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
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
2.33K+ 18.24% |
$498K - $598K
|
15.1K
$6.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.32K+ 1.45% |
$498K - $598K
|
163K
$69.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.32K+ 2.2% |
$497K - $596K
|
107K
$46M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.32K+ 11.39% |
$496K - $596K
|
22.7K
$9.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.31K+ 4.13% |
$496K - $595K
|
58.4K
$25M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.3K+ 3.2% |
$493K - $592K
|
74.2K
$31.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.3K+ 2.05% |
$492K - $590K
|
114K
$48.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.29KNew |
$491K - $590K
|
2.29K
$981K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.28K+ 8.74% |
$489K - $587K
|
28.4K
$12.1M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.27K+ 2.19% |
$485K - $583K
|
106K
$45.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.27K+ 25.73% |
$485K - $583K
|
11.1K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.26K+ 47.97% |
$483K - $580K
|
6.96K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
2.26K+ 9.53% |
$483K - $580K
|
25.9K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.25K+ 16.86% |
$482K - $579K
|
15.6K
$6.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.25K+ 6.08% |
$481K - $577K
|
39.1K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
2.24K+ 10.9% |
$481K - $577K
|
22.8K
$9.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.24K+ 3.11% |
$481K - $577K
|
74.5K
$31.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 42.64% |
$477K - $572K
|
7.44K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.22K+ 2.39% |
$476K - $572K
|
95.2K
$40.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.22K+ 7.98% |
$476K - $572K
|
30.1K
$12.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.21K+ 29.67% |
$474K - $569K
|
9.67K
$4.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.21K+ 0.83% |
$473K - $568K
|
268K
$115M
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.2K+ 0.13% |
$471K - $566K
|
1.75M
$750M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2.2K+ 8.85% |
$471K - $565K
|
27K
$11.6M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
2.16K+ 4.4% |
$462K - $554K
|
51.2K
$21.9M
|
|
|
Mar 07, 2024
Q4 2022
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
2.15K+ 0.28% |
$461K - $553K
|
777K
$333M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.14K+ 5.37% |
$458K - $550K
|
42K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.14K+ 7.93% |
$458K - $550K
|
29.1K
$12.4M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.14KNew |
$458K - $550K
|
2.14K
$914K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.14K+ 0.95% |
$458K - $549K
|
227K
$97.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
2.14K+ 28.16% |
$457K - $549K
|
9.72K
$4.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.13K+ 114.56% |
$457K - $548K
|
3.99K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
2.13K+ 38.08% |
$455K - $547K
|
7.71K
$3.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.11K+ 8.22% |
$451K - $542K
|
27.7K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.1K+ 0.84% |
$451K - $541K
|
253K
$108M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.1K+ 6.21% |
$450K - $541K
|
36K
$15.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.1K+ 1.66% |
$450K - $541K
|
129K
$55.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.1K+ 39.7% |
$450K - $540K
|
7.39K
$3.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.09K+ 4.55% |
$448K - $538K
|
48.1K
$20.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.08K+ 25.5% |
$446K - $536K
|
10.3K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
2.08KNew |
$445K - $534K
|
2.08K
$889K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.06K+ 8.52% |
$442K - $531K
|
26.3K
$11.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.05K+ 95.89% |
$440K - $528K
|
4.19K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
2.05K+ 12.53% |
$440K - $528K
|
18.4K
$7.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2.04K+ 3.21% |
$438K - $526K
|
65.7K
$28.1M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.04KNew |
$437K - $524K
|
2.04K
$872K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.03K+ 2.98% |
$436K - $523K
|
70.2K
$30M
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
2.03K+ 3.34% |
$435K - $522K
|
62.9K
$26.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
2.03K+ 1.98% |
$434K - $521K
|
104K
$44.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 11.67% |
$432K - $519K
|
19.3K
$8.26M
|