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
|
Guardian Investment Management
|
BUY
|
- |
1.03K+ 6.47% |
$220K - $264K
|
16.9K
$7.22M
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.03K+ 12.06% |
$220K - $264K
|
9.52K
$4.07M
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.02K+ 6.32% |
$219K - $262K
|
17.2K
$7.34M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.02K+ 3.62% |
$218K - $262K
|
29.1K
$12.4M
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.02K+ 5.29% |
$218K - $261K
|
20.2K
$8.65M
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.01K+ 1.55% |
$216K - $260K
|
65.9K
$28.2M
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.01K+ 2.45% |
$216K - $259K
|
42.1K
$18M
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 4.55% |
$214K - $257K
|
23K
$9.84M
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
1K+ 20.0% |
$214K - $257K
|
6K
$2.57M
|
|
Feb 14, 2023
Q4 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1K+ 3.62% |
$214K - $257K
|
28.6K
$12.2M
|
|
Feb 14, 2023
Q4 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
1KNew |
$214K - $257K
|
1K
$428K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
999+ 0.8% |
$214K - $257K
|
126K
$54.1M
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
997+ 31.13% |
$214K - $256K
|
4.2K
$1.8M
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
996+ 6.78% |
$213K - $256K
|
15.7K
$6.72M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
995+ 2.45% |
$213K - $256K
|
41.6K
$17.8M
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
992New |
$213K - $255K
|
992
$424K
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
987+ 1.23% |
$211K - $254K
|
81.5K
$34.9M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
987+ 13.84% |
$211K - $254K
|
8.12K
$3.47M
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
985+ 4.26% |
$211K - $253K
|
24.1K
$10.3M
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
973New |
$208K - $250K
|
973
$416K
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
972+ 3.43% |
$208K - $250K
|
29.3K
$12.5M
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
969+ 2.29% |
$208K - $249K
|
43.2K
$18.5M
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
969New |
$208K - $249K
|
969
$415K
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
967+ 7.71% |
$207K - $249K
|
13.5K
$5.78M
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
965+ 16.43% |
$207K - $248K
|
6.84K
$2.93M
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
965+ 21.18% |
$207K - $248K
|
5.52K
$2.36M
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
961+ 12.19% |
$206K - $247K
|
8.85K
$3.78M
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
960New |
$206K - $247K
|
960
$411K
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
960+ 15.48% |
$206K - $247K
|
7.16K
$3.06M
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
960New |
$206K - $247K
|
960
$411K
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
957+ 6.37% |
$205K - $246K
|
16K
$6.84M
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
953+ 1.59% |
$204K - $245K
|
60.7K
$26M
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
952+ 2.07% |
$204K - $245K
|
46.9K
$20.1M
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
951+ 2.88% |
$204K - $245K
|
34K
$14.5M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
951+ 2.26% |
$204K - $245K
|
43.1K
$18.4M
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
950+ 16.3% |
$204K - $244K
|
6.78K
$2.9M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
948+ 4.61% |
$203K - $244K
|
21.5K
$9.2M
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
946+ 0.15% |
$203K - $243K
|
650K
$278M
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
945+ 15.62% |
$202K - $243K
|
6.99K
$2.99M
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
944+ 6.24% |
$202K - $243K
|
16.1K
$6.87M
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
941+ 1.35% |
$202K - $242K
|
70.4K
$30.1M
|
|
Feb 02, 2023
Q4 2022
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
935New |
$200K - $241K
|
935
$400K
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
935+ 17.1% |
$200K - $241K
|
6.4K
$2.74M
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
932+ 3.3% |
$200K - $240K
|
29.2K
$12.5M
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
929+ 1.47% |
$199K - $239K
|
64.2K
$27.5M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
926+ 11.56% |
$198K - $238K
|
8.94K
$3.82M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
921+ 0.9% |
$197K - $237K
|
103K
$44.1M
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
914+ 2.54% |
$196K - $235K
|
36.9K
$15.8M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
912+ 18.54% |
$195K - $235K
|
5.83K
$2.49M
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
911+ 4.8% |
$195K - $234K
|
19.9K
$8.51M
|