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 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
688+ 22.25% |
$147K - $177K
|
3.78K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
688+ 1.83% |
$147K - $177K
|
38.3K
$16.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
687+ 10.5% |
$147K - $177K
|
7.23K
$3.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
675+ 3.9% |
$145K - $174K
|
18K
$7.62M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
675+ 5.62% |
$145K - $174K
|
12.7K
$5.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
674+ 3.27% |
$144K - $173K
|
21.3K
$9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
674+ 3.62% |
$144K - $173K
|
19.3K
$8.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
672+ 21.61% |
$144K - $173K
|
3.78K
$1.6M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
671+ 2.3% |
$144K - $173K
|
29.9K
$12.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
670+ 3.73% |
$144K - $172K
|
18.7K
$7.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
669+ 1.14% |
$143K - $172K
|
59.6K
$25.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
669+ 0.64% |
$143K - $172K
|
105K
$44.5M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
667+ 36.0% |
$143K - $172K
|
2.52K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
666+ 16.2% |
$143K - $171K
|
4.78K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
666+ 31.36% |
$143K - $171K
|
2.79K
$1.18M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
665New |
$142K - $171K
|
665
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
665+ 2.86% |
$142K - $171K
|
23.9K
$10.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
662+ 34.84% |
$142K - $170K
|
2.56K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
660+ 24.87% |
$141K - $170K
|
3.31K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
658+ 0.41% |
$141K - $169K
|
162K
$68.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
657+ 2.12% |
$141K - $169K
|
31.7K
$13.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
655+ 3.21% |
$140K - $168K
|
21.1K
$8.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
655+ 3.62% |
$140K - $168K
|
18.8K
$7.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
655+ 0.96% |
$140K - $168K
|
68.6K
$29M
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
652+ 0.83% |
$140K - $168K
|
79.6K
$33.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
652+ 1.06% |
$140K - $168K
|
62.2K
$26.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
651+ 2.67% |
$139K - $167K
|
25K
$10.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
650+ 8.26% |
$139K - $167K
|
8.52K
$3.61M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
648+ 8.95% |
$139K - $167K
|
7.89K
$3.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
644+ 14.75% |
$138K - $166K
|
5.01K
$2.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
642+ 38.56% |
$138K - $165K
|
2.31K
$977K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
636+ 2.37% |
$136K - $164K
|
27.5K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
635+ 0.23% |
$136K - $163K
|
278K
$118M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
635+ 3.15% |
$136K - $163K
|
20.8K
$8.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
634+ 2.15% |
$136K - $163K
|
30.1K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
630+ 0.75% |
$135K - $162K
|
84.9K
$35.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
627+ 1.43% |
$134K - $161K
|
44.5K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
627+ 1.04% |
$134K - $161K
|
60.6K
$25.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
627+ 24.43% |
$134K - $161K
|
3.19K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
626+ 5.25% |
$134K - $161K
|
12.6K
$5.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
625New |
$134K - $161K
|
625
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
621New |
$133K - $160K
|
621
$263K
|
|
|
Jan 20, 2023
Q4 2022
|
Carderock Capital Management Inc
|
BUY
|
- |
620+ 1.85% |
$133K - $159K
|
34.1K
$14.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
616+ 19.61% |
$132K - $158K
|
3.76K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
613+ 2.37% |
$131K - $158K
|
26.5K
$11.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
611+ 0.8% |
$131K - $157K
|
76.7K
$32.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
611+ 2.99% |
$131K - $157K
|
21K
$8.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
611+ 3.66% |
$131K - $157K
|
17.3K
$7.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
610+ 0.14% |
$131K - $157K
|
452K
$192M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
609+ 1.54% |
$130K - $157K
|
40.3K
$17M
|