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 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
720+ 4.07% |
$154K - $185K
|
18.4K
$9.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
718+ 1.85% |
$154K - $185K
|
39.6K
$20.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
718+ 1.18% |
$154K - $185K
|
61.8K
$31.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
714+ 2.81% |
$153K - $184K
|
26.1K
$13.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
707+ 0.29% |
$151K - $182K
|
243K
$124M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
706New |
$151K - $182K
|
706
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
704+ 2.96% |
$151K - $181K
|
24.5K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
701+ 14.8% |
$150K - $180K
|
5.44K
$2.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
698+ 3.19% |
$150K - $180K
|
22.6K
$11.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
696+ 13.48% |
$149K - $179K
|
5.86K
$3M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
695+ 5.77% |
$149K - $179K
|
12.7K
$6.51M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
694+ 3.7% |
$149K - $179K
|
19.4K
$9.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
689+ 1.79% |
$148K - $177K
|
39.1K
$20M
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
688+ 7.93% |
$147K - $177K
|
9.36K
$4.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
688+ 22.25% |
$147K - $177K
|
3.78K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
688+ 1.83% |
$147K - $177K
|
38.3K
$19.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
687+ 10.5% |
$147K - $177K
|
7.23K
$3.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
675+ 3.9% |
$145K - $174K
|
18K
$9.21M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
675+ 5.62% |
$145K - $174K
|
12.7K
$6.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
674+ 3.27% |
$144K - $173K
|
21.3K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
674+ 3.62% |
$144K - $173K
|
19.3K
$9.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
672+ 21.61% |
$144K - $173K
|
3.78K
$1.94M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
671+ 2.3% |
$144K - $173K
|
29.9K
$15.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
670+ 3.73% |
$144K - $172K
|
18.7K
$9.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
669+ 1.14% |
$143K - $172K
|
59.6K
$30.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
669+ 0.64% |
$143K - $172K
|
105K
$53.7M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
667+ 36.0% |
$143K - $172K
|
2.52K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
666+ 16.2% |
$143K - $171K
|
4.78K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
666+ 31.36% |
$143K - $171K
|
2.79K
$1.43M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
665New |
$142K - $171K
|
665
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
665+ 2.86% |
$142K - $171K
|
23.9K
$12.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
662+ 34.84% |
$142K - $170K
|
2.56K
$1.31M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
660+ 24.87% |
$141K - $170K
|
3.31K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
658+ 0.41% |
$141K - $169K
|
162K
$83M
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
657+ 2.12% |
$141K - $169K
|
31.7K
$16.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
655+ 3.21% |
$140K - $168K
|
21.1K
$10.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
655+ 3.62% |
$140K - $168K
|
18.8K
$9.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
655+ 0.96% |
$140K - $168K
|
68.6K
$35.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
652+ 0.83% |
$140K - $168K
|
79.6K
$40.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
652+ 1.06% |
$140K - $168K
|
62.2K
$31.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
651+ 2.67% |
$139K - $167K
|
25K
$12.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
650+ 8.26% |
$139K - $167K
|
8.52K
$4.36M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
648+ 8.95% |
$139K - $167K
|
7.89K
$4.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
644+ 14.75% |
$138K - $166K
|
5.01K
$2.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
642+ 38.56% |
$138K - $165K
|
2.31K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
636+ 2.37% |
$136K - $164K
|
27.5K
$14.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
635+ 0.23% |
$136K - $163K
|
278K
$142M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
635+ 3.15% |
$136K - $163K
|
20.8K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
634+ 2.15% |
$136K - $163K
|
30.1K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
630+ 0.75% |
$135K - $162K
|
84.9K
$43.4M
|