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
|
Nbw Capital LLC
|
BUY
|
- |
2.69K+ 6.78% |
$575K - $691K
|
42.3K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.68KNew |
$575K - $690K
|
2.68K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
2.68KNew |
$575K - $690K
|
2.68K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
2.66K+ 12.54% |
$570K - $684K
|
23.9K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.64K+ 6.86% |
$566K - $680K
|
41.2K
$17.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
BUY
|
- |
2.64K+ 2.6% |
$566K - $679K
|
104K
$44.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.64K+ 18.05% |
$566K - $679K
|
17.3K
$7.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.64K+ 34.96% |
$565K - $678K
|
10.2K
$4.35M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.63KNew |
$564K - $677K
|
2.63K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
2.63K+ 0.96% |
$563K - $676K
|
276K
$118M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
2.62KNew |
$562K - $674K
|
2.62K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.62KNew |
$560K - $673K
|
2.62K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
2.6KNew |
$557K - $669K
|
2.6K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.6K+ 6.42% |
$557K - $668K
|
43.1K
$18.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
2.6K+ 8.94% |
$556K - $668K
|
31.6K
$13.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.59K+ 2.81% |
$555K - $666K
|
94.7K
$40.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.59K+ 7.9% |
$554K - $665K
|
35.3K
$15.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2.58KNew |
$553K - $664K
|
2.58K
$1.1M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.58KNew |
$552K - $663K
|
2.58K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.57K+ 3.59% |
$550K - $661K
|
74.1K
$31.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.56K+ 0.44% |
$549K - $659K
|
586K
$251M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.54K+ 7.31% |
$545K - $654K
|
37.3K
$16M
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.54K+ 0.62% |
$545K - $654K
|
414K
$177M
|
|
|
Jan 24, 2023
Q4 2022
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
2.54KNew |
$545K - $654K
|
2.54K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.53K+ 4.12% |
$542K - $651K
|
64K
$27.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
2.52K+ 4.1% |
$540K - $648K
|
64K
$27.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.52K+ 121.39% |
$540K - $648K
|
4.6K
$1.97M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
2.52K+ 4.02% |
$540K - $648K
|
65.1K
$27.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2.5K+ 83.33% |
$536K - $643K
|
5.5K
$2.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
2.49K+ 7.13% |
$534K - $641K
|
37.4K
$16M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.49KNew |
$534K - $641K
|
2.49K
$1.07M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.49KNew |
$533K - $640K
|
2.49K
$1.06M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.48KNew |
$532K - $639K
|
2.48K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.47KNew |
$530K - $636K
|
2.47K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.47K+ 16.25% |
$529K - $635K
|
17.7K
$7.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.44K+ 7.2% |
$524K - $629K
|
36.4K
$15.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.44K+ 12.35% |
$523K - $628K
|
22.2K
$9.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
2.44K+ 6.31% |
$522K - $626K
|
41K
$17.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
2.43K+ 6.92% |
$521K - $626K
|
37.6K
$16.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.43K+ 14.75% |
$521K - $625K
|
18.9K
$8.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
2.43K+ 2.77% |
$520K - $624K
|
90K
$38.5M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.4K+ 42.36% |
$515K - $618K
|
8.07K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.37K+ 1.51% |
$508K - $610K
|
159K
$68.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.37K+ 4.18% |
$508K - $610K
|
59.1K
$25.3M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.37K+ 6.01% |
$507K - $609K
|
41.7K
$17.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.36K+ 6.23% |
$505K - $606K
|
40.2K
$17.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.35K+ 4.22% |
$504K - $605K
|
58.1K
$24.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.35K+ 5.72% |
$504K - $605K
|
43.4K
$18.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
2.35K+ 12.57% |
$503K - $603K
|
21K
$8.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 57.76% |
$499K - $599K
|
6.36K
$2.72M
|