Purchases and Sales Made in Q1 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
141+ 0.52% |
$31.3K - $40.7K
|
27.1K
$10.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
138+ 21.04% |
$30.7K - $39.8K
|
794
$317K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
138+ 0.54% |
$30.7K - $39.8K
|
25.8K
$10.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
137+ 2.98% |
$30.5K - $39.5K
|
4.73K
$1.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
137+ 2.6% |
$30.5K - $39.5K
|
5.4K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
137+ 0.54% |
$30.5K - $39.5K
|
25.4K
$10.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
134+ 2.2% |
$29.8K - $38.6K
|
6.22K
$2.49M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
134+ 0.91% |
$29.8K - $38.6K
|
14.8K
$5.92M
|
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
133+ 1.68% |
$29.6K - $38.3K
|
8.06K
$3.22M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
133+ 5.3% |
$29.6K - $38.3K
|
2.64K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
132+ 1.82% |
$29.3K - $38.1K
|
7.37K
$2.95M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
132+ 0.81% |
$29.3K - $38.1K
|
16.5K
$6.58M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
131+ 0.67% |
$29.1K - $37.8K
|
19.5K
$7.81M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
131+ 0.67% |
$29.1K - $37.8K
|
19.5K
$7.81M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
131+ 3.39% |
$29.1K - $37.8K
|
3.99K
$1.6M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
131+ 1.91% |
$29.1K - $37.8K
|
7K
$2.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
130+ 0.63% |
$28.9K - $37.5K
|
20.8K
$8.3M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
130+ 1.35% |
$28.9K - $37.5K
|
9.75K
$3.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
128+ 1.64% |
$28.5K - $36.9K
|
7.95K
$3.18M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
127+ 0.48% |
$28.2K - $36.6K
|
26.4K
$10.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
127+ 9.06% |
$28.2K - $36.6K
|
1.53K
$611K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
125+ 0.25% |
$27.8K - $36K
|
49.4K
$19.7M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
124+ 156.96% |
$27.6K - $35.7K
|
203
$81.1K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
124+ 0.51% |
$27.6K - $35.7K
|
24.3K
$9.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
123+ 0.51% |
$27.3K - $35.5K
|
24.2K
$9.69M
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
123+ 1.4% |
$27.3K - $35.5K
|
8.9K
$3.56M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
122+ 1.7% |
$27.1K - $35.2K
|
7.29K
$2.91M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
121+ 3.08% |
$26.9K - $34.9K
|
4.05K
$1.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
121+ 0.69% |
$26.9K - $34.9K
|
17.6K
$7.03M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
120+ 4.46% |
$26.7K - $34.6K
|
2.81K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
120+ 3.41% |
$26.7K - $34.6K
|
3.64K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
120+ 5.88% |
$26.7K - $34.6K
|
2.16K
$863K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
119+ 0.04% |
$26.5K - $34.3K
|
275K
$110M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
117+ 0.36% |
$26K - $33.7K
|
32.6K
$13M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
117+ 1.3% |
$26K - $33.7K
|
9.1K
$3.64M
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
117+ 0.98% |
$26K - $33.7K
|
12K
$4.81M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
117+ 0.51% |
$26K - $33.7K
|
22.9K
$9.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
116+ 4.94% |
$25.8K - $33.4K
|
2.47K
$986K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
116+ 0.82% |
$25.8K - $33.4K
|
14.2K
$5.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
115+ 0.66% |
$25.6K - $33.2K
|
17.5K
$7M
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
115+ 0.41% |
$25.6K - $33.2K
|
28.4K
$11.4M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
115+ 1.04% |
$25.6K - $33.2K
|
11.1K
$4.45M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
114+ 2.57% |
$25.3K - $32.9K
|
4.55K
$1.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
113+ 0.34% |
$25.1K - $32.6K
|
33.1K
$13.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
113+ 1.54% |
$25.1K - $32.6K
|
7.46K
$2.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
113+ 2.64% |
$25.1K - $32.6K
|
4.4K
$1.76M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
113+ 3.02% |
$25.1K - $32.6K
|
3.86K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
112+ 1.38% |
$24.9K - $32.3K
|
8.2K
$3.28M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
111+ 2.5% |
$24.7K - $32K
|
4.56K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
111+ 1.03% |
$24.7K - $32K
|
10.8K
$4.33M
|