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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.77KNew |
$502K - $609K
|
1.77K
$688K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.77K+ 6.23% |
$502K - $609K
|
30.2K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
1.77KNew |
$501K - $607K
|
1.77K
$686K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.76K+ 3.61% |
$499K - $605K
|
50.7K
$19.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 0.73% |
$499K - $605K
|
242K
$93.8M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.76KNew |
$498K - $604K
|
1.76K
$682K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
1.75K+ 4.15% |
$497K - $602K
|
44K
$17.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 2.69% |
$495K - $599K
|
66.8K
$25.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Suncoast Equity Management
|
BUY
|
- |
1.74K+ 0.71% |
$493K - $597K
|
246K
$95.5M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.73KNew |
$491K - $595K
|
1.73K
$672K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.73K+ 0.73% |
$491K - $595K
|
239K
$92.5M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
1.73KNew |
$489K - $593K
|
1.73K
$671K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.72K+ 6.38% |
$487K - $590K
|
28.7K
$11.1M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
1.72K+ 79.92% |
$487K - $590K
|
3.87K
$1.5M
|
|
|
Mar 01, 2022
Q4 2021
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.72KNew |
$486K - $589K
|
1.72K
$665K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.71KNew |
$485K - $588K
|
1.71K
$665K
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
1.71K+ 2.29% |
$484K - $587K
|
76.4K
$29.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.71K+ 1.34% |
$484K - $586K
|
129K
$50.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.7K+ 28.88% |
$482K - $584K
|
7.59K
$2.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.7K+ 21.84% |
$481K - $583K
|
9.48K
$3.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.7K+ 1.38% |
$480K - $582K
|
124K
$48.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.7K+ 5.24% |
$480K - $582K
|
34.1K
$13.2M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.69K+ 1.62% |
$479K - $580K
|
106K
$41.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.69KNew |
$478K - $580K
|
1.69K
$655K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.68KNew |
$476K - $577K
|
1.68K
$652K
|
|
|
Apr 25, 2022
Q4 2021
|
Manteio Capital LLC
|
BUY
|
- |
1.68KNew |
$476K - $576K
|
1.68K
$652K
|
|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.67K+ 7.01% |
$471K - $571K
|
25.4K
$9.86M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 3.65% |
$469K - $568K
|
47K
$18.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.65K+ 13.41% |
$468K - $568K
|
14K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.65K+ 5.16% |
$466K - $564K
|
33.5K
$13M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.64K+ 2.44% |
$465K - $563K
|
68.9K
$26.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.63K+ 13.4% |
$461K - $559K
|
13.8K
$5.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.63K+ 13.51% |
$461K - $558K
|
13.7K
$5.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.62K+ 12.3% |
$459K - $557K
|
14.8K
$5.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.62K+ 8.84% |
$457K - $554K
|
19.9K
$7.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.61K+ 1.5% |
$456K - $553K
|
109K
$42.2M
|
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.61KNew |
$456K - $552K
|
1.61K
$624K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.61K+ 3.34% |
$455K - $552K
|
49.8K
$19.3M
|
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.61K+ 8.48% |
$455K - $552K
|
20.6K
$7.97M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.61KNew |
$455K - $551K
|
1.61K
$623K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
1.61K+ 0.6% |
$455K - $551K
|
268K
$104M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.6K+ 5.7% |
$454K - $550K
|
29.7K
$11.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.6K+ 11.89% |
$453K - $549K
|
15.1K
$5.84M
|
|
|
May 13, 2022
Q4 2021
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$453K - $549K
|
1.6K
$621K
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 7.48% |
$450K - $546K
|
22.9K
$8.87M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 39.87% |
$447K - $542K
|
5.54K
$2.15M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.57K+ 12.99% |
$445K - $539K
|
13.7K
$5.3M
|
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.57K+ 8.59% |
$444K - $539K
|
19.8K
$7.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.57K+ 1.5% |
$444K - $538K
|
106K
$41.3M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.57KNew |
$444K - $538K
|
1.57K
$608K
|