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 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
71+ 2.58% |
$17.2K - $22.4K
|
2.82K
$1.2M
|
|
Jul 28, 2022
Q2 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
71+ 0.35% |
$17.2K - $22.4K
|
20.3K
$8.64M
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
71+ 0.48% |
$17.2K - $22.4K
|
14.9K
$6.32M
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
70+ 0.65% |
$17K - $22K
|
10.9K
$4.63M
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
70+ 0.13% |
$17K - $22K
|
52.4K
$22.3M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
70+ 0.74% |
$17K - $22K
|
9.53K
$4.05M
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
69+ 1.75% |
$16.7K - $21.7K
|
4.02K
$1.71M
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
69+ 1.75% |
$16.7K - $21.7K
|
4.02K
$1.71M
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.47% |
$16.5K - $21.4K
|
14.5K
$6.16M
|
|
Jul 19, 2022
Q2 2022
|
Pachira Investments Inc.
|
BUY
|
- |
68+ 2.46% |
$16.5K - $21.4K
|
2.83K
$1.2M
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
68+ 0.74% |
$16.5K - $21.4K
|
9.31K
$3.96M
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
67+ 2.46% |
$16.2K - $21.1K
|
2.79K
$1.19M
|
|
Jul 19, 2022
Q2 2022
|
Dempze Nancy E
|
BUY
|
- |
66+ 0.46% |
$16K - $20.8K
|
14.4K
$6.13M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
66+ 2.1% |
$16K - $20.8K
|
3.21K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
66+ 3.77% |
$16K - $20.8K
|
1.82K
$773K
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
65+ 0.19% |
$15.7K - $20.5K
|
34.6K
$14.7M
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
62+ 6.34% |
$15K - $19.5K
|
1.04K
$442K
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
62+ 0.72% |
$15K - $19.5K
|
8.71K
$3.71M
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
61+ 3.6% |
$14.8K - $19.2K
|
1.75K
$746K
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.24% |
$14.5K - $18.9K
|
25.4K
$10.8M
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
BUY
|
- |
60+ 25.42% |
$14.5K - $18.9K
|
296
$126K
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
60+ 0.12% |
$14.5K - $18.9K
|
50.2K
$21.4M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
59+ 3.82% |
$14.3K - $18.6K
|
1.61K
$683K
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
59+ 1.68% |
$14.3K - $18.6K
|
3.57K
$1.52M
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
BUY
|
- |
58+ 0.9% |
$14.1K - $18.3K
|
6.49K
$2.76M
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
58+ 0.75% |
$14.1K - $18.3K
|
7.82K
$3.33M
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
BUY
|
- |
58+ 1.56% |
$14.1K - $18.3K
|
3.79K
$1.61M
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
BUY
|
- |
57+ 0.16% |
$13.8K - $18K
|
35.7K
$15.2M
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
56+ 0.73% |
$13.6K - $17.6K
|
7.74K
$3.29M
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
BUY
|
- |
55+ 0.42% |
$13.3K - $17.3K
|
13.1K
$5.57M
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
55+ 6.11% |
$13.3K - $17.3K
|
955
$406K
|
|
Jul 21, 2022
Q2 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
55+ 0.15% |
$13.3K - $17.3K
|
36.5K
$15.5M
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
55+ 2.25% |
$13.3K - $17.3K
|
2.5K
$1.06M
|
|
Aug 03, 2022
Q2 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
55+ 0.28% |
$13.3K - $17.3K
|
19.6K
$8.35M
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
55+ 0.78% |
$13.3K - $17.3K
|
7.06K
$3M
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
54+ 0.76% |
$13.1K - $17K
|
7.14K
$3.04M
|
|
Jul 27, 2022
Q2 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
54+ 0.11% |
$13.1K - $17K
|
48.6K
$20.7M
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
54+ 0.35% |
$13.1K - $17K
|
15.3K
$6.5M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
54+ 0.72% |
$13.1K - $17K
|
7.56K
$3.22M
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
53+ 1.05% |
$12.8K - $16.7K
|
5.09K
$2.17M
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
53+ 3.96% |
$12.8K - $16.7K
|
1.39K
$592K
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
53+ 1.28% |
$12.8K - $16.7K
|
4.18K
$1.78M
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
53New |
$12.8K - $16.7K
|
53
$22.5K
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
53+ 0.38% |
$12.8K - $16.7K
|
14K
$5.94M
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
53+ 0.69% |
$12.8K - $16.7K
|
7.78K
$3.31M
|
|
Aug 10, 2022
Q2 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
53+ 1.03% |
$12.8K - $16.7K
|
5.18K
$2.2M
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
53+ 0.27% |
$12.8K - $16.7K
|
19.4K
$8.24M
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
53+ 1.29% |
$12.8K - $16.7K
|
4.17K
$1.78M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.86% |
$12.6K - $16.4K
|
6.1K
$2.6M
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
52+ 2.64% |
$12.6K - $16.4K
|
2.03K
$861K
|