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 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.98K - $2.4K
|
1.78K
$752K
|
|
|
Feb 14, 2022
Q4 2021
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
7+ 0.28% |
$1.98K - $2.4K
|
2.51K
$1.06M
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7+ 0.54% |
$1.98K - $2.4K
|
1.3K
$550K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.15% |
$1.7K - $2.06K
|
3.91K
$1.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$1.7K - $2.06K
|
9.4K
$3.98M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
5+ 0.14% |
$1.42K - $1.72K
|
3.52K
$1.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.07% |
$1.42K - $1.72K
|
6.74K
$2.86M
|
|
|
Jan 24, 2022
Q4 2021
|
Tlw Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$1.42K - $1.72K
|
48.1K
$20.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
5+ 0.07% |
$1.42K - $1.72K
|
7.37K
$3.12M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.08% |
$1.42K - $1.72K
|
6.02K
$2.55M
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.25% |
$1.42K - $1.72K
|
1.99K
$841K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.27% |
$1.42K - $1.72K
|
1.89K
$799K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5+ 0.06% |
$1.42K - $1.72K
|
7.83K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5+ 0.04% |
$1.42K - $1.72K
|
12.6K
$5.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.36% |
$1.42K - $1.72K
|
1.41K
$597K
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5+ 0.22% |
$1.42K - $1.72K
|
2.3K
$976K
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$1.13K - $1.37K
|
11.8K
$5M
|
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
4+ 0.14% |
$1.13K - $1.37K
|
2.87K
$1.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.13% |
$1.13K - $1.37K
|
3.09K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$1.13K - $1.37K
|
2.91K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4+ 0.03% |
$1.13K - $1.37K
|
14.9K
$6.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
3+ 0.19% |
$849 - $1.03K
|
1.61K
$681K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
3+ 0.04% |
$849 - $1.03K
|
7.45K
$3.15M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
3+ 0.05% |
$849 - $1.03K
|
6.33K
$2.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
3+ 0.11% |
$849 - $1.03K
|
2.66K
$1.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
3+ 0.14% |
$849 - $1.03K
|
2.13K
$903K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$849 - $1.03K
|
2.54K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$849 - $1.03K
|
1.78K
$754K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
3+ 0.2% |
$849 - $1.03K
|
1.51K
$640K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.04% |
$849 - $1.03K
|
8.5K
$3.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
2+ 0.05% |
$566 - $686
|
3.65K
$1.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$566 - $686
|
3.07K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
2+ 0.27% |
$566 - $686
|
738
$313K
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
2+ 0.29% |
$566 - $686
|
698
$296K
|
|
|
Mar 02, 2022
Q4 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2+ 0.08% |
$566 - $686
|
2.57K
$1.09M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.06% |
$566 - $686
|
3.34K
$1.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$283 - $343
|
2.5K
$1.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$283 - $343
|
2.15K
$909K
|
|
|
Feb 03, 2022
Q4 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$283 - $343
|
8K
$3.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$283 - $343
|
18.8K
$7.98M
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$283 - $343
|
13K
$5.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$283 - $343
|
21K
$8.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
BUY
|
- |
1New |
$283 - $343
|
1
$423
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$283 - $343
|
6.89K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$283 - $343
|
1.77K
$747K
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1+ 0.07% |
$283 - $343
|
1.45K
$614K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$283 - $343
|
1.32K
$557K
|
|
|
Jan 25, 2022
Q4 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1+ 0.03% |
$283 - $343
|
3.09K
$1.31M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.0% |
$283 - $343
|
32.5K
$13.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$283 - $343
|
12.4K
$5.24M
|