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
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
12+ 0.71% |
$3.31K - $4.02K
|
1.69K
$717K
|
|
|
Apr 29, 2022
Q1 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
12+ 0.91% |
$3.31K - $4.02K
|
1.33K
$563K
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11+ 0.09% |
$3.03K - $3.68K
|
12.7K
$5.38M
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
10+ 0.09% |
$2.76K - $3.35K
|
10.7K
$4.52M
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.22% |
$2.76K - $3.35K
|
4.66K
$1.97M
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10+ 0.15% |
$2.76K - $3.35K
|
6.88K
$2.91M
|
|
|
May 10, 2022
Q1 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
10+ 0.1% |
$2.76K - $3.35K
|
10.3K
$4.35M
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10+ 0.06% |
$2.76K - $3.35K
|
16K
$6.78M
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10+ 0.45% |
$2.76K - $3.35K
|
2.21K
$938K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 0.21% |
$2.76K - $3.35K
|
4.72K
$2M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.03% |
$2.76K - $3.35K
|
33.8K
$14.3M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
9+ 0.01% |
$2.48K - $3.01K
|
121K
$51.1M
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
9+ 1.08% |
$2.48K - $3.01K
|
844
$357K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 1.34% |
$2.48K - $3.01K
|
679
$288K
|
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
8+ 0.29% |
$2.21K - $2.68K
|
2.76K
$1.17M
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
8+ 0.18% |
$2.21K - $2.68K
|
4.52K
$1.91M
|
|
|
Apr 20, 2022
Q1 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
7+ 0.06% |
$1.93K - $2.34K
|
12K
$5.1M
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.93K - $2.34K
|
3.91K
$1.66M
|
|
|
May 05, 2022
Q1 2022
|
Sbb Research Group LLC
|
BUY
|
- |
7+ 0.19% |
$1.93K - $2.34K
|
3.7K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7+ 4.32% |
$1.93K - $2.34K
|
169
$71.6K
|
|
|
May 11, 2022
Q1 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7+ 0.41% |
$1.93K - $2.34K
|
1.71K
$722K
|
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
7+ 0.6% |
$1.93K - $2.34K
|
1.18K
$501K
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
7+ 0.02% |
$1.93K - $2.34K
|
31.8K
$13.4M
|
|
|
May 16, 2022
Q1 2022
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.18% |
$1.93K - $2.34K
|
3.96K
$1.67M
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 0.09% |
$1.66K - $2.01K
|
6.75K
$2.86M
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
6+ 0.42% |
$1.66K - $2.01K
|
1.45K
$614K
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
6+ 0.17% |
$1.66K - $2.01K
|
3.55K
$1.5M
|
|
|
May 11, 2022
Q1 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
6+ 0.01% |
$1.66K - $2.01K
|
66.3K
$28.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.17% |
$1.66K - $2.01K
|
3.61K
$1.53M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.03% |
$1.38K - $1.67K
|
18.3K
$7.73M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.26% |
$1.38K - $1.67K
|
1.93K
$817K
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
5+ 0.09% |
$1.38K - $1.67K
|
5.44K
$2.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
5+ 0.76% |
$1.38K - $1.67K
|
660
$279K
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$1.38K - $1.67K
|
2.01K
$851K
|
|
|
May 13, 2022
Q1 2022
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
5+ 0.2% |
$1.38K - $1.67K
|
2.51K
$1.06M
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.49% |
$1.38K - $1.67K
|
1.02K
$431K
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5+ 0.04% |
$1.38K - $1.67K
|
13.1K
$5.54M
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$1.1K - $1.34K
|
8.41K
$3.56M
|
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
4+ 0.14% |
$1.1K - $1.34K
|
2.88K
$1.22M
|
|
|
Apr 27, 2022
Q1 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
4+ 0.06% |
$1.1K - $1.34K
|
6.76K
$2.86M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.18% |
$1.1K - $1.34K
|
2.23K
$945K
|
|
|
Apr 29, 2022
Q1 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4+ 0.16% |
$1.1K - $1.34K
|
2.57K
$1.09M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$828 - $1K
|
995
$421K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3+ 0.36% |
$828 - $1K
|
843
$357K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.18% |
$828 - $1K
|
1.66K
$703K
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3+ 0.03% |
$828 - $1K
|
9.31K
$3.94M
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.03% |
$828 - $1K
|
9.77K
$4.14M
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3+ 0.1% |
$828 - $1K
|
2.97K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
3+ 0.2% |
$828 - $1K
|
1.51K
$641K
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3+ 0.25% |
$828 - $1K
|
1.23K
$520K
|