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 11, 2022
Q2 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1+ 0.2% |
$242 - $315
|
502
$214K
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1+ 0.07% |
$242 - $315
|
1.41K
$598K
|
|
|
Aug 11, 2022
Q2 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1+ 0.02% |
$242 - $315
|
5.16K
$2.2M
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$242 - $315
|
17.6K
$7.47M
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$242 - $315
|
3.83K
$1.63M
|
|
|
Jul 22, 2022
Q2 2022
|
Cortland Associates Inc
|
SELL
|
- |
-1- 0.02% |
$242 - $315
|
6.49K
$2.76M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 0.38% |
$485 - $630
|
525
$223K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$485 - $630
|
5.87K
$2.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-3- 0.32% |
$727 - $945
|
942
$401K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$727 - $945
|
5.9K
$2.51M
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-5- -0.0% |
$1.21K - $1.57K
|
161K
$68.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-5- 0.02% |
$1.21K - $1.57K
|
30.9K
$13.1M
|
|
|
Aug 10, 2022
Q2 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.45% |
$1.21K - $1.57K
|
1.12K
$476K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-5- 0.06% |
$1.21K - $1.57K
|
7.75K
$3.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5- 2.96% |
$1.21K - $1.57K
|
164
$69.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-6- 0.25% |
$1.45K - $1.89K
|
2.4K
$1.02M
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-6- 0.12% |
$1.45K - $1.89K
|
4.97K
$2.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$1.45K - $1.89K
|
5.07K
$2.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-6- 0.23% |
$1.45K - $1.89K
|
2.62K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6- 0.09% |
$1.45K - $1.89K
|
6.4K
$2.72M
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6- 0.88% |
$1.45K - $1.89K
|
673
$286K
|
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$1.7K - $2.2K
|
14.8K
$6.28M
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7- 0.14% |
$1.7K - $2.2K
|
4.88K
$2.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-7- 0.17% |
$1.7K - $2.2K
|
4.01K
$1.71M
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-8- 2.82% |
$1.94K - $2.52K
|
276
$117K
|
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-8- 0.04% |
$1.94K - $2.52K
|
20.9K
$8.88M
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-8- 0.07% |
$1.94K - $2.52K
|
11.4K
$4.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-8- 0.26% |
$1.94K - $2.52K
|
3.06K
$1.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9- 0.7% |
$2.18K - $2.83K
|
1.28K
$543K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-10- 0.68% |
$2.42K - $3.15K
|
1.45K
$617K
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.21% |
$2.42K - $3.15K
|
4.65K
$1.98M
|
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-11- 0.02% |
$2.66K - $3.46K
|
64.4K
$27.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-11- 0.94% |
$2.66K - $3.46K
|
1.16K
$492K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-11- 0.2% |
$2.66K - $3.46K
|
5.53K
$2.35M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-11- 0.37% |
$2.66K - $3.46K
|
3K
$1.27M
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.24% |
$2.66K - $3.46K
|
4.62K
$1.97M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11- 0.23% |
$2.66K - $3.46K
|
4.72K
$2.01M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-12- 0.33% |
$2.91K - $3.78K
|
3.66K
$1.56M
|
|
|
Jul 29, 2022
Q2 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-12- 0.23% |
$2.91K - $3.78K
|
5.22K
$2.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-12- 0.25% |
$2.91K - $3.78K
|
4.79K
$2.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-12- 0.44% |
$2.91K - $3.78K
|
2.73K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12- 0.14% |
$2.91K - $3.78K
|
8.72K
$3.71M
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-13- 0.08% |
$3.15K - $4.09K
|
16.3K
$6.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-13- 0.15% |
$3.15K - $4.09K
|
8.7K
$3.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-13- 0.06% |
$3.15K - $4.09K
|
23K
$9.78M
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-13- 0.47% |
$3.15K - $4.09K
|
2.73K
$1.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-13- 0.31% |
$3.15K - $4.09K
|
4.23K
$1.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-14- 0.19% |
$3.39K - $4.41K
|
7.42K
$3.15M
|
|
|
Jul 28, 2022
Q2 2022
|
Enhancing Capital LLC
|
SELL
|
- |
-14- 0.05% |
$3.39K - $4.41K
|
25.9K
$11M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-14- 0.27% |
$3.39K - $4.41K
|
5.21K
$2.22M
|