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 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
110+ 1.75% |
$24.5K - $31.7K
|
6.4K
$2.56M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
109+ 0.56% |
$24.2K - $31.4K
|
19.6K
$7.85M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
107+ 1.46% |
$23.8K - $30.8K
|
7.44K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
107+ 0.76% |
$23.8K - $30.8K
|
14.1K
$5.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
106+ 1.11% |
$23.6K - $30.6K
|
9.68K
$3.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
105+ 111.7% |
$23.3K - $30.3K
|
199
$79.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
105+ 0.88% |
$23.3K - $30.3K
|
12.1K
$4.83M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
105+ 10.79% |
$23.3K - $30.3K
|
1.08K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
105+ 1.95% |
$23.3K - $30.3K
|
5.5K
$2.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
104+ 3.17% |
$23.1K - $30K
|
3.39K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
104+ 0.78% |
$23.1K - $30K
|
13.4K
$5.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
103+ 2.33% |
$22.9K - $29.7K
|
4.53K
$1.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
BUY
|
- |
103+ 5.58% |
$22.9K - $29.7K
|
1.95K
$779K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
103+ 0.88% |
$22.9K - $29.7K
|
11.9K
$4.74M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
101+ 3.0% |
$22.5K - $29.1K
|
3.46K
$1.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
101+ 2.1% |
$22.5K - $29.1K
|
4.91K
$1.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
101+ 0.12% |
$22.5K - $29.1K
|
85.1K
$34M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
100+ 6.61% |
$22.2K - $28.8K
|
1.61K
$645K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
100+ 1.06% |
$22.2K - $28.8K
|
9.53K
$3.81M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
100+ 1.43% |
$22.2K - $28.8K
|
7.09K
$2.84M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
100+ 9.75% |
$22.2K - $28.8K
|
1.13K
$450K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
99+ 0.95% |
$22K - $28.5K
|
10.5K
$4.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
98+ 0.07% |
$21.8K - $28.3K
|
146K
$58.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
98+ 1.4% |
$21.8K - $28.3K
|
7.09K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
98+ 3.51% |
$21.8K - $28.3K
|
2.89K
$1.15M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
97+ 0.11% |
$21.6K - $28K
|
89.7K
$35.8M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
96+ 1.79% |
$21.3K - $27.7K
|
5.45K
$2.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
95+ 1.23% |
$21.1K - $27.4K
|
7.8K
$3.12M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
95+ 0.44% |
$21.1K - $27.4K
|
21.8K
$8.7M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
95+ 1.92% |
$21.1K - $27.4K
|
5.05K
$2.02M
|
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
94+ 3.42% |
$20.9K - $27.1K
|
2.84K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
94+ 1.23% |
$20.9K - $27.1K
|
7.77K
$3.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
93+ 2.81% |
$20.7K - $26.8K
|
3.41K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
93+ 0.35% |
$20.7K - $26.8K
|
26.6K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
92+ 0.33% |
$20.5K - $26.5K
|
27.9K
$11.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
91+ 0.71% |
$20.2K - $26.2K
|
13K
$5.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
91+ 0.62% |
$20.2K - $26.2K
|
14.9K
$5.94M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
91+ 2.01% |
$20.2K - $26.2K
|
4.62K
$1.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
90+ 0.9% |
$20K - $25.9K
|
10.1K
$4.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
88+ 0.58% |
$19.6K - $25.4K
|
15.2K
$6.06M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
88+ 0.36% |
$19.6K - $25.4K
|
24.5K
$9.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
86+ 2.08% |
$19.1K - $24.8K
|
4.23K
$1.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
85+ 0.55% |
$18.9K - $24.5K
|
15.4K
$6.16M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
85+ 0.58% |
$18.9K - $24.5K
|
14.7K
$5.88M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.47% |
$18.5K - $23.9K
|
17.8K
$7.1M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
83+ 0.55% |
$18.5K - $23.9K
|
15.2K
$6.08M
|
|
|
Feb 10, 2025
Q1 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
83+ 2.86% |
$18.5K - $23.9K
|
2.99K
$1.19M
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
82+ 3.3% |
$18.2K - $23.6K
|
2.57K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
81+ 2.75% |
$18K - $23.4K
|
3.02K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
80+ 1.78% |
$17.8K - $23.1K
|
4.58K
$1.83M
|