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 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
885+ 10.4% |
$251K - $304K
|
9.39K
$3.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
885+ 11.83% |
$251K - $304K
|
8.37K
$3.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
885+ 10.59% |
$251K - $304K
|
9.25K
$3.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
881+ 0.95% |
$249K - $302K
|
93.9K
$39.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
880+ 5.94% |
$249K - $302K
|
15.7K
$6.65M
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
879+ 2.62% |
$249K - $302K
|
34.4K
$14.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
860+ 22.93% |
$243K - $295K
|
4.61K
$1.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Puzo Michael J
|
BUY
|
- |
852+ 2.16% |
$241K - $292K
|
40.4K
$17.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
849+ 14.1% |
$240K - $291K
|
6.87K
$2.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
849+ 1.26% |
$240K - $291K
|
68.3K
$28.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
848+ 2.31% |
$240K - $291K
|
37.6K
$15.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
847+ 2.12% |
$240K - $291K
|
40.8K
$17.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
846+ 0.4% |
$240K - $290K
|
213K
$90.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
846New |
$240K - $290K
|
846
$358K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
846+ 0.98% |
$240K - $290K
|
86.9K
$36.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
843+ 0.81% |
$239K - $289K
|
106K
$44.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
840New |
$238K - $288K
|
840
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
840+ 2.95% |
$238K - $288K
|
29.3K
$12.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
838+ 1.28% |
$237K - $288K
|
66.5K
$28.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Rye Brook Capital LLC
|
BUY
|
- |
835New |
$236K - $286K
|
835
$354K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
835+ 37.99% |
$236K - $286K
|
3.03K
$1.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
830+ 3.17% |
$235K - $285K
|
27K
$11.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
826+ 32.56% |
$234K - $283K
|
3.36K
$1.42M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
825New |
$234K - $283K
|
825
$349K
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
825New |
$234K - $283K
|
825
$349K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
823+ 1.64% |
$233K - $282K
|
51.1K
$21.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
823+ 0.69% |
$233K - $282K
|
121K
$51.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
BUY
|
- |
821+ 0.8% |
$232K - $282K
|
103K
$43.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
818+ 17.84% |
$232K - $281K
|
5.4K
$2.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
816+ 16.5% |
$231K - $280K
|
5.76K
$2.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
816+ 36.71% |
$231K - $280K
|
3.04K
$1.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
815+ 8.01% |
$231K - $280K
|
11K
$4.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
813+ 0.1% |
$230K - $279K
|
812K
$344M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
808+ 6.33% |
$229K - $277K
|
13.6K
$5.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
807+ 4.75% |
$228K - $277K
|
17.8K
$7.53M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
805+ 5.24% |
$228K - $276K
|
16.2K
$6.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
804New |
$228K - $276K
|
804
$340K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
803+ 12.8% |
$227K - $276K
|
7.08K
$3M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
802+ 7.44% |
$227K - $275K
|
11.6K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
800+ 267.56% |
$226K - $274K
|
1.1K
$465K
|
|
|
Feb 11, 2022
Q4 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
800New |
$226K - $274K
|
800
$339K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
798+ 2.98% |
$226K - $274K
|
27.6K
$11.7M
|
|
|
Jan 19, 2022
Q4 2021
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
797+ 6.05% |
$226K - $273K
|
14K
$5.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
797+ 1.57% |
$226K - $273K
|
51.5K
$21.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
797+ 1.04% |
$226K - $273K
|
77.8K
$32.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
791+ 13.12% |
$224K - $271K
|
6.82K
$2.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
788+ 2.17% |
$223K - $270K
|
37K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
781+ 1.81% |
$221K - $268K
|
43.9K
$18.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
BUY
|
- |
778+ 1.39% |
$220K - $267K
|
56.6K
$24M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
769+ 7.89% |
$218K - $264K
|
10.5K
$4.45M
|