Purchases and Sales Made in Q1 2023 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q1 2023. 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
May 09, 2023 Q1 2023
Nelson Capital Management, LLC

BUY
 -
966
+ 1.1%
$215K - $278K
88.5K $36.5M
May 15, 2023 Q1 2023
First Western Trust Bank

Denver, CO
BUY
 -
966
+ 1.27%
$215K - $278K
76.7K $31.6M
Aug 14, 2023 Q1 2023
United American Securities Inc. (D

New York, NY
BUY
 -
964
+ 0.52%
$214K - $278K
186K $76.6M
Apr 10, 2023 Q1 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
961
+ 2.69%
$214K - $277K
36.7K $15.1M
Apr 11, 2023 Q1 2023
O'Keefe Stevens Advisory, Inc.

BUY
 -
961
New
$214K - $277K
961 $396K
May 15, 2023 Q1 2023
Forbes J M & CO LLP

BUY
 -
961
+ 0.62%
$214K - $277K
155K $64M
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
958
+ 1.39%
$213K - $276K
70.1K $28.9M
Apr 18, 2023 Q1 2023
Founders Capital Management, LLC

BUY
 -
958
+ 0.76%
$213K - $276K
127K $52.3M
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
956
+ 5.12%
$213K - $276K
19.6K $8.09M
May 02, 2023 Q1 2023
Morling Financial Advisors, LLC

BUY
 -
954
+ 35.27%
$212K - $275K
3.66K $1.51M
Apr 18, 2023 Q1 2023
Hall Private Wealth Advisors

BUY
 -
948
+ 23.64%
$211K - $273K
4.96K $2.04M
Jun 14, 2023 Q1 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
946
New
$210K - $273K
946 $390K
Apr 10, 2023 Q1 2023
City State Bank

Norwalk, IA
BUY
 -
945
+ 7.65%
$210K - $272K
13.3K $5.48M
May 15, 2023 Q1 2023
Carroll Investors, Inc

BUY
 -
945
+ 3.04%
$210K - $272K
32K $13.2M
May 08, 2023 Q1 2023
M. Kulyk & Associates, LLC

BUY
 -
942
+ 2.39%
$209K - $272K
40.4K $16.7M
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
938
+ 46.78%
$209K - $270K
2.94K $1.21M
May 02, 2023 Q1 2023
Mayport, LLC

BUY
 -
938
+ 10.6%
$209K - $270K
9.79K $4.03M
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
930
+ 30.34%
$207K - $268K
4K $1.65M
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
930
+ 4.17%
$207K - $268K
23.3K $9.59M
May 03, 2023 Q1 2023
Vista Capital Partners, Inc.

BUY
 -
924
+ 3.61%
$205K - $266K
26.5K $10.9M
May 16, 2023 Q1 2023
Hwg Holdings LP

Houston, TX
BUY
 -
920
+ 3.78%
$205K - $265K
25.3K $10.4M
May 16, 2023 Q1 2023
Oak Grove Capital LLC

North Hampton, NH
BUY
 -
916
+ 5.54%
$204K - $264K
17.4K $7.19M
May 08, 2023 Q1 2023
Red Door Wealth Management, LLC

BUY
 -
911
+ 2.33%
$203K - $263K
40.1K $16.5M
May 11, 2023 Q1 2023
Ironsides Asset Advisors, LLC

Rocky Mount, NC
BUY
 -
910
+ 33.13%
$202K - $262K
3.66K $1.51M
Apr 07, 2023 Q1 2023
Eclectic Associates Inc

BUY
 -
906
+ 32.77%
$201K - $261K
3.67K $1.51M
May 05, 2023 Q1 2023
Gibraltar Capital Management, Inc.

BUY
 -
906
+ 3.02%
$201K - $261K
30.9K $12.7M
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
905
+ 27.13%
$201K - $261K
4.24K $1.75M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
903
+ 0.68%
$201K - $260K
134K $55.4M
May 08, 2023 Q1 2023
Jcic Asset Management Inc.

Toronto, A6
BUY
 -
900
+ 1.96%
$200K - $259K
46.9K $19.3M
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
896
+ 2.44%
$199K - $258K
37.6K $15.5M
Apr 14, 2023 Q1 2023
Wp Advisors, LLC

BUY
 -
894
+ 11.46%
$199K - $258K
8.69K $3.58M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
894
+ 2.26%
$199K - $258K
40.5K $16.7M
May 11, 2023 Q1 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
894
+ 1.55%
$199K - $258K
58.6K $24.1M
Apr 11, 2023 Q1 2023
Consolidated Capital Management, LLC

BUY
 -
888
+ 1.86%
$197K - $256K
48.6K $20M
Apr 28, 2023 Q1 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
888
New
$197K - $256K
888 $366K
May 10, 2023 Q1 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
886
+ 5.36%
$197K - $255K
17.4K $7.18M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
885
+ 0.54%
$197K - $255K
163K $67.4M
May 11, 2023 Q1 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
883
+ 3.54%
$196K - $255K
25.8K $10.6M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
878
+ 15.97%
$195K - $253K
6.38K $2.63M
Apr 19, 2023 Q1 2023
Raub Brock Capital Management LP

BUY
 -
875
+ 38.38%
$195K - $252K
3.16K $1.3M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
875
+ 1.52%
$195K - $252K
58.4K $24.1M
May 12, 2023 Q1 2023
Insight Wealth Partners, LLC

BUY
 -
875
New
$195K - $252K
875 $361K
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
873
+ 8.05%
$194K - $252K
11.7K $4.83M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
872
+ 1.58%
$194K - $251K
56K $23.1M
May 16, 2023 Q1 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
871
+ 12.04%
$194K - $251K
8.1K $3.34M
May 12, 2023 Q1 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
868
+ 1.14%
$193K - $250K
77.3K $31.9M
Apr 17, 2023 Q1 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
867
+ 6.1%
$193K - $250K
15.1K $6.22M
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
867
+ 6.95%
$193K - $250K
13.3K $5.5M
Apr 20, 2023 Q1 2023
Life Guide Financial Advisors, LLC

BUY
 -
867
New
$193K - $250K
867 $357K

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