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 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
194+ 2.52% |
$41.6K - $49.9K
|
7.9K
$4.04M
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
194+ 0.67% |
$41.6K - $49.9K
|
29.2K
$15M
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
193+ 1.21% |
$41.4K - $49.6K
|
16.1K
$8.25M
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
193+ 2.19% |
$41.4K - $49.6K
|
9K
$4.61M
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
192+ 9.28% |
$41.1K - $49.4K
|
2.26K
$1.16M
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
189+ 4.31% |
$40.5K - $48.6K
|
4.57K
$2.34M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
188+ 0.05% |
$40.3K - $48.4K
|
360K
$184M
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
187+ 2.87% |
$40.1K - $48.1K
|
6.7K
$3.43M
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
186+ 0.6% |
$39.9K - $47.8K
|
31.3K
$16M
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
185+ 30.63% |
$39.6K - $47.6K
|
789
$404K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
184+ 2.26% |
$39.4K - $47.3K
|
8.33K
$4.26M
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
184+ 14.45% |
$39.4K - $47.3K
|
1.46K
$746K
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
181+ 0.47% |
$38.8K - $46.6K
|
38.7K
$19.8M
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
181+ 1.0% |
$38.8K - $46.6K
|
18.4K
$9.4M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
181+ 0.79% |
$38.8K - $46.6K
|
23.1K
$11.8M
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
180+ 0.58% |
$38.6K - $46.3K
|
31.1K
$15.9M
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
180+ 0.6% |
$38.6K - $46.3K
|
30K
$15.3M
|
|
Jan 18, 2023
Q4 2022
|
Villere St Denis J & CO LLC
|
BUY
|
- |
180+ 0.52% |
$38.6K - $46.3K
|
34.8K
$17.8M
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
180+ 0.26% |
$38.6K - $46.3K
|
68.4K
$35M
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
180+ 2.7% |
$38.6K - $46.3K
|
6.84K
$3.5M
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
179+ 0.74% |
$38.4K - $46K
|
24.4K
$12.5M
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
178+ 1.84% |
$38.1K - $45.8K
|
9.83K
$5.03M
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
178+ 6.84% |
$38.1K - $45.8K
|
2.78K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
178+ 2.61% |
$38.1K - $45.8K
|
6.99K
$3.58M
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
177+ 3.36% |
$37.9K - $45.5K
|
5.45K
$2.79M
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
176+ 3.35% |
$37.7K - $45.3K
|
5.43K
$2.78M
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
BUY
|
- |
176+ 1.26% |
$37.7K - $45.3K
|
14.1K
$7.21M
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
176+ 0.74% |
$37.7K - $45.3K
|
24K
$12.3M
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
175+ 2.99% |
$37.5K - $45K
|
6.02K
$3.08M
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
174+ 0.67% |
$37.3K - $44.8K
|
26.3K
$13.4M
|
|
May 19, 2025
Q4 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
173+ 5.02% |
$37.1K - $44.5K
|
3.62K
$1.85M
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
172+ 3.87% |
$36.9K - $44.2K
|
4.61K
$2.36M
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
171+ 1.24% |
$36.6K - $44K
|
13.9K
$7.13M
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
170+ 0.79% |
$36.4K - $43.7K
|
21.7K
$11.1M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
169+ 5.47% |
$36.2K - $43.5K
|
3.26K
$1.67M
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
168+ 0.98% |
$36K - $43.2K
|
17.4K
$8.88M
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
168+ 0.4% |
$36K - $43.2K
|
42.2K
$21.6M
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
167+ 0.48% |
$35.8K - $43K
|
35.2K
$18M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
167+ 1.86% |
$35.8K - $43K
|
9.13K
$4.67M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
165New |
$35.4K - $42.4K
|
165
$84.4K
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
165+ 1.14% |
$35.4K - $42.4K
|
14.6K
$7.49M
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
164+ 1.03% |
$35.1K - $42.2K
|
16.1K
$8.23M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
164+ 0.56% |
$35.1K - $42.2K
|
29.3K
$15M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
163+ 0.48% |
$34.9K - $41.9K
|
34.1K
$17.5M
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
160+ 1.44% |
$34.3K - $41.2K
|
11.3K
$5.78M
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
155+ 1.06% |
$33.2K - $39.9K
|
14.8K
$7.59M
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
154+ 2.94% |
$33K - $39.6K
|
5.39K
$2.76M
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
153+ 6.26% |
$32.8K - $39.4K
|
2.6K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
153+ 0.1% |
$32.8K - $39.4K
|
150K
$76.8M
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
152+ 0.38% |
$32.6K - $39.1K
|
40.5K
$20.7M
|