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
|
Aspire Private Capital, LLC
|
BUY
|
- |
45+ 0.62% |
$9.64K - $11.6K
|
7.33K
$3.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
BUY
|
- |
44+ 0.24% |
$9.43K - $11.3K
|
18.1K
$7.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
BUY
|
- |
44+ 0.24% |
$9.43K - $11.3K
|
18.4K
$7.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Boit C F David
Boston, MA |
BUY
|
- |
44+ 0.14% |
$9.43K - $11.3K
|
31.2K
$13.2M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
44+ 0.03% |
$9.43K - $11.3K
|
127K
$53.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
43+ 0.32% |
$9.21K - $11.1K
|
13.5K
$5.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.34% |
$9.21K - $11.1K
|
12.6K
$5.34M
|
|
|
Feb 16, 2023
Q4 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
43+ 2.39% |
$9.21K - $11.1K
|
1.84K
$780K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
42+ 2.88% |
$9K - $10.8K
|
1.5K
$634K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
41+ 0.29% |
$8.78K - $10.5K
|
14.2K
$6.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
41+ 3.14% |
$8.78K - $10.5K
|
1.35K
$570K
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
41+ 2.83% |
$8.78K - $10.5K
|
1.49K
$629K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
40+ 3.65% |
$8.57K - $10.3K
|
1.14K
$481K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
40+ 1.82% |
$8.57K - $10.3K
|
2.23K
$945K
|
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
BUY
|
- |
40+ 0.15% |
$8.57K - $10.3K
|
26.3K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
40+ 2.49% |
$8.57K - $10.3K
|
1.65K
$696K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
39+ 0.29% |
$8.36K - $10K
|
13.3K
$5.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
39+ 1.05% |
$8.36K - $10K
|
3.75K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
39New |
$8.36K - $10K
|
39
$16.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
37+ 1.9% |
$7.93K - $9.52K
|
1.98K
$839K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
36+ 0.35% |
$7.71K - $9.26K
|
10.2K
$4.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
35+ 0.11% |
$7.5K - $9K
|
30.8K
$13M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
35+ 1.2% |
$7.5K - $9K
|
2.94K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
35+ 0.35% |
$7.5K - $9K
|
10K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
35+ 0.41% |
$7.5K - $9K
|
8.64K
$3.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
BUY
|
- |
34+ 1.27% |
$7.28K - $8.75K
|
2.71K
$1.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
34+ 0.36% |
$7.28K - $8.75K
|
9.43K
$3.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
34+ 0.32% |
$7.28K - $8.75K
|
10.6K
$4.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
34+ 0.46% |
$7.28K - $8.75K
|
7.49K
$3.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
33+ 0.27% |
$7.07K - $8.49K
|
12.3K
$5.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
32+ 0.14% |
$6.86K - $8.23K
|
22.5K
$9.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
32+ 0.15% |
$6.86K - $8.23K
|
21.4K
$9.03M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
31+ 2.32% |
$6.64K - $7.97K
|
1.37K
$579K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
31+ 1.6% |
$6.64K - $7.97K
|
1.96K
$830K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
31+ 0.28% |
$6.64K - $7.97K
|
11K
$4.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
31+ 1.22% |
$6.64K - $7.97K
|
2.56K
$1.08M
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
30+ 1.02% |
$6.43K - $7.72K
|
2.98K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
30+ 0.37% |
$6.43K - $7.72K
|
8.03K
$3.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
30+ 0.64% |
$6.43K - $7.72K
|
4.72K
$2M
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
29+ 0.89% |
$6.21K - $7.46K
|
3.29K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
29+ 1.05% |
$6.21K - $7.46K
|
2.78K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
28+ 0.25% |
$6K - $7.2K
|
11.2K
$4.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
28+ 0.07% |
$6K - $7.2K
|
39.4K
$16.7M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
28+ 0.0% |
$6K - $7.2K
|
1.18M
$499M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
BUY
|
- |
27+ 0.41% |
$5.78K - $6.94K
|
6.6K
$2.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27+ 0.2% |
$5.78K - $6.94K
|
13.2K
$5.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
27+ 0.06% |
$5.78K - $6.94K
|
42.9K
$18.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
27+ 0.42% |
$5.78K - $6.94K
|
6.38K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
27+ 0.28% |
$5.78K - $6.94K
|
9.62K
$4.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
26+ 0.09% |
$5.57K - $6.69K
|
28.5K
$12M
|