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 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
378+ 0.32% |
$104K - $127K
|
119K
$50.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
375+ 9.46% |
$103K - $126K
|
4.34K
$1.85M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
374+ 55.65% |
$103K - $125K
|
1.05K
$445K
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
371+ 4.43% |
$102K - $124K
|
8.75K
$3.72M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
370+ 1.94% |
$102K - $124K
|
19.4K
$8.27M
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
370+ 2.26% |
$102K - $124K
|
16.8K
$7.14M
|
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
369+ 5.07% |
$102K - $124K
|
7.65K
$3.25M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
369+ 0.67% |
$102K - $124K
|
55.1K
$23.5M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
367+ 6.73% |
$101K - $123K
|
5.82K
$2.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
366+ 2.83% |
$101K - $123K
|
13.3K
$5.66M
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
366+ 3.05% |
$101K - $123K
|
12.4K
$5.26M
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
365+ 14.73% |
$101K - $122K
|
2.84K
$1.21M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
364+ 2.66% |
$100K - $122K
|
14K
$5.97M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
363+ 10.37% |
$100K - $122K
|
3.87K
$1.64M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
362+ 7.66% |
$99.9K - $121K
|
5.09K
$2.16M
|
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
360+ 2.68% |
$99.3K - $121K
|
13.8K
$5.87M
|
|
|
Apr 22, 2022
Q1 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
360+ 0.67% |
$99.3K - $121K
|
54.2K
$23.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
359+ 21.43% |
$99K - $120K
|
2.03K
$865K
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
359+ 6.75% |
$99K - $120K
|
5.67K
$2.41M
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
359+ 16.18% |
$99K - $120K
|
2.58K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
359+ 12.82% |
$99K - $120K
|
3.16K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
356+ 0.75% |
$98.2K - $119K
|
47.7K
$20.3M
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
356+ 4.26% |
$98.2K - $119K
|
8.71K
$3.71M
|
|
|
May 16, 2022
Q1 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
355+ 12.67% |
$97.9K - $119K
|
3.16K
$1.34M
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
354+ 1.08% |
$97.7K - $119K
|
33.3K
$14.1M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
354+ 14.05% |
$97.7K - $119K
|
2.87K
$1.22M
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
353+ 3.46% |
$97.4K - $118K
|
10.6K
$4.49M
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
352+ 3.76% |
$97.1K - $118K
|
9.71K
$4.13M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
352+ 1.08% |
$97.1K - $118K
|
32.9K
$14M
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
BUY
|
- |
350+ 9.95% |
$96.5K - $117K
|
3.87K
$1.65M
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
350+ 22.48% |
$96.5K - $117K
|
1.91K
$811K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
350+ 3.42% |
$96.5K - $117K
|
10.6K
$4.5M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
348+ 2.47% |
$96K - $116K
|
14.4K
$6.14M
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
348+ 5.28% |
$96K - $116K
|
6.94K
$2.95M
|
|
|
Apr 26, 2022
Q1 2022
|
Harrington Investments, Inc
|
BUY
|
- |
348+ 1.19% |
$96K - $116K
|
29.6K
$12.6M
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
BUY
|
- |
346+ 3.24% |
$95.4K - $116K
|
11K
$4.69M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
345+ 1.81% |
$95.2K - $115K
|
19.4K
$8.25M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
344+ 1.14% |
$94.9K - $115K
|
30.4K
$13M
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
343+ 1.05% |
$94.6K - $115K
|
32.9K
$14M
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
343+ 17.28% |
$94.6K - $115K
|
2.33K
$990K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
342+ 1.33% |
$94.3K - $114K
|
26K
$11.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
341+ 1.57% |
$94.1K - $114K
|
22.1K
$9.41M
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
340+ 12.75% |
$93.8K - $114K
|
3.01K
$1.28M
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
340+ 26.44% |
$93.8K - $114K
|
1.63K
$692K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
340+ 2.22% |
$93.8K - $114K
|
15.7K
$6.67M
|
|
|
May 12, 2022
Q1 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
340+ 7.05% |
$93.8K - $114K
|
5.16K
$2.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
337+ 3.82% |
$93K - $113K
|
9.15K
$3.89M
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
337+ 4.0% |
$93K - $113K
|
8.76K
$3.73M
|
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
335+ 10.51% |
$92.4K - $112K
|
3.52K
$1.5M
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
334+ 0.9% |
$92.1K - $112K
|
37.3K
$15.9M
|