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 10, 2023
Q4 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
151+ 1.7% |
$32.4K - $38.8K
|
9.03K
$4.62M
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
151+ 2.28% |
$32.4K - $38.8K
|
6.78K
$3.47M
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
150+ 2.07% |
$32.1K - $38.6K
|
7.41K
$3.79M
|
|
Feb 09, 2023
Q4 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
150+ 0.38% |
$32.1K - $38.6K
|
40K
$20.4M
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
149+ 8.53% |
$31.9K - $38.3K
|
1.9K
$970K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
149+ 0.18% |
$31.9K - $38.3K
|
82.9K
$42.4M
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
147+ 3.57% |
$31.5K - $37.8K
|
4.27K
$2.18M
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
147+ 1.06% |
$31.5K - $37.8K
|
14K
$7.18M
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
147+ 0.68% |
$31.5K - $37.8K
|
21.7K
$11.1M
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
146+ 0.14% |
$31.3K - $37.6K
|
105K
$53.9M
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
145+ 2.19% |
$31.1K - $37.3K
|
6.75K
$3.45M
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
145+ 0.03% |
$31.1K - $37.3K
|
472K
$241M
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
144+ 3.59% |
$30.9K - $37K
|
4.16K
$2.13M
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
144+ 13.55% |
$30.9K - $37K
|
1.21K
$618K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
143+ 0.85% |
$30.6K - $36.8K
|
16.9K
$8.67M
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
143+ 0.68% |
$30.6K - $36.8K
|
21.2K
$10.8M
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
142+ 1.04% |
$30.4K - $36.5K
|
13.7K
$7.03M
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
142+ 4.38% |
$30.4K - $36.5K
|
3.38K
$1.73M
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
141+ 0.95% |
$30.2K - $36.3K
|
15K
$7.69M
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
141+ 11.6% |
$30.2K - $36.3K
|
1.36K
$694K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
141+ 1.27% |
$30.2K - $36.3K
|
11.3K
$5.76M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
141+ 0.56% |
$30.2K - $36.3K
|
25.4K
$13M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
141+ 0.07% |
$30.2K - $36.3K
|
201K
$103M
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
139+ 0.81% |
$29.8K - $35.8K
|
17.4K
$8.9M
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
139+ 2.48% |
$29.8K - $35.8K
|
5.75K
$2.94M
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
139+ 2.34% |
$29.8K - $35.8K
|
6.07K
$3.11M
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
BUY
|
- |
138+ 0.1% |
$29.6K - $35.5K
|
137K
$70.1M
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
138+ 2.4% |
$29.6K - $35.5K
|
5.89K
$3.02M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
137+ 0.26% |
$29.4K - $35.2K
|
52.6K
$26.9M
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
137+ 6.29% |
$29.4K - $35.2K
|
2.32K
$1.19M
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
136+ 3.59% |
$29.1K - $35K
|
3.93K
$2.01M
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
133+ 0.75% |
$28.5K - $34.2K
|
17.8K
$9.11M
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
132+ 1.76% |
$28.3K - $34K
|
7.63K
$3.9M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
132+ 3.89% |
$28.3K - $34K
|
3.53K
$1.81M
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
130+ 5.82% |
$27.9K - $33.4K
|
2.36K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
130+ 0.82% |
$27.9K - $33.4K
|
16.1K
$8.23M
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
128+ 1.18% |
$27.4K - $32.9K
|
11K
$5.61M
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
127+ 0.41% |
$27.2K - $32.7K
|
30.8K
$15.8M
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
127+ 3.12% |
$27.2K - $32.7K
|
4.2K
$2.15M
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
127+ 0.73% |
$27.2K - $32.7K
|
17.5K
$8.93M
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
126+ 1.25% |
$27K - $32.4K
|
10.2K
$5.22M
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
126+ 0.14% |
$27K - $32.4K
|
90.1K
$46.1M
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
126+ 1.83% |
$27K - $32.4K
|
7.03K
$3.6M
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
126+ 1.66% |
$27K - $32.4K
|
7.71K
$3.95M
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
125+ 0.74% |
$26.8K - $32.2K
|
16.9K
$8.66M
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
125+ 0.68% |
$26.8K - $32.2K
|
18.6K
$9.52M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
125+ 0.8% |
$26.8K - $32.2K
|
15.7K
$8.03M
|
|
Feb 14, 2023
Q4 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
125+ 0.3% |
$26.8K - $32.2K
|
41.6K
$21.3M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
124+ 0.02% |
$26.6K - $31.9K
|
812K
$416M
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
123+ 1.85% |
$26.4K - $31.6K
|
6.78K
$3.47M
|