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 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.47K+ 240.63% |
$742K - $891K
|
4.91K
$2.08M
|
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.46K+ 1.4% |
$742K - $890K
|
252K
$107M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.46K+ 7.29% |
$740K - $889K
|
50.9K
$21.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.45K+ 6.38% |
$740K - $888K
|
57.6K
$24.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.44K+ 153.21% |
$737K - $884K
|
5.68K
$2.41M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.42KNew |
$733K - $880K
|
3.42K
$1.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
BUY
|
- |
3.39K+ 0.35% |
$726K - $871K
|
978K
$414M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.37K+ 8.11% |
$722K - $867K
|
44.9K
$19M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.36KNew |
$721K - $865K
|
3.36K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
3.36KNew |
$720K - $865K
|
3.36K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.36K+ 38.59% |
$719K - $863K
|
12.1K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.33K+ 323.52% |
$713K - $856K
|
4.36K
$1.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.33K+ 66.47% |
$713K - $856K
|
8.33K
$3.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.32K+ 1.01% |
$712K - $855K
|
331K
$140M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.32KNew |
$711K - $854K
|
3.32K
$1.41M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
3.32K+ 6.83% |
$711K - $853K
|
51.9K
$22M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.31K+ 28.85% |
$710K - $852K
|
14.8K
$6.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.31K+ 2.54% |
$709K - $851K
|
133K
$56.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
3.3KNew |
$707K - $849K
|
3.3K
$1.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.3K+ 2.78% |
$707K - $848K
|
122K
$51.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
3.3K+ 4.64% |
$706K - $848K
|
74.4K
$31.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.29K+ 0.77% |
$704K - $846K
|
428K
$181M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.29K+ 27.34% |
$704K - $845K
|
15.3K
$6.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
3.29K+ 9.26% |
$704K - $845K
|
38.8K
$16.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.26K+ 2.85% |
$699K - $839K
|
118K
$49.9M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
3.25K+ 2.88% |
$697K - $837K
|
116K
$49.2M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.25KNew |
$696K - $835K
|
3.25K
$1.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.24K+ 1.98% |
$694K - $833K
|
167K
$70.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.23K+ 11.39% |
$691K - $830K
|
31.5K
$13.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.22K+ 0.81% |
$690K - $829K
|
402K
$170M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.22KNew |
$689K - $828K
|
3.22K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
BUY
|
- |
3.21K+ 0.81% |
$688K - $826K
|
398K
$168M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
3.21K+ 6.59% |
$688K - $825K
|
51.9K
$22M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
3.18KNew |
$680K - $817K
|
3.18K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
3.17K+ 120.82% |
$679K - $815K
|
5.79K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.16K+ 3.41% |
$678K - $814K
|
96K
$40.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
3.15K+ 22.25% |
$675K - $810K
|
17.3K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.15K+ 325.67% |
$674K - $809K
|
4.11K
$1.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.11KNew |
$665K - $799K
|
3.11K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
3.09K+ 1.47% |
$662K - $795K
|
213K
$90.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
3.09K+ 0.9% |
$661K - $794K
|
345K
$146M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.08K+ 1.94% |
$659K - $791K
|
162K
$68.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.07KNew |
$657K - $788K
|
3.07K
$1.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 19.04% |
$656K - $787K
|
19.1K
$8.11M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
3.04K+ 1.32% |
$651K - $782K
|
233K
$98.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.04K+ 1.41% |
$651K - $781K
|
218K
$92.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.03K+ 0.42% |
$650K - $780K
|
722K
$306M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.02KNew |
$647K - $777K
|
3.02K
$1.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
3.01K+ 11.79% |
$646K - $775K
|
28.6K
$12.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3K+ 10.0% |
$643K - $772K
|
33K
$14M
|