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 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
242+ 8.62% |
$68.5K - $83K
|
3.05K
$1.21M
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
241+ 1.06% |
$68.2K - $82.7K
|
23K
$9.15M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
240+ 0.74% |
$67.9K - $82.3K
|
32.7K
$13M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
237+ 3.1% |
$67.1K - $81.3K
|
7.88K
$3.14M
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
235+ 1.82% |
$66.5K - $80.6K
|
13.2K
$5.24M
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
232+ 3.64% |
$65.7K - $79.6K
|
6.61K
$2.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
229+ 12.91% |
$64.8K - $78.6K
|
2K
$797K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
223+ 27.77% |
$63.1K - $76.5K
|
1.03K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
222+ 6.33% |
$62.9K - $76.2K
|
3.73K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
221+ 0.08% |
$62.6K - $75.8K
|
277K
$110M
|
|
|
Feb 08, 2022
Q4 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
219+ 0.16% |
$62K - $75.1K
|
139K
$55.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Apogem Capital LLC
New York, NY |
BUY
|
- |
218+ 5.12% |
$61.7K - $74.8K
|
4.47K
$1.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
218+ 0.38% |
$61.7K - $74.8K
|
57.7K
$23M
|
|
|
Mar 09, 2022
Q4 2021
|
Jvl Associates LLC
|
BUY
|
- |
215+ 12.91% |
$60.9K - $73.8K
|
1.88K
$748K
|
|
|
Feb 09, 2022
Q4 2021
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
215+ 0.4% |
$60.9K - $73.8K
|
53.4K
$21.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
214+ 1.2% |
$60.6K - $73.4K
|
18K
$7.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Check Capital Management Inc
|
BUY
|
- |
214+ 3.69% |
$60.6K - $73.4K
|
6.02K
$2.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
213+ 11.61% |
$60.3K - $73.1K
|
2.05K
$815K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
212+ 4.25% |
$60K - $72.7K
|
5.21K
$2.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
211+ 3.46% |
$59.7K - $72.4K
|
6.31K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
211+ 17.64% |
$59.7K - $72.4K
|
1.41K
$560K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
208+ 2.14% |
$58.9K - $71.4K
|
9.93K
$3.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
208+ 1.07% |
$58.9K - $71.4K
|
19.6K
$7.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
208+ 3.96% |
$58.9K - $71.4K
|
5.47K
$2.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
207+ 1.69% |
$58.6K - $71K
|
12.4K
$4.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
204+ 3.12% |
$57.8K - $70K
|
6.74K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
204+ 4.52% |
$57.8K - $70K
|
4.71K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
204+ 4.51% |
$57.8K - $70K
|
4.72K
$1.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
202+ 2.46% |
$57.2K - $69.3K
|
8.41K
$3.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
BUY
|
- |
200+ 7.29% |
$56.6K - $68.6K
|
2.94K
$1.17M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
200+ 0.38% |
$56.6K - $68.6K
|
52.2K
$20.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
200+ 4.65% |
$56.6K - $68.6K
|
4.5K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
200+ 1.49% |
$56.6K - $68.6K
|
13.6K
$5.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
200+ 3.05% |
$56.6K - $68.6K
|
6.77K
$2.69M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
197+ 4.15% |
$55.8K - $67.6K
|
4.95K
$1.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
197+ 6566.67% |
$55.8K - $67.6K
|
200
$79.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
197+ 1.62% |
$55.8K - $67.6K
|
12.4K
$4.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
195+ 0.32% |
$55.2K - $66.9K
|
61.9K
$24.6M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
195+ 2.74% |
$55.2K - $66.9K
|
7.31K
$2.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
194+ 2.98% |
$54.9K - $66.6K
|
6.71K
$2.67M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
191+ 1.04% |
$54.1K - $65.5K
|
18.6K
$7.41M
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
190+ 2.78% |
$53.8K - $65.2K
|
7.02K
$2.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
190+ 2.47% |
$53.8K - $65.2K
|
7.88K
$3.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
190+ 0.61% |
$53.8K - $65.2K
|
31.3K
$12.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
190+ 3.09% |
$53.8K - $65.2K
|
6.34K
$2.52M
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
188+ 0.74% |
$53.2K - $64.5K
|
25.7K
$10.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
188+ 3.34% |
$53.2K - $64.5K
|
5.81K
$2.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
185+ 1.36% |
$52.4K - $63.5K
|
13.7K
$5.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
185+ 3.3% |
$52.4K - $63.5K
|
5.8K
$2.31M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
184New |
$52.1K - $63.1K
|
184
$73.2K
|