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 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.05K+ 6.76% |
$1.94M - $2.33M
|
143K
$61.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.99K+ 10.95% |
$1.93M - $2.31M
|
91.1K
$39M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
8.98KNew |
$1.92M - $2.31M
|
8.98K
$3.84M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.93K+ 10.27% |
$1.91M - $2.3M
|
95.9K
$41M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8.86KNew |
$1.9M - $2.28M
|
8.86K
$3.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
8.84KNew |
$1.89M - $2.27M
|
8.84K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
8.73K+ 2.9% |
$1.87M - $2.25M
|
310K
$133M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.72K+ 26.91% |
$1.87M - $2.24M
|
41.1K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.7KNew |
$1.86M - $2.24M
|
8.7K
$3.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
8.67K+ 55.8% |
$1.86M - $2.23M
|
24.2K
$10.4M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
8.66K+ 9.52% |
$1.85M - $2.23M
|
99.6K
$42.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.65K+ 0.2% |
$1.85M - $2.23M
|
4.25M
$1.82B
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.64K+ 3.2% |
$1.85M - $2.22M
|
279K
$119M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
8.61K+ 21.74% |
$1.84M - $2.21M
|
48.2K
$20.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8.59KNew |
$1.84M - $2.21M
|
8.59K
$3.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.59KNew |
$1.84M - $2.21M
|
8.59K
$3.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.59KNew |
$1.84M - $2.21M
|
8.59K
$3.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
8.56K+ 20.99% |
$1.83M - $2.2M
|
49.4K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8.54K+ 7.89% |
$1.83M - $2.2M
|
117K
$50M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
8.54K+ 414.56% |
$1.83M - $2.2M
|
10.6K
$4.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
8.52KNew |
$1.83M - $2.19M
|
8.52K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
8.47KNew |
$1.82M - $2.18M
|
8.47K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.46K+ 4.82% |
$1.81M - $2.18M
|
184K
$78.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.44K+ 10.73% |
$1.81M - $2.17M
|
87.2K
$37.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
8.39K+ 94.97% |
$1.8M - $2.16M
|
17.2K
$7.37M
|
|
|
Jan 09, 2023
Q4 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
8.39K+ 7.67% |
$1.8M - $2.16M
|
118K
$50.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
8.36K+ 7.25% |
$1.79M - $2.15M
|
124K
$52.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8.36KNew |
$1.79M - $2.15M
|
8.36K
$3.58M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
8.34KNew |
$1.79M - $2.15M
|
8.34K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8.34K+ 2.93% |
$1.79M - $2.14M
|
293K
$125M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.33K+ 9.03% |
$1.79M - $2.14M
|
101K
$43M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.31KNew |
$1.78M - $2.14M
|
8.31K
$3.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
8.31K+ 1.37% |
$1.78M - $2.14M
|
617K
$264M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
8.3KNew |
$1.78M - $2.13M
|
8.3K
$3.55M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
8.29K+ 21.47% |
$1.78M - $2.13M
|
46.9K
$20.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
8.25KNew |
$1.77M - $2.12M
|
8.25K
$3.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
8.19K+ 3.46% |
$1.75M - $2.11M
|
245K
$105M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.16K+ 3.59% |
$1.75M - $2.1M
|
235K
$101M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.12K+ 10.01% |
$1.74M - $2.09M
|
89.2K
$38.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
8.1K+ 17.06% |
$1.74M - $2.08M
|
55.6K
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.09KNew |
$1.73M - $2.08M
|
8.09K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
8.06K+ 6.67% |
$1.73M - $2.07M
|
129K
$55.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8.05K+ 107.81% |
$1.72M - $2.07M
|
15.5K
$6.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
8.03KNew |
$1.72M - $2.06M
|
8.03K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
8K+ 15.38% |
$1.71M - $2.06M
|
60K
$25.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
7.99K+ 25.4% |
$1.71M - $2.06M
|
39.4K
$16.9M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.99K+ 92.99% |
$1.71M - $2.05M
|
16.6K
$7.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
7.97K+ 0.12% |
$1.71M - $2.05M
|
6.63M
$2.84B
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
7.92K+ 173.09% |
$1.7M - $2.04M
|
12.5K
$5.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.92K+ 235.87% |
$1.7M - $2.04M
|
11.3K
$4.83M
|