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 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-522- 0.35% |
$126K - $164K
|
149K
$61.5M
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-524- 37.7% |
$127K - $165K
|
866
$356K
|
|
Jul 22, 2022
Q2 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-525- 0.95% |
$127K - $165K
|
55K
$22.6M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-525- 0.52% |
$127K - $165K
|
100K
$41.3M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-528- 9.47% |
$128K - $166K
|
5.05K
$2.08M
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-529- 3.0% |
$128K - $167K
|
17.1K
$7.03M
|
|
Nov 13, 2023
Q2 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-530- 3.15% |
$128K - $167K
|
16.3K
$6.71M
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-533- 3.55% |
$129K - $168K
|
14.5K
$5.97M
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-535- 3.36% |
$130K - $169K
|
15.4K
$6.33M
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-537- 3.54% |
$130K - $169K
|
14.6K
$6.01M
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-538- 1.19% |
$130K - $169K
|
44.7K
$18.4M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-539- 1.0% |
$131K - $170K
|
53.5K
$22M
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-541- 1.9% |
$131K - $170K
|
28K
$11.5M
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-541- 2.82% |
$131K - $170K
|
18.6K
$7.67M
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-544- 1.22% |
$132K - $171K
|
44.2K
$18.2M
|
|
Jul 20, 2022
Q2 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-545- 1.9% |
$132K - $172K
|
28.1K
$11.6M
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-546- 28.65% |
$132K - $172K
|
1.36K
$560K
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
SELL
|
- |
-547- 3.75% |
$133K - $172K
|
14K
$5.78M
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-547- 1.73% |
$133K - $172K
|
31K
$12.8M
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-549- 9.1% |
$133K - $173K
|
5.49K
$2.26M
|
|
Aug 11, 2022
Q2 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-550- 1.65% |
$133K - $173K
|
32.8K
$13.5M
|
|
Jul 21, 2022
Q2 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-554- 7.64% |
$134K - $174K
|
6.69K
$2.75M
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-557- 2.84% |
$135K - $175K
|
19K
$7.84M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-559- 1.85% |
$135K - $176K
|
29.7K
$12.2M
|
|
Jul 18, 2022
Q2 2022
|
Suncoast Equity Management
|
SELL
|
- |
-561- 0.24% |
$136K - $177K
|
233K
$95.7M
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-561- 0.93% |
$136K - $177K
|
59.8K
$24.6M
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-568- 7.21% |
$138K - $179K
|
7.31K
$3.01M
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-568- 0.58% |
$138K - $179K
|
97.8K
$40.2M
|
|
Aug 15, 2022
Q2 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-570- 3.73% |
$138K - $180K
|
14.7K
$6.06M
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
SELL
|
- |
-571- 12.64% |
$138K - $180K
|
3.95K
$1.62M
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-571- 0.12% |
$138K - $180K
|
469K
$193M
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-575- 2.96% |
$139K - $181K
|
18.9K
$7.76M
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-577- 0.82% |
$140K - $182K
|
69.6K
$28.6M
|
|
Jul 08, 2022
Q2 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-580- 2.34% |
$141K - $183K
|
24.2K
$9.96M
|
|
Jul 28, 2022
Q2 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-581- 14.24% |
$141K - $183K
|
3.5K
$1.44M
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-584- 5.0% |
$141K - $184K
|
11.1K
$4.57M
|
|
Jul 06, 2022
Q2 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-585- 0.89% |
$142K - $184K
|
64.9K
$26.7M
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-585- 11.5% |
$142K - $184K
|
4.5K
$1.85M
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-591- 0.92% |
$143K - $186K
|
64K
$26.3M
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-592- 0.88% |
$143K - $186K
|
67.1K
$27.6M
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-594- 1.92% |
$144K - $187K
|
30.3K
$12.5M
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-595- 9.58% |
$144K - $187K
|
5.62K
$2.31M
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-596- 1.0% |
$144K - $188K
|
59.2K
$24.4M
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-596- 5.71% |
$144K - $188K
|
9.84K
$4.05M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-598- 7.84% |
$145K - $188K
|
7.03K
$2.89M
|
|
Aug 02, 2022
Q2 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-600- 3.72% |
$145K - $189K
|
15.5K
$6.39M
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-601- 5.17% |
$146K - $189K
|
11K
$4.53M
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-601Closed |
$146K - $189K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Security Asset Management
|
SELL
|
- |
-610- 2.77% |
$148K - $192K
|
21.4K
$8.8M
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-610- 0.67% |
$148K - $192K
|
89.9K
$37M
|