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 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
449+ 0.15% |
$96.2K - $115K
|
294K
$126M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
449+ 17.48% |
$96.2K - $115K
|
3.02K
$1.29M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
447+ 4.32% |
$95.8K - $115K
|
10.8K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
445+ 19.35% |
$95.3K - $114K
|
2.75K
$1.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
440+ 2.96% |
$94.3K - $113K
|
15.3K
$6.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
439+ 1.45% |
$94.1K - $113K
|
30.7K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
439+ 1.58% |
$94.1K - $113K
|
28.3K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
437+ 6.03% |
$93.6K - $112K
|
7.69K
$3.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
434+ 2.49% |
$93K - $112K
|
17.9K
$7.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
432+ 5.57% |
$92.6K - $111K
|
8.18K
$3.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
430New |
$92.1K - $111K
|
430
$184K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
428+ 4.64% |
$91.7K - $110K
|
9.65K
$4.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
427+ 2.18% |
$91.5K - $110K
|
20K
$8.55M
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
427+ 13.73% |
$91.5K - $110K
|
3.54K
$1.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
426+ 1.75% |
$91.3K - $110K
|
24.7K
$10.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
426+ 0.42% |
$91.3K - $110K
|
101K
$43.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
424+ 5.49% |
$90.8K - $109K
|
8.15K
$3.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
423+ 0.04% |
$90.6K - $109K
|
1.14M
$488M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
423+ 0.3% |
$90.6K - $109K
|
140K
$59.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
422+ 3.24% |
$90.4K - $109K
|
13.4K
$5.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
422+ 4.89% |
$90.4K - $109K
|
9.06K
$3.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
422+ 0.9% |
$90.4K - $109K
|
47.6K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
420+ 0.39% |
$90K - $108K
|
108K
$46.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
419+ 2.66% |
$89.8K - $108K
|
16.2K
$6.92M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
417+ 0.83% |
$89.3K - $107K
|
50.7K
$21.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
415+ 2.67% |
$88.9K - $107K
|
16K
$6.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
415+ 1.74% |
$88.9K - $107K
|
24.2K
$10.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
415+ 15.37% |
$88.9K - $107K
|
3.12K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
414+ 0.34% |
$88.7K - $106K
|
123K
$52.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
412+ 4.05% |
$88.3K - $106K
|
10.6K
$4.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
406+ 11.84% |
$87K - $104K
|
3.83K
$1.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
404+ 18.88% |
$86.6K - $104K
|
2.54K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
402+ 3.41% |
$86.1K - $103K
|
12.2K
$5.22M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
400+ 18.96% |
$85.7K - $103K
|
2.51K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
400+ 7.42% |
$85.7K - $103K
|
5.79K
$2.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
400+ 3.95% |
$85.7K - $103K
|
10.5K
$4.5M
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
400+ 6.41% |
$85.7K - $103K
|
6.64K
$2.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
399+ 15.11% |
$85.5K - $103K
|
3.04K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
399+ 9.73% |
$85.5K - $103K
|
4.5K
$1.93M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
397+ 2.62% |
$85.1K - $102K
|
15.6K
$6.66M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
396+ 8.66% |
$84.8K - $102K
|
4.97K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
395+ 1.97% |
$84.6K - $102K
|
20.4K
$8.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
394+ 14.28% |
$84.4K - $101K
|
3.15K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
394+ 7.85% |
$84.4K - $101K
|
5.41K
$2.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
393+ 2.39% |
$84.2K - $101K
|
16.9K
$7.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
392+ 5.16% |
$84K - $101K
|
7.99K
$3.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
391+ 1.1% |
$83.8K - $101K
|
35.9K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
389+ 42.42% |
$83.3K - $100K
|
1.31K
$559K
|
|
|
Feb 07, 2023
Q4 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
388+ 3.96% |
$83.1K - $99.8K
|
10.2K
$4.35M
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
386+ 0.11% |
$82.7K - $99.3K
|
362K
$155M
|