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
|
Mendel Capital Management LLC
|
BUY
|
- |
116+ 1.12% |
$32K - $38.8K
|
10.5K
$4.45M
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
116+ 3.72% |
$32K - $38.8K
|
3.23K
$1.37M
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
115+ 0.83% |
$31.7K - $38.5K
|
13.9K
$5.89M
|
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
115+ 0.44% |
$31.7K - $38.5K
|
26.5K
$11.2M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
114+ 1.71% |
$31.4K - $38.2K
|
6.78K
$2.87M
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
113+ 1.04% |
$31.2K - $37.8K
|
11K
$4.66M
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
113+ 2.26% |
$31.2K - $37.8K
|
5.12K
$2.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
112+ 1.3% |
$30.9K - $37.5K
|
8.75K
$3.71M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
112+ 0.81% |
$30.9K - $37.5K
|
13.9K
$5.88M
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
112+ 0.67% |
$30.9K - $37.5K
|
16.7K
$7.09M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
112+ 2.24% |
$30.9K - $37.5K
|
5.11K
$2.16M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.54% |
$30.6K - $37.2K
|
20.6K
$8.74M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
110+ 0.56% |
$30.3K - $36.8K
|
19.7K
$8.33M
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
110+ 6.61% |
$30.3K - $36.8K
|
1.78K
$752K
|
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
110+ 2.43% |
$30.3K - $36.8K
|
4.63K
$1.96M
|
|
|
May 16, 2022
Q1 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
109+ 0.06% |
$30.1K - $36.5K
|
194K
$82M
|
|
|
May 13, 2022
Q1 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
109New |
$30.1K - $36.5K
|
109
$46.2K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
108+ 0.85% |
$29.8K - $36.2K
|
12.9K
$5.46M
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
BUY
|
- |
108+ 5.39% |
$29.8K - $36.2K
|
2.11K
$894K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
107+ 0.76% |
$29.5K - $35.8K
|
14.1K
$5.99M
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
107+ 1.81% |
$29.5K - $35.8K
|
6.03K
$2.56M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
106+ 3.57% |
$29.2K - $35.5K
|
3.08K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
105+ 0.55% |
$29K - $35.1K
|
19.2K
$8.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
104+ 3.17% |
$28.7K - $34.8K
|
3.38K
$1.43M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
104+ 1.06% |
$28.7K - $34.8K
|
9.9K
$4.19M
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
102+ 0.06% |
$28.1K - $34.1K
|
164K
$69.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
101+ 0.67% |
$27.9K - $33.8K
|
15.2K
$6.42M
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
101+ 1.59% |
$27.9K - $33.8K
|
6.43K
$2.72M
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
100+ 2.28% |
$27.6K - $33.5K
|
4.49K
$1.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Lynch Asset Management, Inc.
|
BUY
|
- |
100+ 0.81% |
$27.6K - $33.5K
|
12.5K
$5.29M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
100+ 1.3% |
$27.6K - $33.5K
|
7.8K
$3.3M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
100+ 0.32% |
$27.6K - $33.5K
|
31.6K
$13.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
100+ 1.1% |
$27.6K - $33.5K
|
9.22K
$3.9M
|
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
BUY
|
- |
100+ 2.56% |
$27.6K - $33.5K
|
4K
$1.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.05% |
$27.6K - $33.5K
|
9.63K
$4.08M
|
|
|
May 16, 2022
Q1 2022
|
Precept Management LLC
Dallas, TX |
BUY
|
- |
100+ 0.56% |
$27.6K - $33.5K
|
18.1K
$7.66M
|
|
|
May 16, 2022
Q1 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
100+ 16.81% |
$27.6K - $33.5K
|
695
$294K
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.48% |
$27.6K - $33.5K
|
21.1K
$8.91M
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
100+ 4.55% |
$27.6K - $33.5K
|
2.3K
$974K
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
100+ 0.64% |
$27.6K - $33.5K
|
15.7K
$6.64M
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
99+ 0.01% |
$27.3K - $33.1K
|
1.47M
$624M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
98+ 0.89% |
$27K - $32.8K
|
11.1K
$4.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
98+ 2.36% |
$27K - $32.8K
|
4.26K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
98+ 0.34% |
$27K - $32.8K
|
28.9K
$12.2M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
95+ 0.63% |
$26.2K - $31.8K
|
15.2K
$6.45M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
95+ 1.85% |
$26.2K - $31.8K
|
5.22K
$2.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
94+ 4.41% |
$25.9K - $31.5K
|
2.22K
$942K
|
|
|
May 12, 2022
Q1 2022
|
Diamant Asset Management, Inc.
|
BUY
|
- |
94+ 0.33% |
$25.9K - $31.5K
|
28.7K
$12.2M
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
92+ 1.47% |
$25.4K - $30.8K
|
6.37K
$2.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
91+ 1.91% |
$25.1K - $30.5K
|
4.87K
$2.06M
|