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
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
93+ 1.22% |
$19.9K - $23.9K
|
7.74K
$3.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
93+ 0.29% |
$19.9K - $23.9K
|
32.6K
$13.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
93+ 0.4% |
$19.9K - $23.9K
|
23.2K
$9.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
93+ 0.17% |
$19.9K - $23.9K
|
55.9K
$23.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
92+ 0.06% |
$19.7K - $23.7K
|
156K
$65.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
91+ 2.09% |
$19.5K - $23.4K
|
4.45K
$1.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
91+ 0.17% |
$19.5K - $23.4K
|
54.2K
$22.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
88+ 0.18% |
$18.9K - $22.6K
|
48K
$20.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
88+ 0.64% |
$18.9K - $22.6K
|
13.8K
$5.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
88+ 0.67% |
$18.9K - $22.6K
|
13.2K
$5.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Dillon & Associates Inc
|
BUY
|
- |
87+ 0.63% |
$18.6K - $22.4K
|
13.8K
$5.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
87+ 1.73% |
$18.6K - $22.4K
|
5.12K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
86+ 4.14% |
$18.4K - $22.1K
|
2.16K
$914K
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
85+ 0.28% |
$18.2K - $21.9K
|
30.9K
$13.1M
|
|
|
Jan 31, 2024
Q4 2022
|
Check Capital Management Inc
|
BUY
|
- |
85+ 1.45% |
$18.2K - $21.9K
|
5.93K
$2.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
84+ 0.32% |
$18K - $21.6K
|
26.1K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
84+ 1.59% |
$18K - $21.6K
|
5.36K
$2.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
84+ 1.19% |
$18K - $21.6K
|
7.17K
$3.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
83+ 4.46% |
$17.8K - $21.3K
|
1.95K
$823K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
83+ 2.65% |
$17.8K - $21.3K
|
3.22K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
82+ 1.03% |
$17.6K - $21.1K
|
8.07K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
81+ 0.35% |
$17.4K - $20.8K
|
23.4K
$9.91M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
79+ 1.73% |
$16.9K - $20.3K
|
4.65K
$1.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
79+ 2.92% |
$16.9K - $20.3K
|
2.78K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
79+ 1.31% |
$16.9K - $20.3K
|
6.12K
$2.59M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
78+ 0.36% |
$16.7K - $20.1K
|
21.8K
$9.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
78+ 2.33% |
$16.7K - $20.1K
|
3.43K
$1.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
77+ 0.5% |
$16.5K - $19.8K
|
15.6K
$6.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
76+ 1.24% |
$16.3K - $19.5K
|
6.22K
$2.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
76+ 0.03% |
$16.3K - $19.5K
|
242K
$103M
|
|
|
Jan 17, 2023
Q4 2022
|
Exane Asset Management
|
BUY
|
- |
75+ 0.1% |
$16.1K - $19.3K
|
73.6K
$31.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
75+ 1.15% |
$16.1K - $19.3K
|
6.63K
$2.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
75+ 0.29% |
$16.1K - $19.3K
|
25.5K
$10.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
75+ 1.21% |
$16.1K - $19.3K
|
6.25K
$2.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
75+ 0.5% |
$16.1K - $19.3K
|
14.9K
$6.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
75+ 2.15% |
$16.1K - $19.3K
|
3.56K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
75+ 5.15% |
$16.1K - $19.3K
|
1.53K
$648K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
74+ 0.41% |
$15.9K - $19K
|
18.1K
$7.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
72+ 0.8% |
$15.4K - $18.5K
|
9.06K
$3.83M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
72+ 2.52% |
$15.4K - $18.5K
|
2.93K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
71+ 0.21% |
$15.2K - $18.3K
|
34.6K
$14.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
71+ 0.25% |
$15.2K - $18.3K
|
28.7K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
70+ 0.6% |
$15K - $18K
|
11.8K
$4.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
70+ 1.47% |
$15K - $18K
|
4.84K
$2.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
68+ 0.04% |
$14.6K - $17.5K
|
176K
$74.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
68+ 0.17% |
$14.6K - $17.5K
|
39.7K
$16.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
67+ 0.96% |
$14.4K - $17.2K
|
7.07K
$2.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.23% |
$14.1K - $17K
|
28.4K
$12M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
66+ 0.47% |
$14.1K - $17K
|
14.2K
$6.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
BUY
|
- |
65+ 0.3% |
$13.9K - $16.7K
|
21.5K
$9.1M
|