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 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
46+ 0.16% |
$13K - $15.8K
|
29.6K
$12.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
46+ 0.24% |
$13K - $15.8K
|
19.2K
$8.11M
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
46+ 0.91% |
$13K - $15.8K
|
5.12K
$2.17M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
45+ 3.87% |
$12.7K - $15.4K
|
1.21K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
45+ 0.1% |
$12.7K - $15.4K
|
45K
$19.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
45+ 0.24% |
$12.7K - $15.4K
|
19K
$8.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
45+ 1.01% |
$12.7K - $15.4K
|
4.52K
$1.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
45+ 0.14% |
$12.7K - $15.4K
|
33.3K
$14.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
45+ 0.19% |
$12.7K - $15.4K
|
23.2K
$9.81M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
44+ 0.73% |
$12.5K - $15.1K
|
6.08K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
43+ 0.46% |
$12.2K - $14.8K
|
9.46K
$4M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
42+ 1.6% |
$11.9K - $14.4K
|
2.66K
$1.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.54% |
$11.9K - $14.4K
|
7.81K
$3.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
42+ 0.34% |
$11.9K - $14.4K
|
12.4K
$5.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
40+ 0.53% |
$11.3K - $13.7K
|
7.65K
$3.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
39+ 0.64% |
$11K - $13.4K
|
6.1K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
39+ 0.36% |
$11K - $13.4K
|
11K
$4.66M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
39+ 0.28% |
$11K - $13.4K
|
14K
$5.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
38+ 0.64% |
$10.8K - $13K
|
6.02K
$2.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
35+ 0.91% |
$9.91K - $12K
|
3.87K
$1.64M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
35+ 1.24% |
$9.91K - $12K
|
2.87K
$1.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
35+ 0.53% |
$9.91K - $12K
|
6.65K
$2.82M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
35+ 0.49% |
$9.91K - $12K
|
7.15K
$3.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Act Wealth Management, LLC
|
BUY
|
- |
34+ 0.84% |
$9.63K - $11.7K
|
4.1K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
34+ 0.5% |
$9.63K - $11.7K
|
6.84K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
34+ 0.13% |
$9.63K - $11.7K
|
27K
$11.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
34+ 0.69% |
$9.63K - $11.7K
|
5K
$2.12M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
34+ 0.51% |
$9.63K - $11.7K
|
6.77K
$2.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
33+ 0.48% |
$9.34K - $11.3K
|
6.87K
$2.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
33+ 0.82% |
$9.34K - $11.3K
|
4.07K
$1.73M
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
31+ 0.24% |
$8.78K - $10.6K
|
13K
$5.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
30+ 0.29% |
$8.49K - $10.3K
|
10.4K
$4.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
30+ 1.11% |
$8.49K - $10.3K
|
2.72K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
30+ 0.69% |
$8.49K - $10.3K
|
4.39K
$1.86M
|
|
|
Jan 25, 2022
Q4 2021
|
Mount Vernon Associates Inc
|
BUY
|
- |
30+ 0.13% |
$8.49K - $10.3K
|
23.8K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30+ 0.47% |
$8.49K - $10.3K
|
6.43K
$2.72M
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
30+ 0.26% |
$8.49K - $10.3K
|
11.5K
$4.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
30+ 0.05% |
$8.49K - $10.3K
|
57.7K
$24.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
29+ 0.03% |
$8.21K - $9.95K
|
83.5K
$35.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
29+ 0.21% |
$8.21K - $9.95K
|
13.6K
$5.74M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
27+ 0.17% |
$7.64K - $9.26K
|
15.8K
$6.71M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
26+ 0.26% |
$7.36K - $8.92K
|
10.2K
$4.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
26+ 0.12% |
$7.36K - $8.92K
|
21.1K
$8.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
26+ 0.31% |
$7.36K - $8.92K
|
8.47K
$3.59M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
26+ 0.14% |
$7.36K - $8.92K
|
19.2K
$8.12M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
25+ 1.82% |
$7.08K - $8.58K
|
1.4K
$591K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
25+ 3.91% |
$7.08K - $8.58K
|
664
$281K
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
25+ 0.39% |
$7.08K - $8.58K
|
6.49K
$2.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25+ 0.07% |
$7.08K - $8.58K
|
37.2K
$15.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Profit Investment Management, LLC
|
BUY
|
- |
24+ 0.38% |
$6.79K - $8.23K
|
6.3K
$2.67M
|