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 13, 2022
Q1 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
30+ 0.18% |
$8.28K - $10K
|
16.8K
$7.11M
|
|
|
May 11, 2022
Q1 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
29+ 0.49% |
$8K - $9.71K
|
5.93K
$2.51M
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
29+ 0.21% |
$8K - $9.71K
|
13.6K
$5.77M
|
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
28+ 0.3% |
$7.72K - $9.37K
|
9.42K
$3.99M
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
28+ 0.76% |
$7.72K - $9.37K
|
3.7K
$1.57M
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
28+ 1.18% |
$7.72K - $9.37K
|
2.4K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
28+ 0.1% |
$7.72K - $9.37K
|
26.9K
$11.4M
|
|
|
May 16, 2022
Q1 2022
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
27+ 0.78% |
$7.45K - $9.04K
|
3.47K
$1.47M
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
25+ 1.29% |
$6.9K - $8.37K
|
1.96K
$830K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
25+ 1.09% |
$6.9K - $8.37K
|
2.33K
$985K
|
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
25+ 0.05% |
$6.9K - $8.37K
|
54.2K
$23M
|
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
23+ 0.41% |
$6.34K - $7.7K
|
5.61K
$2.37M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
23+ 0.49% |
$6.34K - $7.7K
|
4.68K
$1.98M
|
|
|
May 11, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
23+ 1.1% |
$6.34K - $7.7K
|
2.12K
$899K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
22+ 157.14% |
$6.07K - $7.36K
|
36
$15.2K
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
22+ 0.55% |
$6.07K - $7.36K
|
4.04K
$1.71M
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
22+ 0.08% |
$6.07K - $7.36K
|
26.6K
$11.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
21+ 0.72% |
$5.79K - $7.03K
|
2.94K
$1.24M
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
21+ 0.58% |
$5.79K - $7.03K
|
3.63K
$1.54M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
21+ 0.29% |
$5.79K - $7.03K
|
7.36K
$3.12M
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
21+ 1.15% |
$5.79K - $7.03K
|
1.85K
$784K
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
21+ 0.12% |
$5.79K - $7.03K
|
18K
$7.64M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
20+ 1.84% |
$5.52K - $6.7K
|
1.11K
$469K
|
|
|
Apr 22, 2022
Q1 2022
|
Defender Capital, Llc.
|
BUY
|
- |
20+ 0.97% |
$5.52K - $6.7K
|
2.09K
$883K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
20+ 0.22% |
$5.52K - $6.7K
|
9.01K
$3.82M
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
19+ 0.15% |
$5.24K - $6.36K
|
13K
$5.51M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
19+ 0.54% |
$5.24K - $6.36K
|
3.51K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
18+ 0.1% |
$4.97K - $6.03K
|
18.5K
$7.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
18+ 0.18% |
$4.97K - $6.03K
|
9.76K
$4.13M
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.21% |
$4.97K - $6.03K
|
8.52K
$3.61M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
17+ 1.12% |
$4.69K - $5.69K
|
1.54K
$651K
|
|
|
May 09, 2022
Q1 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
17+ 0.17% |
$4.69K - $5.69K
|
9.93K
$4.21M
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
17+ 0.74% |
$4.69K - $5.69K
|
2.32K
$983K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
16+ 0.05% |
$4.41K - $5.36K
|
31K
$13.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
BUY
|
- |
15+ 0.55% |
$4.14K - $5.02K
|
2.74K
$1.16M
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
15+ 0.04% |
$4.14K - $5.02K
|
34.5K
$14.6M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
15+ 0.95% |
$4.14K - $5.02K
|
1.59K
$672K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 0.63% |
$4.14K - $5.02K
|
2.41K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.23% |
$4.14K - $5.02K
|
6.65K
$2.82M
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
14+ 0.26% |
$3.86K - $4.69K
|
5.4K
$2.29M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
14+ 0.83% |
$3.86K - $4.69K
|
1.7K
$722K
|
|
|
May 09, 2022
Q1 2022
|
Check Capital Management Inc
|
BUY
|
- |
13+ 0.22% |
$3.59K - $4.35K
|
6.03K
$2.55M
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
13+ 0.14% |
$3.59K - $4.35K
|
9.3K
$3.94M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
12+ 2.03% |
$3.31K - $4.02K
|
602
$255K
|
|
|
May 02, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
12+ 0.06% |
$3.31K - $4.02K
|
21.3K
$9.02M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
12+ 0.09% |
$3.31K - $4.02K
|
12.8K
$5.42M
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
12+ 1.02% |
$3.31K - $4.02K
|
1.18K
$501K
|
|
|
May 13, 2022
Q1 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
12+ 0.44% |
$3.31K - $4.02K
|
2.71K
$1.15M
|
|
|
May 11, 2022
Q1 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
12+ 0.02% |
$3.31K - $4.02K
|
53.1K
$22.5M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12+ 0.38% |
$3.31K - $4.02K
|
3.14K
$1.33M
|