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
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11+ 0.02% |
$2.56K - $3.23K
|
48.6K
$20.3M
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11+ 0.4% |
$2.56K - $3.23K
|
2.75K
$1.15M
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
10+ 0.7% |
$2.33K - $2.93K
|
1.43K
$597K
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$2.33K - $2.93K
|
8.68K
$3.62M
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
10+ 0.55% |
$2.33K - $2.93K
|
1.82K
$760K
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
10+ 0.11% |
$2.33K - $2.93K
|
8.8K
$3.67M
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
BUY
|
- |
10+ 0.25% |
$2.33K - $2.93K
|
3.98K
$1.66M
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
10+ 0.31% |
$2.33K - $2.93K
|
3.26K
$1.36M
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
10+ 0.05% |
$2.33K - $2.93K
|
18.4K
$7.66M
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9+ 0.13% |
$2.1K - $2.64K
|
6.76K
$2.82M
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9+ 0.04% |
$2.1K - $2.64K
|
23.3K
$9.7M
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
9+ 42.86% |
$2.1K - $2.64K
|
30
$12.5K
|
|
Nov 14, 2022
Q3 2022
|
Georgetown University
Washington, DC |
BUY
|
- |
9+ 0.23% |
$2.1K - $2.64K
|
3.97K
$1.66M
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
8+ 0.02% |
$1.86K - $2.35K
|
37.9K
$15.8M
|
|
Nov 01, 2022
Q3 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
8+ 0.07% |
$1.86K - $2.35K
|
11.6K
$4.85M
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8+ 0.01% |
$1.86K - $2.35K
|
146K
$61M
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
8+ 0.21% |
$1.86K - $2.35K
|
3.82K
$1.59M
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
8+ 0.18% |
$1.86K - $2.35K
|
4.46K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8+ 0.24% |
$1.86K - $2.35K
|
3.37K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
8+ 0.04% |
$1.86K - $2.35K
|
18.3K
$7.62M
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$1.63K - $2.05K
|
22.5K
$9.37M
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
7+ 0.03% |
$1.63K - $2.05K
|
26K
$10.8M
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
7+ 0.11% |
$1.63K - $2.05K
|
6.39K
$2.66M
|
|
Nov 03, 2022
Q3 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
7+ 0.01% |
$1.63K - $2.05K
|
52.4K
$21.9M
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.06% |
$1.63K - $2.05K
|
12.6K
$5.24M
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.01% |
$1.4K - $1.76K
|
74.1K
$30.9M
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 0.01% |
$1.4K - $1.76K
|
48.1K
$20.1M
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
6+ 0.32% |
$1.4K - $1.76K
|
1.87K
$778K
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
6+ 0.14% |
$1.4K - $1.76K
|
4.31K
$1.8M
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.98% |
$1.4K - $1.76K
|
620
$259K
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
BUY
|
- |
6+ 0.15% |
$1.4K - $1.76K
|
3.98K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.14% |
$1.4K - $1.76K
|
4.23K
$1.76M
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.01% |
$1.16K - $1.47K
|
44.2K
$18.4M
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
5+ 0.02% |
$1.16K - $1.47K
|
24.4K
$10.2M
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
5+ 0.02% |
$1.16K - $1.47K
|
28.5K
$11.9M
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
5+ 0.22% |
$1.16K - $1.47K
|
2.24K
$932K
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
5+ 0.08% |
$1.16K - $1.47K
|
5.96K
$2.49M
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.01% |
$1.16K - $1.47K
|
59.8K
$24.9M
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.04% |
$1.16K - $1.47K
|
12.5K
$5.22M
|
|
Oct 11, 2022
Q3 2022
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
4+ 0.16% |
$932 - $1.17K
|
2.53K
$1.05M
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4+ 0.03% |
$932 - $1.17K
|
13.2K
$5.51M
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.04% |
$932 - $1.17K
|
10K
$4.18M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.39% |
$932 - $1.17K
|
1.03K
$430K
|
|
Nov 14, 2022
Q3 2022
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
4+ 0.26% |
$932 - $1.17K
|
1.52K
$635K
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$932 - $1.17K
|
2.76K
$1.15M
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3+ 0.05% |
$699 - $880
|
6.07K
$2.53M
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.16% |
$699 - $880
|
1.93K
$806K
|
|
Oct 26, 2022
Q3 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.12% |
$699 - $880
|
2.58K
$1.08M
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$699 - $880
|
142K
$59.4M
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$699 - $880
|
3.3K
$1.38M
|