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
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
20.2KNew |
$4.34M - $5.21M
|
20.2K
$8.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
20.1K+ 1.49% |
$4.31M - $5.18M
|
1.37M
$578M
|
|
|
Feb 15, 2023
Q4 2022
|
Nwi Management LP
New York, NY |
BUY
|
- |
20K+ 8.51% |
$4.29M - $5.14M
|
255K
$107M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.9K+ 12.23% |
$4.27M - $5.13M
|
183K
$76.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.8K+ 5.98% |
$4.23M - $5.08M
|
350K
$147M
|
|
|
Feb 14, 2023
Q4 2022
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
19.6KNew |
$4.19M - $5.03M
|
19.6K
$8.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
19.5KNew |
$4.18M - $5.02M
|
19.5K
$8.2M
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
19.4K+ 1288.11% |
$4.15M - $4.99M
|
20.9K
$8.78M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
19.3KNew |
$4.14M - $4.98M
|
19.3K
$8.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
BUY
|
- |
19.3K+ 26.74% |
$4.14M - $4.97M
|
91.7K
$38.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.2K+ 16.98% |
$4.12M - $4.95M
|
133K
$55.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19.1KNew |
$4.1M - $4.92M
|
19.1K
$8.04M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
19KNew |
$4.08M - $4.9M
|
19K
$8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
19K+ 17.19% |
$4.07M - $4.88M
|
129K
$54.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.8K+ 0.9% |
$4.02M - $4.83M
|
2.09M
$880M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
18.8K+ 12.49% |
$4.02M - $4.83M
|
169K
$71.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
18.5K+ 0.9% |
$3.96M - $4.76M
|
2.08M
$876M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
18.5KNew |
$3.96M - $4.75M
|
18.5K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
18.4K+ 29.01% |
$3.95M - $4.75M
|
82K
$34.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Incline Global Management LLC
New York, NY |
BUY
|
- |
18.3KNew |
$3.92M - $4.71M
|
18.3K
$7.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.3K+ 24.89% |
$3.92M - $4.71M
|
91.8K
$38.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
18.2KNew |
$3.9M - $4.69M
|
18.2K
$7.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18K+ 31.77% |
$3.86M - $4.64M
|
74.8K
$31.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
18KNew |
$3.86M - $4.63M
|
18K
$7.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
18KNew |
$3.85M - $4.62M
|
18K
$7.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.9K+ 15.69% |
$3.84M - $4.62M
|
132K
$55.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
17.6KNew |
$3.76M - $4.51M
|
17.6K
$7.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Intermede Investment Partners LTD
|
BUY
|
- |
17.5K+ 2.28% |
$3.76M - $4.51M
|
787K
$331M
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
17.4KNew |
$3.74M - $4.48M
|
17.4K
$7.32M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
17.4K+ 79.56% |
$3.73M - $4.48M
|
39.3K
$16.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.1K+ 4.45% |
$3.65M - $4.39M
|
400K
$168M
|
|
|
Feb 13, 2023
Q4 2022
|
Untitled Investments LP
New York, NY |
BUY
|
- |
17K+ 9.55% |
$3.64M - $4.37M
|
195K
$81.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
16.9K+ 44.03% |
$3.63M - $4.36M
|
55.4K
$23.3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.4K+ 3.9% |
$3.51M - $4.21M
|
437K
$184M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
16.4KNew |
$3.51M - $4.21M
|
16.4K
$6.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16.3K+ 14.35% |
$3.49M - $4.19M
|
130K
$54.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15.9K+ 2.09% |
$3.4M - $4.08M
|
774K
$325M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
15.9KNew |
$3.4M - $4.08M
|
15.9K
$6.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
15.8K+ 14.76% |
$3.38M - $4.06M
|
123K
$51.5M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
15.7K+ 3.01% |
$3.36M - $4.04M
|
537K
$226M
|
|
|
Feb 14, 2023
Q4 2022
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
15.7K+ 0.57% |
$3.36M - $4.03M
|
2.75M
$1.16B
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
15.7K+ 8.9% |
$3.35M - $4.03M
|
191K
$80.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
15.5KNew |
$3.33M - $4M
|
15.5K
$6.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
15.5K+ 5.65% |
$3.32M - $3.99M
|
290K
$122M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
15.5K+ 2.64% |
$3.32M - $3.99M
|
603K
$253M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
15.4K+ 0.85% |
$3.29M - $3.95M
|
1.81M
$762M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
15.1K+ 9.42% |
$3.23M - $3.88M
|
175K
$73.6M
|
|
|
Feb 13, 2023
Q4 2022
|
C Partners Holding Gmb H
Zurich, V8 |
BUY
|
- |
15K+ 15.63% |
$3.21M - $3.86M
|
111K
$46.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.9K+ 244.06% |
$3.19M - $3.83M
|
21K
$8.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Capco Asset Management, LLC
|
BUY
|
- |
14.8K+ 10.97% |
$3.18M - $3.82M
|
150K
$63.1M
|