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 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
47+ 0.65% |
$13K - $15.7K
|
7.27K
$3.08M
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
46+ 3.07% |
$12.7K - $15.4K
|
1.55K
$655K
|
|
Apr 20, 2022
Q1 2022
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
46+ 0.89% |
$12.7K - $15.4K
|
5.23K
$2.21M
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.51% |
$12.4K - $15.1K
|
8.95K
$3.79M
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
45+ 12.1% |
$12.4K - $15.1K
|
417
$177K
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
45+ 2.33% |
$12.4K - $15.1K
|
1.98K
$838K
|
|
May 16, 2022
Q1 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
45+ 0.49% |
$12.4K - $15.1K
|
9.16K
$3.88M
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
44New |
$12.1K - $14.7K
|
44
$18.6K
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
44+ 0.93% |
$12.1K - $14.7K
|
4.79K
$2.03M
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
43+ 0.36% |
$11.9K - $14.4K
|
12.1K
$5.11M
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
42+ 0.3% |
$11.6K - $14.1K
|
14.2K
$6.01M
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
42+ 0.69% |
$11.6K - $14.1K
|
6.15K
$2.6M
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
42+ 1.87% |
$11.6K - $14.1K
|
2.29K
$968K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
42+ 0.02% |
$11.6K - $14.1K
|
229K
$96.9M
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.49% |
$11.6K - $14.1K
|
8.54K
$3.61M
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
42+ 1.7% |
$11.6K - $14.1K
|
2.51K
$1.06M
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
41+ 0.44% |
$11.3K - $13.7K
|
9.31K
$3.94M
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
41+ 0.95% |
$11.3K - $13.7K
|
4.34K
$1.84M
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
40+ 0.87% |
$11K - $13.4K
|
4.64K
$1.96M
|
|
Apr 27, 2022
Q1 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
40+ 3.26% |
$11K - $13.4K
|
1.27K
$537K
|
|
Apr 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
40+ 0.11% |
$11K - $13.4K
|
37.6K
$15.9M
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
BUY
|
- |
40+ 0.21% |
$11K - $13.4K
|
19.2K
$8.11M
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
38+ 0.36% |
$10.5K - $12.7K
|
10.5K
$4.46M
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
38+ 1.13% |
$10.5K - $12.7K
|
3.4K
$1.44M
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
37+ 5.95% |
$10.2K - $12.4K
|
659
$279K
|
|
Apr 19, 2022
Q1 2022
|
Tlw Wealth Management, LLC
|
BUY
|
- |
37+ 0.08% |
$10.2K - $12.4K
|
48.1K
$20.4M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
37+ 0.82% |
$10.2K - $12.4K
|
4.54K
$1.92M
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
37+ 0.12% |
$10.2K - $12.4K
|
30K
$12.7M
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
37+ 0.88% |
$10.2K - $12.4K
|
4.24K
$1.79M
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
37+ 0.29% |
$10.2K - $12.4K
|
12.7K
$5.37M
|
|
Apr 22, 2022
Q1 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
36+ 0.22% |
$9.93K - $12.1K
|
16.6K
$7.04M
|
|
Apr 18, 2022
Q1 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
35+ 0.08% |
$9.65K - $11.7K
|
42K
$17.8M
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
35+ 0.87% |
$9.65K - $11.7K
|
4.04K
$1.71M
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
35+ 0.24% |
$9.65K - $11.7K
|
14.4K
$6.09M
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
35+ 0.28% |
$9.65K - $11.7K
|
12.7K
$5.38M
|
|
May 03, 2022
Q1 2022
|
Nat West Group PLC
|
BUY
|
- |
33+ 0.07% |
$9.1K - $11K
|
48.5K
$20.5M
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
33+ 0.14% |
$9.1K - $11K
|
23.4K
$9.91M
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
33+ 0.69% |
$9.1K - $11K
|
4.8K
$2.03M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.58% |
$8.83K - $10.7K
|
5.54K
$2.35M
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
32+ 3.62% |
$8.83K - $10.7K
|
916
$388K
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
32+ 1.37% |
$8.83K - $10.7K
|
2.36K
$1M
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
32+ 0.44% |
$8.83K - $10.7K
|
7.37K
$3.12M
|
|
May 11, 2022
Q1 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
31+ 0.09% |
$8.55K - $10.4K
|
33.6K
$14.2M
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
31+ 0.48% |
$8.55K - $10.4K
|
6.43K
$2.72M
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
31+ 1.26% |
$8.55K - $10.4K
|
2.5K
$1.06M
|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
BUY
|
- |
30+ 0.26% |
$8.28K - $10K
|
11.4K
$4.85M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
30+ 0.35% |
$8.28K - $10K
|
8.65K
$3.66M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.66% |
$8.28K - $10K
|
4.61K
$1.95M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
30+ 0.39% |
$8.28K - $10K
|
7.68K
$3.25M
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
30+ 2.28% |
$8.28K - $10K
|
1.35K
$570K
|