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 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
142+ 1.04% |
$30.4K - $36.5K
|
13.7K
$5.81M
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
142+ 4.38% |
$30.4K - $36.5K
|
3.38K
$1.43M
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
141+ 0.95% |
$30.2K - $36.3K
|
15K
$6.36M
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
141+ 11.6% |
$30.2K - $36.3K
|
1.36K
$574K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
141+ 1.27% |
$30.2K - $36.3K
|
11.3K
$4.76M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
141+ 0.56% |
$30.2K - $36.3K
|
25.4K
$10.8M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
141+ 0.07% |
$30.2K - $36.3K
|
201K
$84.9M
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
139+ 0.81% |
$29.8K - $35.8K
|
17.4K
$7.35M
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
139+ 2.48% |
$29.8K - $35.8K
|
5.75K
$2.43M
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
139+ 2.34% |
$29.8K - $35.8K
|
6.07K
$2.57M
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
BUY
|
- |
138+ 0.1% |
$29.6K - $35.5K
|
137K
$57.9M
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
138+ 2.4% |
$29.6K - $35.5K
|
5.89K
$2.49M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
137+ 0.26% |
$29.4K - $35.2K
|
52.6K
$22.2M
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
137+ 6.29% |
$29.4K - $35.2K
|
2.32K
$980K
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
136+ 3.59% |
$29.1K - $35K
|
3.93K
$1.66M
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
133+ 0.75% |
$28.5K - $34.2K
|
17.8K
$7.53M
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
132+ 1.76% |
$28.3K - $34K
|
7.63K
$3.23M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
132+ 3.89% |
$28.3K - $34K
|
3.53K
$1.49M
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
130+ 5.82% |
$27.9K - $33.4K
|
2.36K
$1M
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
130+ 0.82% |
$27.9K - $33.4K
|
16.1K
$6.8M
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
128+ 1.18% |
$27.4K - $32.9K
|
11K
$4.63M
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
127+ 0.41% |
$27.2K - $32.7K
|
30.8K
$13M
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
127+ 3.12% |
$27.2K - $32.7K
|
4.2K
$1.78M
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
127+ 0.73% |
$27.2K - $32.7K
|
17.5K
$7.38M
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
126+ 1.25% |
$27K - $32.4K
|
10.2K
$4.31M
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
126+ 0.14% |
$27K - $32.4K
|
90.1K
$38.1M
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
126+ 1.83% |
$27K - $32.4K
|
7.03K
$2.97M
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
126+ 1.66% |
$27K - $32.4K
|
7.71K
$3.26M
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
125+ 0.74% |
$26.8K - $32.2K
|
16.9K
$7.16M
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
125+ 0.68% |
$26.8K - $32.2K
|
18.6K
$7.87M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
125+ 0.8% |
$26.8K - $32.2K
|
15.7K
$6.64M
|
|
Feb 14, 2023
Q4 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
125+ 0.3% |
$26.8K - $32.2K
|
41.6K
$17.6M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
124+ 0.02% |
$26.6K - $31.9K
|
812K
$344M
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
123+ 1.85% |
$26.4K - $31.6K
|
6.78K
$2.87M
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
123+ 2.36% |
$26.4K - $31.6K
|
5.34K
$2.26M
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
121+ 4.5% |
$25.9K - $31.1K
|
2.81K
$1.19M
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
120+ 1.95% |
$25.7K - $30.9K
|
6.27K
$2.65M
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
120+ 3.49% |
$25.7K - $30.9K
|
3.56K
$1.51M
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
119+ 0.57% |
$25.5K - $30.6K
|
20.9K
$8.86M
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
117+ 4.96% |
$25.1K - $30.1K
|
2.48K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
117+ 0.06% |
$25.1K - $30.1K
|
199K
$84.2M
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
116+ 0.1% |
$24.9K - $29.8K
|
122K
$51.5M
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
116+ 6.42% |
$24.9K - $29.8K
|
1.92K
$814K
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
115+ 7.59% |
$24.6K - $29.6K
|
1.63K
$690K
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
114+ 4.41% |
$24.4K - $29.3K
|
2.7K
$1.14M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
113+ 0.82% |
$24.2K - $29.1K
|
13.9K
$5.9M
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
112+ 0.86% |
$24K - $28.8K
|
13.2K
$5.57M
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
112+ 0.77% |
$24K - $28.8K
|
14.6K
$6.19M
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
111+ 1.94% |
$23.8K - $28.6K
|
5.84K
$2.47M
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
111+ 0.95% |
$23.8K - $28.6K
|
11.8K
$4.98M
|