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 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
528+ 10.66% |
$113K - $136K
|
5.48K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
528+ 0.92% |
$113K - $136K
|
57.7K
$24.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Coerente Capital Management
|
BUY
|
- |
527+ 0.36% |
$113K - $136K
|
148K
$63.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
526+ 5.23% |
$113K - $135K
|
10.6K
$4.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
525+ 4.45% |
$112K - $135K
|
12.3K
$5.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
523+ 24.31% |
$112K - $135K
|
2.67K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
520+ 2.2% |
$111K - $134K
|
24.2K
$10.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
518+ 21.33% |
$111K - $133K
|
2.95K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
516+ 18.68% |
$111K - $133K
|
3.28K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
515+ 23.67% |
$110K - $132K
|
2.69K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
515+ 2.2% |
$110K - $132K
|
23.9K
$10.2M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
513+ 7.53% |
$110K - $132K
|
7.33K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
512+ 19.78% |
$110K - $132K
|
3.1K
$1.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
BUY
|
- |
509+ 1.74% |
$109K - $131K
|
29.8K
$12.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
506+ 4.52% |
$108K - $130K
|
11.7K
$5M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
506+ 6.48% |
$108K - $130K
|
8.31K
$3.56M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
505+ 4.4% |
$108K - $130K
|
12K
$5.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
503+ 6.74% |
$108K - $129K
|
7.96K
$3.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
500+ 18.32% |
$107K - $129K
|
3.23K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Alta Advisers LTD
|
BUY
|
- |
500+ 2.55% |
$107K - $129K
|
20.1K
$8.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
500+ 4.98% |
$107K - $129K
|
10.5K
$4.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
498+ 1.93% |
$107K - $128K
|
26.2K
$11.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
497+ 1.19% |
$106K - $128K
|
42.4K
$18.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
496New |
$106K - $128K
|
496
$212K
|
|
|
Jan 27, 2023
Q4 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
493+ 56.47% |
$106K - $127K
|
1.37K
$584K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
492+ 4.41% |
$105K - $127K
|
11.6K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
491+ 1.33% |
$105K - $126K
|
37.5K
$16M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
488+ 2.2% |
$105K - $126K
|
22.7K
$9.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
487+ 5.97% |
$104K - $125K
|
8.65K
$3.7M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
487+ 0.92% |
$104K - $125K
|
53.4K
$22.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
483+ 11.52% |
$103K - $124K
|
4.68K
$2M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
482+ 0.15% |
$103K - $124K
|
326K
$140M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
478+ 16.99% |
$102K - $123K
|
3.29K
$1.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
475+ 11.75% |
$102K - $122K
|
4.52K
$1.93M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
475+ 2.67% |
$102K - $122K
|
18.3K
$7.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
473+ 2.52% |
$101K - $122K
|
19.2K
$8.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
471+ 1.21% |
$101K - $121K
|
39.3K
$16.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
469+ 17.34% |
$100K - $121K
|
3.17K
$1.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
469+ 0.82% |
$100K - $121K
|
57.8K
$24.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
465+ 1.43% |
$99.6K - $120K
|
33K
$14.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
463+ 0.97% |
$99.2K - $119K
|
48.2K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
462+ 31.43% |
$99K - $119K
|
1.93K
$827K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
462+ 2.15% |
$99K - $119K
|
21.9K
$9.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
457+ 1.81% |
$97.9K - $118K
|
25.6K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
457+ 24.72% |
$97.9K - $118K
|
2.31K
$987K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
455+ 2.08% |
$97.5K - $117K
|
22.3K
$9.55M
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
454+ 0.84% |
$97.3K - $117K
|
54.7K
$23.4M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
453+ 7.07% |
$97.1K - $117K
|
6.86K
$2.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
452+ 0.77% |
$96.8K - $116K
|
58.9K
$25.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Lynch Asset Management, Inc.
|
BUY
|
- |
450+ 3.2% |
$96.4K - $116K
|
14.5K
$6.2M
|