SEC 13F Intelligence

B. Riley Wealth Management, Inc. / MSFT

B. Riley Wealth Management, Inc.’s Microsoft Corp Position

Does B. Riley Wealth Management, Inc. own Microsoft Corp (MSFT)? Yes122.7K shares worth $1.3B (+1.55% of its 13F portfolio) as of Q3 2022, up from 111.9K shares the prior filed quarter.

Position Value
$1.3B
Q3 2022
Shares
122.7K
% of Portfolio
+1.55%
Quarters Held
15
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ2 ’19Q3 ’19: $10MQ4 ’19: $12MQ4 ’19Q1 ’20: $23MQ2 ’20: $27MQ2 ’20Q3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $11MQ2 ’21: $12MQ2 ’21Q3 ’21: $31MQ4 ’21: $39MQ4 ’21Q1 ’22: $35MQ3 ’22: $1.3BQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022122.7K$1.3B+1.55%
Q1 2022111.9K$35M+2.66%
Q4 2021115.9K$39M+2.70%
Q3 2021110.4K$31M+2.39%
Q2 202144.1K$12M+1.32%
Q1 202147.8K$11M+1.32%
Q4 202047.4K$11M+1.36%
Q3 202048.0K$10M+1.19%
Q2 2020131.8K$27M+2.94%
Q1 2020146.9K$23M+2.43%
Q4 201975.9K$12M+1.80%
Q3 201974.3K$10M+1.80%
Q2 201974.7K$10M+1.54%
Q1 201978.5K$9M+1.61%
Q4 201868.0K$7M+1.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See B. Riley Wealth Management, Inc.’s full portfolio or all institutional holders of MSFT.