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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
336+ 8.95% |
$72K - $86.4K
|
4.09K
$1.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
336+ 1.4% |
$72K - $86.4K
|
24.3K
$10.1M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
333+ 1.52% |
$71.3K - $85.7K
|
22.3K
$9.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
331+ 0.54% |
$70.9K - $85.1K
|
61.8K
$25.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
330+ 3.21% |
$70.7K - $84.9K
|
10.6K
$4.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
329+ 0.79% |
$70.5K - $84.6K
|
42K
$17.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
329+ 2.32% |
$70.5K - $84.6K
|
14.5K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
328+ 1.36% |
$70.3K - $84.4K
|
24.4K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
326+ 12.55% |
$69.8K - $83.9K
|
2.92K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
325+ 0.55% |
$69.6K - $83.6K
|
59.9K
$24.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
320+ 15.63% |
$68.6K - $82.3K
|
2.37K
$983K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
320+ 0.57% |
$68.6K - $82.3K
|
56K
$23.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
320+ 2.49% |
$68.6K - $82.3K
|
13.2K
$5.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
319+ 3.22% |
$68.3K - $82.1K
|
10.2K
$4.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
319+ 2.95% |
$68.3K - $82.1K
|
11.1K
$4.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
313+ 0.91% |
$67.1K - $80.5K
|
34.7K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
313+ 1.14% |
$67.1K - $80.5K
|
27.7K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
310+ 1.61% |
$66.4K - $79.7K
|
19.5K
$8.1M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
309+ 16.39% |
$66.2K - $79.5K
|
2.19K
$911K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
305+ 1.09% |
$65.3K - $78.5K
|
28.3K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
303+ 1.28% |
$64.9K - $77.9K
|
24K
$9.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
302+ 2.17% |
$64.7K - $77.7K
|
14.2K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
301+ 1.54% |
$64.5K - $77.4K
|
19.9K
$8.24M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
297+ 5.87% |
$63.6K - $76.4K
|
5.36K
$2.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
295+ 9.31% |
$63.2K - $75.9K
|
3.46K
$1.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
294+ 2.79% |
$63K - $75.6K
|
10.8K
$4.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
294+ 1.69% |
$63K - $75.6K
|
17.7K
$7.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
293+ 10.47% |
$62.8K - $75.4K
|
3.09K
$1.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
292+ 1.37% |
$62.6K - $75.1K
|
21.7K
$9M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
291+ 1.5% |
$62.3K - $74.9K
|
19.7K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
291+ 6.1% |
$62.3K - $74.9K
|
5.06K
$2.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
290+ 5.96% |
$62.1K - $74.6K
|
5.15K
$2.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
290+ 1.33% |
$62.1K - $74.6K
|
22.1K
$9.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
290+ 2.41% |
$62.1K - $74.6K
|
12.3K
$5.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
289+ 2.19% |
$61.9K - $74.3K
|
13.5K
$5.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Puzo Michael J
|
BUY
|
- |
288+ 0.74% |
$61.7K - $74.1K
|
39.2K
$16.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
287+ 5.47% |
$61.5K - $73.8K
|
5.54K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
287+ 5.73% |
$61.5K - $73.8K
|
5.3K
$2.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
286+ 1.69% |
$61.3K - $73.6K
|
17.2K
$7.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
284+ 5.12% |
$60.8K - $73.1K
|
5.84K
$2.42M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
282+ 1.67% |
$60.4K - $72.5K
|
17.1K
$7.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
281+ 0.49% |
$60.2K - $72.3K
|
58K
$24.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
281+ 0.4% |
$60.2K - $72.3K
|
71.4K
$29.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
281+ 0.52% |
$60.2K - $72.3K
|
54.6K
$22.7M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
281+ 1.92% |
$60.2K - $72.3K
|
14.9K
$6.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
279+ 3.8% |
$59.8K - $71.8K
|
7.62K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
277+ 0.2% |
$59.3K - $71.2K
|
142K
$58.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
276+ 2.37% |
$59.1K - $71K
|
11.9K
$4.95M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
273+ 3.98% |
$58.5K - $70.2K
|
7.12K
$2.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
272+ 0.59% |
$58.3K - $70K
|
46.7K
$19.4M
|