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 10, 2022
Q3 2022
|
1776 Wealth LLC
|
BUY
|
- |
40+ 0.35% |
$9.32K - $11.7K
|
11.6K
$4.91M
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 0.94% |
$9.32K - $11.7K
|
4.3K
$1.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
39+ 0.29% |
$9.08K - $11.4K
|
13.4K
$5.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
38+ 3.37% |
$8.85K - $11.2K
|
1.17K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
38+ 0.43% |
$8.85K - $11.2K
|
8.81K
$3.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
37+ 1.78% |
$8.62K - $10.9K
|
2.11K
$893K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
37+ 0.35% |
$8.62K - $10.9K
|
10.5K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
37+ 0.52% |
$8.62K - $10.9K
|
7.17K
$3.03M
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
36+ 1.94% |
$8.38K - $10.6K
|
1.89K
$799K
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
36+ 0.06% |
$8.38K - $10.6K
|
61.5K
$26M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
35+ 0.91% |
$8.15K - $10.3K
|
3.9K
$1.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
35+ 1.43% |
$8.15K - $10.3K
|
2.48K
$1.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
35+ 0.39% |
$8.15K - $10.3K
|
9.11K
$3.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
35+ 0.67% |
$8.15K - $10.3K
|
5.25K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
35+ 0.01% |
$8.15K - $10.3K
|
524K
$222M
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
35+ 0.17% |
$8.15K - $10.3K
|
20.9K
$8.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
34+ 2.27% |
$7.92K - $9.98K
|
1.53K
$648K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
34+ 0.34% |
$7.92K - $9.98K
|
10.1K
$4.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
34+ 0.21% |
$7.92K - $9.98K
|
16.4K
$6.96M
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
34+ 1.15% |
$7.92K - $9.98K
|
2.98K
$1.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
34+ 0.08% |
$7.92K - $9.98K
|
41.5K
$17.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
34+ 0.25% |
$7.92K - $9.98K
|
13.8K
$5.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
34+ 1.52% |
$7.92K - $9.98K
|
2.27K
$958K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
34+ 0.26% |
$7.92K - $9.98K
|
13K
$5.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
34+ 1.45% |
$7.92K - $9.98K
|
2.38K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
34+ 0.28% |
$7.92K - $9.98K
|
12K
$5.08M
|
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
34+ 0.01% |
$7.92K - $9.98K
|
320K
$135M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
33+ 0.23% |
$7.69K - $9.68K
|
14.1K
$5.97M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
33+ 0.25% |
$7.69K - $9.68K
|
13.2K
$5.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
33+ 0.19% |
$7.69K - $9.68K
|
17.3K
$7.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
32+ 0.94% |
$7.45K - $9.39K
|
3.42K
$1.45M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
32+ 2.37% |
$7.45K - $9.39K
|
1.38K
$584K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
32+ 0.1% |
$7.45K - $9.39K
|
32.5K
$13.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
31+ 0.09% |
$7.22K - $9.1K
|
34.8K
$14.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
30+ 1.29% |
$6.99K - $8.8K
|
2.35K
$994K
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
BUY
|
- |
30+ 0.14% |
$6.99K - $8.8K
|
21.1K
$8.94M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.33% |
$6.99K - $8.8K
|
9K
$3.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
30+ 1.01% |
$6.99K - $8.8K
|
3K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
30+ 0.0% |
$6.99K - $8.8K
|
623K
$264M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
30+ 0.0% |
$6.99K - $8.8K
|
623K
$264M
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
BUY
|
- |
29+ 2.08% |
$6.75K - $8.51K
|
1.42K
$601K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
29+ 0.1% |
$6.75K - $8.51K
|
29.7K
$12.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
29+ 2.79% |
$6.75K - $8.51K
|
1.07K
$452K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
29+ 3.48% |
$6.75K - $8.51K
|
863
$365K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
28+ 2.94% |
$6.52K - $8.22K
|
981
$415K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
27+ 0.2% |
$6.29K - $7.92K
|
13.6K
$5.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
27+ 0.12% |
$6.29K - $7.92K
|
23K
$9.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
BUY
|
- |
27+ 0.04% |
$6.29K - $7.92K
|
76.1K
$32.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
26+ 1.1% |
$6.06K - $7.63K
|
2.38K
$1.01M
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
26+ 0.16% |
$6.06K - $7.63K
|
16.8K
$7.09M
|