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 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
38+ 0.52% |
$9.21K - $12K
|
7.37K
$3.12M
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
37+ 0.1% |
$8.96K - $11.7K
|
36.8K
$15.6M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
37+ 0.46% |
$8.96K - $11.7K
|
8.06K
$3.41M
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
37+ 0.18% |
$8.96K - $11.7K
|
20.4K
$8.63M
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.94% |
$8.72K - $11.3K
|
3.88K
$1.64M
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
36+ 0.25% |
$8.72K - $11.3K
|
14.7K
$6.23M
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
35+ 0.06% |
$8.48K - $11K
|
60.5K
$25.6M
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
34+ 0.23% |
$8.24K - $10.7K
|
15K
$6.35M
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
34+ 0.18% |
$8.24K - $10.7K
|
19.2K
$8.13M
|
|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
34+ 1.57% |
$8.24K - $10.7K
|
2.2K
$930K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
33+ 0.33% |
$7.99K - $10.4K
|
10K
$4.24M
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
33+ 0.88% |
$7.99K - $10.4K
|
3.79K
$1.61M
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
33+ 1.11% |
$7.99K - $10.4K
|
3.01K
$1.27M
|
|
Jul 15, 2022
Q2 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
32+ 0.15% |
$7.75K - $10.1K
|
21.3K
$9.01M
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
31+ 3.56% |
$7.51K - $9.76K
|
901
$382K
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
31+ 0.11% |
$7.51K - $9.76K
|
27.6K
$11.7M
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
31+ 0.2% |
$7.51K - $9.76K
|
15.2K
$6.44M
|
|
Jul 29, 2022
Q2 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
31+ 0.14% |
$7.51K - $9.76K
|
22K
$9.33M
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
31+ 0.1% |
$7.51K - $9.76K
|
30.1K
$12.7M
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
31+ 2.78% |
$7.51K - $9.76K
|
1.15K
$486K
|
|
Jul 25, 2022
Q2 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
30+ 2.37% |
$7.27K - $9.45K
|
1.3K
$549K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30+ 0.13% |
$7.27K - $9.45K
|
22.3K
$9.42M
|
|
Aug 09, 2022
Q2 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
30+ 0.1% |
$7.27K - $9.45K
|
31.6K
$13.4M
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
29+ 0.44% |
$7.03K - $9.13K
|
6.67K
$2.82M
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
29+ 0.56% |
$7.03K - $9.13K
|
5.25K
$2.22M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.38% |
$7.03K - $9.13K
|
7.58K
$3.21M
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
29+ 1.86% |
$7.03K - $9.13K
|
1.59K
$672K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
28+ 0.09% |
$6.78K - $8.82K
|
30.9K
$13.1M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
27+ 0.14% |
$6.54K - $8.5K
|
18.8K
$7.98M
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
27+ 0.43% |
$6.54K - $8.5K
|
6.38K
$2.7M
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.39% |
$6.54K - $8.5K
|
6.91K
$2.93M
|
|
Jul 26, 2022
Q2 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
25+ 0.77% |
$6.06K - $7.87K
|
3.26K
$1.38M
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
25+ 0.28% |
$6.06K - $7.87K
|
9.11K
$3.86M
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
24+ 0.11% |
$5.81K - $7.56K
|
22.5K
$9.51M
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
24+ 0.35% |
$5.81K - $7.56K
|
6.86K
$2.9M
|
|
Jul 19, 2022
Q2 2022
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
23+ 0.04% |
$5.57K - $7.24K
|
52.8K
$22.3M
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
23+ 0.72% |
$5.57K - $7.24K
|
3.22K
$1.37M
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
23+ 2.15% |
$5.57K - $7.24K
|
1.1K
$464K
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
BUY
|
- |
23+ 0.07% |
$5.57K - $7.24K
|
34.3K
$14.5M
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
22+ 0.02% |
$5.33K - $6.93K
|
137K
$58.1M
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
21+ 1.28% |
$5.09K - $6.61K
|
1.66K
$702K
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
20+ 1.81% |
$4.85K - $6.3K
|
1.13K
$477K
|
|
Jul 26, 2022
Q2 2022
|
Outfitter Financial LLC
|
BUY
|
- |
20+ 1.67% |
$4.85K - $6.3K
|
1.22K
$515K
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
20+ 0.2% |
$4.85K - $6.3K
|
9.98K
$4.23M
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
20+ 0.73% |
$4.85K - $6.3K
|
2.75K
$1.16M
|
|
Aug 15, 2022
Q2 2022
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
20+ 0.04% |
$4.85K - $6.3K
|
46.5K
$19.7M
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
20+ 0.8% |
$4.85K - $6.3K
|
2.51K
$1.06M
|
|
Jul 29, 2022
Q2 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
19+ 1.31% |
$4.6K - $5.98K
|
1.47K
$622K
|
|
Jul 18, 2022
Q2 2022
|
Villere St Denis J & CO LLC
|
BUY
|
- |
18+ 0.06% |
$4.36K - $5.67K
|
31.6K
$13.4M
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
18New |
$4.36K - $5.67K
|
18
$7.62K
|