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 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$214 - $257
|
2.11K
$894K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$214 - $257
|
2.64K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
1+ 0.01% |
$214 - $257
|
16.7K
$7.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$214 - $257
|
16.7K
$7.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$214 - $257
|
11.5K
$4.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.01% |
$214 - $257
|
6.72K
$2.85M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.04% |
$214 - $257
|
2.61K
$1.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$214 - $257
|
9.79K
$4.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$214 - $257
|
3.34K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1+ 0.0% |
$214 - $257
|
267K
$113M
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
1+ 0.11% |
$214 - $257
|
901
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.05% |
$214 - $257
|
2.11K
$894K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.05% |
$214 - $257
|
1.98K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1+ 0.15% |
$214 - $257
|
672
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.01% |
$214 - $257
|
14.7K
$6.21M
|
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1+ 0.04% |
$214 - $257
|
2.47K
$1.04M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.06% |
$214 - $257
|
1.64K
$696K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$214 - $257
|
18.5K
$7.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.03% |
$214 - $257
|
3.13K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-1- 0.16% |
$214 - $257
|
611
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.04% |
$214 - $257
|
2.24K
$949K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2- 0.1% |
$429 - $514
|
1.97K
$833K
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2- 0.01% |
$429 - $514
|
15.9K
$6.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
SELL
|
- |
-2- 0.09% |
$429 - $514
|
2.31K
$977K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2- -0.0% |
$429 - $514
|
61.9K
$26.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-3- 0.01% |
$643 - $772
|
41.3K
$17.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.57% |
$643 - $772
|
524
$222K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-3- 0.13% |
$643 - $772
|
2.23K
$944K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4- 0.01% |
$857 - $1.03K
|
33.4K
$14.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-4- 0.01% |
$857 - $1.03K
|
29.3K
$12.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-4- 0.04% |
$857 - $1.03K
|
10.1K
$4.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-4- 0.19% |
$857 - $1.03K
|
2.13K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-4- 2.56% |
$857 - $1.03K
|
152
$64.4K
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$1.07K - $1.29K
|
45K
$19M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 0.27% |
$1.07K - $1.29K
|
1.82K
$772K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$1.07K - $1.29K
|
4.58K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-5- 0.45% |
$1.07K - $1.29K
|
1.1K
$465K
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.27% |
$1.07K - $1.29K
|
1.86K
$787K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6- 0.31% |
$1.29K - $1.54K
|
1.96K
$829K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6- 0.35% |
$1.29K - $1.54K
|
1.7K
$720K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-6- 0.14% |
$1.29K - $1.54K
|
4.29K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.97% |
$1.29K - $1.54K
|
614
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6- 0.12% |
$1.29K - $1.54K
|
5.12K
$2.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-7- 0.27% |
$1.5K - $1.8K
|
2.54K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-7- 0.4% |
$1.5K - $1.8K
|
1.75K
$739K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-7- 0.7% |
$1.5K - $1.8K
|
994
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7- 0.15% |
$1.5K - $1.8K
|
4.66K
$1.97M
|
|
|
Jan 18, 2023
Q4 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-8- 0.15% |
$1.71K - $2.06K
|
5.24K
$2.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-8- 0.82% |
$1.71K - $2.06K
|
969
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-8- 0.24% |
$1.71K - $2.06K
|
3.39K
$1.44M
|