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 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
346+ 8.65% |
$98K - $119K
|
4.35K
$1.85M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
345+ 2.18% |
$97.7K - $118K
|
16.2K
$6.88M
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
344+ 2.44% |
$97.4K - $118K
|
14.4K
$6.14M
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
344+ 1.02% |
$97.4K - $118K
|
34.1K
$14.5M
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
342+ 2.08% |
$96.8K - $117K
|
16.8K
$7.13M
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
342+ 1.38% |
$96.8K - $117K
|
25.1K
$10.7M
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
341+ 12.18% |
$96.5K - $117K
|
3.14K
$1.34M
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
BUY
|
- |
336+ 1.22% |
$95.1K - $115K
|
28K
$11.9M
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
336+ 3.11% |
$95.1K - $115K
|
11.1K
$4.73M
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
336+ 6.06% |
$95.1K - $115K
|
5.88K
$2.5M
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
335+ 0.47% |
$94.8K - $115K
|
71.2K
$30.3M
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
334+ 15.62% |
$94.6K - $115K
|
2.47K
$1.05M
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
334+ 5.43% |
$94.6K - $115K
|
6.48K
$2.76M
|
|
Feb 14, 2022
Q4 2021
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
334+ 0.09% |
$94.6K - $115K
|
372K
$158M
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
333+ 7.65% |
$94.3K - $114K
|
4.69K
$1.99M
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
332+ 1.08% |
$94K - $114K
|
30.9K
$13.2M
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
332+ 1.15% |
$94K - $114K
|
29.3K
$12.5M
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
330+ 42.04% |
$93.4K - $113K
|
1.12K
$474K
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
327+ 1.71% |
$92.6K - $112K
|
19.5K
$8.29M
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
326+ 7.31% |
$92.3K - $112K
|
4.79K
$2.04M
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
326+ 2.76% |
$92.3K - $112K
|
12.1K
$5.16M
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
324+ 0.36% |
$91.7K - $111K
|
89.2K
$38M
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
323+ 0.62% |
$91.4K - $111K
|
52.1K
$22.2M
|
|
Jan 31, 2022
Q4 2021
|
Klcm Advisors, Inc.
|
BUY
|
- |
323+ 4.21% |
$91.4K - $111K
|
8K
$3.4M
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
322+ 35.58% |
$91.2K - $110K
|
1.23K
$522K
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
321+ 0.6% |
$90.9K - $110K
|
54.1K
$23M
|
|
Feb 14, 2022
Q4 2021
|
Dillon & Associates Inc
|
BUY
|
- |
315+ 2.65% |
$89.2K - $108K
|
12.2K
$5.19M
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
315+ 2.54% |
$89.2K - $108K
|
12.7K
$5.41M
|
|
Feb 09, 2022
Q4 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
312+ 22.51% |
$88.3K - $107K
|
1.7K
$722K
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
311+ 0.81% |
$88K - $107K
|
38.9K
$16.5M
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
305+ 0.73% |
$86.3K - $105K
|
41.9K
$17.8M
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
305+ 13.6% |
$86.3K - $105K
|
2.55K
$1.08M
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
304+ 4.28% |
$86.1K - $104K
|
7.4K
$3.15M
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
304+ 0.21% |
$86.1K - $104K
|
142K
$60.4M
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
303+ 6.05% |
$85.8K - $104K
|
5.32K
$2.26M
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
302+ 0.93% |
$85.5K - $104K
|
32.8K
$14M
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
302+ 3.72% |
$85.5K - $104K
|
8.43K
$3.59M
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
302+ 10.18% |
$85.5K - $104K
|
3.27K
$1.39M
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
300+ 1.02% |
$84.9K - $103K
|
29.7K
$12.6M
|
|
Jan 28, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
300+ 0.5% |
$84.9K - $103K
|
60.8K
$25.9M
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
300+ 2.62% |
$84.9K - $103K
|
11.8K
$5M
|
|
Feb 03, 2022
Q4 2021
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
300+ 1.07% |
$84.9K - $103K
|
28.3K
$12M
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
298+ 3.01% |
$84.4K - $102K
|
10.2K
$4.34M
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
297+ 4.16% |
$84.1K - $102K
|
7.45K
$3.17M
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
296+ 0.55% |
$83.8K - $102K
|
54.2K
$23.1M
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
289+ 1.44% |
$81.8K - $99.2K
|
20.4K
$8.67M
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
289+ 0.19% |
$81.8K - $99.2K
|
156K
$66.6M
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
288+ 1.28% |
$81.5K - $98.8K
|
22.9K
$9.72M
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
288+ 0.25% |
$81.5K - $98.8K
|
114K
$48.4M
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
285+ 2.95% |
$80.7K - $97.8K
|
9.94K
$4.23M
|