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
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
6.63KNew |
$1.42M - $1.71M
|
6.63K
$2.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
6.63K+ 619.83% |
$1.42M - $1.7M
|
7.7K
$3.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
6.62K+ 0.55% |
$1.42M - $1.7M
|
1.2M
$514M
|
|
|
Feb 14, 2023
Q4 2022
|
Precept Management LLC
Dallas, TX |
BUY
|
- |
6.6K+ 70.21% |
$1.41M - $1.7M
|
16K
$6.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
6.6K+ 1.15% |
$1.41M - $1.7M
|
581K
$249M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
6.58K+ 14.28% |
$1.41M - $1.69M
|
52.7K
$22.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.52K+ 2.73% |
$1.4M - $1.68M
|
245K
$105M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.51KNew |
$1.39M - $1.67M
|
6.51K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
6.49K+ 9.13% |
$1.39M - $1.67M
|
77.6K
$33.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.48K+ 15.63% |
$1.39M - $1.67M
|
47.9K
$20.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.4K+ 246.23% |
$1.37M - $1.65M
|
9K
$3.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
6.38K+ 6.22% |
$1.37M - $1.64M
|
109K
$46.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.35K+ 653.66% |
$1.36M - $1.63M
|
7.32K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.32KNew |
$1.35M - $1.63M
|
6.32K
$2.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.28K+ 6.61% |
$1.35M - $1.62M
|
101K
$43.4M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
6.28K+ 3.43% |
$1.35M - $1.62M
|
189K
$81M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
6.27K+ 3.93% |
$1.34M - $1.61M
|
166K
$70.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.23K+ 0.72% |
$1.33M - $1.6M
|
873K
$373M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6.22KNew |
$1.33M - $1.6M
|
6.22K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
6.22K+ 5.56% |
$1.33M - $1.6M
|
118K
$50.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.22KNew |
$1.33M - $1.6M
|
6.22K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.2KNew |
$1.33M - $1.6M
|
6.2K
$2.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6.19KNew |
$1.33M - $1.59M
|
6.19K
$2.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
6.17K+ 4.0% |
$1.32M - $1.59M
|
161K
$68.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
6.16KNew |
$1.32M - $1.59M
|
6.16K
$2.64M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
6.16KNew |
$1.32M - $1.59M
|
6.16K
$2.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
6.16KNew |
$1.32M - $1.58M
|
6.16K
$2.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.16K+ 2.09% |
$1.32M - $1.58M
|
301K
$129M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.16K+ 8.79% |
$1.32M - $1.58M
|
76.2K
$32.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Freemont Management S.A.
|
BUY
|
- |
6.14K+ 6.79% |
$1.32M - $1.58M
|
96.6K
$41.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.11K+ 85.84% |
$1.31M - $1.57M
|
13.2K
$5.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.1K+ 441.74% |
$1.31M - $1.57M
|
7.48K
$3.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.09K+ 9.23% |
$1.3M - $1.57M
|
72K
$30.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6.06KNew |
$1.3M - $1.56M
|
6.06K
$2.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
6.03K+ 35.75% |
$1.29M - $1.55M
|
22.9K
$9.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
6K+ 3.09% |
$1.29M - $1.54M
|
200K
$85.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
5.99K+ 4.5% |
$1.28M - $1.54M
|
139K
$59.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
5.96K+ 11.26% |
$1.28M - $1.53M
|
58.9K
$25.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.95KNew |
$1.27M - $1.53M
|
5.95K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
5.94K+ 17.0% |
$1.27M - $1.53M
|
40.9K
$17.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
5.93K+ 11.93% |
$1.27M - $1.53M
|
55.7K
$23.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
5.93KNew |
$1.27M - $1.53M
|
5.93K
$2.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
5.93KNew |
$1.27M - $1.53M
|
5.93K
$2.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.93K+ 12.27% |
$1.27M - $1.52M
|
54.2K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.93KNew |
$1.27M - $1.52M
|
5.93K
$2.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.92KNew |
$1.27M - $1.52M
|
5.92K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.8K+ 4.92% |
$1.24M - $1.49M
|
124K
$52.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.78K+ 5.28% |
$1.24M - $1.49M
|
115K
$49.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.72K+ 10.28% |
$1.23M - $1.47M
|
61.4K
$26.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.69K+ 56.11% |
$1.22M - $1.46M
|
15.8K
$6.77M
|