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 09, 2023
Q4 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
807+ 6.93% |
$173K - $208K
|
12.4K
$5.32M
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
805+ 3.84% |
$172K - $207K
|
21.7K
$9.3M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
803+ 2.95% |
$172K - $207K
|
28K
$12M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
800+ 1.47% |
$171K - $206K
|
55.1K
$23.6M
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
800+ 0.39% |
$171K - $206K
|
207K
$88.4M
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
797+ 3.82% |
$171K - $205K
|
21.6K
$9.26M
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
797+ 4.55% |
$171K - $205K
|
18.3K
$7.83M
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
796+ 1.42% |
$171K - $205K
|
56.7K
$24.2M
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
794+ 8.7% |
$170K - $204K
|
9.92K
$4.24M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
793+ 1.2% |
$170K - $204K
|
66.6K
$28.5M
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
790+ 1.13% |
$169K - $203K
|
71K
$30.4M
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
787+ 6.17% |
$169K - $202K
|
13.5K
$5.79M
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
786+ 1.14% |
$168K - $202K
|
69.9K
$29.9M
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
786+ 4.99% |
$168K - $202K
|
16.5K
$7.08M
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
786+ 0.4% |
$168K - $202K
|
195K
$83.5M
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
784+ 15.98% |
$168K - $202K
|
5.69K
$2.43M
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
BUY
|
- |
783+ 5.56% |
$168K - $201K
|
14.9K
$6.36M
|
|
Jan 20, 2023
Q4 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
779+ 2.36% |
$167K - $200K
|
33.9K
$14.5M
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
BUY
|
- |
775+ 14.22% |
$166K - $199K
|
6.23K
$2.66M
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
775+ 68.34% |
$166K - $199K
|
1.91K
$817K
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
768+ 1.82% |
$165K - $198K
|
43K
$18.4M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
767+ 36.52% |
$164K - $197K
|
2.87K
$1.23M
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
766+ 5.67% |
$164K - $197K
|
14.3K
$6.11M
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
758+ 0.97% |
$162K - $195K
|
79K
$33.8M
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
757+ 0.69% |
$162K - $195K
|
110K
$46.9M
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
756+ 22.02% |
$162K - $194K
|
4.19K
$1.79M
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
754+ 29.99% |
$162K - $194K
|
3.27K
$1.4M
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
753+ 13.31% |
$161K - $194K
|
6.41K
$2.74M
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
751+ 8.37% |
$161K - $193K
|
9.73K
$4.16M
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
748+ 4.66% |
$160K - $192K
|
16.8K
$7.19M
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
737+ 6.63% |
$158K - $190K
|
11.9K
$5.07M
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
736New |
$158K - $189K
|
736
$315K
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
734+ 0.99% |
$157K - $189K
|
74.6K
$31.9M
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
732+ 4.13% |
$157K - $188K
|
18.5K
$7.9M
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
730+ 47.1% |
$156K - $188K
|
2.28K
$975K
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
729+ 0.37% |
$156K - $188K
|
197K
$84.4M
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
723+ 2.46% |
$155K - $186K
|
30.1K
$12.9M
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
718+ 1.85% |
$154K - $185K
|
39.6K
$16.9M
|
|
Feb 13, 2023
Q4 2022
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
718+ 1.18% |
$154K - $185K
|
61.8K
$26.4M
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
714+ 2.81% |
$153K - $184K
|
26.1K
$11.2M
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
707+ 0.29% |
$151K - $182K
|
243K
$104M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
706New |
$151K - $182K
|
706
$302K
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
704+ 2.96% |
$151K - $181K
|
24.5K
$10.5M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
701+ 14.8% |
$150K - $180K
|
5.44K
$2.33M
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
698+ 3.19% |
$150K - $180K
|
22.6K
$9.67M
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
696+ 13.48% |
$149K - $179K
|
5.86K
$2.51M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
695+ 5.77% |
$149K - $179K
|
12.7K
$5.45M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
694+ 3.7% |
$149K - $179K
|
19.4K
$8.32M
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
689+ 1.79% |
$148K - $177K
|
39.1K
$16.7M
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
688+ 7.93% |
$147K - $177K
|
9.36K
$4.01M
|