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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.77K+ 1.16% |
$763K - $926K
|
241K
$101M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.77K+ 6.99% |
$763K - $926K
|
42.3K
$17.8M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.75K+ 3.2% |
$760K - $922K
|
88.9K
$37.3M
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.75K+ 29.22% |
$759K - $921K
|
12.2K
$5.11M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.73K+ 6.13% |
$754K - $915K
|
47.3K
$19.9M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.71K+ 1.66% |
$747K - $907K
|
166K
$69.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
2.68K+ 10.09% |
$740K - $897K
|
29.3K
$12.3M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.68K+ 34.12% |
$739K - $897K
|
10.5K
$4.42M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
2.68K+ 106.91% |
$738K - $895K
|
5.18K
$2.18M
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.66K+ 6.41% |
$734K - $890K
|
44.2K
$18.6M
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.66K+ 7.28% |
$732K - $889K
|
39.1K
$16.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
2.65K+ 8.25% |
$731K - $887K
|
34.8K
$14.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
2.64K+ 9.02% |
$727K - $882K
|
31.9K
$13.4M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.6K+ 12.59% |
$718K - $872K
|
23.3K
$9.78M
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.6K+ 3.61% |
$717K - $870K
|
74.7K
$31.4M
|
|
|
May 04, 2022
Q1 2022
|
Once Capital Management, LLC
|
BUY
|
- |
2.6K+ 11.21% |
$717K - $870K
|
25.8K
$10.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
2.6K+ 1.46% |
$717K - $870K
|
180K
$75.8M
|
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.6K+ 40.29% |
$716K - $869K
|
9.04K
$3.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.59K+ 18.21% |
$715K - $868K
|
16.8K
$7.07M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
2.59K+ 0.78% |
$714K - $867K
|
335K
$141M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.58K+ 4.95% |
$711K - $863K
|
54.7K
$23M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
2.58K+ 3.63% |
$711K - $863K
|
73.7K
$31M
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.56K+ 9.31% |
$706K - $857K
|
30.1K
$12.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.54K+ 4.83% |
$702K - $852K
|
55.2K
$23.2M
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
2.54K+ 3.14% |
$700K - $850K
|
83.3K
$35M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.51K+ 0.75% |
$692K - $839K
|
336K
$141M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.5K+ 33.93% |
$690K - $838K
|
9.88K
$4.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2.5K+ 53.36% |
$690K - $837K
|
7.19K
$3.02M
|
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.5K+ 16.67% |
$690K - $837K
|
17.5K
$7.35M
|
|
|
May 12, 2022
Q1 2022
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
2.5KNew |
$690K - $837K
|
2.5K
$1.05M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
2.49K+ 19.37% |
$687K - $834K
|
15.3K
$6.45M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.48K+ 5.15% |
$684K - $831K
|
50.6K
$21.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.47K+ 47.36% |
$682K - $828K
|
7.7K
$3.23M
|
|
|
May 06, 2022
Q1 2022
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
2.47KNew |
$682K - $827K
|
2.47K
$1.04M
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.47K+ 60.72% |
$681K - $826K
|
6.54K
$2.75M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.46K+ 59.26% |
$679K - $823K
|
6.61K
$2.78M
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.44K+ 33.6% |
$673K - $816K
|
9.7K
$4.07M
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.42K+ 0.53% |
$669K - $811K
|
458K
$192M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.42K+ 41.62% |
$668K - $810K
|
8.24K
$3.46M
|
|
|
May 10, 2022
Q1 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.41K+ 12.36% |
$666K - $808K
|
21.9K
$9.22M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 19.51% |
$665K - $807K
|
14.8K
$6.21M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.41K+ 2.52% |
$665K - $807K
|
98K
$41.2M
|
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
BUY
|
- |
2.41K+ 9.83% |
$663K - $805K
|
26.9K
$11.3M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.39K+ 48.47% |
$660K - $800K
|
7.32K
$3.08M
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.38K+ 19.93% |
$657K - $798K
|
14.3K
$6.03M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.37K+ 2.09% |
$655K - $795K
|
116K
$48.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Community Trust & Investment CO
|
BUY
|
- |
2.37K+ 1.15% |
$654K - $793K
|
208K
$87.4M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
2.37KNew |
$653K - $793K
|
2.37K
$995K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.36K+ 223.39% |
$651K - $790K
|
3.42K
$1.43M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.36K+ 1.54% |
$650K - $789K
|
155K
$65.3M
|