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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
11.9K+ 22.88% |
$2.55M - $3.06M
|
63.9K
$26.5M
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
11.9K+ 15.72% |
$2.55M - $3.06M
|
87.5K
$36.3M
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11.8KNew |
$2.54M - $3.04M
|
11.8K
$4.91M
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11.7K+ 3.62% |
$2.51M - $3.01M
|
335K
$139M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11.7KNew |
$2.5M - $3M
|
11.7K
$4.85M
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.7K+ 4.33% |
$2.5M - $3M
|
281K
$117M
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
11.6K+ 11.81% |
$2.5M - $3M
|
110K
$45.8M
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
11.6K+ 3.04% |
$2.49M - $2.98M
|
393K
$163M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
11.6KNew |
$2.49M - $2.98M
|
11.6K
$4.81M
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
BUY
|
- |
11.6K+ 1.39% |
$2.48M - $2.97M
|
844K
$350M
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
11.5K+ 26.58% |
$2.47M - $2.97M
|
55K
$22.8M
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
11.5KNew |
$2.47M - $2.97M
|
11.5K
$4.79M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.5K+ 1.65% |
$2.47M - $2.97M
|
708K
$294M
|
|
Feb 06, 2023
Q4 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
11.5K+ 11.95% |
$2.46M - $2.96M
|
108K
$44.7M
|
|
Feb 14, 2023
Q4 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
11.5K+ 5.69% |
$2.45M - $2.95M
|
213K
$88.3M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 12.4% |
$2.45M - $2.94M
|
103K
$42.9M
|
|
Feb 14, 2023
Q4 2022
|
Rdst Capital LLC
Seattle, WA |
BUY
|
- |
11.3K+ 28.99% |
$2.42M - $2.91M
|
50.3K
$20.9M
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
11.3K+ 13.2% |
$2.42M - $2.91M
|
97K
$40.2M
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
11.3KNew |
$2.42M - $2.91M
|
11.3K
$4.69M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 4.73% |
$2.42M - $2.91M
|
250K
$104M
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 46.16% |
$2.42M - $2.9M
|
35.7K
$14.8M
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
11.3KNew |
$2.41M - $2.89M
|
11.3K
$4.67M
|
|
Feb 08, 2023
Q4 2022
|
Elite Wealth Management, Inc.
|
BUY
|
- |
11.2K+ 4.62% |
$2.4M - $2.88M
|
254K
$105M
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
11.2KNew |
$2.4M - $2.88M
|
11.2K
$4.64M
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.2K+ 21.91% |
$2.39M - $2.87M
|
62.2K
$25.8M
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
11.2KNew |
$2.39M - $2.87M
|
11.2K
$4.64M
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
11.1K+ 38.27% |
$2.38M - $2.86M
|
40.2K
$16.7M
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.1KNew |
$2.38M - $2.86M
|
11.1K
$4.61M
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
11.1K+ 9.5% |
$2.38M - $2.85M
|
128K
$53.1M
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
BUY
|
- |
11.1KNew |
$2.37M - $2.85M
|
11.1K
$4.59M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.9KNew |
$2.35M - $2.82M
|
10.9K
$4.54M
|
|
Feb 07, 2023
Q4 2022
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
10.9K+ 1137.15% |
$2.34M - $2.81M
|
11.9K
$4.93M
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.9KNew |
$2.34M - $2.81M
|
10.9K
$4.53M
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.8KNew |
$2.31M - $2.77M
|
10.8K
$4.48M
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
10.7K+ 0.83% |
$2.3M - $2.76M
|
1.3M
$539M
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
10.7K+ 150.56% |
$2.3M - $2.76M
|
17.8K
$7.4M
|
|
Jul 10, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
10.7K+ 1.35% |
$2.29M - $2.75M
|
805K
$334M
|
|
Feb 10, 2023
Q4 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
10.7K+ 52.66% |
$2.29M - $2.75M
|
31K
$12.9M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.7K+ 54.08% |
$2.28M - $2.74M
|
30.4K
$12.6M
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10.6K+ 10.29% |
$2.28M - $2.73M
|
114K
$47.3M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6KNew |
$2.28M - $2.73M
|
10.6K
$4.41M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 4.14% |
$2.27M - $2.73M
|
267K
$111M
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6KNew |
$2.27M - $2.72M
|
10.6K
$4.39M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6K+ 72.15% |
$2.27M - $2.72M
|
25.2K
$10.5M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
10.5K+ 68.45% |
$2.26M - $2.71M
|
26K
$10.8M
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10.5KNew |
$2.26M - $2.71M
|
10.5K
$4.38M
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$2.25M - $2.71M
|
10.5K
$4.37M
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10.5KNew |
$2.25M - $2.71M
|
10.5K
$4.37M
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10.5K+ 34.86% |
$2.25M - $2.7M
|
40.6K
$16.8M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 23.46% |
$2.24M - $2.69M
|
55.1K
$22.9M
|