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 |
|---|---|---|---|---|---|---|---|
|
Mar 09, 2022
Q4 2021
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
8.65KNew |
$2.45M - $2.97M
|
8.65K
$3.61M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
8.61KNew |
$2.44M - $2.95M
|
8.61K
$3.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
8.59K+ 28.37% |
$2.43M - $2.95M
|
38.9K
$16.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8.58K+ 173.96% |
$2.43M - $2.94M
|
13.5K
$5.64M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
8.57KNew |
$2.43M - $2.94M
|
8.57K
$3.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
8.53K+ 147.43% |
$2.42M - $2.93M
|
14.3K
$5.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
8.48KNew |
$2.4M - $2.91M
|
8.48K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
8.45K+ 8.05% |
$2.39M - $2.9M
|
113K
$47.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
8.45KNew |
$2.39M - $2.9M
|
8.45K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
8.43KNew |
$2.39M - $2.89M
|
8.43K
$3.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
8.41K+ 9.82% |
$2.38M - $2.89M
|
94K
$39.2M
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
8.37KNew |
$2.37M - $2.87M
|
8.37K
$3.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
8.37KNew |
$2.37M - $2.87M
|
8.37K
$3.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
8.33K+ 26.56% |
$2.36M - $2.86M
|
39.7K
$16.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
8.32K+ 10.72% |
$2.35M - $2.85M
|
85.9K
$35.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
8.3K+ 61.74% |
$2.35M - $2.85M
|
21.7K
$9.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
8.19KNew |
$2.32M - $2.81M
|
8.19K
$3.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.18KNew |
$2.32M - $2.81M
|
8.18K
$3.41M
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
8.14KNew |
$2.31M - $2.79M
|
8.14K
$3.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
8.14KNew |
$2.3M - $2.79M
|
8.14K
$3.39M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
8.11K+ 33.52% |
$2.29M - $2.78M
|
32.3K
$13.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
8.08K+ 163.29% |
$2.29M - $2.77M
|
13K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Stewart Asset Management, LLC
|
BUY
|
- |
7.94K+ 99.27% |
$2.25M - $2.72M
|
15.9K
$6.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
7.93K+ 20.53% |
$2.25M - $2.72M
|
46.6K
$19.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.91K+ 10.5% |
$2.24M - $2.72M
|
83.3K
$34.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7.89KNew |
$2.23M - $2.71M
|
7.89K
$3.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.88KNew |
$2.23M - $2.71M
|
7.88K
$3.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
7.85K+ 0.81% |
$2.22M - $2.69M
|
980K
$409M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
7.84KNew |
$2.22M - $2.69M
|
7.84K
$3.27M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
7.8KNew |
$2.21M - $2.68M
|
7.8K
$3.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
7.78KNew |
$2.2M - $2.67M
|
7.78K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Mirova
Paris, I0 |
BUY
|
- |
7.76K+ 15.55% |
$2.2M - $2.66M
|
57.7K
$24.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.73K+ 8.74% |
$2.19M - $2.65M
|
96.2K
$40.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
7.72KNew |
$2.18M - $2.65M
|
7.72K
$3.22M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.69KNew |
$2.18M - $2.64M
|
7.69K
$3.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.68K+ 29.41% |
$2.17M - $2.63M
|
33.8K
$14.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
7.65KNew |
$2.17M - $2.63M
|
7.65K
$3.19M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.58KNew |
$2.15M - $2.6M
|
7.58K
$3.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
7.54KNew |
$2.13M - $2.59M
|
7.54K
$3.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.52K+ 41.52% |
$2.13M - $2.58M
|
25.6K
$10.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.48K+ 1.81% |
$2.12M - $2.57M
|
421K
$176M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.4K+ 9.18% |
$2.09M - $2.54M
|
87.9K
$36.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.38KNew |
$2.09M - $2.53M
|
7.38K
$3.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
7.37K+ 4.21% |
$2.09M - $2.53M
|
182K
$76M
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
7.35KNew |
$2.08M - $2.52M
|
7.35K
$3.06M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
7.34KNew |
$2.08M - $2.52M
|
7.34K
$3.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
7.33K+ 0.94% |
$2.08M - $2.51M
|
791K
$330M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.33KNew |
$2.07M - $2.51M
|
7.33K
$3.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.33K+ 211.86% |
$2.07M - $2.51M
|
10.8K
$4.5M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.28KNew |
$2.06M - $2.5M
|
7.28K
$3.04M
|