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 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
271+ 6.5% |
$58.1K - $69.7K
|
4.44K
$1.84M
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
270+ 0.48% |
$57.8K - $69.4K
|
57K
$23.7M
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
270+ 1.09% |
$57.8K - $69.4K
|
24.9K
$10.4M
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
263+ 2.88% |
$56.3K - $67.6K
|
9.38K
$3.89M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
262+ 15.03% |
$56.1K - $67.4K
|
2.01K
$832K
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
262+ 2.8% |
$56.1K - $67.4K
|
9.63K
$4M
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
261+ 1.92% |
$55.9K - $67.1K
|
13.8K
$5.75M
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
260+ 0.75% |
$55.7K - $66.9K
|
35.1K
$14.6M
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
260+ 2.42% |
$55.7K - $66.9K
|
11K
$4.57M
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
259+ 3.2% |
$55.5K - $66.6K
|
8.35K
$3.46M
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
258+ 16.62% |
$55.3K - $66.4K
|
1.81K
$751K
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
258+ 3.12% |
$55.3K - $66.4K
|
8.53K
$3.54M
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
258+ 11.53% |
$55.3K - $66.4K
|
2.5K
$1.04M
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
257+ 0.83% |
$55.1K - $66.1K
|
31.1K
$12.9M
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
256+ 8.73% |
$54.8K - $65.8K
|
3.19K
$1.32M
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
255New |
$54.6K - $65.6K
|
255
$106K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
255+ 2.96% |
$54.6K - $65.6K
|
8.86K
$3.68M
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
254+ 0.72% |
$54.4K - $65.3K
|
35.6K
$14.8M
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
253+ 13.97% |
$54.2K - $65.1K
|
2.06K
$857K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
251+ 0.93% |
$53.8K - $64.6K
|
27.3K
$11.3M
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
251+ 0.48% |
$53.8K - $64.6K
|
53K
$22M
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
249+ 0.65% |
$53.3K - $64K
|
38.3K
$15.9M
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
247+ 1.74% |
$52.9K - $63.5K
|
14.4K
$6M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
245+ 2.14% |
$52.5K - $63K
|
11.7K
$4.86M
|
|
Feb 14, 2023
Q4 2022
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
244+ 0.1% |
$52.3K - $62.8K
|
241K
$100M
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
240+ 3.24% |
$51.4K - $61.7K
|
7.66K
$3.18M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
240+ 4.66% |
$51.4K - $61.7K
|
5.39K
$2.24M
|
|
Jan 11, 2023
Q4 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
239+ 0.92% |
$51.2K - $61.5K
|
26.3K
$10.9M
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
239+ 5.73% |
$51.2K - $61.5K
|
4.41K
$1.83M
|
|
Oct 19, 2023
Q4 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
238+ 0.36% |
$51K - $61.2K
|
67K
$27.8M
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
237+ 0.7% |
$50.8K - $61K
|
34K
$14.1M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
237+ 17.09% |
$50.8K - $61K
|
1.62K
$674K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
237+ 2.33% |
$50.8K - $61K
|
10.4K
$4.32M
|
|
Feb 14, 2023
Q4 2022
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
235+ 2.2% |
$50.3K - $60.4K
|
10.9K
$4.52M
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
234+ 0.96% |
$50.1K - $60.2K
|
24.6K
$10.2M
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
234+ 0.9% |
$50.1K - $60.2K
|
26.2K
$10.9M
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
230+ 9.29% |
$49.3K - $59.2K
|
2.71K
$1.12M
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
230+ 7.58% |
$49.3K - $59.2K
|
3.27K
$1.36M
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
228+ 27.37% |
$48.8K - $58.6K
|
1.06K
$440K
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
227+ 0.51% |
$48.6K - $58.4K
|
44.4K
$18.4M
|
|
Feb 10, 2023
Q4 2022
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
226+ 0.76% |
$48.4K - $58.1K
|
29.9K
$12.4M
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
225New |
$48.2K - $57.9K
|
225
$93.4K
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
225+ 0.43% |
$48.2K - $57.9K
|
52.4K
$21.7M
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
225+ 0.17% |
$48.2K - $57.9K
|
135K
$56M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
223+ 0.94% |
$47.8K - $57.4K
|
23.8K
$9.89M
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
223+ 1.17% |
$47.8K - $57.4K
|
19.3K
$7.99M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
222+ 1.05% |
$47.6K - $57.1K
|
21.3K
$8.85M
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
222+ 0.64% |
$47.6K - $57.1K
|
35.1K
$14.6M
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
222+ 0.22% |
$47.6K - $57.1K
|
99.1K
$41.1M
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
222+ 1.97% |
$47.6K - $57.1K
|
11.5K
$4.76M
|