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 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
216+ 15.1% |
$59.6K - $72.3K
|
1.65K
$673K
|
|
|
Apr 19, 2022
Q1 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
215+ 0.69% |
$59.3K - $72K
|
31.2K
$12.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
215+ 1.65% |
$59.3K - $72K
|
13.3K
$5.43M
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
215+ 0.42% |
$59.3K - $72K
|
51.1K
$20.9M
|
|
|
May 02, 2022
Q1 2022
|
Geneva Capital Management LLC
|
BUY
|
- |
214+ 1.18% |
$59K - $71.6K
|
18.4K
$7.52M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
211+ 2.4% |
$58.2K - $70.6K
|
9.01K
$3.69M
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
209+ 3.08% |
$57.7K - $70K
|
7K
$2.86M
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
209+ 2.84% |
$57.7K - $70K
|
7.56K
$3.09M
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
209+ 1.12% |
$57.7K - $70K
|
18.9K
$7.72M
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
207+ 26.34% |
$57.1K - $69.3K
|
993
$406K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
206+ 6.31% |
$56.8K - $69K
|
3.47K
$1.42M
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
205+ 18.03% |
$56.5K - $68.6K
|
1.34K
$549K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
205+ 0.12% |
$56.5K - $68.6K
|
174K
$71.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
205+ 0.28% |
$56.5K - $68.6K
|
73.3K
$30M
|
|
|
Apr 12, 2022
Q1 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
204+ 1.81% |
$56.3K - $68.3K
|
11.5K
$4.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
203+ 4.74% |
$56K - $68K
|
4.48K
$1.83M
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
203+ 24.61% |
$56K - $68K
|
1.03K
$420K
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
203+ 19.84% |
$56K - $68K
|
1.23K
$501K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
202+ 3.42% |
$55.7K - $67.6K
|
6.11K
$2.5M
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
202+ 1.76% |
$55.7K - $67.6K
|
11.7K
$4.77M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
201+ 2.32% |
$55.4K - $67.3K
|
8.88K
$3.63M
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
201+ 2.1% |
$55.4K - $67.3K
|
9.78K
$4M
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
201+ 0.86% |
$55.4K - $67.3K
|
23.6K
$9.66M
|
|
|
May 10, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
200+ 0.03% |
$55.2K - $67K
|
711K
$291M
|
|
|
May 13, 2022
Q1 2022
|
Weitz Investment Management, Inc.
Omaha, NE |
BUY
|
- |
200+ 1.11% |
$55.2K - $67K
|
18.2K
$7.45M
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
199+ 13.72% |
$54.9K - $66.6K
|
1.65K
$675K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
197+ 11.36% |
$54.3K - $65.9K
|
1.93K
$790K
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
196+ 20.0% |
$54.1K - $65.6K
|
1.18K
$481K
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
196+ 1.58% |
$54.1K - $65.6K
|
12.6K
$5.14M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
195+ 1.21% |
$53.8K - $65.3K
|
16.3K
$6.68M
|
|
|
May 10, 2022
Q1 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
195+ 0.23% |
$53.8K - $65.3K
|
84.3K
$34.5M
|
|
|
May 05, 2022
Q1 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
194+ 15.1% |
$53.5K - $64.9K
|
1.48K
$605K
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
194+ 8.14% |
$53.5K - $64.9K
|
2.58K
$1.05M
|
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
193+ 7.26% |
$53.2K - $64.6K
|
2.85K
$1.17M
|
|
|
Apr 26, 2022
Q1 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
192+ 4.94% |
$53K - $64.3K
|
4.08K
$1.67M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
192+ 0.59% |
$53K - $64.3K
|
32.5K
$13.3M
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
BUY
|
- |
190+ 8.39% |
$52.4K - $63.6K
|
2.46K
$1M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
190+ 0.48% |
$52.4K - $63.6K
|
39.6K
$16.2M
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
190+ 4.66% |
$52.4K - $63.6K
|
4.26K
$1.74M
|
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
189+ 5.91% |
$52.1K - $63.3K
|
3.39K
$1.39M
|
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
188+ 11.6% |
$51.9K - $62.9K
|
1.81K
$740K
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
187+ 2.81% |
$51.6K - $62.6K
|
6.83K
$2.8M
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
187+ 1.5% |
$51.6K - $62.6K
|
12.6K
$5.17M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
187+ 17.02% |
$51.6K - $62.6K
|
1.29K
$526K
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
187+ 0.89% |
$51.6K - $62.6K
|
21.3K
$8.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
186+ 16.24% |
$51.3K - $62.3K
|
1.33K
$544K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
186+ 0.18% |
$51.3K - $62.3K
|
103K
$42.2M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
186+ 1.32% |
$51.3K - $62.3K
|
14.3K
$5.85M
|
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
185+ 2.51% |
$51K - $61.9K
|
7.55K
$3.09M
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
183+ 0.26% |
$50.5K - $61.3K
|
71K
$29M
|