Purchases and Sales Made in Q1 2022 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q1 2022. 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 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
870+ 4.59% |
$240K - $291K
|
19.8K
$8.33M
|
|
May 12, 2022
Q1 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
868+ 6.28% |
$239K - $291K
|
14.7K
$6.18M
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
864+ 47.16% |
$238K - $289K
|
2.7K
$1.13M
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
863+ 6.27% |
$238K - $289K
|
14.6K
$6.14M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
862+ 48.7% |
$238K - $289K
|
2.63K
$1.11M
|
|
Apr 20, 2022
Q1 2022
|
Baugh & Associates, LLC
|
BUY
|
- |
861+ 1.94% |
$238K - $288K
|
45.2K
$19M
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
861+ 2.97% |
$238K - $288K
|
29.8K
$12.5M
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
854+ 17.78% |
$236K - $286K
|
5.66K
$2.38M
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
854+ 1.68% |
$236K - $286K
|
51.7K
$21.7M
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
852+ 12.49% |
$235K - $285K
|
7.67K
$3.22M
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
851+ 15.66% |
$235K - $285K
|
6.29K
$2.64M
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
851+ 14.68% |
$235K - $285K
|
6.65K
$2.79M
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
846+ 3.45% |
$233K - $283K
|
25.4K
$10.7M
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
842+ 46.44% |
$232K - $282K
|
2.66K
$1.12M
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
841+ 8.6% |
$232K - $282K
|
10.6K
$4.46M
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
840+ 1.64% |
$232K - $281K
|
51.9K
$21.8M
|
|
May 16, 2022
Q1 2022
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
838+ 34.0% |
$231K - $281K
|
3.3K
$1.39M
|
|
Apr 29, 2022
Q1 2022
|
Libra Wealth LLC
|
BUY
|
- |
837New |
$231K - $280K
|
837
$352K
|
|
Apr 12, 2022
Q1 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
836+ 2.49% |
$231K - $280K
|
34.5K
$14.5M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
828+ 32.43% |
$228K - $277K
|
3.38K
$1.42M
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
825+ 1.01% |
$228K - $276K
|
82.6K
$34.7M
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
825+ 0.42% |
$228K - $276K
|
196K
$82.5M
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
824+ 11.73% |
$227K - $276K
|
7.85K
$3.3M
|
|
Apr 14, 2022
Q1 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
822+ 0.86% |
$227K - $275K
|
96.5K
$40.5M
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
820+ 27.19% |
$226K - $274K
|
3.84K
$1.61M
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
811New |
$224K - $271K
|
811
$341K
|
|
May 04, 2022
Q1 2022
|
Tuttle Capital Management, LLC
|
BUY
|
- |
808New |
$223K - $270K
|
808
$340K
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
BUY
|
- |
805+ 50.41% |
$222K - $269K
|
2.4K
$1.01M
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
802+ 4.44% |
$221K - $268K
|
18.9K
$7.93M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
797+ 4.03% |
$220K - $267K
|
20.6K
$8.65M
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
796+ 26.18% |
$220K - $266K
|
3.84K
$1.61M
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
795+ 4.4% |
$219K - $266K
|
18.9K
$7.93M
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
791+ 2.32% |
$218K - $265K
|
34.8K
$14.6M
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
790+ 0.31% |
$218K - $264K
|
259K
$109M
|
|
Apr 13, 2022
Q1 2022
|
Shikiar Asset Management Inc
|
BUY
|
- |
789+ 1.44% |
$218K - $264K
|
55.7K
$23.4M
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
786+ 3.28% |
$217K - $263K
|
24.7K
$10.4M
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
785+ 19.99% |
$217K - $263K
|
4.71K
$1.98M
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
784+ 4.18% |
$216K - $262K
|
19.5K
$8.2M
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
783+ 6.69% |
$216K - $262K
|
12.5K
$5.25M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
782+ 4.71% |
$216K - $262K
|
17.4K
$7.3M
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
781+ 11.67% |
$215K - $261K
|
7.47K
$3.14M
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
777+ 4.31% |
$214K - $260K
|
18.8K
$7.9M
|
|
May 16, 2022
Q1 2022
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
777+ 6.21% |
$214K - $260K
|
13.3K
$5.59M
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
776+ 1.39% |
$214K - $260K
|
56.4K
$23.7M
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
776+ 5.21% |
$214K - $260K
|
15.7K
$6.58M
|
|
May 04, 2022
Q1 2022
|
Beddow Capital Management Inc
|
BUY
|
- |
775New |
$214K - $259K
|
775
$326K
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
773New |
$213K - $259K
|
773
$325K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
771+ 0.41% |
$213K - $258K
|
189K
$79.4M
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
770+ 8.95% |
$212K - $258K
|
9.38K
$3.94M
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
768+ 21.94% |
$212K - $257K
|
4.27K
$1.79M
|