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 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.34K+ 3.03% |
$379K - $460K
|
45.5K
$19.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.33K+ 2.84% |
$377K - $457K
|
48.2K
$20.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.32K+ 4.77% |
$374K - $453K
|
29K
$12.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 2.08% |
$374K - $453K
|
64.7K
$27.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.3K+ 2.47% |
$368K - $446K
|
54K
$22.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.3K+ 1.5% |
$367K - $444K
|
87.8K
$36.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.2% |
$366K - $443K
|
109K
$45.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.29K+ 2.15% |
$365K - $443K
|
61.4K
$25.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.29K+ 3.51% |
$364K - $441K
|
37.9K
$15.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.29K+ 8.29% |
$364K - $441K
|
16.8K
$7.06M
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.29KNew |
$364K - $441K
|
1.29K
$540K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.28KNew |
$363K - $440K
|
1.28K
$538K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.28K+ 0.77% |
$362K - $439K
|
168K
$70.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
1.28KNew |
$362K - $439K
|
1.28K
$537K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
1.28K+ 24.01% |
$361K - $438K
|
6.59K
$2.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1.27K+ 4.13% |
$360K - $437K
|
32.1K
$13.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.27K+ 56.94% |
$359K - $435K
|
3.5K
$1.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.25KNew |
$355K - $430K
|
1.25K
$527K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
1.25K+ 5.62% |
$355K - $430K
|
23.5K
$9.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
1.25KNew |
$354K - $429K
|
1.25K
$525K
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.25K+ 3.25% |
$354K - $429K
|
39.7K
$16.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.25KNew |
$354K - $429K
|
1.25K
$525K
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.24KNew |
$352K - $426K
|
1.24K
$522K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.24K+ 61.94% |
$351K - $425K
|
3.24K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.24K+ 0.66% |
$350K - $425K
|
190K
$79.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 32.63% |
$349K - $423K
|
5.01K
$2.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
1.23K+ 27.54% |
$348K - $422K
|
5.69K
$2.39M
|
|
|
Apr 20, 2022
Q4 2021
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.23KNew |
$347K - $421K
|
1.23K
$516K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.22K+ 19.56% |
$347K - $420K
|
7.48K
$3.14M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.21K+ 5.23% |
$343K - $416K
|
24.4K
$10.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.21KNew |
$341K - $414K
|
1.21K
$507K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.2K+ 3.39% |
$340K - $412K
|
36.5K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.2K+ 162.82% |
$340K - $412K
|
1.94K
$814K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.2K+ 10.92% |
$339K - $411K
|
12.2K
$5.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$337K - $409K
|
1.19K
$500K
|
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
1.19K+ 2.65% |
$337K - $408K
|
46.1K
$19.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.19K+ 1.54% |
$337K - $408K
|
78.3K
$32.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 2.33% |
$336K - $408K
|
52.1K
$21.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.19K+ 3.15% |
$336K - $408K
|
38.9K
$16.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.18K+ 7.44% |
$335K - $406K
|
17.1K
$7.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Riverstone Advisors, LLC
|
BUY
|
- |
1.18KNew |
$334K - $405K
|
1.18K
$496K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.18K+ 7.74% |
$334K - $405K
|
16.4K
$6.9M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.18K+ 21.01% |
$334K - $405K
|
6.79K
$2.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.18KNew |
$333K - $403K
|
1.18K
$494K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
1.18K+ 1.28% |
$333K - $403K
|
92.9K
$39.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.18K+ 23.06% |
$333K - $403K
|
6.27K
$2.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.17KNew |
$332K - $402K
|
1.17K
$492K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
1.17K+ 4.46% |
$332K - $402K
|
27.4K
$11.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
1.17K+ 0.55% |
$331K - $401K
|
215K
$90.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.16K+ 0.22% |
$330K - $399K
|
535K
$225M
|