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
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
1.7KNew |
$364K - $437K
|
1.7K
$727K
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 5.77% |
$364K - $437K
|
31.1K
$13.3M
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.69K+ 11.96% |
$363K - $435K
|
15.8K
$6.78M
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
1.69K+ 3.27% |
$363K - $435K
|
53.5K
$22.9M
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 70.78% |
$362K - $435K
|
4.08K
$1.75M
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.69K+ 9.86% |
$362K - $435K
|
18.8K
$8.05M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.69K+ 6.47% |
$361K - $433K
|
27.7K
$11.9M
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.68K+ 1.99% |
$360K - $433K
|
86.1K
$36.8M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.68K+ 2.02% |
$360K - $432K
|
84.9K
$36.3M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.67K+ 7.34% |
$357K - $428K
|
24.4K
$10.4M
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.65K+ 3.5% |
$354K - $425K
|
48.9K
$20.9M
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.65K+ 21.95% |
$353K - $424K
|
9.16K
$3.92M
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.65K+ 6.75% |
$353K - $423K
|
26K
$11.1M
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.64K+ 5.46% |
$352K - $423K
|
31.8K
$13.6M
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.63K+ 3.07% |
$349K - $420K
|
54.7K
$23.4M
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.62K+ 5.31% |
$347K - $417K
|
32.1K
$13.8M
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.62K+ 8.09% |
$347K - $417K
|
21.7K
$9.26M
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.62K+ 3.4% |
$347K - $416K
|
49.2K
$21M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.61KNew |
$346K - $415K
|
1.61K
$691K
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
1.61K+ 6.29% |
$345K - $414K
|
27.2K
$11.6M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.61K+ 0.96% |
$344K - $413K
|
169K
$72.5M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.59K+ 3.05% |
$340K - $408K
|
53.6K
$23M
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.58K+ 9.09% |
$339K - $407K
|
19K
$8.13M
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.58K+ 5.71% |
$339K - $406K
|
29.3K
$12.5M
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
1.57K+ 3.15% |
$336K - $403K
|
51.3K
$21.9M
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.56K+ 1.26% |
$334K - $402K
|
125K
$53.6M
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
1.56K+ 5.52% |
$334K - $400K
|
29.8K
$12.7M
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.56K+ 1.75% |
$333K - $400K
|
90.4K
$38.7M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.55K+ 8.34% |
$332K - $398K
|
20.1K
$8.61M
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.55KNew |
$332K - $398K
|
1.55K
$663K
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.55KNew |
$331K - $398K
|
1.55K
$661K
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.55K+ 1.35% |
$331K - $398K
|
116K
$49.7M
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.54KNew |
$331K - $397K
|
1.54K
$661K
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.53K+ 10.08% |
$328K - $394K
|
16.7K
$7.15M
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
1.52K+ 5.14% |
$325K - $390K
|
31.1K
$13.3M
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.52KNew |
$325K - $390K
|
1.52K
$649K
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.52K+ 16.3% |
$325K - $390K
|
10.8K
$4.63M
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.51K+ 6.73% |
$324K - $389K
|
24K
$10.3M
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.51KNew |
$323K - $388K
|
1.51K
$645K
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.5K+ 2.25% |
$322K - $387K
|
68.4K
$29.3M
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 21.48% |
$322K - $386K
|
8.5K
$3.63M
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
1.5K+ 61.29% |
$322K - $386K
|
3.95K
$1.69M
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
1.5K+ 7.56% |
$321K - $386K
|
21.4K
$9.13M
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.5K+ 2.01% |
$321K - $386K
|
76.2K
$32.6M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.49K+ 12.25% |
$319K - $384K
|
13.7K
$5.84M
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
1.49K+ 1.18% |
$319K - $383K
|
128K
$54.8M
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 9.17% |
$316K - $379K
|
17.6K
$7.51M
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.47KNew |
$315K - $378K
|
1.47K
$629K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.47K+ 10.61% |
$314K - $377K
|
15.3K
$6.53M
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.47K+ 7.5% |
$314K - $377K
|
21K
$8.98M
|