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 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
386+ 1.33% |
$82.7K - $99.3K
|
29.3K
$12.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
386+ 0.65% |
$82.7K - $99.3K
|
60.1K
$25.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
383+ 2.25% |
$82.1K - $98.5K
|
17.4K
$7.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
382+ 8.14% |
$81.8K - $98.3K
|
5.07K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
381+ 0.57% |
$81.6K - $98K
|
67.7K
$28.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
376+ 35.37% |
$80.6K - $96.7K
|
1.44K
$609K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
376+ 0.79% |
$80.6K - $96.7K
|
48.2K
$20.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
375+ 2.24% |
$80.3K - $96.5K
|
17.2K
$7.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
375+ 11.87% |
$80.3K - $96.5K
|
3.53K
$1.49M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
374+ 5.2% |
$80.1K - $96.2K
|
7.56K
$3.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
374+ 3.73% |
$80.1K - $96.2K
|
10.4K
$4.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
372+ 1.2% |
$79.7K - $95.7K
|
31.5K
$13.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
372+ 3.21% |
$79.7K - $95.7K
|
11.9K
$5.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
371+ 0.55% |
$79.5K - $95.4K
|
67.4K
$28.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
370+ 2.23% |
$79.3K - $95.2K
|
17K
$7.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
368+ 0.76% |
$78.8K - $94.7K
|
48.7K
$20.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Xxec, Inc.
|
BUY
|
- |
366+ 1.0% |
$78.4K - $94.1K
|
36.8K
$15.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
366+ 2.05% |
$78.4K - $94.1K
|
18.2K
$7.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
364+ 1.61% |
$78K - $93.6K
|
23K
$9.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
363+ 21.22% |
$77.8K - $93.4K
|
2.07K
$877K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
362+ 6.21% |
$77.6K - $93.1K
|
6.19K
$2.62M
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
361+ 3.11% |
$77.3K - $92.9K
|
12K
$5.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
359+ 0.66% |
$76.9K - $92.3K
|
54.9K
$23.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
358+ 0.72% |
$76.7K - $92.1K
|
50.2K
$21.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
355+ 14.47% |
$76.1K - $91.3K
|
2.81K
$1.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
354+ 0.79% |
$75.8K - $91.1K
|
44.9K
$19M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
352+ 8.04% |
$75.4K - $90.5K
|
4.73K
$2M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
352+ 5.8% |
$75.4K - $90.5K
|
6.42K
$2.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
352+ 0.48% |
$75.4K - $90.5K
|
74.1K
$31.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
352+ 0.38% |
$75.4K - $90.5K
|
91.9K
$38.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
351+ 2.8% |
$75.2K - $90.3K
|
12.9K
$5.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
351+ 4.37% |
$75.2K - $90.3K
|
8.39K
$3.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
351+ 8.41% |
$75.2K - $90.3K
|
4.53K
$1.91M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
350+ 3.86% |
$75K - $90K
|
9.42K
$3.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
349+ 2.42% |
$74.8K - $89.8K
|
14.8K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
348New |
$74.6K - $89.5K
|
348
$147K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
348+ 3.9% |
$74.6K - $89.5K
|
9.27K
$3.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
346+ 16.99% |
$74.1K - $89K
|
2.38K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
345+ 1.04% |
$73.9K - $88.7K
|
33.4K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
345+ 2.48% |
$73.9K - $88.7K
|
14.3K
$6.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
341+ 1.27% |
$73.1K - $87.7K
|
27.1K
$11.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
340+ 0.14% |
$72.8K - $87.5K
|
248K
$105M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
337+ 0.61% |
$72.2K - $86.7K
|
55.2K
$23.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
337New |
$72.2K - $86.7K
|
337
$143K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
337+ 2.54% |
$72.2K - $86.7K
|
13.6K
$5.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
337+ 1.36% |
$72.2K - $86.7K
|
25.1K
$10.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
336+ 8.95% |
$72K - $86.4K
|
4.09K
$1.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
336+ 1.4% |
$72K - $86.4K
|
24.3K
$10.3M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
333+ 1.52% |
$71.3K - $85.7K
|
22.3K
$9.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
331+ 0.54% |
$70.9K - $85.1K
|
61.8K
$26.2M
|