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 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.46K+ 2.88% |
$314K - $377K
|
52.3K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.46K+ 1.23% |
$314K - $377K
|
120K
$51.5M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.46KNew |
$312K - $375K
|
1.46K
$624K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.46K+ 22.43% |
$312K - $375K
|
7.95K
$3.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Fosun International LTD
|
BUY
|
- |
1.46K+ 2.26% |
$312K - $375K
|
66K
$28.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.46K+ 4.39% |
$312K - $375K
|
34.6K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.46K+ 1.1% |
$312K - $374K
|
134K
$57.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.45K+ 2.34% |
$311K - $373K
|
63.4K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.45K+ 15.69% |
$311K - $373K
|
10.7K
$4.57M
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.45K+ 14.59% |
$311K - $373K
|
11.4K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.44K+ 0.89% |
$309K - $371K
|
164K
$70.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.44KNew |
$308K - $370K
|
1.44K
$615K
|
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
1.44K+ 0.48% |
$308K - $370K
|
300K
$128M
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.43KNew |
$307K - $368K
|
1.43K
$613K
|
|
|
Feb 08, 2023
Q4 2022
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
1.43K+ 6.91% |
$306K - $367K
|
22.1K
$9.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.42K+ 5.98% |
$304K - $366K
|
25.2K
$10.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
1.42K+ 6.54% |
$304K - $365K
|
23.1K
$9.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.41K+ 29.33% |
$302K - $362K
|
6.21K
$2.66M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.41K+ 6.49% |
$301K - $362K
|
23.1K
$9.87M
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.4K+ 0.84% |
$300K - $361K
|
169K
$72.4M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.4K+ 7.99% |
$300K - $361K
|
18.9K
$8.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
1.4K+ 8.68% |
$300K - $360K
|
17.5K
$7.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.4K+ 5.32% |
$300K - $360K
|
27.7K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.4K+ 4.94% |
$300K - $360K
|
29.7K
$12.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.4KNew |
$299K - $359K
|
1.4K
$598K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.39K+ 6.3% |
$298K - $357K
|
23.4K
$10M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.38K+ 7.93% |
$297K - $356K
|
18.8K
$8.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.38K+ 1.0% |
$296K - $355K
|
139K
$59.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.38K+ 3.72% |
$295K - $355K
|
38.4K
$16.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1.38K+ 16.68% |
$295K - $354K
|
9.62K
$4.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.37K+ 2.81% |
$293K - $352K
|
50K
$21.4M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1.37K+ 7.24% |
$293K - $351K
|
20.2K
$8.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.36KNew |
$292K - $350K
|
1.36K
$583K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1.36K+ 3.22% |
$291K - $350K
|
43.6K
$18.7M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.36KNew |
$291K - $349K
|
1.36K
$581K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.35K+ 0.68% |
$290K - $348K
|
201K
$85.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.35K+ 1.0% |
$290K - $348K
|
136K
$58.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.34K+ 6.09% |
$288K - $346K
|
23.4K
$10M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.34K+ 13.95% |
$287K - $345K
|
10.9K
$4.68M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.34K+ 24.88% |
$287K - $344K
|
6.72K
$2.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.34K+ 108.96% |
$287K - $344K
|
2.57K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.34K+ 3.22% |
$286K - $344K
|
42.8K
$18.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Baugh & Associates, LLC
|
BUY
|
- |
1.33K+ 2.98% |
$285K - $342K
|
46K
$19.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
1.33K+ 1.96% |
$285K - $342K
|
69.1K
$29.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.33K+ 22.24% |
$285K - $342K
|
7.3K
$3.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
1.33KNew |
$284K - $341K
|
1.33K
$568K
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 37.97% |
$284K - $341K
|
4.82K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.32K+ 6.75% |
$282K - $339K
|
20.8K
$8.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.31K+ 2.82% |
$281K - $337K
|
47.9K
$20.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 1.66% |
$281K - $337K
|
80.5K
$34.4M
|