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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Ns Partners LTD
|
BUY
|
- |
7.28K+ 1.32% |
$2.06M - $2.5M
|
559K
$233M
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.26KNew |
$2.05M - $2.49M
|
7.26K
$3.03M
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7.25KNew |
$2.05M - $2.49M
|
7.25K
$3.02M
|
|
Jan 19, 2022
Q4 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
7.23K+ 3.14% |
$2.05M - $2.48M
|
238K
$99.1M
|
|
Feb 22, 2022
Q4 2021
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
7.2KNew |
$2.04M - $2.47M
|
7.2K
$3M
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.2K+ 6.02% |
$2.04M - $2.47M
|
127K
$52.8M
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
7.12KNew |
$2.02M - $2.44M
|
7.12K
$2.97M
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
7.12KNew |
$2.02M - $2.44M
|
7.12K
$2.97M
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
7.11K+ 7.81% |
$2.01M - $2.44M
|
98.1K
$40.9M
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
7.08KNew |
$2M - $2.43M
|
7.08K
$2.95M
|
|
Jan 31, 2022
Q4 2021
|
Trevian Wealth Management LLC
|
BUY
|
- |
7.06KNew |
$2M - $2.42M
|
7.06K
$2.94M
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.04K+ 4.51% |
$1.99M - $2.41M
|
163K
$68.1M
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
7.03K+ 98.96% |
$1.99M - $2.41M
|
14.1K
$5.89M
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
7.03KNew |
$1.99M - $2.41M
|
7.03K
$2.93M
|
|
Feb 09, 2022
Q4 2021
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
7.01K+ 19.44% |
$1.99M - $2.41M
|
43.1K
$18M
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
7.01K+ 32.59% |
$1.99M - $2.41M
|
28.5K
$11.9M
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
7K+ 12.03% |
$1.98M - $2.4M
|
65.2K
$27.2M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.95K+ 4.59% |
$1.97M - $2.39M
|
158K
$66M
|
|
Feb 10, 2022
Q4 2021
|
Guardcap Asset Management LTD
London, X0 |
BUY
|
- |
6.95K+ 0.76% |
$1.97M - $2.38M
|
917K
$382M
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.95KNew |
$1.97M - $2.38M
|
6.95K
$2.9M
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
6.95K+ 6.13% |
$1.97M - $2.38M
|
120K
$50.1M
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.91KNew |
$1.96M - $2.37M
|
6.91K
$2.88M
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.91KNew |
$1.96M - $2.37M
|
6.91K
$2.88M
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
6.9K+ 58.1% |
$1.95M - $2.37M
|
18.8K
$7.83M
|
|
Feb 14, 2022
Q4 2021
|
Anabranch Capital Management, LP
New York, NY |
BUY
|
- |
6.9K+ 34.7% |
$1.95M - $2.37M
|
26.8K
$11.2M
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
6.86KNew |
$1.94M - $2.35M
|
6.86K
$2.86M
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.86KNew |
$1.94M - $2.35M
|
6.86K
$2.86M
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
6.86KNew |
$1.94M - $2.35M
|
6.86K
$2.86M
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
6.84KNew |
$1.94M - $2.35M
|
6.84K
$2.85M
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.84KNew |
$1.94M - $2.35M
|
6.84K
$2.85M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.82K+ 40.55% |
$1.93M - $2.34M
|
23.6K
$9.85M
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6.81KNew |
$1.93M - $2.34M
|
6.81K
$2.84M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.8KNew |
$1.93M - $2.33M
|
6.8K
$2.84M
|
|
Nov 07, 2022
Q4 2021
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
6.8K+ 323.81% |
$1.93M - $2.33M
|
8.9K
$3.71M
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6.77K+ 0.28% |
$1.92M - $2.32M
|
2.4M
$999M
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
6.75KNew |
$1.91M - $2.32M
|
6.75K
$2.82M
|
|
May 26, 2023
Q4 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
6.75K+ 9.54% |
$1.91M - $2.32M
|
77.5K
$32.3M
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
6.75K+ 5.79% |
$1.91M - $2.32M
|
123K
$51.5M
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
6.68KNew |
$1.89M - $2.29M
|
6.68K
$2.78M
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.68KNew |
$1.89M - $2.29M
|
6.68K
$2.78M
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
6.66K+ 4.04% |
$1.89M - $2.29M
|
172K
$71.6M
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
6.65KNew |
$1.88M - $2.28M
|
6.65K
$2.77M
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.64K+ 3.86% |
$1.88M - $2.28M
|
179K
$74.6M
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
6.59KNew |
$1.87M - $2.26M
|
6.59K
$2.75M
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.56K+ 47.63% |
$1.86M - $2.25M
|
20.3K
$8.48M
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
6.56KNew |
$1.86M - $2.25M
|
6.56K
$2.73M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
6.54K+ 4.45% |
$1.85M - $2.24M
|
154K
$64M
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
6.46K+ 5.27% |
$1.83M - $2.22M
|
129K
$53.8M
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.45KNew |
$1.83M - $2.21M
|
6.45K
$2.69M
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
6.44KNew |
$1.82M - $2.21M
|
6.44K
$2.69M
|