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 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
78+ 0.47% |
$18.2K - $22.9K
|
16.7K
$7.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
78+ 6.12% |
$18.2K - $22.9K
|
1.35K
$575K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
77+ 4.8% |
$17.9K - $22.6K
|
1.68K
$716K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
77+ 0.67% |
$17.9K - $22.6K
|
11.5K
$4.89M
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
77+ 0.98% |
$17.9K - $22.6K
|
7.96K
$3.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
77+ 0.79% |
$17.9K - $22.6K
|
9.87K
$4.2M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
76+ 0.32% |
$17.7K - $22.3K
|
24.2K
$10.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
76+ 0.59% |
$17.7K - $22.3K
|
12.9K
$5.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
75+ 0.65% |
$17.5K - $22K
|
11.7K
$4.96M
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
75+ 4.36% |
$17.5K - $22K
|
1.8K
$764K
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
75+ 0.5% |
$17.5K - $22K
|
15K
$6.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
75+ 0.97% |
$17.5K - $22K
|
7.77K
$3.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Ninepoint Partners LP
|
BUY
|
- |
75+ 2.61% |
$17.5K - $22K
|
2.95K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
74+ 5.21% |
$17.2K - $21.7K
|
1.5K
$636K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
73+ 1.58% |
$17K - $21.4K
|
4.69K
$2M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
73+ 0.79% |
$17K - $21.4K
|
9.37K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
73+ 2.9% |
$17K - $21.4K
|
2.59K
$1.1M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
72+ 2.35% |
$16.8K - $21.1K
|
3.14K
$1.33M
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
71+ 1.28% |
$16.5K - $20.8K
|
5.6K
$2.38M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
70+ 5.52% |
$16.3K - $20.5K
|
1.34K
$569K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
70+ 7.82% |
$16.3K - $20.5K
|
965
$411K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
70+ 0.92% |
$16.3K - $20.5K
|
7.64K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
70+ 0.16% |
$16.3K - $20.5K
|
44.1K
$18.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
69+ 0.24% |
$16.1K - $20.2K
|
28.4K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
69+ 0.82% |
$16.1K - $20.2K
|
8.5K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
69+ 0.3% |
$16.1K - $20.2K
|
23.4K
$9.96M
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
68+ 0.22% |
$15.8K - $20K
|
30.6K
$13M
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
68+ 0.72% |
$15.8K - $20K
|
9.56K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
68+ 0.58% |
$15.8K - $20K
|
11.8K
$5.02M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
68+ 0.72% |
$15.8K - $20K
|
9.56K
$4.07M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
67+ 0.21% |
$15.6K - $19.7K
|
32.1K
$13.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
67+ 0.45% |
$15.6K - $19.7K
|
14.8K
$6.29M
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.3% |
$15.1K - $19.1K
|
2.89K
$1.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
65+ 2.33% |
$15.1K - $19.1K
|
2.85K
$1.21M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
64+ 0.18% |
$14.9K - $18.8K
|
35.6K
$15.2M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
64+ 1.22% |
$14.9K - $18.8K
|
5.29K
$2.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
64+ 0.61% |
$14.9K - $18.8K
|
10.6K
$4.49M
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
63+ 0.47% |
$14.7K - $18.5K
|
13.5K
$5.75M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
63+ 1.58% |
$14.7K - $18.5K
|
4.04K
$1.72M
|
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
63+ 0.46% |
$14.7K - $18.5K
|
13.8K
$5.87M
|
|
|
Oct 11, 2022
Q3 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
62+ 0.35% |
$14.4K - $18.2K
|
17.9K
$7.63M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
62+ 1.01% |
$14.4K - $18.2K
|
6.2K
$2.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
61+ 0.57% |
$14.2K - $17.9K
|
10.8K
$4.58M
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
61+ 3.09% |
$14.2K - $17.9K
|
2.03K
$865K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
60+ 0.36% |
$14K - $17.6K
|
16.9K
$7.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
60+ 6.59% |
$14K - $17.6K
|
971
$413K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
59+ 1.15% |
$13.7K - $17.3K
|
5.19K
$2.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
59+ 1.53% |
$13.7K - $17.3K
|
3.91K
$1.66M
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
58+ 1.1% |
$13.5K - $17K
|
5.34K
$2.27M
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
58+ 1.63% |
$13.5K - $17K
|
3.61K
$1.54M
|