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 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.02K+ 0.73% |
$860K - $1.03M
|
554K
$237M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.99K+ 11.05% |
$855K - $1.03M
|
40.1K
$17.2M
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
BUY
|
- |
3.98K+ 40.07% |
$854K - $1.02M
|
13.9K
$5.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.97KNew |
$850K - $1.02M
|
3.97K
$1.7M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.94K+ 35.3% |
$844K - $1.01M
|
15.1K
$6.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.93KNew |
$843K - $1.01M
|
3.93K
$1.68M
|
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
3.93K+ 23.01% |
$841K - $1.01M
|
21K
$8.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
3.91KNew |
$838K - $1.01M
|
3.91K
$1.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.91KNew |
$838K - $1.01M
|
3.91K
$1.67M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.91KNew |
$837K - $1.01M
|
3.91K
$1.67M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.9KNew |
$836K - $1M
|
3.9K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.89K+ 0.37% |
$833K - $1M
|
1.06M
$453M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.89KNew |
$833K - $1M
|
3.89K
$1.66M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.88K+ 3.23% |
$832K - $999K
|
124K
$53M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.88KNew |
$831K - $998K
|
3.88K
$1.66M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.88K+ 8.88% |
$831K - $997K
|
47.5K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.85K+ 14.69% |
$825K - $991K
|
30.1K
$12.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
3.82K+ 11.61% |
$819K - $983K
|
36.8K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.81K+ 0.78% |
$816K - $979K
|
493K
$211M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.79K+ 0.94% |
$813K - $976K
|
406K
$174M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
3.79K+ 2.12% |
$812K - $975K
|
183K
$78.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.78K+ 18.17% |
$810K - $973K
|
24.6K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.78K+ 31.86% |
$810K - $972K
|
15.6K
$6.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
3.77K+ 1.46% |
$808K - $970K
|
263K
$112M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.76K+ 2.35% |
$806K - $968K
|
164K
$70.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.76K+ 9.12% |
$806K - $967K
|
45K
$19.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Caledonia Investments PLC
|
BUY
|
- |
3.75K+ 1.41% |
$803K - $965K
|
271K
$116M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.75K+ 24.03% |
$803K - $964K
|
19.3K
$8.28M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.74K+ 41.32% |
$801K - $962K
|
12.8K
$5.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3.74K+ 44.81% |
$800K - $961K
|
12.1K
$5.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.72K+ 2.0% |
$797K - $957K
|
190K
$81.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.72K+ 6.17% |
$797K - $957K
|
64K
$27.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
3.7K+ 3.51% |
$793K - $952K
|
109K
$46.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.69K+ 11.23% |
$790K - $949K
|
36.5K
$15.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.65K+ 2.38% |
$781K - $938K
|
157K
$67M
|
|
|
Feb 14, 2023
Q4 2022
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
3.64K+ 19.66% |
$780K - $936K
|
22.2K
$9.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.61K+ 2.08% |
$774K - $930K
|
177K
$75.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.6K+ 21.57% |
$771K - $925K
|
20.3K
$8.67M
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.59K+ 157.12% |
$769K - $923K
|
5.87K
$2.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.57KNew |
$765K - $918K
|
3.57K
$1.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.53KNew |
$756K - $907K
|
3.53K
$1.51M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.52KNew |
$754K - $905K
|
3.52K
$1.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.51K+ 9.95% |
$752K - $903K
|
38.8K
$16.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.51K+ 2.2% |
$751K - $902K
|
163K
$69.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.49K+ 4.28% |
$749K - $899K
|
85K
$36.4M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.49K+ 6.48% |
$748K - $897K
|
57.4K
$24.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.49KNew |
$747K - $897K
|
3.49K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
3.49K+ 9.52% |
$747K - $897K
|
40.1K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
3.48K+ 21.28% |
$746K - $895K
|
19.8K
$8.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.47K+ 40.74% |
$744K - $893K
|
12K
$5.13M
|