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 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
765+ 1.36% |
$217K - $262K
|
57K
$24.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
764+ 2.4% |
$216K - $262K
|
32.6K
$14M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
761New |
$215K - $261K
|
761
$326K
|
|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
758New |
$215K - $260K
|
758
$324K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
756+ 21.53% |
$214K - $259K
|
4.27K
$1.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
756+ 2.21% |
$214K - $259K
|
34.9K
$14.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
755+ 26.96% |
$214K - $259K
|
3.56K
$1.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
754+ 3.39% |
$213K - $259K
|
23K
$9.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
754+ 2.39% |
$213K - $259K
|
32.3K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
753+ 17.14% |
$213K - $258K
|
5.15K
$2.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
752+ 3.54% |
$213K - $258K
|
22K
$9.41M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
751+ 3.8% |
$213K - $258K
|
20.5K
$8.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
750+ 1.18% |
$212K - $257K
|
64.1K
$27.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
750New |
$212K - $257K
|
750
$321K
|
|
|
Jan 27, 2022
Q4 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
750+ 5.53% |
$212K - $257K
|
14.3K
$6.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
746+ 231.68% |
$211K - $256K
|
1.07K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
745+ 32.63% |
$211K - $256K
|
3.03K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Gagnon Securities LLC
|
BUY
|
- |
743New |
$210K - $255K
|
743
$318K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
743+ 1.52% |
$210K - $255K
|
49.7K
$21.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Farley Capital L.P.
New York, NY |
BUY
|
- |
743New |
$210K - $255K
|
743
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
742New |
$210K - $255K
|
742
$317K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
741+ 2.52% |
$210K - $254K
|
30.1K
$12.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
740+ 1.98% |
$210K - $254K
|
38.1K
$16.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
739+ 4.57% |
$209K - $254K
|
16.9K
$7.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
739+ 5.95% |
$209K - $254K
|
13.2K
$5.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
739New |
$209K - $254K
|
739
$316K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
737+ 7.74% |
$209K - $253K
|
10.3K
$4.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
736+ 10.07% |
$208K - $253K
|
8.04K
$3.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
735+ 3.89% |
$208K - $252K
|
19.6K
$8.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
725+ 0.47% |
$205K - $249K
|
156K
$66.6M
|
|
|
Apr 01, 2024
Q4 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
725+ 1.23% |
$205K - $249K
|
59.6K
$25.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
724+ 0.92% |
$205K - $248K
|
79.5K
$34M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
723+ 4.59% |
$205K - $248K
|
16.5K
$7.05M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
717New |
$203K - $246K
|
717
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
717+ 1.43% |
$203K - $246K
|
50.9K
$21.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
716+ 29.05% |
$203K - $246K
|
3.18K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
715+ 0.24% |
$202K - $245K
|
298K
$127M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
714New |
$202K - $245K
|
714
$305K
|
|
|
Feb 15, 2022
Q4 2021
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
709New |
$201K - $243K
|
709
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
707+ 2.0% |
$200K - $243K
|
36.1K
$15.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
706+ 6.36% |
$200K - $242K
|
11.8K
$5.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
705New |
$200K - $242K
|
705
$302K
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
704+ 2.97% |
$199K - $242K
|
24.4K
$10.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
702+ 2.5% |
$199K - $241K
|
28.8K
$12.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
700+ 5.01% |
$198K - $240K
|
14.7K
$6.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
700New |
$198K - $240K
|
700
$299K
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
699New |
$198K - $240K
|
699
$299K
|
|
|
Feb 09, 2022
Q4 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
697New |
$197K - $239K
|
697
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
696+ 2.41% |
$197K - $239K
|
29.5K
$12.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
693New |
$196K - $238K
|
693
$296K
|