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
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.16K+ 1.7% |
$327K - $396K
|
69.1K
$29.5M
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.15K+ 15.39% |
$326K - $395K
|
8.62K
$3.69M
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
1.14K+ 13.57% |
$324K - $393K
|
9.57K
$4.1M
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.14KNew |
$324K - $393K
|
1.14K
$489K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 0.67% |
$324K - $392K
|
171K
$73.1M
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.14K+ 36.57% |
$323K - $391K
|
4.26K
$1.82M
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.13K+ 11.5% |
$320K - $388K
|
11K
$4.69M
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
1.13K+ 4.1% |
$320K - $388K
|
28.7K
$12.3M
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1.12K+ 55.64% |
$317K - $384K
|
3.13K
$1.34M
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.12K+ 0.12% |
$317K - $384K
|
943K
$403M
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.12KNew |
$317K - $384K
|
1.12K
$478K
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$316K - $383K
|
1.12K
$477K
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.11K+ 1.47% |
$315K - $382K
|
77K
$32.9M
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.11K+ 1.11% |
$314K - $381K
|
101K
$43.3M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 1.07% |
$313K - $379K
|
104K
$44.6M
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.1K+ 1.64% |
$310K - $376K
|
67.7K
$29M
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
1.09K+ 1.98% |
$309K - $375K
|
56.3K
$24.1M
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
1.09K+ 22.74% |
$309K - $374K
|
5.88K
$2.52M
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.09K+ 6.23% |
$308K - $374K
|
18.6K
$7.94M
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.09K+ 1.23% |
$308K - $373K
|
89.3K
$38.2M
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
1.08K+ 1.73% |
$305K - $370K
|
63.5K
$27.2M
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.08K+ 1.92% |
$305K - $370K
|
57.4K
$24.5M
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.08K+ 2.24% |
$305K - $370K
|
49.1K
$21M
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
1.07KNew |
$303K - $367K
|
1.07K
$458K
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
1.07K+ 3.2% |
$303K - $367K
|
34.5K
$14.7M
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.07K+ 10.19% |
$302K - $366K
|
11.5K
$4.94M
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.06K+ 3.15% |
$299K - $362K
|
34.5K
$14.8M
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.05K+ 6.15% |
$297K - $360K
|
18.1K
$7.75M
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.05K+ 16.8% |
$296K - $359K
|
7.28K
$3.11M
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
1.05K+ 0.41% |
$296K - $359K
|
259K
$111M
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
1.04K+ 13.02% |
$295K - $358K
|
9.05K
$3.87M
|
|
Feb 09, 2022
Q4 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.04K+ 0.03% |
$295K - $358K
|
3.48M
$1.49B
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
1.04K+ 15.94% |
$295K - $358K
|
7.58K
$3.24M
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.04K+ 4.12% |
$293K - $355K
|
26.1K
$11.2M
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
1.03K+ 18.1% |
$292K - $354K
|
6.74K
$2.88M
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.03KNew |
$292K - $354K
|
1.03K
$442K
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
1.03K+ 11.85% |
$292K - $354K
|
9.73K
$4.16M
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.03KNew |
$290K - $352K
|
1.03K
$439K
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.03KNew |
$290K - $352K
|
1.03K
$439K
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.03K+ 4.09% |
$290K - $352K
|
26.1K
$11.2M
|
|
Jan 12, 2022
Q4 2021
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
1.02K+ 1.55% |
$290K - $351K
|
67K
$28.7M
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.02K+ 4.76% |
$289K - $351K
|
22.5K
$9.62M
|
|
Feb 14, 2022
Q4 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.02K+ 7.97% |
$289K - $350K
|
13.8K
$5.92M
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.02KNew |
$289K - $350K
|
1.02K
$436K
|
|
Feb 14, 2022
Q4 2021
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$288K - $350K
|
1.02K
$436K
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.02K+ 20.1% |
$287K - $348K
|
6.07K
$2.59M
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.01K+ 1.09% |
$287K - $347K
|
93.4K
$40M
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.01K+ 4.24% |
$287K - $347K
|
24.9K
$10.6M
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 2.26% |
$286K - $347K
|
45.7K
$19.5M
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.01K+ 15.57% |
$285K - $345K
|
7.46K
$3.19M
|