Purchases and Sales Made in Q1 2023 in Microsoft Corp (MSFT)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
769+ 0.62% |
$171K - $222K
|
124K
$51.1M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
768+ 3.47% |
$171K - $221K
|
22.9K
$9.45M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
767+ 13.42% |
$171K - $221K
|
6.48K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
767+ 2.17% |
$171K - $221K
|
36.1K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
767New |
$171K - $221K
|
767
$316K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
765+ 5.49% |
$170K - $221K
|
14.7K
$6.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
763New |
$170K - $220K
|
763
$315K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
762+ 7.6% |
$169K - $220K
|
10.8K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
759+ 3.24% |
$169K - $219K
|
24.2K
$9.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
752+ 6.28% |
$167K - $217K
|
12.7K
$5.24M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
751+ 19.87% |
$167K - $217K
|
4.53K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
751+ 2.13% |
$167K - $217K
|
36.1K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
750+ 41.3% |
$167K - $216K
|
2.57K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
749+ 0.4% |
$167K - $216K
|
188K
$77.4M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
744+ 11.05% |
$165K - $214K
|
7.48K
$3.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
743+ 4.17% |
$165K - $214K
|
18.6K
$7.65M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
738+ 2.68% |
$164K - $213K
|
28.3K
$11.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
736+ 2.31% |
$164K - $212K
|
32.6K
$13.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
736+ 1.25% |
$164K - $212K
|
59.8K
$24.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
735+ 24.84% |
$163K - $212K
|
3.69K
$1.52M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
735+ 22.84% |
$163K - $212K
|
3.95K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
734+ 7.15% |
$163K - $212K
|
11K
$4.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
730+ 1.7% |
$162K - $210K
|
43.8K
$18M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
730+ 6.22% |
$162K - $210K
|
12.5K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
730+ 6.21% |
$162K - $210K
|
12.5K
$5.14M
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
729New |
$162K - $210K
|
729
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
725+ 0.37% |
$161K - $209K
|
195K
$80.2M
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
725New |
$161K - $209K
|
725
$299K
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
724New |
$161K - $209K
|
724
$298K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
722+ 5.32% |
$161K - $208K
|
14.3K
$5.89M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
720+ 27.65% |
$160K - $208K
|
3.32K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
716New |
$159K - $206K
|
716
$295K
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
712+ 1.17% |
$158K - $205K
|
61.8K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
712+ 39.6% |
$158K - $205K
|
2.51K
$1.03M
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
710New |
$158K - $205K
|
710
$293K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
707New |
$157K - $204K
|
707
$291K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
706+ 0.29% |
$157K - $204K
|
241K
$99.4M
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
705New |
$157K - $203K
|
705
$291K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
704+ 5.95% |
$157K - $203K
|
12.5K
$5.17M
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
703+ 22.19% |
$156K - $203K
|
3.87K
$1.6M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
701+ 1.99% |
$156K - $202K
|
35.9K
$14.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
700+ 4.66% |
$156K - $202K
|
15.7K
$6.49M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
697+ 3.65% |
$155K - $201K
|
19.8K
$8.17M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
697+ 0.08% |
$155K - $201K
|
845K
$348M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
693+ 1.05% |
$154K - $200K
|
66.7K
$27.5M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
689+ 3.76% |
$153K - $199K
|
19K
$7.83M
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
689+ 0.03% |
$153K - $199K
|
2.25M
$929M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
688+ 1.19% |
$153K - $198K
|
58.5K
$24.1M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
683+ 0.9% |
$152K - $197K
|
76.9K
$31.7M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
683+ 3.66% |
$152K - $197K
|
19.3K
$7.97M
|