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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4.91KNew |
$1.05M - $1.26M
|
4.91K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
4.9K+ 5.21% |
$1.05M - $1.26M
|
99K
$41.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.88K+ 6.78% |
$1.04M - $1.25M
|
76.8K
$31.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.86K+ 2.07% |
$1.04M - $1.25M
|
240K
$99.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
4.79KNew |
$1.03M - $1.23M
|
4.79K
$1.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4.78KNew |
$1.02M - $1.23M
|
4.78K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
4.78K+ 2.96% |
$1.02M - $1.23M
|
166K
$69M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.75KNew |
$1.02M - $1.22M
|
4.75K
$1.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Ns Partners LTD
|
BUY
|
- |
4.7K+ 0.86% |
$1.01M - $1.21M
|
549K
$228M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.69K+ 7.71% |
$1.01M - $1.21M
|
65.5K
$27.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.67K+ 98.67% |
$1M - $1.2M
|
9.4K
$3.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
4.66KNew |
$998K - $1.2M
|
4.66K
$1.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
4.64K+ 4.0% |
$994K - $1.19M
|
121K
$50.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.57K+ 53.6% |
$979K - $1.17M
|
13.1K
$5.43M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
4.54K+ 7.14% |
$973K - $1.17M
|
68.1K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.54K+ 5.34% |
$972K - $1.17M
|
89.4K
$37.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.54K+ 5.34% |
$972K - $1.17M
|
89.4K
$37.1M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.53KNew |
$971K - $1.17M
|
4.53K
$1.88M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.53KNew |
$971K - $1.17M
|
4.53K
$1.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.52K+ 2.0% |
$969K - $1.16M
|
230K
$95.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
4.52K+ 8.89% |
$968K - $1.16M
|
55.3K
$23M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.5K+ 27.01% |
$964K - $1.16M
|
21.2K
$8.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.47K+ 8.2% |
$958K - $1.15M
|
59K
$24.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.45K+ 8.79% |
$953K - $1.14M
|
55.1K
$22.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
4.41K+ 176.47% |
$945K - $1.13M
|
6.91K
$2.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.4KNew |
$942K - $1.13M
|
4.4K
$1.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.39KNew |
$940K - $1.13M
|
4.39K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.38K+ 34.23% |
$939K - $1.13M
|
17.2K
$7.13M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
4.33K+ 8.9% |
$929K - $1.11M
|
53K
$22M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4.32K+ 4.79% |
$926K - $1.11M
|
94.6K
$39.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.31K+ 2.01% |
$923K - $1.11M
|
218K
$90.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
4.3KNew |
$921K - $1.11M
|
4.3K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
4.3K+ 47.3% |
$921K - $1.11M
|
13.4K
$5.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.26K+ 29.64% |
$913K - $1.1M
|
18.6K
$7.74M
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.26K+ 8.02% |
$912K - $1.09M
|
57.3K
$23.8M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
4.23K+ 4.17% |
$907K - $1.09M
|
106K
$43.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
4.23K+ 7.37% |
$907K - $1.09M
|
61.7K
$25.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
4.21K+ 27.23% |
$902K - $1.08M
|
19.7K
$8.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.21K+ 11.51% |
$902K - $1.08M
|
40.8K
$16.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.2K+ 16.46% |
$900K - $1.08M
|
29.7K
$12.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.18K+ 15.07% |
$895K - $1.07M
|
31.9K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.18KNew |
$895K - $1.07M
|
4.18K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.14KNew |
$887K - $1.06M
|
4.14K
$1.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.13KNew |
$884K - $1.06M
|
4.13K
$1.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.13K+ 18.28% |
$884K - $1.06M
|
26.7K
$11.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.12KNew |
$882K - $1.06M
|
4.12K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.12K+ 91.49% |
$882K - $1.06M
|
8.62K
$3.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.11K+ 16.04% |
$879K - $1.06M
|
29.7K
$12.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
4.08KNew |
$874K - $1.05M
|
4.08K
$1.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.08K+ 29.24% |
$874K - $1.05M
|
18K
$7.49M
|