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 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
692+ 10.94% |
$196K - $237K
|
7.02K
$3M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
692+ 2.37% |
$196K - $237K
|
29.9K
$12.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
691+ 2.29% |
$196K - $237K
|
30.9K
$13.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
691+ 7.29% |
$196K - $237K
|
10.2K
$4.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
690+ 2.46% |
$195K - $237K
|
28.8K
$12.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
687New |
$194K - $236K
|
687
$294K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
686+ 2.55% |
$194K - $235K
|
27.5K
$11.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
678New |
$192K - $233K
|
678
$290K
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
678+ 21.05% |
$192K - $233K
|
3.9K
$1.67M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
678+ 63.96% |
$192K - $233K
|
1.74K
$744K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
674+ 0.65% |
$191K - $231K
|
105K
$44.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
672+ 3.19% |
$190K - $231K
|
21.7K
$9.3M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
672New |
$190K - $231K
|
672
$287K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
670New |
$190K - $230K
|
670
$287K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
668+ 2.77% |
$189K - $229K
|
24.8K
$10.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
665+ 21.81% |
$188K - $228K
|
3.71K
$1.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
657+ 1.23% |
$186K - $225K
|
53.9K
$23M
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
656+ 51.29% |
$186K - $225K
|
1.94K
$828K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
654+ 10.87% |
$185K - $224K
|
6.67K
$2.85M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
652+ 5.76% |
$185K - $224K
|
12K
$5.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
650+ 1.2% |
$184K - $223K
|
54.6K
$23.4M
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
650+ 7.01% |
$184K - $223K
|
9.92K
$4.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
650+ 16.54% |
$184K - $223K
|
4.58K
$1.96M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
649+ 1.87% |
$184K - $223K
|
35.4K
$15.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
648+ 9.2% |
$183K - $222K
|
7.69K
$3.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
647+ 1.67% |
$183K - $222K
|
39.3K
$16.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
647New |
$183K - $222K
|
647
$277K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
644+ 0.84% |
$182K - $221K
|
77.1K
$33M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
643New |
$182K - $221K
|
643
$275K
|
|
|
Feb 09, 2022
Q4 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
642+ 6.22% |
$182K - $220K
|
11K
$4.69M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
641+ 5.21% |
$181K - $220K
|
12.9K
$5.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
640New |
$181K - $220K
|
640
$274K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
638+ 0.84% |
$181K - $219K
|
77K
$32.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
638New |
$181K - $219K
|
638
$273K
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
637+ 29.19% |
$180K - $219K
|
2.82K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
636New |
$180K - $218K
|
636
$272K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
635+ 2.77% |
$180K - $218K
|
23.5K
$10.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Baskin Financial Services Inc.
|
BUY
|
- |
634+ 0.32% |
$179K - $218K
|
201K
$85.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
631+ 40.01% |
$179K - $217K
|
2.21K
$945K
|
|
|
Feb 11, 2022
Q4 2021
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
629+ 2.26% |
$178K - $216K
|
28.5K
$12.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sunesis Advisors, LLC
|
BUY
|
- |
621New |
$176K - $213K
|
621
$266K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
618+ 9.91% |
$175K - $212K
|
6.85K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
616+ 1.51% |
$174K - $211K
|
41.4K
$17.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
616New |
$174K - $211K
|
616
$264K
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
615New |
$174K - $211K
|
615
$263K
|
|
|
Jan 19, 2022
Q4 2021
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
615New |
$174K - $211K
|
615
$263K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
615+ 2.2% |
$174K - $211K
|
28.6K
$12.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
614+ 4.16% |
$174K - $211K
|
15.4K
$6.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
612+ 0.63% |
$173K - $210K
|
97.7K
$41.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
610New |
$173K - $209K
|
610
$261K
|