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 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
424+ 3.24% |
$94.3K - $122K
|
13.5K
$5.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
424+ 3.09% |
$94.3K - $122K
|
14.2K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
422+ 3.47% |
$93.8K - $122K
|
12.6K
$5.16M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
414+ 17.05% |
$92K - $119K
|
2.84K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
414+ 2.6% |
$92K - $119K
|
16.4K
$6.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
413+ 0.85% |
$91.8K - $119K
|
49K
$20.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
413+ 3.3% |
$91.8K - $119K
|
12.9K
$5.31M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
412+ 0.62% |
$91.6K - $119K
|
67.4K
$27.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
410+ 3.23% |
$91.1K - $118K
|
13.1K
$5.37M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
406+ 0.44% |
$90.3K - $117K
|
92.4K
$37.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
405+ 5.05% |
$90K - $117K
|
8.42K
$3.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
404+ 7.2% |
$89.8K - $116K
|
6.02K
$2.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
404+ 2.59% |
$89.8K - $116K
|
16K
$6.57M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
403+ 0.83% |
$89.6K - $116K
|
49.2K
$20.2M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
403+ 0.83% |
$89.6K - $116K
|
49.2K
$20.2M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
402+ 7.5% |
$89.4K - $116K
|
5.76K
$2.36M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
401+ 0.34% |
$89.1K - $116K
|
118K
$48.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
400+ 14.89% |
$88.9K - $115K
|
3.09K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
400New |
$88.9K - $115K
|
400
$164K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
398+ 3.15% |
$88.5K - $115K
|
13K
$5.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
398+ 1.44% |
$88.5K - $115K
|
28.1K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
397+ 4.77% |
$88.3K - $114K
|
8.73K
$3.58M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
397+ 2.07% |
$88.3K - $114K
|
19.6K
$8.05M
|
|
|
May 17, 2023
Q1 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
397+ 0.56% |
$88.3K - $114K
|
70.8K
$29M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
395+ 1.27% |
$87.8K - $114K
|
31.5K
$12.9M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
390+ 0.88% |
$86.7K - $112K
|
44.8K
$18.4M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
390+ 0.52% |
$86.7K - $112K
|
75K
$30.8M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
390+ 37.46% |
$86.7K - $112K
|
1.43K
$587K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
390+ 0.75% |
$86.7K - $112K
|
52.7K
$21.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
389+ 2.63% |
$86.5K - $112K
|
15.2K
$6.22M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
388+ 22.6% |
$86.3K - $112K
|
2.11K
$864K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
387+ 0.08% |
$86K - $112K
|
468K
$192M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
385+ 2.98% |
$85.6K - $111K
|
13.3K
$5.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
380+ 3.41% |
$84.5K - $110K
|
11.5K
$4.73M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
380+ 3.34% |
$84.5K - $110K
|
11.8K
$4.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
378+ 2.79% |
$84K - $109K
|
13.9K
$5.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
377+ 2.08% |
$83.8K - $109K
|
18.5K
$7.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
376+ 7.85% |
$83.6K - $108K
|
5.16K
$2.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
375+ 10.63% |
$83.4K - $108K
|
3.9K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
373+ 0.82% |
$82.9K - $108K
|
45.8K
$18.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
372+ 1.56% |
$82.7K - $107K
|
24.2K
$9.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
372+ 1.65% |
$82.7K - $107K
|
23K
$9.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
370+ 1.27% |
$82.3K - $107K
|
29.6K
$12.1M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
368+ 9.0% |
$81.8K - $106K
|
4.46K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
360+ 2.66% |
$80K - $104K
|
13.9K
$5.71M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
360+ 19.38% |
$80K - $104K
|
2.22K
$911K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
359+ 8.58% |
$79.8K - $103K
|
4.54K
$1.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
357+ 2.5% |
$79.4K - $103K
|
14.6K
$6M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
357+ 3.18% |
$79.4K - $103K
|
11.6K
$4.75M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
356+ 0.21% |
$79.1K - $103K
|
169K
$69.5M
|