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 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.66K+ 42.63% |
$752K - $911K
|
8.89K
$3.73M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 6.87% |
$750K - $909K
|
41.2K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.65K+ 1.86% |
$750K - $909K
|
145K
$61.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.65K+ 1.22% |
$749K - $908K
|
220K
$92.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.64K+ 20.63% |
$748K - $906K
|
15.4K
$6.49M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
2.63K+ 2.65% |
$744K - $902K
|
102K
$42.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Capitol Family Office, Inc.
|
BUY
|
- |
2.62KNew |
$743K - $900K
|
2.62K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
2.61K+ 0.6% |
$739K - $896K
|
440K
$185M
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.6K+ 1.55% |
$737K - $893K
|
171K
$71.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
2.59KNew |
$734K - $889K
|
2.59K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2.59KNew |
$733K - $889K
|
2.59K
$1.09M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.58K+ 41.53% |
$731K - $886K
|
8.8K
$3.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.58KNew |
$730K - $885K
|
2.58K
$1.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.58K+ 0.84% |
$729K - $884K
|
310K
$130M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
2.58KNew |
$729K - $884K
|
2.58K
$1.08M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
2.54K+ 3.45% |
$720K - $873K
|
76.4K
$32.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.54K+ 0.34% |
$719K - $871K
|
758K
$318M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.53K+ 1.02% |
$717K - $869K
|
250K
$105M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
2.52K+ 2.56% |
$713K - $864K
|
101K
$42.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
2.52K+ 1.31% |
$713K - $864K
|
195K
$81.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.51KNew |
$710K - $860K
|
2.51K
$1.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
2.5KNew |
$708K - $858K
|
2.5K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.49K+ 11.31% |
$706K - $856K
|
24.5K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
2.49KNew |
$704K - $853K
|
2.49K
$1.04M
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.47KNew |
$698K - $846K
|
2.47K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
2.47KNew |
$698K - $846K
|
2.47K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.46KNew |
$697K - $844K
|
2.46K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.46K+ 24.18% |
$696K - $844K
|
12.6K
$5.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.45KNew |
$693K - $840K
|
2.45K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2.45K+ 10.11% |
$693K - $840K
|
26.7K
$11.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.44K+ 6.18% |
$692K - $838K
|
42K
$17.6M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.44KNew |
$692K - $838K
|
2.44K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$691K - $838K
|
2.44K
$1.03M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.44KNew |
$691K - $838K
|
2.44K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.44KNew |
$691K - $837K
|
2.44K
$1.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.43K+ 6.77% |
$687K - $832K
|
38.3K
$16.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.42K+ 6.1% |
$685K - $830K
|
42.1K
$17.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
2.42K+ 1.34% |
$685K - $830K
|
183K
$76.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.41K+ 2.3% |
$683K - $828K
|
107K
$45.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.41K+ 73.34% |
$683K - $828K
|
5.7K
$2.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
2.39K+ 1.81% |
$676K - $819K
|
135K
$56.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2.38KNew |
$674K - $816K
|
2.38K
$1M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
2.37KNew |
$672K - $814K
|
2.37K
$997K
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
2.37KNew |
$671K - $813K
|
2.37K
$995K
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$669K - $811K
|
2.36K
$993K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.36KNew |
$668K - $809K
|
2.36K
$991K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.36K+ 16.01% |
$668K - $809K
|
17.1K
$7.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.36K+ 7.61% |
$668K - $809K
|
33.3K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.34K+ 7.19% |
$662K - $803K
|
34.9K
$14.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Surience Private Wealth LLC
|
BUY
|
- |
2.34KNew |
$661K - $801K
|
2.34K
$981K
|