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 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.39% |
$932 - $1.17K
|
1.03K
$421K
|
|
Nov 14, 2022
Q3 2022
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
4+ 0.26% |
$932 - $1.17K
|
1.52K
$622K
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$932 - $1.17K
|
2.76K
$1.13M
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3+ 0.05% |
$699 - $880
|
6.07K
$2.48M
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.16% |
$699 - $880
|
1.93K
$789K
|
|
Oct 26, 2022
Q3 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.12% |
$699 - $880
|
2.58K
$1.05M
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$699 - $880
|
142K
$58.2M
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$699 - $880
|
3.3K
$1.35M
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$699 - $880
|
3.83K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.27% |
$699 - $880
|
1.1K
$449K
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
3+ 0.04% |
$699 - $880
|
7.76K
$3.17M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$466 - $587
|
7.46K
$3.05M
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
BUY
|
- |
2+ 0.01% |
$466 - $587
|
16.6K
$6.76M
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2+ 0.04% |
$466 - $587
|
4.5K
$1.84M
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$466 - $587
|
13K
$5.29M
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
2+ 0.02% |
$466 - $587
|
9.78K
$4M
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2+ 4.08% |
$466 - $587
|
51
$20.8K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$466 - $587
|
7.58K
$3.1M
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$466 - $587
|
2.69K
$1.1M
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$466 - $587
|
3.89K
$1.59M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.38% |
$466 - $587
|
527
$215K
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.18% |
$466 - $587
|
1.1K
$448K
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$466 - $587
|
19.6K
$8.02M
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
2+ 0.07% |
$466 - $587
|
2.77K
$1.13M
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$466 - $587
|
5.06K
$2.07M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.03% |
$466 - $587
|
7.08K
$2.89M
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.04% |
$466 - $587
|
5.51K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2+ 0.02% |
$466 - $587
|
9.32K
$3.81M
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.03% |
$466 - $587
|
7.26K
$2.97M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$466 - $587
|
3.06K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.01% |
$466 - $587
|
14.7K
$5.99M
|
|
Nov 14, 2022
Q3 2022
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$466 - $587
|
35.2K
$14.4M
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.09% |
$233 - $293
|
1.11K
$455K
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
1+ 0.01% |
$233 - $293
|
6.86K
$2.8M
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1+ 0.01% |
$233 - $293
|
10.1K
$4.11M
|
|
Nov 01, 2022
Q3 2022
|
Drystone LLC
|
BUY
|
- |
1+ 0.0% |
$233 - $293
|
22.1K
$9.02M
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.09% |
$233 - $293
|
1.11K
$452K
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$233 - $293
|
1.02K
$415K
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
1+ 0.06% |
$233 - $293
|
1.73K
$707K
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
1+ 0.05% |
$233 - $293
|
1.97K
$805K
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1+ 0.01% |
$233 - $293
|
18.1K
$7.4M
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.0% |
$233 - $293
|
21.5K
$8.79M
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$233 - $293
|
1.02K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.06% |
$233 - $293
|
1.78K
$725K
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$233 - $293
|
8.13K
$3.32M
|
|
Nov 14, 2022
Q3 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.04% |
$233 - $293
|
2.53K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$233 - $293
|
27.9K
$11.4M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1+ 0.13% |
$233 - $293
|
786
$321K
|
|
Nov 14, 2022
Q3 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.12% |
$233 - $293
|
807
$330K
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.05% |
$233 - $293
|
1.98K
$807K
|