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 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
6.4KNew |
$1.81M - $2.2M
|
6.4K
$2.67M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.36KNew |
$1.8M - $2.18M
|
6.36K
$2.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
6.35K+ 11.35% |
$1.8M - $2.18M
|
62.3K
$26M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
6.34K+ 1.08% |
$1.79M - $2.18M
|
594K
$248M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
6.33K+ 90.1% |
$1.79M - $2.17M
|
13.4K
$5.57M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.33KNew |
$1.79M - $2.17M
|
6.33K
$2.64M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
6.32K+ 5.37% |
$1.79M - $2.17M
|
124K
$51.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.31K+ 8.28% |
$1.79M - $2.17M
|
82.6K
$34.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.29K+ 7.96% |
$1.78M - $2.16M
|
85.3K
$35.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.26K+ 411.24% |
$1.77M - $2.15M
|
7.78K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.25KNew |
$1.77M - $2.14M
|
6.25K
$2.6M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
6.24K+ 13.71% |
$1.77M - $2.14M
|
51.8K
$21.6M
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.23K+ 36.07% |
$1.76M - $2.14M
|
23.5K
$9.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
6.23K+ 15.43% |
$1.76M - $2.14M
|
46.6K
$19.4M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.22K+ 46.06% |
$1.76M - $2.13M
|
19.7K
$8.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.22K+ 46.05% |
$1.76M - $2.13M
|
19.7K
$8.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.22K+ 6.85% |
$1.76M - $2.13M
|
97K
$40.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.13KNew |
$1.74M - $2.1M
|
6.13K
$2.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6.12KNew |
$1.73M - $2.1M
|
6.12K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
6.12KNew |
$1.73M - $2.1M
|
6.12K
$2.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.12K+ 11.3% |
$1.73M - $2.1M
|
60.3K
$25.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.1K+ 25.54% |
$1.73M - $2.09M
|
30K
$12.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.1K+ 47.15% |
$1.73M - $2.09M
|
19K
$7.94M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.07KNew |
$1.72M - $2.08M
|
6.07K
$2.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
6.07K+ 7.5% |
$1.72M - $2.08M
|
87K
$36.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
6K+ 6.52% |
$1.7M - $2.06M
|
98K
$40.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
5.96K+ 22.54% |
$1.69M - $2.05M
|
32.4K
$13.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5.83K+ 38.55% |
$1.65M - $2M
|
21K
$8.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5.83K+ 296.79% |
$1.65M - $2M
|
7.79K
$3.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
BUY
|
- |
5.82KNew |
$1.65M - $2M
|
5.82K
$2.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
5.82KNew |
$1.65M - $2M
|
5.82K
$2.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.8K+ 5.63% |
$1.64M - $1.99M
|
109K
$45.4M
|
|
|
Jan 17, 2024
Q4 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
5.78K+ 2.29% |
$1.64M - $1.98M
|
258K
$107M
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.78KNew |
$1.64M - $1.98M
|
5.78K
$2.41M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
5.77K+ 14.28% |
$1.63M - $1.98M
|
46.2K
$19.3M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.77KNew |
$1.63M - $1.98M
|
5.77K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
5.74K+ 4.77% |
$1.62M - $1.97M
|
126K
$52.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
5.73K+ 2.22% |
$1.62M - $1.97M
|
264K
$110M
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.71K+ 9.78% |
$1.62M - $1.96M
|
64.1K
$26.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.66K+ 3.27% |
$1.6M - $1.94M
|
178K
$74.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.64K+ 18.54% |
$1.6M - $1.94M
|
36.1K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
5.64K+ 22.85% |
$1.6M - $1.94M
|
30.3K
$12.6M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.64KNew |
$1.6M - $1.93M
|
5.64K
$2.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.57K+ 2.17% |
$1.58M - $1.91M
|
263K
$109M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
5.57K+ 14.05% |
$1.58M - $1.91M
|
45.2K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
5.57K+ 0.41% |
$1.58M - $1.91M
|
1.37M
$571M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.56K+ 7.71% |
$1.57M - $1.91M
|
77.7K
$32.4M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.56K+ 7.71% |
$1.57M - $1.91M
|
77.7K
$32.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.51K+ 17.99% |
$1.56M - $1.89M
|
36.1K
$15.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.45K+ 6.41% |
$1.54M - $1.87M
|
90.4K
$37.7M
|