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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Mu Investments Co., Ltd.
|
BUY
|
- |
1.31K+ 11.11% |
$281K - $337K
|
13.1K
$5.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.3K+ 3.03% |
$279K - $335K
|
44.3K
$18.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Searle & Co.
|
BUY
|
- |
1.3K+ 3.51% |
$279K - $334K
|
38.4K
$16.3M
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.29K+ 3.38% |
$277K - $332K
|
39.5K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.29KNew |
$276K - $331K
|
1.29K
$545K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.28K+ 25.48% |
$275K - $330K
|
6.32K
$2.68M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.28K+ 1.71% |
$275K - $330K
|
76.5K
$32.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.28K+ 4.09% |
$275K - $330K
|
32.6K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
1.28KNew |
$274K - $329K
|
1.28K
$542K
|
|
|
Feb 02, 2023
Q4 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.27KNew |
$273K - $327K
|
1.27K
$539K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.27K+ 8.83% |
$272K - $327K
|
15.7K
$6.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 1.83% |
$272K - $326K
|
70.7K
$29.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.26K+ 10.24% |
$271K - $325K
|
13.6K
$5.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.26K+ 0.42% |
$271K - $325K
|
306K
$129M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 43.63% |
$270K - $324K
|
4.15K
$1.76M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.26K+ 1.92% |
$270K - $324K
|
67K
$28.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.26K+ 6.51% |
$270K - $324K
|
20.6K
$8.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 46.73% |
$269K - $323K
|
3.94K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.25K+ 2.13% |
$269K - $323K
|
60.2K
$25.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.25K+ 35.03% |
$268K - $322K
|
4.83K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.25K+ 4.87% |
$268K - $322K
|
27K
$11.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.25K+ 0.37% |
$268K - $321K
|
336K
$142M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.25K+ 0.95% |
$268K - $321K
|
132K
$55.9M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.25KNew |
$267K - $321K
|
1.25K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
1.25K+ 1.11% |
$267K - $320K
|
114K
$48.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 3.25% |
$267K - $320K
|
39.5K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.24K+ 1.88% |
$266K - $319K
|
67.2K
$28.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.24K+ 8.91% |
$265K - $318K
|
15.1K
$6.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1.24K+ 0.72% |
$265K - $318K
|
174K
$73.7M
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.23K+ 0.59% |
$264K - $317K
|
210K
$89M
|
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.23K+ 2.7% |
$264K - $316K
|
46.7K
$19.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.23K+ 4.61% |
$263K - $316K
|
27.9K
$11.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
1.22K+ 19.1% |
$261K - $314K
|
7.6K
$3.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.21K+ 16.64% |
$260K - $312K
|
8.5K
$3.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.21K+ 2.47% |
$260K - $312K
|
50.3K
$21.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.21K+ 6.29% |
$259K - $311K
|
20.4K
$8.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.21K+ 4.18% |
$259K - $311K
|
30.2K
$12.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.2KNew |
$258K - $310K
|
1.2K
$510K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1.2K+ 2.61% |
$258K - $309K
|
47.4K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.2K+ 4.98% |
$257K - $309K
|
25.3K
$10.7M
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.2K+ 3.19% |
$257K - $309K
|
38.8K
$16.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.2K+ 0.98% |
$256K - $308K
|
123K
$52.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.19K+ 2.23% |
$256K - $307K
|
54.7K
$23.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.18KNew |
$253K - $304K
|
1.18K
$500K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
1.18K+ 0.85% |
$252K - $302K
|
139K
$58.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.17K+ 0.35% |
$251K - $302K
|
340K
$144M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.17K+ 64.84% |
$251K - $302K
|
2.98K
$1.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.16K+ 8.53% |
$249K - $299K
|
14.8K
$6.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.16K+ 12.19% |
$249K - $299K
|
10.7K
$4.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.16KNew |
$249K - $299K
|
1.16K
$492K
|