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 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
26+ 0.02% |
$5.57K - $6.69K
|
123K
$52.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
25+ 0.07% |
$5.36K - $6.43K
|
36.8K
$15.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.01% |
$5.36K - $6.43K
|
481K
$203M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
25+ 0.64% |
$5.36K - $6.43K
|
3.96K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
25New |
$5.36K - $6.43K
|
25
$10.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
24+ 0.25% |
$5.14K - $6.17K
|
9.46K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 0.93% |
$5.14K - $6.17K
|
2.6K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
BUY
|
- |
23+ 0.54% |
$4.93K - $5.92K
|
4.28K
$1.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
23+ 0.24% |
$4.93K - $5.92K
|
9.67K
$4.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
23+ 0.18% |
$4.93K - $5.92K
|
13K
$5.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.18% |
$4.93K - $5.92K
|
12.5K
$5.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
22+ 0.06% |
$4.71K - $5.66K
|
36.1K
$15.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
22+ 0.12% |
$4.71K - $5.66K
|
18.6K
$7.86M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
21+ 0.19% |
$4.5K - $5.4K
|
11.3K
$4.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
21+ 0.17% |
$4.5K - $5.4K
|
12.6K
$5.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
21+ 0.31% |
$4.5K - $5.4K
|
6.87K
$2.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
20+ 0.11% |
$4.29K - $5.14K
|
17.8K
$7.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
20+ 0.06% |
$4.29K - $5.14K
|
33.1K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
20+ 0.56% |
$4.29K - $5.14K
|
3.61K
$1.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.62% |
$3.86K - $4.63K
|
2.9K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
18+ 0.35% |
$3.86K - $4.63K
|
5.19K
$2.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
18+ 0.33% |
$3.86K - $4.63K
|
5.45K
$2.3M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.02% |
$3.86K - $4.63K
|
115K
$48.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
18+ 0.05% |
$3.86K - $4.63K
|
36.5K
$15.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
18+ 1.6% |
$3.86K - $4.63K
|
1.14K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
18+ 0.04% |
$3.86K - $4.63K
|
45.8K
$19.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17+ 0.09% |
$3.64K - $4.37K
|
19.1K
$8.09M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
16+ 0.17% |
$3.43K - $4.12K
|
9.57K
$4.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
16+ 0.04% |
$3.43K - $4.12K
|
36.2K
$15.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Wilsey Asset Management Inc
|
BUY
|
- |
15+ 0.01% |
$3.21K - $3.86K
|
128K
$54.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.46% |
$3.21K - $3.86K
|
3.3K
$1.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
15+ 0.18% |
$3.21K - $3.86K
|
8.49K
$3.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
14+ 1.52% |
$3K - $3.6K
|
935
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
13+ 0.17% |
$2.79K - $3.34K
|
7.48K
$3.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
12+ 0.33% |
$2.57K - $3.09K
|
3.62K
$1.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
12+ 0.15% |
$2.57K - $3.09K
|
7.8K
$3.3M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.08% |
$2.57K - $3.09K
|
14.7K
$6.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.22% |
$2.57K - $3.09K
|
5.45K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12+ 0.06% |
$2.57K - $3.09K
|
19.1K
$8.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
11+ 3.33% |
$2.36K - $2.83K
|
341
$144K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 0.2% |
$2.36K - $2.83K
|
5.5K
$2.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
11+ 0.1% |
$2.36K - $2.83K
|
10.9K
$4.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Georgetown University
Washington, DC |
BUY
|
- |
11+ 0.28% |
$2.36K - $2.83K
|
3.98K
$1.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
10+ 0.1% |
$2.14K - $2.57K
|
9.62K
$4.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
10+ 0.06% |
$2.14K - $2.57K
|
16K
$6.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10+ 0.42% |
$2.14K - $2.57K
|
2.41K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$2.14K - $2.57K
|
18.1K
$7.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
10+ 0.32% |
$2.14K - $2.57K
|
3.12K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
9+ 0.27% |
$1.93K - $2.31K
|
3.37K
$1.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$1.93K - $2.31K
|
12.6K
$5.35M
|