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 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
768+ 21.94% |
$212K - $257K
|
4.27K
$1.83M
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
768+ 34.61% |
$212K - $257K
|
2.99K
$1.28M
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
767+ 4.7% |
$212K - $257K
|
17.1K
$7.31M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
763+ 3.46% |
$210K - $255K
|
22.8K
$9.77M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
758+ 0.71% |
$209K - $254K
|
107K
$45.8M
|
|
Apr 12, 2022
Q1 2022
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
757+ 1.13% |
$209K - $253K
|
67.8K
$29M
|
|
Apr 14, 2022
Q1 2022
|
Jacobs & CO
|
BUY
|
- |
756+ 0.73% |
$209K - $253K
|
104K
$44.6M
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
756+ 11.33% |
$209K - $253K
|
7.43K
$3.18M
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
751+ 2.12% |
$207K - $251K
|
36.1K
$15.5M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
751+ 2.49% |
$207K - $251K
|
30.9K
$13.2M
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
750+ 6.13% |
$207K - $251K
|
13K
$5.56M
|
|
May 11, 2022
Q1 2022
|
Ronit Capital LLP
|
BUY
|
- |
750New |
$207K - $251K
|
750
$321K
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
745+ 23.22% |
$206K - $249K
|
3.95K
$1.69M
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
745+ 7.48% |
$206K - $249K
|
10.7K
$4.58M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
743+ 1.58% |
$205K - $249K
|
47.7K
$20.4M
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
735+ 1.15% |
$203K - $246K
|
64.4K
$27.6M
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
734+ 10.27% |
$202K - $246K
|
7.88K
$3.37M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
733+ 2.67% |
$202K - $245K
|
28.2K
$12.1M
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
732+ 4.0% |
$202K - $245K
|
19K
$8.14M
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
731+ 6.1% |
$202K - $245K
|
12.7K
$5.44M
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
731+ 15.69% |
$202K - $245K
|
5.39K
$2.31M
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
730+ 1.47% |
$201K - $244K
|
50.5K
$21.6M
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
730+ 33.66% |
$201K - $244K
|
2.9K
$1.24M
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
728+ 4.06% |
$201K - $244K
|
18.7K
$7.99M
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
BUY
|
- |
716+ 38.06% |
$198K - $240K
|
2.6K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
716+ 0.7% |
$198K - $240K
|
104K
$44.3M
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
713+ 4.0% |
$197K - $239K
|
18.5K
$7.93M
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
711+ 24.29% |
$196K - $238K
|
3.64K
$1.56M
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
705+ 71.72% |
$194K - $236K
|
1.69K
$722K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
704New |
$194K - $236K
|
704
$301K
|
|
Apr 18, 2022
Q1 2022
|
44 Wealth Management LLC
|
BUY
|
- |
700+ 2.0% |
$193K - $234K
|
35.6K
$15.3M
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
700New |
$193K - $234K
|
700
$299K
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
699+ 6.98% |
$193K - $234K
|
10.7K
$4.58M
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
BUY
|
- |
698+ 1.2% |
$193K - $234K
|
59K
$25.2M
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
698+ 28.5% |
$193K - $234K
|
3.15K
$1.35M
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
697+ 7.86% |
$192K - $233K
|
9.57K
$4.09M
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
695+ 9.14% |
$192K - $233K
|
8.3K
$3.55M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
692+ 1.13% |
$191K - $232K
|
62.1K
$26.6M
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
691+ 1.82% |
$191K - $231K
|
38.6K
$16.5M
|
|
May 10, 2022
Q1 2022
|
Oak Thistle LLC
|
BUY
|
- |
689+ 70.74% |
$190K - $231K
|
1.66K
$711K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
686+ 0.46% |
$189K - $230K
|
150K
$64.4M
|
|
May 06, 2022
Q1 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
685+ 9.23% |
$189K - $229K
|
8.1K
$3.47M
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
683+ 1.32% |
$188K - $229K
|
52.5K
$22.4M
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
681+ 3.25% |
$188K - $228K
|
21.6K
$9.25M
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
680New |
$188K - $228K
|
680
$291K
|
|
Apr 27, 2022
Q1 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
680New |
$188K - $228K
|
680
$291K
|
|
May 16, 2022
Q1 2022
|
Heron Bay Capital Management
|
BUY
|
- |
680+ 2.43% |
$188K - $228K
|
28.7K
$12.3M
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
677+ 17.18% |
$187K - $227K
|
4.62K
$1.98M
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
676+ 7.98% |
$186K - $226K
|
9.15K
$3.91M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
674+ 1.9% |
$186K - $226K
|
36.1K
$15.5M
|