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 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-45- 0.15% |
$12.7K - $15.4K
|
30.8K
$13.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-45- 1.42% |
$12.7K - $15.4K
|
3.12K
$1.32M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-45- 0.35% |
$12.7K - $15.4K
|
12.8K
$5.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-45- 0.34% |
$12.7K - $15.4K
|
13.2K
$5.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
SELL
|
- |
-45- 0.62% |
$12.7K - $15.4K
|
7.17K
$3.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
SELL
|
- |
-45- 2.55% |
$12.7K - $15.4K
|
1.72K
$728K
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-45- 0.62% |
$12.7K - $15.4K
|
7.22K
$3.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-46- 0.47% |
$13K - $15.8K
|
9.66K
$4.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-47- 0.33% |
$13.3K - $16.1K
|
14K
$5.93M
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
SELL
|
- |
-48- 0.25% |
$13.6K - $16.5K
|
18.9K
$8.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-48- 3.1% |
$13.6K - $16.5K
|
1.5K
$635K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-49- 1.7% |
$13.9K - $16.8K
|
2.84K
$1.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.22% |
$14.2K - $17.2K
|
22.8K
$9.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-50- 1.78% |
$14.2K - $17.2K
|
2.76K
$1.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.11% |
$14.2K - $17.2K
|
4.45K
$1.88M
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-50- 2.2% |
$14.2K - $17.2K
|
2.22K
$940K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 1.57% |
$14.2K - $17.2K
|
3.13K
$1.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-50- 0.17% |
$14.2K - $17.2K
|
29.8K
$12.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-51- 0.58% |
$14.4K - $17.5K
|
8.69K
$3.68M
|
|
|
Feb 04, 2022
Q4 2021
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-51- 0.07% |
$14.4K - $17.5K
|
69.4K
$29.4M
|
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
SELL
|
- |
-52- 3.23% |
$14.7K - $17.8K
|
1.56K
$659K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-52- 0.32% |
$14.7K - $17.8K
|
16.1K
$6.83M
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-53- 0.31% |
$15K - $18.2K
|
17.1K
$7.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-53- 0.09% |
$15K - $18.2K
|
60.9K
$25.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-55- 2.03% |
$15.6K - $18.9K
|
2.65K
$1.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Wedgewood Investors Inc
|
SELL
|
- |
-55- 0.35% |
$15.6K - $18.9K
|
15.8K
$6.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-55- 0.4% |
$15.6K - $18.9K
|
13.7K
$5.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-56- 0.69% |
$15.9K - $19.2K
|
8.01K
$3.39M
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-57- 1.04% |
$16.1K - $19.6K
|
5.43K
$2.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
SELL
|
- |
-57- 0.16% |
$16.1K - $19.6K
|
34.6K
$14.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-57- 0.18% |
$16.1K - $19.6K
|
31K
$13.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-58- 9.54% |
$16.4K - $19.9K
|
550
$233K
|
|
|
Jan 31, 2022
Q4 2021
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-60- 0.21% |
$17K - $20.6K
|
28.6K
$12.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Montgomery Investment Management Inc
|
SELL
|
- |
-60- 0.31% |
$17K - $20.6K
|
19.2K
$8.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-61- 0.51% |
$17.3K - $20.9K
|
11.8K
$4.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-62- 0.45% |
$17.6K - $21.3K
|
13.7K
$5.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-62- 0.07% |
$17.6K - $21.3K
|
93.8K
$39.7M
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-63- 2.98% |
$17.8K - $21.6K
|
2.05K
$869K
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-63- 0.11% |
$17.8K - $21.6K
|
55.2K
$23.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-64- 0.38% |
$18.1K - $22K
|
16.8K
$7.13M
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-64- 1.07% |
$18.1K - $22K
|
5.9K
$2.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-64- 9.76% |
$18.1K - $22K
|
592
$251K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-65- 0.11% |
$18.4K - $22.3K
|
58.6K
$24.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Asset Planning Services Inc
|
SELL
|
- |
-65- 0.12% |
$18.4K - $22.3K
|
55.5K
$23.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-65- 2.14% |
$18.4K - $22.3K
|
2.97K
$1.26M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-66- 14.25% |
$18.7K - $22.6K
|
397
$168K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
SELL
|
- |
-66- 0.23% |
$18.7K - $22.6K
|
28.1K
$11.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
SELL
|
- |
-67- 0.77% |
$19K - $23K
|
8.59K
$3.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-67- 2.21% |
$19K - $23K
|
2.96K
$1.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-68- 0.44% |
$19.3K - $23.3K
|
15.3K
$6.46M
|