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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
263+ 5.86% |
$63.7K - $82.8K
|
4.75K
$2M
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
263+ 7.78% |
$63.7K - $82.8K
|
3.64K
$1.53M
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
262+ 3.49% |
$63.5K - $82.5K
|
7.77K
$3.26M
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
262+ 31.08% |
$63.5K - $82.5K
|
1.11K
$464K
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
261+ 11.79% |
$63.2K - $82.2K
|
2.48K
$1.04M
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
256+ 3.45% |
$62K - $80.6K
|
7.68K
$3.23M
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
256+ 2.29% |
$62K - $80.6K
|
11.4K
$4.8M
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
256+ 2.62% |
$62K - $80.6K
|
10K
$4.21M
|
|
Aug 15, 2022
Q2 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
255+ 3.52% |
$61.8K - $80.3K
|
7.5K
$3.15M
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
254+ 2.31% |
$61.5K - $80K
|
11.2K
$4.73M
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
254+ 0.76% |
$61.5K - $80K
|
33.8K
$14.2M
|
|
Aug 09, 2022
Q2 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
253+ 0.3% |
$61.3K - $79.7K
|
84.5K
$35.5M
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
252+ 1.18% |
$61K - $79.4K
|
21.6K
$9.06M
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
252+ 5.27% |
$61K - $79.4K
|
5.03K
$2.11M
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
251+ 1.88% |
$60.8K - $79.1K
|
13.6K
$5.73M
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
250+ 6.67% |
$60.6K - $78.7K
|
4K
$1.68M
|
|
Aug 12, 2022
Q2 2022
|
United Maritime Capital LLC
New York, NY |
BUY
|
- |
250+ 33.33% |
$60.6K - $78.7K
|
1K
$420K
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
250+ 3.26% |
$60.6K - $78.7K
|
7.92K
$3.33M
|
|
Jul 07, 2022
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
248+ 0.83% |
$60.1K - $78.1K
|
30.2K
$12.7M
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
248+ 2.16% |
$60.1K - $78.1K
|
11.8K
$4.94M
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
247+ 2.83% |
$59.8K - $77.8K
|
8.97K
$3.77M
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
247+ 5.11% |
$59.8K - $77.8K
|
5.08K
$2.14M
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
247+ 2.05% |
$59.8K - $77.8K
|
12.3K
$5.16M
|
|
Jul 12, 2022
Q2 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
244+ 0.7% |
$59.1K - $76.9K
|
35.1K
$14.7M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
244+ 1.31% |
$59.1K - $76.9K
|
18.9K
$7.95M
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
244+ 2.13% |
$59.1K - $76.9K
|
11.7K
$4.91M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
244+ 1.04% |
$59.1K - $76.9K
|
23.7K
$9.94M
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
243+ 2.56% |
$58.9K - $76.5K
|
9.72K
$4.08M
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
240+ 0.85% |
$58.1K - $75.6K
|
28.5K
$12M
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
240+ 0.74% |
$58.1K - $75.6K
|
32.7K
$13.7M
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
239+ 0.94% |
$57.9K - $75.3K
|
25.6K
$10.8M
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
239+ 0.73% |
$57.9K - $75.3K
|
33K
$13.9M
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
238+ 1.33% |
$57.7K - $75K
|
18.1K
$7.59M
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
238+ 0.56% |
$57.7K - $75K
|
42.7K
$17.9M
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
238+ 0.75% |
$57.7K - $75K
|
32K
$13.4M
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
237+ 9.32% |
$57.4K - $74.6K
|
2.78K
$1.17M
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
236+ 0.6% |
$57.2K - $74.3K
|
39.6K
$16.6M
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
236+ 0.96% |
$57.2K - $74.3K
|
24.7K
$10.4M
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
235+ 0.83% |
$56.9K - $74K
|
28.6K
$12M
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
234+ 1.34% |
$56.7K - $73.7K
|
17.7K
$7.46M
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
BUY
|
- |
233+ 1.18% |
$56.4K - $73.4K
|
20K
$8.4M
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
233+ 0.72% |
$56.4K - $73.4K
|
32.5K
$13.7M
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
232+ 0.59% |
$56.2K - $73.1K
|
39.7K
$16.7M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
232+ 1.07% |
$56.2K - $73.1K
|
21.9K
$9.18M
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
231+ 1.88% |
$56K - $72.8K
|
12.5K
$5.26M
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
229+ 1.62% |
$55.5K - $72.1K
|
14.4K
$6.05M
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
228+ 8.56% |
$55.2K - $71.8K
|
2.89K
$1.22M
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
228+ 4.95% |
$55.2K - $71.8K
|
4.83K
$2.03M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
228+ 0.55% |
$55.2K - $71.8K
|
42K
$17.6M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
226+ 14.33% |
$54.8K - $71.2K
|
1.8K
$758K
|