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
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.16K+ 3.66% |
$248K - $298K
|
32.9K
$13.9M
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
1.16K+ 8.94% |
$247K - $297K
|
14.1K
$5.96M
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.15K+ 4.69% |
$247K - $297K
|
25.7K
$10.9M
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.15KNew |
$247K - $296K
|
1.15K
$487K
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
1.15K+ 13.5% |
$246K - $296K
|
9.67K
$4.09M
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.15KNew |
$246K - $295K
|
1.15K
$486K
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.15K+ 5.73% |
$246K - $295K
|
21.2K
$8.96M
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
1.15K+ 4.3% |
$246K - $295K
|
27.8K
$11.8M
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
1.15K+ 6.21% |
$245K - $295K
|
19.6K
$8.29M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.14K+ 0.31% |
$243K - $292K
|
367K
$156M
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.13K+ 0.46% |
$243K - $291K
|
248K
$105M
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.13K+ 0.83% |
$242K - $290K
|
137K
$58.2M
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.11K+ 1.36% |
$238K - $286K
|
82.6K
$35M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1.11K+ 2.1% |
$238K - $286K
|
54.2K
$22.9M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.11K+ 6.75% |
$238K - $286K
|
17.6K
$7.43M
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.1K+ 8.36% |
$236K - $283K
|
14.3K
$6.05M
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.1K+ 14.9% |
$236K - $283K
|
8.49K
$3.59M
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.1K+ 23.43% |
$235K - $283K
|
5.79K
$2.45M
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.1K+ 4.98% |
$235K - $282K
|
23.1K
$9.8M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.1K+ 2.61% |
$235K - $282K
|
43.2K
$18.3M
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.1K+ 8.21% |
$235K - $282K
|
14.5K
$6.12M
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.1K+ 20.19% |
$235K - $282K
|
6.53K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.1KNew |
$235K - $282K
|
1.1K
$464K
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.09KNew |
$234K - $281K
|
1.09K
$463K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.09K+ 1.17% |
$234K - $280K
|
94.1K
$39.8M
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.09K+ 36.18% |
$234K - $280K
|
4.1K
$1.74M
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.09K+ 1.05% |
$233K - $279K
|
105K
$44.4M
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.09K+ 5.18% |
$233K - $279K
|
22.1K
$9.34M
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1.09KNew |
$233K - $279K
|
1.09K
$460K
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
1.09K+ 1.39% |
$232K - $279K
|
79.2K
$33.5M
|
|
Feb 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
1.09KNew |
$232K - $279K
|
1.09K
$459K
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.08K+ 5.69% |
$232K - $279K
|
20.1K
$8.53M
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
1.08K+ 1.21% |
$231K - $278K
|
90.6K
$38.4M
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.08K+ 1.35% |
$231K - $278K
|
81.3K
$34.4M
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.08K+ 3.19% |
$231K - $277K
|
34.9K
$14.8M
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.08K+ 1.11% |
$231K - $277K
|
97.6K
$41.3M
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.07K+ 7.31% |
$229K - $275K
|
15.7K
$6.66M
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.07KNew |
$229K - $275K
|
1.07K
$453K
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.06K+ 11.67% |
$227K - $272K
|
10.1K
$4.29M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.06K+ 1.53% |
$226K - $272K
|
69.9K
$29.6M
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.05K+ 15.96% |
$226K - $271K
|
7.65K
$3.24M
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.05K+ 12.05% |
$225K - $270K
|
9.76K
$4.13M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.05K+ 4.5% |
$225K - $270K
|
24.3K
$10.3M
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.05K+ 104800.0% |
$225K - $270K
|
1.05K
$444K
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.05K+ 12.9% |
$225K - $270K
|
9.17K
$3.88M
|
|
Jan 31, 2023
Q4 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.04K+ 1.46% |
$223K - $268K
|
72.2K
$30.6M
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.04K+ 2.01% |
$223K - $268K
|
52.7K
$22.3M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.04KNew |
$223K - $267K
|
1.04K
$440K
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.04KNew |
$222K - $266K
|
1.04K
$438K
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.03K+ 30.16% |
$221K - $265K
|
4.45K
$1.89M
|