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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
207+ 1.39% |
$46K - $59.7K
|
15.1K
$6.05M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
207+ 3.33% |
$46K - $59.7K
|
6.43K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
206+ 0.66% |
$45.8K - $59.4K
|
31.3K
$12.5M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
205+ 0.78% |
$45.6K - $59.1K
|
26.6K
$10.6M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
205+ 0.83% |
$45.6K - $59.1K
|
24.8K
$9.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
204+ 13.25% |
$45.4K - $58.8K
|
1.74K
$697K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
204+ 0.3% |
$45.4K - $58.8K
|
69.1K
$27.6M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
203+ 7.3% |
$45.1K - $58.5K
|
2.98K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
202+ 7.16% |
$44.9K - $58.2K
|
3.03K
$1.21M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
202+ 0.87% |
$44.9K - $58.2K
|
23.4K
$9.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
200+ 1.12% |
$44.5K - $57.7K
|
18K
$7.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
200+ 2.32% |
$44.5K - $57.7K
|
8.81K
$3.52M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
200+ 1.25% |
$44.5K - $57.7K
|
16.2K
$6.49M
|
|
|
May 11, 2023
Q1 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
200+ 0.67% |
$44.5K - $57.7K
|
30.1K
$12M
|
|
|
Apr 06, 2023
Q1 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
198+ 18.75% |
$44K - $57.1K
|
1.25K
$501K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
196+ 1.95% |
$43.6K - $56.5K
|
10.2K
$4.09M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
195+ 2.18% |
$43.4K - $56.2K
|
9.16K
$3.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
194+ 0.56% |
$43.1K - $55.9K
|
35K
$14M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
193+ 2.61% |
$42.9K - $55.6K
|
7.59K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
193+ 0.28% |
$42.9K - $55.6K
|
68.6K
$27.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
192+ 3.62% |
$42.7K - $55.4K
|
5.49K
$2.2M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
191+ 1.5% |
$42.5K - $55.1K
|
12.9K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
190+ 2.47% |
$42.2K - $54.8K
|
7.9K
$3.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
189+ 12.47% |
$42K - $54.5K
|
1.71K
$682K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
188+ 1.1% |
$41.8K - $54.2K
|
17.3K
$6.93M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
188+ 0.1% |
$41.8K - $54.2K
|
186K
$74.3M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
188+ 5.76% |
$41.8K - $54.2K
|
3.45K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
187+ 1.73% |
$41.6K - $53.9K
|
11K
$4.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
186+ 17.9% |
$41.3K - $53.6K
|
1.23K
$490K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
185+ 2.94% |
$41.1K - $53.3K
|
6.49K
$2.59M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
185+ 0.58% |
$41.1K - $53.3K
|
32.3K
$12.9M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
184+ 0.43% |
$40.9K - $53K
|
43.4K
$17.3M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
184+ 3.99% |
$40.9K - $53K
|
4.8K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
184+ 1.36% |
$40.9K - $53K
|
13.7K
$5.48M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
184+ 6.78% |
$40.9K - $53K
|
2.9K
$1.16M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
184+ 6.78% |
$40.9K - $53K
|
2.9K
$1.16M
|
|
|
Apr 11, 2023
Q1 2023
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
183+ 0.25% |
$40.7K - $52.8K
|
72.5K
$29M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
182+ 0.73% |
$40.5K - $52.5K
|
25.2K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
181+ 0.99% |
$40.2K - $52.2K
|
18.6K
$7.42M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
181+ 1.81% |
$40.2K - $52.2K
|
10.2K
$4.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
180+ 1.93% |
$40K - $51.9K
|
9.53K
$3.81M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
180+ 0.5% |
$40K - $51.9K
|
36.3K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
180+ 2.29% |
$40K - $51.9K
|
8.03K
$3.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
179+ 15.55% |
$39.8K - $51.6K
|
1.33K
$532K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
178+ 10.2% |
$39.6K - $51.3K
|
1.92K
$769K
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
178+ 0.6% |
$39.6K - $51.3K
|
29.8K
$11.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
177+ 0.24% |
$39.3K - $51K
|
74K
$29.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
177+ 0.78% |
$39.3K - $51K
|
22.8K
$9.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
175+ 4.1% |
$38.9K - $50.5K
|
4.45K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
175+ 2.94% |
$38.9K - $50.5K
|
6.13K
$2.45M
|