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
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
425+ 3.95% |
$120K - $146K
|
11.2K
$4.76M
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
422+ 0.16% |
$119K - $145K
|
259K
$110M
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
421+ 1.62% |
$119K - $144K
|
26.4K
$11.2M
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
420+ 0.91% |
$119K - $144K
|
46.5K
$19.8M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
420+ 20.8% |
$119K - $144K
|
2.44K
$1.04M
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
419+ 31.57% |
$119K - $144K
|
1.75K
$743K
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
418+ 0.18% |
$118K - $143K
|
235K
$100M
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
417+ 21.6% |
$118K - $143K
|
2.35K
$999K
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
417+ 1.56% |
$118K - $143K
|
27.2K
$11.6M
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
415+ 2.14% |
$117K - $142K
|
19.8K
$8.41M
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
414+ 1.5% |
$117K - $142K
|
28K
$11.9M
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
410+ 1.58% |
$116K - $141K
|
26.4K
$11.2M
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
408+ 3.62% |
$116K - $140K
|
11.7K
$4.97M
|
|
Feb 14, 2022
Q4 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
406+ 1309.68% |
$115K - $139K
|
437
$186K
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
402+ 3.72% |
$114K - $138K
|
11.2K
$4.77M
|
|
Feb 02, 2022
Q4 2021
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
400+ 6.6% |
$113K - $137K
|
6.47K
$2.75M
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
BUY
|
- |
399+ 3.88% |
$113K - $137K
|
10.7K
$4.54M
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
394+ 2.5% |
$112K - $135K
|
16.2K
$6.87M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
394+ 1.3% |
$112K - $135K
|
30.6K
$13M
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
391+ 1.18% |
$111K - $134K
|
33.6K
$14.3M
|
|
Feb 08, 2022
Q4 2021
|
Private Management Group Inc
|
BUY
|
- |
385+ 10.47% |
$109K - $132K
|
4.06K
$1.73M
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
382+ 9.31% |
$108K - $131K
|
4.49K
$1.91M
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
381+ 7.55% |
$108K - $131K
|
5.43K
$2.31M
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
379+ 1.26% |
$107K - $130K
|
30.4K
$12.9M
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
379+ 6.59% |
$107K - $130K
|
6.13K
$2.61M
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
378+ 23.73% |
$107K - $130K
|
1.97K
$839K
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
373+ 2.33% |
$106K - $128K
|
16.4K
$6.98M
|
|
Feb 07, 2022
Q4 2021
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
373+ 0.87% |
$106K - $128K
|
43.1K
$18.4M
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
372New |
$105K - $128K
|
372
$158K
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
372+ 6.36% |
$105K - $128K
|
6.22K
$2.65M
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
369+ 0.67% |
$104K - $127K
|
55.7K
$23.7M
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
368New |
$104K - $126K
|
368
$157K
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
366+ 0.43% |
$104K - $126K
|
86.4K
$36.8M
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
BUY
|
- |
365+ 9.12% |
$103K - $125K
|
4.37K
$1.86M
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
365+ 2.83% |
$103K - $125K
|
13.3K
$5.65M
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
364+ 0.91% |
$103K - $125K
|
40.2K
$17.1M
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
363+ 2.69% |
$103K - $125K
|
13.9K
$5.9M
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
362+ 4.3% |
$102K - $124K
|
8.79K
$3.74M
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
361+ 0.14% |
$102K - $124K
|
261K
$111M
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
359+ 0.42% |
$102K - $123K
|
85.6K
$36.4M
|
|
Jan 18, 2022
Q4 2021
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
356+ 39.56% |
$101K - $122K
|
1.26K
$534K
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
355+ 0.29% |
$101K - $122K
|
121K
$51.4M
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
355+ 0.71% |
$101K - $122K
|
50.3K
$21.4M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
355+ 5.3% |
$101K - $122K
|
7.05K
$3M
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
355+ 17.98% |
$101K - $122K
|
2.33K
$991K
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
353+ 1.17% |
$99.9K - $121K
|
30.5K
$13M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
353+ 0.27% |
$99.9K - $121K
|
129K
$54.9M
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
352+ 3.8% |
$99.7K - $121K
|
9.61K
$4.09M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
351+ 0.73% |
$99.4K - $120K
|
48.6K
$20.7M
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
351+ 1.9% |
$99.4K - $120K
|
18.8K
$8M
|