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
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
921+ 0.9% |
$197K - $237K
|
103K
$44.2M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
914+ 2.54% |
$196K - $235K
|
36.9K
$15.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
912+ 18.54% |
$195K - $235K
|
5.83K
$2.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
911+ 4.8% |
$195K - $234K
|
19.9K
$8.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
908+ 14.13% |
$195K - $234K
|
7.33K
$3.15M
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
905+ 2.71% |
$194K - $233K
|
34.3K
$14.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
904+ 15.11% |
$194K - $233K
|
6.89K
$2.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
903+ 0.98% |
$193K - $232K
|
92.6K
$39.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
902+ 8.32% |
$193K - $232K
|
11.7K
$5.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
901+ 1.04% |
$193K - $232K
|
87.3K
$37.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
901+ 9.57% |
$193K - $232K
|
10.3K
$4.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
901+ 26.92% |
$193K - $232K
|
4.25K
$1.82M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
901New |
$193K - $232K
|
901
$387K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
900+ 4.21% |
$193K - $231K
|
22.3K
$9.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
899New |
$193K - $231K
|
899
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
898New |
$192K - $231K
|
898
$385K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
895+ 8.46% |
$192K - $230K
|
11.5K
$4.92M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
889+ 0.53% |
$190K - $229K
|
169K
$72.7M
|
|
|
Feb 28, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
889+ 0.01% |
$190K - $229K
|
14.9M
$6.41B
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
888+ 11.33% |
$190K - $228K
|
8.73K
$3.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
886+ 3.87% |
$190K - $228K
|
23.8K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
885+ 60.99% |
$190K - $228K
|
2.34K
$1M
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
883+ 1.47% |
$189K - $227K
|
61.1K
$26.2M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
881+ 1.01% |
$189K - $227K
|
88.4K
$37.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
879+ 2.45% |
$188K - $226K
|
36.8K
$15.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
877+ 7.56% |
$188K - $226K
|
12.5K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
876+ 1.65% |
$188K - $225K
|
54K
$23.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
875+ 3.1% |
$187K - $225K
|
29.1K
$12.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
871+ 1.64% |
$187K - $224K
|
53.9K
$23.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
871+ 6.94% |
$187K - $224K
|
13.4K
$5.76M
|
|
|
Feb 06, 2023
Q4 2022
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
866+ 1.29% |
$186K - $223K
|
67.9K
$29.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
864+ 0.93% |
$185K - $222K
|
94.2K
$40.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
862+ 56.23% |
$185K - $222K
|
2.4K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
861+ 24.73% |
$184K - $221K
|
4.34K
$1.86M
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
850+ 5.78% |
$182K - $219K
|
15.6K
$6.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
850+ 4.22% |
$182K - $219K
|
21K
$9.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
849+ 1.82% |
$182K - $218K
|
47.4K
$20.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
846+ 5.68% |
$181K - $218K
|
15.8K
$6.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
846New |
$181K - $218K
|
846
$363K
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
845+ 0.49% |
$181K - $217K
|
174K
$74.7M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
845+ 10.39% |
$181K - $217K
|
8.98K
$3.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
845+ 6.3% |
$181K - $217K
|
14.3K
$6.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
842+ 4.17% |
$180K - $217K
|
21K
$9.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
840+ 1.06% |
$180K - $216K
|
80K
$34.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
840+ 30.94% |
$180K - $216K
|
3.56K
$1.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
832+ 6.38% |
$178K - $214K
|
13.9K
$5.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
830+ 1.96% |
$178K - $213K
|
43.2K
$18.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
826+ 14.76% |
$177K - $212K
|
6.42K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
826+ 0.06% |
$177K - $212K
|
1.32M
$568M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
822+ 1.32% |
$176K - $211K
|
63K
$27M
|