Purchases and Sales Made in Q4 2022 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
5.68K
+ 4.37%
$1.22M - $1.46M
136K $58.1M
Jan 20, 2023 Q4 2022
Quattro Financial Advisors LLC

BUY
 -
5.68K
+ 32.46%
$1.22M - $1.46M
23.2K $9.92M
Feb 08, 2023 Q4 2022
Te Ahumairangi Investment Management LTD

Wellington Central, Q2
BUY
 -
5.68K
+ 3.57%
$1.22M - $1.46M
165K $70.4M
Feb 13, 2023 Q4 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
5.63K
+ 4.45%
$1.21M - $1.45M
132K $56.6M
Feb 02, 2023 Q4 2022
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
5.62K
New
$1.2M - $1.44M
5.62K $2.4M
Feb 09, 2023 Q4 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
5.59K
+ 31.89%
$1.2M - $1.44M
23.1K $9.89M
Jan 27, 2023 Q4 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
5.57K
+ 5.0%
$1.19M - $1.43M
117K $50M
Feb 13, 2023 Q4 2022
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
5.55K
New
$1.19M - $1.43M
5.55K $2.38M
Jan 20, 2023 Q4 2022
Royal Fund Management, LLC

BUY
 -
5.53K
+ 13.57%
$1.19M - $1.42M
46.3K $19.8M
Feb 13, 2023 Q4 2022
Sands Capital Management, LLC

Arlington, VA
BUY
 -
5.49K
+ 1.1%
$1.18M - $1.41M
505K $216M
Feb 15, 2023 Q4 2022
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
5.48K
New
$1.17M - $1.41M
5.48K $2.35M
Jan 24, 2023 Q4 2022
Rockland Trust CO

BUY
 -
5.47K
+ 2.3%
$1.17M - $1.41M
244K $104M
Feb 01, 2023 Q4 2022
Lee Danner & Bass Inc

BUY
 -
5.43K
+ 5.34%
$1.16M - $1.4M
107K $45.8M
Feb 01, 2023 Q4 2022
Legacy Advisors, LLC

BUY
 -
5.43K
+ 18.6%
$1.16M - $1.4M
34.6K $14.8M
Feb 13, 2023 Q4 2022
Clifford Group, LLC

Wayland, MA
BUY
 -
5.39K
New
$1.16M - $1.39M
5.39K $2.31M
Feb 13, 2023 Q4 2022
Eos Management, L.P.

BUY
 -
5.36K
+ 24.79%
$1.15M - $1.38M
27K $11.5M
Feb 06, 2023 Q4 2022
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
5.35K
New
$1.15M - $1.38M
5.35K $2.29M
Feb 14, 2023 Q4 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
5.35K
+ 31.23%
$1.15M - $1.38M
22.5K $9.62M
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

BUY
 -
5.34K
+ 10.7%
$1.14M - $1.37M
55.2K $23.6M
Feb 13, 2023 Q4 2022
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
5.34K
+ 0.6%
$1.14M - $1.37M
890K $381M
Feb 09, 2023 Q4 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
5.32K
+ 8.11%
$1.14M - $1.37M
70.9K $30.3M
Jan 27, 2023 Q4 2022
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
5.31K
+ 110.46%
$1.14M - $1.37M
10.1K $4.33M
Jul 19, 2023 Q4 2022
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
5.24K
New
$1.12M - $1.35M
5.24K $2.24M
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
5.24K
+ 20.93%
$1.12M - $1.35M
30.3K $13M
Feb 06, 2023 Q4 2022
Legacy Financial Advisors, Inc.

BUY
 -
5.21K
+ 25.48%
$1.12M - $1.34M
25.7K $11M
Feb 14, 2023 Q4 2022
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
5.21K
New
$1.12M - $1.34M
5.21K $2.23M
Feb 14, 2023 Q4 2022
Aristotle Atlantic Partners, LLC

New York, NY
BUY
 -
5.21K
+ 0.85%
$1.12M - $1.34M
620K $265M
Feb 24, 2023 Q4 2022
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
5.17K
New
$1.11M - $1.33M
5.17K $2.21M
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
5.16K
+ 3.64%
$1.11M - $1.33M
147K $62.9M
Oct 27, 2023 Q4 2022
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
5.15K
New
$1.1M - $1.32M
5.15K $2.2M
Jan 31, 2023 Q4 2022
Empirical Asset Management, LLC

BUY
 -
5.13K
+ 99.09%
$1.1M - $1.32M
10.3K $4.41M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.11K
+ 1.17%
$1.09M - $1.31M
443K $190M
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
5.09K
+ 50.49%
$1.09M - $1.31M
15.2K $6.5M
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
5.08K
+ 1.88%
$1.09M - $1.31M
275K $118M
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
5.06K
+ 5.97%
$1.08M - $1.3M
89.8K $38.4M
Feb 15, 2023 Q4 2022
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
5.05K
New
$1.08M - $1.3M
5.05K $2.16M
Feb 14, 2023 Q4 2022
Rothschild & CO Asset Management Us Inc.

New York, NY
BUY
 -
5.02K
+ 1.17%
$1.07M - $1.29M
432K $185M
Feb 14, 2023 Q4 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
5.01K
+ 0.71%
$1.07M - $1.29M
715K $306M
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
5.01K
+ 2.59%
$1.07M - $1.29M
198K $84.8M
Feb 07, 2023 Q4 2022
Mitsubishi Ufj Asset Management (Uk) Ltd.

BUY
 -
5K
+ 100.0%
$1.07M - $1.29M
10K $4.28M
Feb 13, 2023 Q4 2022
Anson Funds Management LP

Dallas, TX
BUY
 -
5K
New
$1.07M - $1.29M
5K $2.14M
Jun 13, 2023 Q4 2022
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
5K
New
$1.07M - $1.29M
5K $2.14M
Jan 19, 2023 Q4 2022
Kovitz Investment Group Partners, LLC

BUY
 -
4.96K
+ 2.45%
$1.06M - $1.27M
207K $88.7M
Feb 06, 2023 Q4 2022
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
4.93K
+ 7.25%
$1.06M - $1.27M
73K $31.2M
Jan 30, 2023 Q4 2022
Simon Quick Advisors, LLC

BUY
 -
4.92K
+ 20.61%
$1.05M - $1.27M
28.8K $12.3M
Jan 24, 2023 Q4 2022
Davis Rea Ltd.

BUY
 -
4.91K
+ 16.08%
$1.05M - $1.26M
35.5K $15.2M
May 31, 2023 Q4 2022
Kennedy Investment Group

West Depford, NJ
BUY
 -
4.91K
New
$1.05M - $1.26M
4.91K $2.1M
Feb 10, 2023 Q4 2022
Lowell Blake & Associates Inc.

Boston, MA
BUY
 -
4.9K
+ 5.21%
$1.05M - $1.26M
99K $42.3M
Feb 09, 2023 Q4 2022
Financial Insights, Inc.

BUY
 -
4.88K
+ 6.78%
$1.04M - $1.25M
76.8K $32.9M

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