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 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-809- 8.6% |
$223K - $271K
|
8.6K
$3.61M
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-811- 0.59% |
$224K - $271K
|
137K
$57.6M
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-813- 1.79% |
$224K - $272K
|
44.7K
$18.8M
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-820- 1.22% |
$226K - $274K
|
66.6K
$28M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-820- 11.55% |
$226K - $274K
|
6.28K
$2.64M
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-821- 9.07% |
$226K - $275K
|
8.24K
$3.46M
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-823- 0.12% |
$227K - $275K
|
675K
$284M
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-830- 1.34% |
$229K - $278K
|
61.3K
$25.8M
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-832- 2.12% |
$230K - $279K
|
38.4K
$16.1M
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-834- 3.56% |
$230K - $279K
|
22.6K
$9.49M
|
|
May 16, 2022
Q1 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-836- 17.39% |
$231K - $280K
|
3.97K
$1.67M
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-839- 5.57% |
$231K - $281K
|
14.2K
$5.98M
|
|
May 16, 2022
Q1 2022
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-840- 1.21% |
$232K - $281K
|
68.6K
$28.8M
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-845- 9.51% |
$233K - $283K
|
8.04K
$3.38M
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-848- 1.45% |
$234K - $284K
|
57.5K
$24.2M
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-849- 12.31% |
$234K - $284K
|
6.05K
$2.54M
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-863- 3.48% |
$238K - $289K
|
24K
$10.1M
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-864- 8.62% |
$238K - $289K
|
9.16K
$3.85M
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-866- 3.18% |
$239K - $290K
|
26.4K
$11.1M
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-868- 2.8% |
$239K - $291K
|
30.2K
$12.7M
|
|
May 12, 2022
Q1 2022
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-870- 3.07% |
$240K - $291K
|
27.5K
$11.5M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-872- 4.11% |
$241K - $292K
|
20.3K
$8.54M
|
|
Apr 14, 2022
Q1 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-873- 5.4% |
$241K - $292K
|
15.3K
$6.43M
|
|
Apr 05, 2022
Q1 2022
|
Red Spruce Capital, LLC
|
SELL
|
- |
-877- 5.56% |
$242K - $294K
|
14.9K
$6.26M
|
|
Jan 12, 2024
Q1 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-886- 29.06% |
$244K - $297K
|
2.16K
$909K
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-892- 8.6% |
$246K - $299K
|
9.48K
$3.98M
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-893- 0.3% |
$246K - $299K
|
294K
$124M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-898- 0.48% |
$248K - $301K
|
185K
$77.9M
|
|
May 11, 2022
Q1 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-898- 0.44% |
$248K - $301K
|
202K
$84.7M
|
|
Apr 21, 2022
Q1 2022
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-900- 1.98% |
$248K - $301K
|
44.6K
$18.7M
|
|
May 13, 2022
Q1 2022
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-900- 1.43% |
$248K - $301K
|
62.2K
$26.1M
|
|
May 12, 2022
Q1 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-900- 1.0% |
$248K - $301K
|
89.3K
$37.5M
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-902- 2.76% |
$249K - $302K
|
31.8K
$13.3M
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-904- 45.59% |
$249K - $303K
|
1.08K
$453K
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-907- 2.41% |
$250K - $304K
|
36.7K
$15.4M
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-910- 8.88% |
$251K - $305K
|
9.33K
$3.92M
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-910- 1.26% |
$251K - $305K
|
71.1K
$29.9M
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-915- 3.05% |
$252K - $306K
|
29.1K
$12.2M
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-917- 0.91% |
$253K - $307K
|
99.5K
$41.8M
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-917- 3.16% |
$253K - $307K
|
28.1K
$11.8M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-918- 1.32% |
$253K - $307K
|
68.8K
$28.9M
|
|
May 09, 2022
Q1 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-921- 1.06% |
$254K - $308K
|
86.1K
$36.2M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-923- 4.81% |
$255K - $309K
|
18.2K
$7.67M
|
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-924Closed |
$255K - $309K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-925- 2.12% |
$255K - $310K
|
42.8K
$18M
|
|
Apr 21, 2022
Q1 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-926- 1.97% |
$255K - $310K
|
46K
$19.3M
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-926- 3.78% |
$255K - $310K
|
23.6K
$9.9M
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-928- 3.48% |
$256K - $311K
|
25.7K
$10.8M
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-930- 3.53% |
$257K - $311K
|
25.4K
$10.7M
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-932- 53.62% |
$257K - $312K
|
806
$339K
|