Purchases and Sales Made in Q4 2021 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
9.96K+ 484.1% |
$2.82M - $3.42M
|
12K
$5.05M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9.95KNew |
$2.82M - $3.42M
|
9.95K
$4.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.94KNew |
$2.81M - $3.41M
|
9.94K
$4.17M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
9.93KNew |
$2.81M - $3.41M
|
9.93K
$4.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9.86K+ 7.61% |
$2.79M - $3.38M
|
139K
$58.6M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
9.81KNew |
$2.78M - $3.37M
|
9.81K
$4.12M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.79K+ 36.16% |
$2.77M - $3.36M
|
36.9K
$15.5M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
9.79KNew |
$2.77M - $3.36M
|
9.79K
$4.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.78K+ 16.32% |
$2.77M - $3.36M
|
69.7K
$29.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9.77KNew |
$2.77M - $3.35M
|
9.77K
$4.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
9.74KNew |
$2.76M - $3.34M
|
9.74K
$4.09M
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.73KNew |
$2.75M - $3.34M
|
9.73K
$4.09M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.69KNew |
$2.74M - $3.33M
|
9.69K
$4.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
9.65K+ 54.41% |
$2.73M - $3.31M
|
27.4K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.65KNew |
$2.73M - $3.31M
|
9.65K
$4.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
9.61K+ 9.33% |
$2.72M - $3.3M
|
113K
$47.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
9.61K+ 23.62% |
$2.72M - $3.3M
|
50.3K
$21.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
9.58KNew |
$2.71M - $3.29M
|
9.58K
$4.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.53K+ 12.17% |
$2.7M - $3.27M
|
87.9K
$36.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
9.53KNew |
$2.7M - $3.27M
|
9.53K
$4M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
9.5KNew |
$2.69M - $3.26M
|
9.5K
$3.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Noked Capital LTD
Tel Aviv, L3 |
BUY
|
- |
9.49KNew |
$2.69M - $3.26M
|
9.49K
$3.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
9.49KNew |
$2.69M - $3.26M
|
9.49K
$3.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.45K+ 11.22% |
$2.68M - $3.24M
|
93.7K
$39.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.44K+ 8.9% |
$2.67M - $3.24M
|
116K
$48.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
9.4KNew |
$2.66M - $3.22M
|
9.4K
$3.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.35KNew |
$2.65M - $3.21M
|
9.35K
$3.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
9.27KNew |
$2.62M - $3.18M
|
9.27K
$3.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
9.23K+ 37.97% |
$2.61M - $3.17M
|
33.6K
$14.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
9.14KNew |
$2.59M - $3.14M
|
9.14K
$3.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.11K+ 26.77% |
$2.58M - $3.13M
|
43.2K
$18.1M
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
9.1K+ 35.26% |
$2.58M - $3.12M
|
34.9K
$14.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.09K+ 2.39% |
$2.57M - $3.12M
|
390K
$164M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.08K+ 5.78% |
$2.57M - $3.11M
|
166K
$69.8M
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
9.08K+ 101.32% |
$2.57M - $3.11M
|
18K
$7.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.07K+ 37.61% |
$2.57M - $3.11M
|
33.2K
$13.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
9.07K+ 600.13% |
$2.57M - $3.11M
|
10.6K
$4.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.06K+ 136.27% |
$2.56M - $3.11M
|
15.7K
$6.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.06KNew |
$2.56M - $3.11M
|
9.06K
$3.81M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.01KNew |
$2.55M - $3.09M
|
9.01K
$3.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
9KNew |
$2.55M - $3.09M
|
9K
$3.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
8.94K+ 27.56% |
$2.53M - $3.07M
|
41.4K
$17.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
8.91KNew |
$2.52M - $3.06M
|
8.91K
$3.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
8.87KNew |
$2.51M - $3.04M
|
8.87K
$3.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8.82KNew |
$2.5M - $3.03M
|
8.82K
$3.7M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
8.77KNew |
$2.48M - $3.01M
|
8.77K
$3.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.76K+ 7.42% |
$2.48M - $3.01M
|
127K
$53.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
8.76K+ 4.49% |
$2.48M - $3.01M
|
204K
$85.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8.7KNew |
$2.46M - $2.99M
|
8.7K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
8.68KNew |
$2.46M - $2.98M
|
8.68K
$3.65M
|