Purchases and Sales Made in Q4 2022 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$3.18M - $3.82M
|
14.8K
$6.23M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14.8KNew |
$3.17M - $3.81M
|
14.8K
$6.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
14.7K+ 2.76% |
$3.16M - $3.79M
|
548K
$230M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.7K+ 10.68% |
$3.15M - $3.78M
|
152K
$63.9M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
14.7KNew |
$3.14M - $3.77M
|
14.7K
$6.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
14.6K+ 63.45% |
$3.13M - $3.75M
|
37.6K
$15.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 7.82% |
$3.11M - $3.74M
|
200K
$84.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
14.5K+ 183.61% |
$3.11M - $3.73M
|
22.4K
$9.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14.4K+ 17.66% |
$3.09M - $3.71M
|
96.2K
$40.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
14.3KNew |
$3.07M - $3.68M
|
14.3K
$6.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
14.3K+ 8.31% |
$3.06M - $3.68M
|
186K
$78.3M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
14.3KNew |
$3.06M - $3.68M
|
14.3K
$6.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
14.2K+ 3.69% |
$3.04M - $3.65M
|
399K
$168M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
14KNew |
$3.01M - $3.61M
|
14K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
14KNew |
$3.01M - $3.61M
|
14K
$5.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
14K+ 1.95% |
$2.99M - $3.59M
|
730K
$307M
|
|
|
Feb 14, 2023
Q4 2022
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
14KNew |
$2.99M - $3.59M
|
14K
$5.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13.9K+ 6.34% |
$2.98M - $3.58M
|
234K
$98.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
13.8K+ 0.71% |
$2.96M - $3.56M
|
1.95M
$820M
|
|
|
Jan 25, 2023
Q4 2022
|
Jackson Hill Advisors, LLC
|
BUY
|
- |
13.8K+ 54.46% |
$2.95M - $3.54M
|
39K
$16.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
13.7K+ 68.05% |
$2.93M - $3.51M
|
33.7K
$14.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.5KNew |
$2.9M - $3.48M
|
13.5K
$5.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
13.4K+ 1.03% |
$2.88M - $3.45M
|
1.32M
$555M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
13.4KNew |
$2.87M - $3.45M
|
13.4K
$5.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.4K+ 3.97% |
$2.87M - $3.44M
|
351K
$147M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
13.3K+ 11.35% |
$2.86M - $3.43M
|
131K
$55M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 2.45% |
$2.81M - $3.37M
|
549K
$231M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13.1KNew |
$2.81M - $3.37M
|
13.1K
$5.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
13.1KNew |
$2.8M - $3.36M
|
13.1K
$5.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
12.9K+ 35.84% |
$2.77M - $3.33M
|
49K
$20.6M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
12.9K+ 17.08% |
$2.77M - $3.33M
|
88.6K
$37.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
12.9KNew |
$2.77M - $3.33M
|
12.9K
$5.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
12.8K+ 15.93% |
$2.75M - $3.3M
|
93.4K
$39.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
12.7K+ 20.49% |
$2.73M - $3.28M
|
74.9K
$31.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.7K+ 1.69% |
$2.73M - $3.27M
|
765K
$321M
|
|
|
Feb 07, 2023
Q4 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
12.7K+ 37.37% |
$2.72M - $3.26M
|
46.7K
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
12.6KNew |
$2.7M - $3.24M
|
12.6K
$5.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
12.4K+ 26.66% |
$2.65M - $3.19M
|
58.9K
$24.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
12.3K+ 38.69% |
$2.64M - $3.17M
|
44.1K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12.2KNew |
$2.62M - $3.14M
|
12.2K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
12.2KNew |
$2.61M - $3.14M
|
12.2K
$5.12M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12.2KNew |
$2.61M - $3.13M
|
12.2K
$5.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
12.2K+ 13.21% |
$2.61M - $3.13M
|
104K
$43.8M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.1K+ 9.69% |
$2.59M - $3.11M
|
137K
$57.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12.1KNew |
$2.59M - $3.11M
|
12.1K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.1K+ 47.62% |
$2.59M - $3.1M
|
37.4K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
12K+ 96.0% |
$2.57M - $3.09M
|
24.5K
$10.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12KNew |
$2.57M - $3.08M
|
12K
$5.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
11.9K+ 22.88% |
$2.55M - $3.06M
|
63.9K
$26.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
11.9K+ 15.72% |
$2.55M - $3.06M
|
87.5K
$36.8M
|