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 12, 2022
Q1 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-1.38KClosed |
$381K - $462K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.38K- 4.64% |
$381K - $462K
|
28.4K
$15M
|
|
|
May 13, 2022
Q1 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.38K- 3.58% |
$382K - $463K
|
37.2K
$19.7M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.39K- 2.94% |
$382K - $464K
|
45.7K
$24.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.4K- 4.99% |
$385K - $467K
|
26.6K
$14.1M
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.4K- 3.37% |
$387K - $469K
|
40.2K
$21.3M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.41K- 3.53% |
$388K - $471K
|
38.5K
$20.4M
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-1.41KClosed |
$388K - $471K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.41K- 2.02% |
$388K - $471K
|
68.2K
$36.1M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.42K- 3.99% |
$390K - $474K
|
34.1K
$18M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 19.37% |
$391K - $475K
|
5.91K
$3.13M
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.42K- 2.76% |
$392K - $476K
|
50.1K
$26.5M
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.43K- 6.66% |
$393K - $477K
|
20K
$10.6M
|
|
|
May 16, 2022
Q1 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.43K- 0.9% |
$393K - $477K
|
156K
$82.6M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.43K- 40.84% |
$395K - $479K
|
2.07K
$1.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.44K- 2.9% |
$397K - $481K
|
48.2K
$25.5M
|
|
|
May 28, 2025
Q1 2022
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.44K- 7.01% |
$398K - $483K
|
19.1K
$10.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.45K- 11.35% |
$401K - $486K
|
11.4K
$6.01M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 10.08% |
$401K - $487K
|
13K
$6.87M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.46K- 15.25% |
$402K - $488K
|
8.1K
$4.29M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.46K- 1.82% |
$402K - $488K
|
78.6K
$41.6M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.46K- 4.57% |
$402K - $488K
|
30.5K
$16.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.46K- 33.54% |
$404K - $490K
|
2.9K
$1.53M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.47K- 6.01% |
$404K - $490K
|
22.9K
$12.1M
|
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-1.47KClosed |
$405K - $491K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Puzo Michael J
|
SELL
|
- |
-1.47K- 3.65% |
$407K - $493K
|
38.9K
$20.6M
|
|
|
May 16, 2022
Q1 2022
|
Unio Capital LLC
|
SELL
|
- |
-1.48K- 2.89% |
$408K - $495K
|
49.8K
$26.3M
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.49K- 34.65% |
$410K - $497K
|
2.8K
$1.48M
|
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.49K- 13.81% |
$411K - $498K
|
9.3K
$4.92M
|
|
|
May 06, 2022
Q1 2022
|
Capco Asset Management, LLC
|
SELL
|
- |
-1.49K- 1.22% |
$412K - $500K
|
121K
$63.8M
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.5KClosed |
$414K - $502K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.5K- 3.35% |
$415K - $503K
|
43.4K
$23M
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 2.71% |
$416K - $504K
|
54K
$28.6M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.51K- 11.93% |
$416K - $504K
|
11.1K
$5.89M
|
|
|
May 19, 2025
Q1 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.51K- 27.7% |
$416K - $505K
|
3.94K
$2.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.53K- 19.71% |
$423K - $513K
|
6.24K
$3.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.54K- 3.07% |
$424K - $515K
|
48.5K
$25.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.54K- 0.76% |
$424K - $515K
|
202K
$107M
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.54K- 4.17% |
$426K - $517K
|
35.5K
$18.8M
|
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.55K- 6.2% |
$426K - $518K
|
23.4K
$12.4M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.55K- 1.56% |
$427K - $518K
|
97.7K
$51.7M
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.55K- 6.73% |
$427K - $518K
|
21.5K
$11.4M
|
|
|
Apr 07, 2022
Q1 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-1.55K- 3.48% |
$428K - $520K
|
43K
$22.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.56K- 18.78% |
$429K - $521K
|
6.73K
$3.56M
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 39.2% |
$430K - $522K
|
2.42K
$1.28M
|
|
|
Apr 11, 2022
Q1 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-1.56KClosed |
$431K - $523K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.56K- 18.95% |
$431K - $523K
|
6.68K
$3.54M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.57K- 16.58% |
$434K - $526K
|
7.91K
$4.18M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.59K- 1.44% |
$437K - $531K
|
109K
$57.5M
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.59K- 15.99% |
$437K - $531K
|
8.33K
$4.41M
|