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 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
123+ 2.36% |
$26.4K - $31.6K
|
5.34K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
121+ 4.5% |
$25.9K - $31.1K
|
2.81K
$1.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
120+ 1.95% |
$25.7K - $30.9K
|
6.27K
$3.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
120+ 3.49% |
$25.7K - $30.9K
|
3.56K
$1.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
119+ 0.57% |
$25.5K - $30.6K
|
20.9K
$10.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
117+ 4.96% |
$25.1K - $30.1K
|
2.48K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
117+ 0.06% |
$25.1K - $30.1K
|
199K
$102M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
116+ 0.1% |
$24.9K - $29.8K
|
122K
$62.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
116+ 6.42% |
$24.9K - $29.8K
|
1.92K
$985K
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
115+ 7.59% |
$24.6K - $29.6K
|
1.63K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
114+ 4.41% |
$24.4K - $29.3K
|
2.7K
$1.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
113+ 0.82% |
$24.2K - $29.1K
|
13.9K
$7.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
112+ 0.86% |
$24K - $28.8K
|
13.2K
$6.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
112+ 0.77% |
$24K - $28.8K
|
14.6K
$7.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
111+ 1.94% |
$23.8K - $28.6K
|
5.84K
$2.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
111+ 0.95% |
$23.8K - $28.6K
|
11.8K
$6.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
111+ 0.27% |
$23.8K - $28.6K
|
41.4K
$21.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
110New |
$23.6K - $28.3K
|
110
$56.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.19% |
$23.6K - $28.3K
|
57.2K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
110+ 0.76% |
$23.6K - $28.3K
|
14.5K
$7.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
109+ 0.68% |
$23.4K - $28K
|
16.2K
$8.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
108+ 9.69% |
$23.1K - $27.8K
|
1.22K
$625K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
108+ 2.42% |
$23.1K - $27.8K
|
4.57K
$2.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
107+ 0.76% |
$22.9K - $27.5K
|
14.2K
$7.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
107+ 0.2% |
$22.9K - $27.5K
|
54.8K
$28M
|
|
|
Feb 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
106+ 0.17% |
$22.7K - $27.3K
|
62.9K
$32.2M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
105+ 11.51% |
$22.5K - $27K
|
1.02K
$520K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
105+ 3.91% |
$22.5K - $27K
|
2.79K
$1.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
105+ 1.24% |
$22.5K - $27K
|
8.55K
$4.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
105+ 1.07% |
$22.5K - $27K
|
9.89K
$5.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
105+ 0.55% |
$22.5K - $27K
|
19.4K
$9.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
105+ 4.63% |
$22.5K - $27K
|
2.37K
$1.21M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
105+ 1.89% |
$22.5K - $27K
|
5.65K
$2.89M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
103+ 7.19% |
$22.1K - $26.5K
|
1.54K
$785K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
103+ 0.06% |
$22.1K - $26.5K
|
172K
$87.9M
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
103+ 2.52% |
$22.1K - $26.5K
|
4.18K
$2.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
102+ 3.7% |
$21.9K - $26.2K
|
2.86K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
102+ 0.19% |
$21.9K - $26.2K
|
54.9K
$28.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
102+ 3.37% |
$21.9K - $26.2K
|
3.13K
$1.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
101+ 7.12% |
$21.6K - $26K
|
1.52K
$778K
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
101+ 0.46% |
$21.6K - $26K
|
21.9K
$11.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
100+ 0.41% |
$21.4K - $25.7K
|
24.8K
$12.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
100+ 3.58% |
$21.4K - $25.7K
|
2.89K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
100+ 0.14% |
$21.4K - $25.7K
|
74.1K
$37.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
100+ 0.98% |
$21.4K - $25.7K
|
10.3K
$5.25M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
100+ 1.23% |
$21.4K - $25.7K
|
8.26K
$4.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
100+ 5.81% |
$21.4K - $25.7K
|
1.82K
$932K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
100+ 31.85% |
$21.4K - $25.7K
|
414
$212K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
100+ 0.83% |
$21.4K - $25.7K
|
12.2K
$6.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 0.88% |
$21.4K - $25.7K
|
11.5K
$5.89M
|