $32K
|
15.1K
$6.43M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
108+ 0.74% |
$25.2K - $31.7K
|
14.6K
$6.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
107+ 0.87% |
$24.9K - $31.4K
|
12.3K
$5.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
107+ 0.92% |
$24.9K - $31.4K
|
11.8K
$5.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
106+ 1.93% |
$24.7K - $31.1K
|
5.59K
$2.38M
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
BUY
|
- |
104+ 4.98% |
$24.2K - $30.5K
|
2.19K
$933K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
103+ 5.84% |
$24K - $30.2K
|
1.87K
$794K
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
103+ 1.35% |
$24K - $30.2K
|
7.71K
$3.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Granger Management LLC
|
BUY
|
- |
103+ 0.87% |
$24K - $30.2K
|
11.9K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
103+ 7.61% |
$24K - $30.2K
|
1.46K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
103+ 2.96% |
$24K - $30.2K
|
3.59K
$1.53M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
102+ 1.85% |
$23.8K - $29.9K
|
5.62K
$2.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
102+ 0.17% |
$23.8K - $29.9K
|
61.5K
$26.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
102+ 0.61% |
$23.8K - $29.9K
|
16.9K
$7.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
102+ 0.54% |
$23.8K - $29.9K
|
19.2K
$8.15M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
101+ 0.84% |
$23.5K - $29.6K
|
12.2K
$5.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
101+ 0.77% |
$23.5K - $29.6K
|
13.2K
$5.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
101+ 1.6% |
$23.5K - $29.6K
|
6.43K
$2.73M
|
|
|
Oct 12, 2022
Q3 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
100+ 1.58% |
$23.3K - $29.3K
|
6.42K
$2.73M
|
|
|
Oct 20, 2022
Q3 2022
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
100+ 0.64% |
$23.3K - $29.3K
|
15.6K
$6.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
BUY
|
- |
100+ 7.02% |
$23.3K - $29.3K
|
1.53K
$649K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
100+ 0.09% |
$23.3K - $29.3K
|
112K
$47.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
100+ 5.88% |
$23.3K - $29.3K
|
1.8K
$766K
|