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 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
1K+ 9.02% |
$284K - $344K
|
12.1K
$5.19M
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
1K+ 9.81% |
$283K - $343K
|
11.2K
$4.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
1K+ 13.1% |
$283K - $343K
|
8.63K
$3.69M
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
998+ 95.05% |
$283K - $342K
|
2.05K
$876K
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
996+ 5.58% |
$282K - $342K
|
18.8K
$8.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
996+ 9.38% |
$282K - $342K
|
11.6K
$4.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
994+ 1.67% |
$281K - $341K
|
60.5K
$25.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
994+ 2.05% |
$281K - $341K
|
49.5K
$21.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
990+ 2.19% |
$280K - $340K
|
46.1K
$19.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
989+ 2.19% |
$280K - $339K
|
46.1K
$19.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
985+ 2.05% |
$279K - $338K
|
49K
$21M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
984+ 18.01% |
$279K - $338K
|
6.45K
$2.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
983New |
$278K - $337K
|
983
$421K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
982New |
$278K - $337K
|
982
$420K
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
980New |
$277K - $336K
|
980
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
979+ 7.15% |
$277K - $336K
|
14.7K
$6.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Oak Thistle LLC
|
BUY
|
- |
974New |
$276K - $334K
|
974
$417K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
974+ 1.4% |
$276K - $334K
|
70.3K
$30.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
969+ 6.22% |
$274K - $332K
|
16.6K
$7.08M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
968+ 1.13% |
$274K - $332K
|
86.7K
$37.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
960+ 1.78% |
$272K - $329K
|
54.9K
$23.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
BUY
|
- |
958+ 21.6% |
$271K - $329K
|
5.39K
$2.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
956+ 0.17% |
$271K - $328K
|
565K
$242M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
955+ 13.87% |
$270K - $328K
|
7.84K
$3.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
955+ 14.17% |
$270K - $328K
|
7.69K
$3.29M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
950New |
$269K - $326K
|
950
$406K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
949+ 9.2% |
$269K - $326K
|
11.3K
$4.82M
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
947+ 1.83% |
$268K - $325K
|
52.6K
$22.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
947+ 3.2% |
$268K - $325K
|
30.5K
$13.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
944+ 0.83% |
$267K - $324K
|
115K
$49M
|
|
|
Feb 15, 2022
Q4 2021
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
942New |
$267K - $323K
|
942
$403K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
931+ 6.01% |
$264K - $319K
|
16.4K
$7.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
929+ 1.25% |
$263K - $319K
|
75.4K
$32.2M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
929+ 7.34% |
$263K - $319K
|
13.6K
$5.81M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
928New |
$263K - $318K
|
928
$397K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
925+ 6.55% |
$262K - $317K
|
15K
$6.43M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
923+ 4.52% |
$261K - $317K
|
21.3K
$9.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
922+ 3.38% |
$261K - $316K
|
28.2K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
921+ 5.55% |
$261K - $316K
|
17.5K
$7.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
920+ 2.83% |
$260K - $316K
|
33.4K
$14.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
904+ 20.71% |
$256K - $310K
|
5.27K
$2.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
902+ 1.37% |
$255K - $309K
|
66.7K
$28.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Union Investments & Development Ltd.
|
BUY
|
- |
900New |
$255K - $309K
|
900
$385K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
898+ 4.98% |
$254K - $308K
|
18.9K
$8.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
895New |
$253K - $307K
|
895
$383K
|
|
|
Feb 09, 2022
Q4 2021
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
891New |
$252K - $306K
|
891
$381K
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
889+ 2.46% |
$252K - $305K
|
37.1K
$15.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
888+ 6.19% |
$251K - $305K
|
15.2K
$6.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
887+ 3.36% |
$251K - $304K
|
27.3K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
887+ 17.74% |
$251K - $304K
|
5.89K
$2.52M
|