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
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
219+ 2.35% |
$46.9K - $56.3K
|
9.54K
$4.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
218+ 5.36% |
$46.7K - $56.1K
|
4.29K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
217+ 0.25% |
$46.5K - $55.8K
|
88.7K
$37.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
216+ 12.43% |
$46.3K - $55.6K
|
1.95K
$827K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
216+ 1.56% |
$46.3K - $55.6K
|
14.1K
$5.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
216+ 1.38% |
$46.3K - $55.6K
|
15.9K
$6.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
216+ 0.93% |
$46.3K - $55.6K
|
23.4K
$9.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
215+ 0.31% |
$46.1K - $55.3K
|
69K
$29.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
215+ 1.33% |
$46.1K - $55.3K
|
16.4K
$6.92M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
213+ 2.97% |
$45.6K - $54.8K
|
7.39K
$3.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
213+ 2.79% |
$45.6K - $54.8K
|
7.85K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
213+ 5.07% |
$45.6K - $54.8K
|
4.41K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
212+ 4.33% |
$45.4K - $54.5K
|
5.1K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
212+ 0.63% |
$45.4K - $54.5K
|
33.7K
$14.3M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
212+ 1.34% |
$45.4K - $54.5K
|
16.1K
$6.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
208+ 17.44% |
$44.6K - $53.5K
|
1.4K
$593K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
208+ 12.74% |
$44.6K - $53.5K
|
1.84K
$779K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
207+ 8.78% |
$44.3K - $53.2K
|
2.57K
$1.08M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
207+ 1.75% |
$44.3K - $53.2K
|
12K
$5.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
206+ 9.43% |
$44.1K - $53K
|
2.39K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
206+ 0.43% |
$44.1K - $53K
|
48.6K
$20.6M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
205+ 0.61% |
$43.9K - $52.7K
|
34K
$14.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
205+ 0.5% |
$43.9K - $52.7K
|
41.1K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
205+ 0.72% |
$43.9K - $52.7K
|
28.7K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
204+ 4.59% |
$43.7K - $52.5K
|
4.65K
$1.97M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
203+ 0.25% |
$43.5K - $52.2K
|
82.7K
$35M
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
200+ 0.24% |
$42.9K - $51.4K
|
81.8K
$34.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200+ 4.39% |
$42.9K - $51.4K
|
4.76K
$2.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
200+ 20.16% |
$42.9K - $51.4K
|
1.19K
$504K
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
200+ 0.65% |
$42.9K - $51.4K
|
30.8K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
200+ 4.92% |
$42.9K - $51.4K
|
4.27K
$1.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
198+ 9.63% |
$42.4K - $50.9K
|
2.25K
$953K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
198+ 5.73% |
$42.4K - $50.9K
|
3.66K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
195+ 0.51% |
$41.8K - $50.2K
|
38.5K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
195+ 1.46% |
$41.8K - $50.2K
|
13.6K
$5.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
194+ 2.52% |
$41.6K - $49.9K
|
7.9K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
194+ 0.67% |
$41.6K - $49.9K
|
29.2K
$12.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
193+ 1.21% |
$41.4K - $49.6K
|
16.1K
$6.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
193+ 2.19% |
$41.4K - $49.6K
|
9K
$3.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
192+ 9.28% |
$41.1K - $49.4K
|
2.26K
$956K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
189+ 4.31% |
$40.5K - $48.6K
|
4.57K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
188+ 0.05% |
$40.3K - $48.4K
|
360K
$152M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
187+ 2.87% |
$40.1K - $48.1K
|
6.7K
$2.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
186+ 0.6% |
$39.9K - $47.8K
|
31.3K
$13.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
185+ 30.63% |
$39.6K - $47.6K
|
789
$334K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
184+ 2.26% |
$39.4K - $47.3K
|
8.33K
$3.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
184+ 14.45% |
$39.4K - $47.3K
|
1.46K
$616K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
181+ 0.47% |
$38.8K - $46.6K
|
38.7K
$16.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
181+ 1.0% |
$38.8K - $46.6K
|
18.4K
$7.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
181+ 0.79% |
$38.8K - $46.6K
|
23.1K
$9.78M
|