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 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.41K- 1.58% |
$400K - $485K
|
88.3K
$37.8M
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.42K- 5.36% |
$403K - $488K
|
25.1K
$10.7M
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-1.42K- 51.58% |
$403K - $489K
|
1.34K
$572K
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-1.43K- 3.8% |
$404K - $490K
|
36.1K
$15.5M
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.43K- 66.6% |
$404K - $490K
|
716
$306K
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.43K- 13.42% |
$405K - $491K
|
9.24K
$3.95M
|
|
Feb 11, 2022
Q4 2021
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.43K- 0.74% |
$406K - $492K
|
193K
$82.8M
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-1.44K- 14.93% |
$408K - $494K
|
8.2K
$3.51M
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.45K- 2.42% |
$409K - $496K
|
58.4K
$25M
|
|
Jan 18, 2022
Q4 2021
|
Cardinal Capital Management
|
SELL
|
- |
-1.45K- 2.54% |
$409K - $496K
|
55.5K
$23.7M
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.45K- 3.22% |
$411K - $498K
|
43.6K
$18.7M
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.47K- 4.14% |
$416K - $504K
|
34K
$14.5M
|
|
Feb 07, 2022
Q4 2021
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.47K- 36.8% |
$417K - $505K
|
2.53K
$1.08M
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-1.48K- 0.97% |
$418K - $507K
|
151K
$64.7M
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.48K- 13.06% |
$418K - $507K
|
9.84K
$4.21M
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.48K- 11.16% |
$419K - $507K
|
11.8K
$5.04M
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-1.49K- 5.3% |
$421K - $510K
|
26.6K
$11.4M
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.49K- 2.0% |
$422K - $511K
|
73.1K
$31.3M
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.49K- 3.0% |
$422K - $511K
|
48.2K
$20.6M
|
|
Feb 16, 2022
Q4 2021
|
Menlo Advisors LLC
|
SELL
|
- |
-1.5K- 4.72% |
$424K - $514K
|
30.2K
$12.9M
|
|
Feb 08, 2022
Q4 2021
|
Crystal Rock Capital Management
|
SELL
|
- |
-1.5K- 8.79% |
$425K - $515K
|
15.6K
$6.66M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.51K- 7.3% |
$427K - $518K
|
19.2K
$8.2M
|
|
Feb 10, 2022
Q4 2021
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-1.51K- 0.72% |
$429K - $519K
|
209K
$89.6M
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.52K- 2.22% |
$429K - $520K
|
66.8K
$28.6M
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
SELL
|
- |
-1.52K- 12.78% |
$429K - $520K
|
10.4K
$4.43M
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.53K- 63.18% |
$434K - $526K
|
893
$382K
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
SELL
|
- |
-1.54K- 3.18% |
$435K - $527K
|
46.9K
$20.1M
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-1.54K- 1.08% |
$437K - $530K
|
141K
$60.4M
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.05% |
$437K - $530K
|
73.9K
$31.6M
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-1.55K- 0.33% |
$438K - $531K
|
465K
$199M
|
|
Jan 18, 2022
Q4 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1.56K- 1.61% |
$443K - $536K
|
95.7K
$40.9M
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.57K- 4.81% |
$443K - $537K
|
31K
$13.2M
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.57K- 4.47% |
$444K - $538K
|
33.5K
$14.3M
|
|
Feb 08, 2022
Q4 2021
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.57K- 4.53% |
$444K - $538K
|
33.1K
$14.1M
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.6K- 15.64% |
$452K - $548K
|
8.61K
$3.68M
|
|
Feb 09, 2022
Q4 2021
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.6K- 2.15% |
$453K - $549K
|
72.7K
$31.1M
|
|
Jan 11, 2022
Q4 2021
|
Sam Advisors, LLC
|
SELL
|
- |
-1.62K- 10.82% |
$458K - $554K
|
13.3K
$5.7M
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-1.62K- 1.42% |
$458K - $555K
|
113K
$48.2M
|
|
Jan 19, 2022
Q4 2021
|
Swarthmore Group Inc
|
SELL
|
- |
-1.63K- 3.29% |
$460K - $558K
|
47.8K
$20.5M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.63K- 6.43% |
$462K - $560K
|
23.8K
$10.2M
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.64K- 2.61% |
$464K - $563K
|
61.2K
$26.2M
|
|
Feb 02, 2022
Q4 2021
|
Hendley & CO Inc
|
SELL
|
- |
-1.64K- 2.6% |
$465K - $564K
|
61.5K
$26.3M
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-1.65K- 2.39% |
$468K - $567K
|
67.5K
$28.9M
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.66K- 1.39% |
$469K - $569K
|
118K
$50.4M
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.68K- 0.84% |
$474K - $575K
|
197K
$84.4M
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-1.68K- 2.19% |
$474K - $575K
|
74.9K
$32.1M
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.68K- 2.28% |
$476K - $576K
|
71.9K
$30.8M
|
|
Jun 14, 2024
Q4 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.68K- 8.43% |
$476K - $577K
|
18.3K
$7.83M
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.69K- 2.89% |
$477K - $578K
|
56.6K
$24.2M
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.69K- 0.7% |
$478K - $580K
|
241K
$103M
|