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
|
Signal Point Asset Management, LLC
|
BUY
|
- |
280+ 1.49% |
$77.2K - $93.7K
|
19.1K
$8.1M
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
278+ 5.43% |
$76.7K - $93.1K
|
5.4K
$2.29M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
277+ 0.16% |
$76.4K - $92.7K
|
175K
$74.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
276+ 6.9% |
$76.1K - $92.4K
|
4.28K
$1.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
274+ 12.07% |
$75.6K - $91.7K
|
2.54K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
273+ 1.36% |
$75.3K - $91.4K
|
20.4K
$8.65M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
270+ 0.67% |
$74.5K - $90.4K
|
40.4K
$17.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
269+ 0.4% |
$74.2K - $90K
|
67K
$28.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
268+ 0.8% |
$73.9K - $89.7K
|
33.8K
$14.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
267+ 8.23% |
$73.7K - $89.4K
|
3.51K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
265+ 8.46% |
$73.1K - $88.7K
|
3.4K
$1.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
261+ 1.15% |
$72K - $87.4K
|
22.9K
$9.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
261+ 0.17% |
$72K - $87.4K
|
153K
$64.6M
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
261+ 13.02% |
$72K - $87.4K
|
2.27K
$959K
|
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
260+ 0.52% |
$71.7K - $87K
|
50K
$21.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
260+ 3.7% |
$71.7K - $87K
|
7.28K
$3.08M
|
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
260+ 21.19% |
$71.7K - $87K
|
1.49K
$630K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
258+ 2.85% |
$71.2K - $86.4K
|
9.3K
$3.94M
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
258+ 1.98% |
$71.2K - $86.4K
|
13.3K
$5.64M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
258+ 2.52% |
$71.2K - $86.4K
|
10.5K
$4.44M
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
258+ 0.25% |
$71.2K - $86.4K
|
103K
$43.7M
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
256+ 1.96% |
$70.6K - $85.7K
|
13.3K
$5.64M
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
BUY
|
- |
256+ 0.58% |
$70.6K - $85.7K
|
44.3K
$18.8M
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
256+ 14.91% |
$70.6K - $85.7K
|
1.97K
$835K
|
|
|
May 12, 2022
Q1 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
255+ 7.39% |
$70.3K - $85.4K
|
3.7K
$1.57M
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
255+ 3.27% |
$70.3K - $85.4K
|
8.06K
$3.41M
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
255+ 1.12% |
$70.3K - $85.4K
|
23K
$9.74M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
255+ 1.17% |
$70.3K - $85.4K
|
22K
$9.32M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
255+ 8.31% |
$70.3K - $85.4K
|
3.32K
$1.41M
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
253+ 2.11% |
$69.8K - $84.7K
|
12.2K
$5.18M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
253+ 0.6% |
$69.8K - $84.7K
|
42.5K
$18M
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
253+ 5.1% |
$69.8K - $84.7K
|
5.21K
$2.21M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
251+ 0.23% |
$69.2K - $84K
|
110K
$46.7M
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
251+ 5.5% |
$69.2K - $84K
|
4.82K
$2.04M
|
|
|
May 12, 2022
Q1 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
250+ 1.69% |
$69K - $83.7K
|
15K
$6.37M
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
250+ 2.12% |
$69K - $83.7K
|
12.1K
$5.11M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
249+ 1.89% |
$68.7K - $83.4K
|
13.4K
$5.69M
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
249+ 6.44% |
$68.7K - $83.4K
|
4.12K
$1.74M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
249+ 16.48% |
$68.7K - $83.4K
|
1.76K
$745K
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
248+ 5.18% |
$68.4K - $83K
|
5.04K
$2.13M
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
248+ 5.15% |
$68.4K - $83K
|
5.07K
$2.14M
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
247+ 0.77% |
$68.1K - $82.7K
|
32.5K
$13.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
247+ 0.47% |
$68.1K - $82.7K
|
52.4K
$22.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
247+ 4.97% |
$68.1K - $82.7K
|
5.22K
$2.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
247+ 1.18% |
$68.1K - $82.7K
|
21.1K
$8.95M
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
247+ 0.77% |
$68.1K - $82.7K
|
32.5K
$13.8M
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
246+ 2.9% |
$67.9K - $82.3K
|
8.72K
$3.69M
|
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
245+ 1.57% |
$67.6K - $82K
|
15.8K
$6.71M
|
|
|
Apr 27, 2022
Q1 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
245+ 0.39% |
$67.6K - $82K
|
62.8K
$26.6M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
244+ 2.73% |
$67.3K - $81.7K
|
9.18K
$3.89M
|