Purchases and Sales Made in Q2 2022 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
521+ 2.99% |
$126K - $164K
|
17.9K
$7.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
520+ 6.42% |
$126K - $164K
|
8.62K
$3.65M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
516+ 1.58% |
$125K - $163K
|
33.3K
$14.1M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
516+ 0.47% |
$125K - $163K
|
111K
$47.1M
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
515+ 0.47% |
$125K - $162K
|
111K
$47.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
515+ 1.88% |
$125K - $162K
|
27.9K
$11.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
515+ 13.89% |
$125K - $162K
|
4.22K
$1.79M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
513+ 2.7% |
$124K - $162K
|
19.5K
$8.28M
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
512+ 3.42% |
$124K - $161K
|
15.5K
$6.55M
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
507+ 0.75% |
$123K - $160K
|
68.2K
$28.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
505+ 1.2% |
$122K - $159K
|
42.7K
$18.1M
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
504+ 3.14% |
$122K - $159K
|
16.6K
$7.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
503+ 6.11% |
$122K - $158K
|
8.74K
$3.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
502+ 0.42% |
$122K - $158K
|
121K
$51.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
- |
500New |
$121K - $157K
|
500
$212K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
499+ 2.23% |
$121K - $157K
|
22.9K
$9.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
497+ 0.93% |
$120K - $157K
|
54.1K
$22.9M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
489+ 0.95% |
$118K - $154K
|
51.9K
$22M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
487+ 15.82% |
$118K - $153K
|
3.57K
$1.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
487+ 12.94% |
$118K - $153K
|
4.25K
$1.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
485+ 3.58% |
$117K - $153K
|
14K
$5.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
484+ 8.96% |
$117K - $152K
|
5.88K
$2.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
483+ 0.4% |
$117K - $152K
|
122K
$51.8M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
480+ 3.52% |
$116K - $151K
|
14.1K
$5.98M
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
480+ 1.67% |
$116K - $151K
|
29.3K
$12.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
BUY
|
- |
476+ 11.28% |
$115K - $150K
|
4.7K
$1.99M
|
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
BUY
|
- |
473+ 3.58% |
$115K - $149K
|
13.7K
$5.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
473+ 1.67% |
$115K - $149K
|
28.8K
$12.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
472+ 0.46% |
$114K - $149K
|
104K
$43.9M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
471+ 2.26% |
$114K - $148K
|
21.3K
$9.01M
|
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
470+ 4.99% |
$114K - $148K
|
9.89K
$4.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
467+ 0.8% |
$113K - $147K
|
59.1K
$25M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
466+ 3.65% |
$113K - $147K
|
13.2K
$5.6M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
466New |
$113K - $147K
|
466
$197K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
465+ 5.6% |
$113K - $146K
|
8.77K
$3.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
465+ 6.84% |
$113K - $146K
|
7.26K
$3.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
465+ 17.29% |
$113K - $146K
|
3.15K
$1.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
465+ 1.95% |
$113K - $146K
|
24.3K
$10.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
464+ 3.08% |
$112K - $146K
|
15.5K
$6.58M
|
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
457+ 0.78% |
$111K - $144K
|
59.4K
$25.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
457+ 8.5% |
$111K - $144K
|
5.83K
$2.47M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
454+ 1.39% |
$110K - $143K
|
33.2K
$14M
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
454+ 2.25% |
$110K - $143K
|
20.6K
$8.72M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
452+ 0.11% |
$110K - $142K
|
419K
$178M
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
451+ 0.44% |
$109K - $142K
|
103K
$43.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
451+ 11.41% |
$109K - $142K
|
4.4K
$1.86M
|
|
|
Jul 21, 2022
Q2 2022
|
Lynch Asset Management, Inc.
|
BUY
|
- |
450+ 3.6% |
$109K - $142K
|
13K
$5.48M
|
|
|
Aug 01, 2022
Q2 2022
|
Lipe & Dalton
|
BUY
|
- |
450+ 6.34% |
$109K - $142K
|
7.55K
$3.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
450+ 13.24% |
$109K - $142K
|
3.85K
$1.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
450+ 0.14% |
$109K - $142K
|
319K
$135M
|