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
|
Cypress Financial Planning LLC
|
BUY
|
- |
9+ 0.48% |
$1.93K - $2.31K
|
1.9K
$802K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
9+ 0.24% |
$1.93K - $2.31K
|
3.83K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
9+ 13.43% |
$1.93K - $2.31K
|
76
$32.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.21% |
$1.71K - $2.06K
|
3.77K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8+ 0.08% |
$1.71K - $2.06K
|
10.1K
$4.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.09% |
$1.71K - $2.06K
|
8.82K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.1% |
$1.71K - $2.06K
|
7.94K
$3.36M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7+ 18.92% |
$1.5K - $1.8K
|
44
$18.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
7+ 0.16% |
$1.5K - $1.8K
|
4.31K
$1.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7+ 0.19% |
$1.5K - $1.8K
|
3.63K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.22% |
$1.5K - $1.8K
|
3.17K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
7+ 0.11% |
$1.5K - $1.8K
|
6.19K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.63% |
$1.5K - $1.8K
|
1.13K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
7+ 0.11% |
$1.5K - $1.8K
|
6.66K
$2.82M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7+ 0.05% |
$1.5K - $1.8K
|
15.3K
$6.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.21% |
$1.29K - $1.54K
|
2.84K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
6+ 0.06% |
$1.29K - $1.54K
|
10K
$4.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.1% |
$1.29K - $1.54K
|
5.95K
$2.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Page Arthur B
|
BUY
|
- |
6+ 0.03% |
$1.29K - $1.54K
|
18K
$7.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6+ 0.25% |
$1.29K - $1.54K
|
2.45K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
6+ 0.09% |
$1.29K - $1.54K
|
6.61K
$2.8M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
6+ 0.16% |
$1.29K - $1.54K
|
3.81K
$1.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$1.07K - $1.29K
|
12.4K
$5.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5+ 0.05% |
$1.07K - $1.29K
|
10.3K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
5+ 0.01% |
$1.07K - $1.29K
|
67.1K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.02% |
$1.07K - $1.29K
|
25K
$10.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
5+ 0.19% |
$1.07K - $1.29K
|
2.58K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
4+ 0.14% |
$857 - $1.03K
|
2.77K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$857 - $1.03K
|
5.22K
$2.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
4+ 0.06% |
$857 - $1.03K
|
6.39K
$2.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
4+ 0.21% |
$857 - $1.03K
|
1.87K
$791K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4+ 8.51% |
$857 - $1.03K
|
51
$21.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$643 - $772
|
4.24K
$1.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.27% |
$643 - $772
|
1.1K
$465K
|
|
|
Feb 02, 2023
Q4 2022
|
Bender Robert & Associates
|
BUY
|
- |
3+ 0.02% |
$643 - $772
|
19.3K
$8.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
3+ 0.06% |
$643 - $772
|
5.36K
$2.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.15% |
$643 - $772
|
2.04K
$862K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3+ 0.02% |
$643 - $772
|
19.1K
$8.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
2+ 0.01% |
$429 - $514
|
15.8K
$6.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.02% |
$429 - $514
|
9.87K
$4.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$429 - $514
|
3.29K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
2+ 0.06% |
$429 - $514
|
3.21K
$1.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$429 - $514
|
7.63K
$3.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.2% |
$429 - $514
|
1.02K
$433K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2+ 0.16% |
$429 - $514
|
1.23K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.01% |
$429 - $514
|
34.8K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.25% |
$429 - $514
|
809
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2+ 0.2% |
$429 - $514
|
1.03K
$434K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.08% |
$214 - $257
|
94
$39.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.05% |
$214 - $257
|
1.85K
$783K
|