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
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
69+ 0.27% |
$19.5K - $23.7K
|
25.3K
$10.7M
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
69+ 0.75% |
$19.5K - $23.7K
|
9.3K
$3.94M
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
68+ 0.47% |
$19.3K - $23.3K
|
14.7K
$6.22M
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
68+ 0.3% |
$19.3K - $23.3K
|
22.8K
$9.64M
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
67+ 0.29% |
$19K - $23K
|
23K
$9.75M
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
66+ 0.59% |
$18.7K - $22.6K
|
11.2K
$4.75M
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
66+ 6.95% |
$18.7K - $22.6K
|
1.02K
$430K
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
65New |
$18.4K - $22.3K
|
65
$27.5K
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
65+ 1.2% |
$18.4K - $22.3K
|
5.48K
$2.32M
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
65+ 0.74% |
$18.4K - $22.3K
|
8.86K
$3.75M
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
65+ 0.02% |
$18.4K - $22.3K
|
293K
$124M
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
65+ 7.94% |
$18.4K - $22.3K
|
884
$374K
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
64+ 0.75% |
$18.1K - $22K
|
8.59K
$3.64M
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
64+ 1.59% |
$18.1K - $22K
|
4.08K
$1.73M
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
63+ 0.04% |
$17.8K - $21.6K
|
163K
$69M
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
62+ 0.23% |
$17.6K - $21.3K
|
26.6K
$11.3M
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
62+ 1.78% |
$17.6K - $21.3K
|
3.55K
$1.5M
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
62+ 0.59% |
$17.6K - $21.3K
|
10.5K
$4.46M
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
61+ 3.0% |
$17.3K - $20.9K
|
2.09K
$887K
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
61+ 0.2% |
$17.3K - $20.9K
|
30.6K
$13M
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
60+ 0.41% |
$17K - $20.6K
|
14.7K
$6.23M
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
59+ 3.33% |
$16.7K - $20.2K
|
1.83K
$775K
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
58+ 4.72% |
$16.4K - $19.9K
|
1.29K
$545K
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
58+ 0.46% |
$16.4K - $19.9K
|
12.6K
$5.33M
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
57New |
$16.1K - $19.6K
|
57
$24.1K
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
57+ 1.01% |
$16.1K - $19.6K
|
5.69K
$2.41M
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
57+ 0.15% |
$16.1K - $19.6K
|
37.9K
$16.1M
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
57+ 2.29% |
$16.1K - $19.6K
|
2.54K
$1.08M
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
57+ 1.27% |
$16.1K - $19.6K
|
4.53K
$1.92M
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
56+ 0.64% |
$15.9K - $19.2K
|
8.8K
$3.73M
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
56+ 4.1% |
$15.9K - $19.2K
|
1.42K
$602K
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
55+ 0.36% |
$15.6K - $18.9K
|
15.3K
$6.47M
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
55+ 0.92% |
$15.6K - $18.9K
|
6.04K
$2.56M
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
55+ 0.21% |
$15.6K - $18.9K
|
26.4K
$11.2M
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
55+ 0.27% |
$15.6K - $18.9K
|
20.4K
$8.64M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
54New |
$15.3K - $18.5K
|
54
$22.9K
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
53+ 0.22% |
$15K - $18.2K
|
24K
$10.2M
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
53+ 0.27% |
$15K - $18.2K
|
19.6K
$8.29M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
52+ 9.12% |
$14.7K - $17.8K
|
622
$263K
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
52+ 0.94% |
$14.7K - $17.8K
|
5.58K
$2.36M
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
52+ 0.34% |
$14.7K - $17.8K
|
15.2K
$6.45M
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
52+ 3.73% |
$14.7K - $17.8K
|
1.45K
$612K
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
52+ 1.2% |
$14.7K - $17.8K
|
4.37K
$1.85M
|
|
Jan 19, 2022
Q4 2021
|
Guardian Investment Management
|
BUY
|
- |
50+ 0.29% |
$14.2K - $17.2K
|
17.4K
$7.39M
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
50+ 1.22% |
$14.2K - $17.2K
|
4.14K
$1.75M
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
50+ 1.23% |
$14.2K - $17.2K
|
4.12K
$1.74M
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
49+ 1.11% |
$13.9K - $16.8K
|
4.48K
$1.9M
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
48+ 0.08% |
$13.6K - $16.5K
|
62.5K
$26.5M
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
46+ 0.19% |
$13K - $15.8K
|
23.7K
$10M
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
46+ 0.85% |
$13K - $15.8K
|
5.45K
$2.31M
|