Purchases and Sales Made in Q1 2022 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.21K+ 5.68% |
$1.99M - $2.41M
|
134K
$57.4M
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
7.2K+ 87.52% |
$1.99M - $2.41M
|
15.4K
$6.6M
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
7.17K+ 46.61% |
$1.98M - $2.4M
|
22.5K
$9.65M
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
BUY
|
- |
7.1K+ 15784.44% |
$1.96M - $2.38M
|
7.15K
$3.06M
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
BUY
|
- |
7.1K+ 12.11% |
$1.96M - $2.38M
|
65.7K
$28.1M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
7.07K+ 2.93% |
$1.95M - $2.37M
|
248K
$106M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.07K+ 331.21% |
$1.95M - $2.37M
|
9.2K
$3.94M
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.02K+ 6.06% |
$1.94M - $2.35M
|
123K
$52.5M
|
|
May 13, 2022
Q1 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
7.01K+ 27.81% |
$1.93M - $2.35M
|
32.2K
$13.8M
|
|
May 13, 2022
Q1 2022
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
7K+ 32.56% |
$1.93M - $2.34M
|
28.5K
$12.2M
|
|
May 12, 2022
Q1 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
7K+ 21.38% |
$1.93M - $2.34M
|
39.7K
$17M
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
BUY
|
- |
6.99KNew |
$1.93M - $2.34M
|
6.99K
$2.99M
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6.97K+ 1.51% |
$1.92M - $2.33M
|
469K
$201M
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.91K+ 14.92% |
$1.91M - $2.31M
|
53.2K
$22.8M
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
6.88K+ 100.36% |
$1.9M - $2.3M
|
13.7K
$5.88M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.88K+ 50.3% |
$1.9M - $2.3M
|
20.5K
$8.79M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.86K+ 34.33% |
$1.89M - $2.3M
|
26.8K
$11.5M
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.81K+ 218.76% |
$1.88M - $2.28M
|
9.92K
$4.25M
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
6.8K+ 8.06% |
$1.88M - $2.28M
|
91.2K
$39M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.8K+ 15.75% |
$1.87M - $2.27M
|
49.9K
$21.4M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.75K+ 0.35% |
$1.86M - $2.26M
|
1.94M
$831M
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.72K+ 16.08% |
$1.85M - $2.25M
|
48.5K
$20.8M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
6.7K+ 1.44% |
$1.85M - $2.24M
|
470K
$201M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.69K+ 5.12% |
$1.85M - $2.24M
|
137K
$58.8M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.63K+ 31.56% |
$1.83M - $2.22M
|
27.7K
$11.8M
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.63K+ 2.81% |
$1.83M - $2.22M
|
242K
$104M
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
6.61K+ 29.2% |
$1.82M - $2.21M
|
29.3K
$12.5M
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.53K+ 40.74% |
$1.8M - $2.19M
|
22.6K
$9.65M
|
|
May 17, 2022
Q1 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
6.51K+ 25.07% |
$1.79M - $2.18M
|
32.5K
$13.9M
|
|
May 13, 2022
Q1 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
6.5K+ 7.96% |
$1.79M - $2.18M
|
88.2K
$37.7M
|
|
May 13, 2022
Q1 2022
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
6.5K+ 54.17% |
$1.79M - $2.18M
|
18.5K
$7.91M
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.47K+ 14.13% |
$1.79M - $2.17M
|
52.3K
$22.4M
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
6.43K+ 6.13% |
$1.77M - $2.15M
|
111K
$47.6M
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
6.39K+ 8.64% |
$1.76M - $2.14M
|
80.4K
$34.4M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
6.36K+ 46.79% |
$1.75M - $2.13M
|
20K
$8.54M
|
|
May 13, 2022
Q1 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
6.34K+ 0.63% |
$1.75M - $2.12M
|
1.01M
$431M
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
6.26K+ 19.81% |
$1.73M - $2.1M
|
37.9K
$16.2M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.26K+ 1.78% |
$1.73M - $2.09M
|
357K
$153M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
6.19K+ 4.34% |
$1.71M - $2.07M
|
149K
$63.7M
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
6.08K+ 31.23% |
$1.68M - $2.04M
|
25.6K
$10.9M
|
|
May 02, 2022
Q1 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
6.08K+ 4.47% |
$1.68M - $2.04M
|
142K
$60.8M
|
|
May 12, 2022
Q1 2022
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
6.03K+ 9.68% |
$1.66M - $2.02M
|
68.3K
$29.2M
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.98K+ 0.14% |
$1.65M - $2M
|
4.18M
$1.79B
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.98K+ 43.41% |
$1.65M - $2M
|
19.7K
$8.45M
|
|
May 16, 2022
Q1 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.96K+ 5.16% |
$1.65M - $2M
|
121K
$52M
|
|
Jan 17, 2024
Q1 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
5.94K+ 2.31% |
$1.64M - $1.99M
|
264K
$113M
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.91K+ 14.88% |
$1.63M - $1.98M
|
45.6K
$19.5M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.9K+ 72.68% |
$1.63M - $1.98M
|
14K
$6M
|
|
May 04, 2022
Q1 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.82K+ 1.04% |
$1.6M - $1.95M
|
568K
$243M
|
|
May 16, 2022
Q1 2022
|
C Partners Holding Gmb H
Zurich, V8 |
BUY
|
- |
5.8K+ 9.58% |
$1.6M - $1.94M
|
66.3K
$28.3M
|