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 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
102+ 3.39% |
$24.7K - $32.1K
|
3.11K
$1.33M
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
101+ 0.07% |
$24.5K - $31.8K
|
139K
$59.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
BUY
|
- |
100+ 2.59% |
$24.2K - $31.5K
|
3.97K
$1.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
100+ 7.01% |
$24.2K - $31.5K
|
1.53K
$653K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
100+ 1.46% |
$24.2K - $31.5K
|
6.94K
$2.97M
|
|
|
Aug 02, 2022
Q2 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
100+ 5.97% |
$24.2K - $31.5K
|
1.77K
$759K
|
|
|
Aug 15, 2022
Q2 2022
|
Rdst Capital LLC
Seattle, WA |
BUY
|
- |
100+ 0.3% |
$24.2K - $31.5K
|
33.6K
$14.4M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
98+ 1.23% |
$23.7K - $30.9K
|
8.05K
$3.44M
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
98+ 1.14% |
$23.7K - $30.9K
|
8.68K
$3.71M
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
97+ 1.02% |
$23.5K - $30.6K
|
9.58K
$4.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
BUY
|
- |
97+ 3.95% |
$23.5K - $30.6K
|
2.55K
$1.09M
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
97+ 0.85% |
$23.5K - $30.6K
|
11.6K
$4.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
97+ 0.18% |
$23.5K - $30.6K
|
53.2K
$22.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
97+ 3.08% |
$23.5K - $30.6K
|
3.25K
$1.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
97+ 4.77% |
$23.5K - $30.6K
|
2.13K
$912K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
96+ 0.8% |
$23.3K - $30.2K
|
12K
$5.15M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
94+ 1.14% |
$22.8K - $29.6K
|
8.31K
$3.56M
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
92+ 2.99% |
$22.3K - $29K
|
3.17K
$1.35M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
92+ 1.91% |
$22.3K - $29K
|
4.92K
$2.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
91+ 2.32% |
$22K - $28.7K
|
4.01K
$1.71M
|
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
91+ 7.17% |
$22K - $28.7K
|
1.36K
$582K
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
90+ 1.58% |
$21.8K - $28.3K
|
5.77K
$2.47M
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
90+ 2.64% |
$21.8K - $28.3K
|
3.5K
$1.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
89+ 2.78% |
$21.6K - $28K
|
3.29K
$1.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
89+ 0.41% |
$21.6K - $28K
|
21.5K
$9.22M
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
89+ 0.55% |
$21.6K - $28K
|
16.4K
$6.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
85+ 1.35% |
$20.6K - $26.8K
|
6.38K
$2.73M
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
85+ 0.79% |
$20.6K - $26.8K
|
10.8K
$4.63M
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
84+ 0.25% |
$20.3K - $26.5K
|
33.9K
$14.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Bck Partners, Inc.
|
BUY
|
- |
83+ 7.87% |
$20.1K - $26.1K
|
1.14K
$487K
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.47% |
$20.1K - $26.1K
|
17.6K
$7.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
83+ 0.37% |
$20.1K - $26.1K
|
22.8K
$9.75M
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
82+ 0.54% |
$19.9K - $25.8K
|
15.2K
$6.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
81+ 0.8% |
$19.6K - $25.5K
|
10.2K
$4.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
81+ 1.06% |
$19.6K - $25.5K
|
7.69K
$3.29M
|
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
80+ 0.16% |
$19.4K - $25.2K
|
50K
$21.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
80+ 1.74% |
$19.4K - $25.2K
|
4.69K
$2.01M
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
80+ 3.45% |
$19.4K - $25.2K
|
2.4K
$1.03M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
79+ 0.3% |
$19.1K - $24.9K
|
26.1K
$11.2M
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
79+ 0.46% |
$19.1K - $24.9K
|
17.4K
$7.44M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
78+ 0.07% |
$18.9K - $24.6K
|
115K
$49M
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
78+ 1.07% |
$18.9K - $24.6K
|
7.35K
$3.15M
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
77+ 0.38% |
$18.7K - $24.3K
|
20.5K
$8.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
77+ 1.81% |
$18.7K - $24.3K
|
4.34K
$1.86M
|
|
|
Aug 11, 2022
Q2 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
77+ 0.2% |
$18.7K - $24.3K
|
39K
$16.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
76+ 422.22% |
$18.4K - $23.9K
|
94
$40.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
75+ 1.42% |
$18.2K - $23.6K
|
5.36K
$2.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
75+ 2.81% |
$18.2K - $23.6K
|
2.74K
$1.17M
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
73+ 1.51% |
$17.7K - $23K
|
4.91K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
73+ 0.73% |
$17.7K - $23K
|
10.1K
$4.31M
|