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 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
24+ 0.69% |
$6.79K - $8.23K
|
3.5K
$1.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
24+ 1.47% |
$6.79K - $8.23K
|
1.66K
$702K
|
|
|
Jan 19, 2022
Q4 2021
|
Belmont Capital, LLC
|
BUY
|
- |
23+ 104.55% |
$6.51K - $7.89K
|
45
$19.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
23+ 0.14% |
$6.51K - $7.89K
|
16.4K
$6.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
23+ 0.18% |
$6.51K - $7.89K
|
12.7K
$5.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
23+ 0.03% |
$6.51K - $7.89K
|
80.1K
$33.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
23New |
$6.51K - $7.89K
|
23
$9.74K
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
23+ 0.12% |
$6.51K - $7.89K
|
19K
$8.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22+ 4.36% |
$6.23K - $7.55K
|
527
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 0.94% |
$6.23K - $7.55K
|
2.37K
$1M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
22+ 0.35% |
$6.23K - $7.55K
|
6.29K
$2.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
21New |
$5.95K - $7.21K
|
21
$8.89K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20+ 0.55% |
$5.66K - $6.86K
|
3.67K
$1.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
20+ 0.2% |
$5.66K - $6.86K
|
10.2K
$4.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.67% |
$5.66K - $6.86K
|
3.02K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
20+ 1.68% |
$5.66K - $6.86K
|
1.21K
$513K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
19+ 0.78% |
$5.38K - $6.52K
|
2.45K
$1.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
19+ 1.91% |
$5.38K - $6.52K
|
1.01K
$429K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19+ 0.05% |
$5.38K - $6.52K
|
38.3K
$16.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
18+ 2.07% |
$5.1K - $6.18K
|
887
$376K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
18+ 0.03% |
$5.1K - $6.18K
|
52.2K
$22.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
17+ 0.04% |
$4.81K - $5.83K
|
38.5K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
17+ 0.39% |
$4.81K - $5.83K
|
4.42K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.18% |
$4.81K - $5.83K
|
9.51K
$4.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
15+ 0.57% |
$4.25K - $5.15K
|
2.67K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
15+ 0.09% |
$4.25K - $5.15K
|
16.9K
$7.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
15+ 0.4% |
$4.25K - $5.15K
|
3.73K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
15+ 0.15% |
$4.25K - $5.15K
|
9.91K
$4.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.02% |
$4.25K - $5.15K
|
70.2K
$29.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14+ 0.14% |
$3.96K - $4.8K
|
9.89K
$4.19M
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
14New |
$3.96K - $4.8K
|
14
$5.93K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
14+ 0.4% |
$3.96K - $4.8K
|
3.53K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
14+ 0.07% |
$3.96K - $4.8K
|
20.4K
$8.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
12+ 0.25% |
$3.4K - $4.12K
|
4.75K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
12+ 0.06% |
$3.4K - $4.12K
|
19.4K
$8.23M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
11+ 0.05% |
$3.11K - $3.77K
|
20.3K
$8.59M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11+ 0.13% |
$3.11K - $3.77K
|
8.29K
$3.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
BUY
|
- |
11+ 0.27% |
$3.11K - $3.77K
|
4.11K
$1.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
11+ 0.02% |
$3.11K - $3.77K
|
53.4K
$22.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
11+ 0.12% |
$3.11K - $3.77K
|
8.93K
$3.78M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
11+ 0.05% |
$3.11K - $3.77K
|
20.4K
$8.63M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.57% |
$2.83K - $3.43K
|
1.77K
$749K
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
10+ 0.64% |
$2.83K - $3.43K
|
1.58K
$671K
|
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
10+ 6.58% |
$2.83K - $3.43K
|
162
$68.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.33% |
$2.83K - $3.43K
|
3.08K
$1.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9+ 0.03% |
$2.55K - $3.09K
|
28.5K
$12.1M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9+ 0.13% |
$2.55K - $3.09K
|
6.77K
$2.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
8+ 0.2% |
$2.26K - $2.74K
|
4K
$1.7M
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 0.42% |
$2.26K - $2.74K
|
1.92K
$815K
|
|
|
Feb 14, 2022
Q4 2021
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
8+ 3.07% |
$2.26K - $2.74K
|
269
$114K
|