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 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
65+ 0.26% |
$13.9K - $16.7K
|
24.9K
$10.6M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
65+ 0.95% |
$13.9K - $16.7K
|
6.87K
$2.91M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
64+ 0.29% |
$13.7K - $16.5K
|
22.3K
$9.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
64+ 0.62% |
$13.7K - $16.5K
|
10.4K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
64+ 0.72% |
$13.7K - $16.5K
|
8.96K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
64+ 0.35% |
$13.7K - $16.5K
|
18.3K
$7.75M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
63+ 1.63% |
$13.5K - $16.2K
|
3.92K
$1.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
63+ 0.65% |
$13.5K - $16.2K
|
9.79K
$4.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
63+ 0.86% |
$13.5K - $16.2K
|
7.37K
$3.12M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
62+ 1.13% |
$13.3K - $15.9K
|
5.54K
$2.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
61+ 0.4% |
$13.1K - $15.7K
|
15.3K
$6.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
61+ 1.03% |
$13.1K - $15.7K
|
5.96K
$2.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
61+ 2.11% |
$13.1K - $15.7K
|
2.95K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
60+ 0.2% |
$12.9K - $15.4K
|
30.8K
$13M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
60+ 0.2% |
$12.9K - $15.4K
|
29.7K
$12.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
60+ 0.83% |
$12.9K - $15.4K
|
7.28K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
60+ 0.63% |
$12.9K - $15.4K
|
9.66K
$4.08M
|
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
60+ 0.31% |
$12.9K - $15.4K
|
19.7K
$8.33M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
57+ 0.72% |
$12.2K - $14.7K
|
7.95K
$3.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
57+ 0.12% |
$12.2K - $14.7K
|
48.8K
$20.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
56+ 3.14% |
$12K - $14.4K
|
1.84K
$779K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
56+ 0.52% |
$12K - $14.4K
|
10.7K
$4.54M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
56+ 2.72% |
$12K - $14.4K
|
2.12K
$896K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
55+ 0.06% |
$11.8K - $14.1K
|
87.9K
$37.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
55+ 1.3% |
$11.8K - $14.1K
|
4.27K
$1.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
54+ 1.29% |
$11.6K - $13.9K
|
4.24K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
54+ 1.5% |
$11.6K - $13.9K
|
3.66K
$1.55M
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
53+ 0.19% |
$11.4K - $13.6K
|
28.5K
$12M
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
BUY
|
- |
53+ 0.1% |
$11.4K - $13.6K
|
54.8K
$23.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
53+ 0.4% |
$11.4K - $13.6K
|
13.4K
$5.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
53+ 5.4% |
$11.4K - $13.6K
|
1.04K
$438K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
52+ 0.52% |
$11.1K - $13.4K
|
10K
$4.24M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
52+ 0.2% |
$11.1K - $13.4K
|
26.3K
$11.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
51+ 0.85% |
$10.9K - $13.1K
|
6.08K
$2.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
51+ 3.24% |
$10.9K - $13.1K
|
1.63K
$688K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
51New |
$10.9K - $13.1K
|
51
$21.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
50+ 0.58% |
$10.7K - $12.9K
|
8.61K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 0.27% |
$10.7K - $12.9K
|
18.7K
$7.92M
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
50+ 0.15% |
$10.7K - $12.9K
|
32.7K
$13.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
49+ 163.33% |
$10.5K - $12.6K
|
79
$33.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
49+ 3.08% |
$10.5K - $12.6K
|
1.64K
$693K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
48+ 0.04% |
$10.3K - $12.3K
|
112K
$47.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Gagnon Securities LLC
|
BUY
|
- |
48+ 5.27% |
$10.3K - $12.3K
|
958
$405K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
47+ 0.06% |
$10.1K - $12.1K
|
73.8K
$31.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
47+ 0.55% |
$10.1K - $12.1K
|
8.59K
$3.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
47+ 2.74% |
$10.1K - $12.1K
|
1.76K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
47+ 0.79% |
$10.1K - $12.1K
|
6K
$2.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
46+ 1.8% |
$9.86K - $11.8K
|
2.6K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
45+ 1.96% |
$9.64K - $11.6K
|
2.34K
$991K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
45+ 0.02% |
$9.64K - $11.6K
|
202K
$85.4M
|