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 14, 2023
Q4 2022
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
7.99K+ 25.4% |
$1.71M - $2.06M
|
39.4K
$15.4M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.99K+ 92.99% |
$1.71M - $2.05M
|
16.6K
$6.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
7.97K+ 0.12% |
$1.71M - $2.05M
|
6.63M
$2.59B
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
7.92K+ 173.09% |
$1.7M - $2.04M
|
12.5K
$4.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.92K+ 235.87% |
$1.7M - $2.04M
|
11.3K
$4.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.92K+ 6.65% |
$1.7M - $2.04M
|
127K
$49.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.88K+ 11.26% |
$1.69M - $2.03M
|
77.9K
$30.5M
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
7.87K+ 200.54% |
$1.69M - $2.02M
|
11.8K
$4.61M
|
|
|
Jan 13, 2023
Q4 2022
|
Trinity Street Asset Management LLP
|
BUY
|
- |
7.82K+ 18.87% |
$1.67M - $2.01M
|
49.2K
$19.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Farley Capital L.P.
New York, NY |
BUY
|
- |
7.82K+ 18.12% |
$1.67M - $2.01M
|
51K
$19.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
7.81K+ 4.56% |
$1.67M - $2.01M
|
179K
$70M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
7.81K+ 4.56% |
$1.67M - $2.01M
|
179K
$70M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.79K+ 6.2% |
$1.67M - $2M
|
134K
$52.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.77K+ 21.49% |
$1.66M - $2M
|
43.9K
$17.2M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.77KNew |
$1.66M - $2M
|
7.77K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
7.75K+ 14.14% |
$1.66M - $1.99M
|
62.6K
$24.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
7.73K+ 379.61% |
$1.66M - $1.99M
|
9.76K
$3.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.7K+ 13.48% |
$1.65M - $1.98M
|
64.8K
$25.4M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
7.7K+ 19.26% |
$1.65M - $1.98M
|
47.7K
$18.6M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.68KNew |
$1.64M - $1.97M
|
7.68K
$3M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7.67KNew |
$1.64M - $1.97M
|
7.67K
$3M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
7.66KNew |
$1.64M - $1.97M
|
7.66K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.59K+ 5.39% |
$1.63M - $1.95M
|
148K
$58.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
7.54K+ 1.59% |
$1.62M - $1.94M
|
482K
$189M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.51K+ 2.57% |
$1.61M - $1.93M
|
299K
$117M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.49K+ 3.35% |
$1.61M - $1.93M
|
231K
$90.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
7.47K+ 4.97% |
$1.6M - $1.92M
|
158K
$61.7M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.39KNew |
$1.58M - $1.9M
|
7.39K
$2.89M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.38K+ 47.02% |
$1.58M - $1.9M
|
23.1K
$9.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
7.32K+ 0.86% |
$1.57M - $1.88M
|
858K
$336M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.32KNew |
$1.57M - $1.88M
|
7.32K
$2.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Ycg, LLC
|
BUY
|
- |
7.3K+ 3.01% |
$1.56M - $1.88M
|
250K
$97.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7.29KNew |
$1.56M - $1.87M
|
7.29K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.25K+ 3.6% |
$1.55M - $1.86M
|
209K
$81.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
7.23K+ 8.66% |
$1.55M - $1.86M
|
90.8K
$35.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
7.22K+ 8.68% |
$1.55M - $1.86M
|
90.4K
$35.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
7.15K+ 1.83% |
$1.53M - $1.84M
|
398K
$156M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
7.15K+ 12.39% |
$1.53M - $1.84M
|
64.8K
$25.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.13K+ 15.39% |
$1.53M - $1.83M
|
53.5K
$20.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.08K+ 41.83% |
$1.52M - $1.82M
|
24K
$9.39M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
7.06KNew |
$1.51M - $1.81M
|
7.06K
$2.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7.05K+ 60.54% |
$1.51M - $1.81M
|
18.7K
$7.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
7.05K+ 18.46% |
$1.51M - $1.81M
|
45.2K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.05KNew |
$1.51M - $1.81M
|
7.05K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Islet Management, LP
New York, NY |
BUY
|
- |
7KNew |
$1.5M - $1.8M
|
7K
$2.74M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6.99KNew |
$1.5M - $1.8M
|
6.99K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
6.98K+ 8.69% |
$1.5M - $1.8M
|
87.3K
$34.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.98KNew |
$1.5M - $1.8M
|
6.98K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.98K+ 3.78% |
$1.49M - $1.79M
|
191K
$74.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.84K+ 5.23% |
$1.47M - $1.76M
|
138K
$53.8M
|