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
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
25+ 0.81% |
$5.56K - $7.21K
|
3.12K
$1.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.14% |
$5.56K - $7.21K
|
18.2K
$7.29M
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
25+ 0.08% |
$5.56K - $7.21K
|
31.1K
$12.4M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25+ 0.07% |
$5.56K - $7.21K
|
35.1K
$14M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
25+ 0.35% |
$5.56K - $7.21K
|
7.09K
$2.83M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
24+ 0.44% |
$5.34K - $6.92K
|
5.51K
$2.2M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
24+ 0.83% |
$5.34K - $6.92K
|
2.91K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
24+ 1.21% |
$5.34K - $6.92K
|
2.01K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
24+ 0.05% |
$5.34K - $6.92K
|
45.9K
$18.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
23+ 0.26% |
$5.11K - $6.63K
|
8.77K
$3.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
23+ 0.13% |
$5.11K - $6.63K
|
18.1K
$7.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
23+ 0.24% |
$5.11K - $6.63K
|
9.77K
$3.9M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
23+ 0.36% |
$5.11K - $6.63K
|
6.44K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
23+ 0.33% |
$5.11K - $6.63K
|
6.99K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
22+ 2.21% |
$4.89K - $6.34K
|
1.02K
$406K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
22+ 0.05% |
$4.89K - $6.34K
|
42K
$16.8M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
22+ 0.07% |
$4.89K - $6.34K
|
31.7K
$12.7M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
22+ 0.08% |
$4.89K - $6.34K
|
26.5K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
22+ 0.22% |
$4.89K - $6.34K
|
9.95K
$3.98M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
21+ 1.11% |
$4.67K - $6.05K
|
1.92K
$767K
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
BUY
|
- |
21+ 0.54% |
$4.67K - $6.05K
|
3.9K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
21+ 0.06% |
$4.67K - $6.05K
|
33.6K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
21+ 0.95% |
$4.67K - $6.05K
|
2.23K
$891K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
21+ 0.3% |
$4.67K - $6.05K
|
6.99K
$2.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
20+ 0.96% |
$4.45K - $5.77K
|
2.11K
$843K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
20+ 0.16% |
$4.45K - $5.77K
|
12.3K
$4.92M
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
20+ 0.06% |
$4.45K - $5.77K
|
34.9K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
20+ 0.19% |
$4.45K - $5.77K
|
10.7K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
20+ 1.23% |
$4.45K - $5.77K
|
1.65K
$658K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
19+ 0.12% |
$4.22K - $5.48K
|
15.6K
$6.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
19+ 0.22% |
$4.22K - $5.48K
|
8.54K
$3.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
19+ 0.35% |
$4.22K - $5.48K
|
5.41K
$2.16M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
19+ 0.49% |
$4.22K - $5.48K
|
3.92K
$1.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
18+ 0.13% |
$4K - $5.19K
|
13.5K
$5.4M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
18+ 0.28% |
$4K - $5.19K
|
6.36K
$2.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
17+ 0.03% |
$3.78K - $4.9K
|
50.7K
$20.3M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
17+ 0.65% |
$3.78K - $4.9K
|
2.62K
$1.05M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
17+ 0.12% |
$3.78K - $4.9K
|
14.7K
$5.9M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
17+ 0.48% |
$3.78K - $4.9K
|
3.54K
$1.41M
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
17+ 0.06% |
$3.78K - $4.9K
|
26.4K
$10.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
15+ 0.1% |
$3.33K - $4.32K
|
14.3K
$5.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
15+ 0.28% |
$3.33K - $4.32K
|
5.46K
$2.18M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
15+ 2.09% |
$3.33K - $4.32K
|
734
$293K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
15+ 0.28% |
$3.33K - $4.32K
|
5.47K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
15+ 0.01% |
$3.33K - $4.32K
|
139K
$55.6M
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
BUY
|
- |
15+ 0.04% |
$3.33K - $4.32K
|
39.7K
$15.9M
|
|
|
May 11, 2023
Q1 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
15+ 1.56% |
$3.33K - $4.32K
|
975
$390K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15+ 0.41% |
$3.33K - $4.32K
|
3.67K
$1.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
14+ 0.12% |
$3.11K - $4.04K
|
11.5K
$4.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
14+ 0.55% |
$3.11K - $4.04K
|
2.58K
$1.03M
|