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
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.03K+ 17.37% |
$573K - $695K
|
13.7K
$5.75M
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
2.02KNew |
$572K - $694K
|
2.02K
$850K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
2.01K+ 5.99% |
$570K - $691K
|
35.6K
$15M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.01K+ 12.34% |
$569K - $690K
|
18.3K
$7.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.01K+ 3.34% |
$569K - $690K
|
62.1K
$26.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2KNew |
$567K - $688K
|
2K
$842K
|
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2K+ 40.0% |
$566K - $686K
|
7K
$2.94M
|
|
|
Feb 17, 2022
Q4 2021
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
2KNew |
$566K - $686K
|
2K
$840K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2K+ 21.38% |
$566K - $686K
|
11.3K
$4.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2K+ 3.63% |
$566K - $686K
|
57K
$23.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.99KNew |
$562K - $681K
|
1.99K
$834K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.98KNew |
$561K - $680K
|
1.98K
$833K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.98KNew |
$561K - $680K
|
1.98K
$833K
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.97KNew |
$559K - $677K
|
1.97K
$829K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.97K+ 1.13% |
$558K - $676K
|
176K
$73.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
1.96K+ 17.24% |
$554K - $671K
|
13.3K
$5.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$553K - $670K
|
1.95K
$820K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.95K+ 2.99% |
$552K - $669K
|
67.2K
$28.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.95K+ 6.14% |
$552K - $669K
|
33.7K
$14.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.93KNew |
$548K - $664K
|
1.93K
$813K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.92K+ 6.21% |
$543K - $658K
|
32.8K
$13.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Zevin Asset Management LLC
|
BUY
|
- |
1.91K+ 3.48% |
$541K - $655K
|
56.8K
$23.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.91K+ 16.94% |
$540K - $655K
|
13.2K
$5.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
1.91K+ 2.71% |
$540K - $654K
|
72.2K
$30.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.91K+ 1.26% |
$539K - $654K
|
153K
$64.5M
|
|
|
Feb 14, 2022
Q4 2021
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
1.89K+ 0.69% |
$534K - $647K
|
277K
$116M
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
1.89K+ 3.34% |
$534K - $647K
|
58.3K
$24.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.87K+ 0.74% |
$529K - $642K
|
253K
$106M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
1.85K+ 10.88% |
$524K - $635K
|
18.8K
$7.92M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.84K+ 1.49% |
$521K - $632K
|
126K
$52.9M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
1.84KNew |
$520K - $630K
|
1.84K
$771K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$519K - $629K
|
1.83K
$770K
|
|
|
Feb 16, 2022
Q4 2021
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
1.82K+ 1.46% |
$514K - $623K
|
126K
$53M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.81K+ 11.36% |
$513K - $621K
|
17.7K
$7.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.81K+ 22.68% |
$512K - $620K
|
9.78K
$4.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.81KNew |
$512K - $620K
|
1.81K
$759K
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.8KNew |
$510K - $618K
|
1.8K
$757K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 15.43% |
$509K - $617K
|
13.4K
$5.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.8K+ 10.44% |
$509K - $617K
|
19K
$7.99M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.8K+ 1.97% |
$509K - $617K
|
93.1K
$39.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.8K+ 1.92% |
$508K - $616K
|
95.2K
$40M
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
1.79K+ 0.89% |
$508K - $616K
|
203K
$85.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
1.79K+ 0.55% |
$506K - $613K
|
329K
$138M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.78KNew |
$503K - $610K
|
1.78K
$747K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.77KNew |
$502K - $609K
|
1.77K
$745K
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.77KNew |
$502K - $609K
|
1.77K
$745K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.77K+ 6.23% |
$502K - $609K
|
30.2K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
1.77KNew |
$501K - $607K
|
1.77K
$744K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.76K+ 3.61% |
$499K - $605K
|
50.7K
$21.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 0.73% |
$499K - $605K
|
242K
$102M
|