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
|
Garner Asset Management Corp
|
BUY
|
- |
298+ 3.01% |
$84.4K - $102K
|
10.2K
$4.19M
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
297+ 4.16% |
$84.1K - $102K
|
7.45K
$3.06M
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
296+ 0.55% |
$83.8K - $102K
|
54.2K
$22.3M
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
289+ 1.44% |
$81.8K - $99.2K
|
20.4K
$8.36M
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
289+ 0.19% |
$81.8K - $99.2K
|
156K
$64.2M
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
288+ 1.28% |
$81.5K - $98.8K
|
22.9K
$9.38M
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
288+ 0.25% |
$81.5K - $98.8K
|
114K
$46.7M
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
285+ 2.95% |
$80.7K - $97.8K
|
9.94K
$4.08M
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
284+ 0.5% |
$80.4K - $97.4K
|
56.8K
$23.3M
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
284+ 2.95% |
$80.4K - $97.4K
|
9.93K
$4.07M
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
282+ 7.02% |
$79.8K - $96.8K
|
4.3K
$1.76M
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
281+ 1.35% |
$79.6K - $96.4K
|
21.2K
$8.69M
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
279+ 12.34% |
$79K - $95.7K
|
2.54K
$1.04M
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
278+ 4.4% |
$78.7K - $95.4K
|
6.6K
$2.71M
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
277+ 0.84% |
$78.4K - $95K
|
33.1K
$13.6M
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
276New |
$78.1K - $94.7K
|
276
$113K
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
275+ 2.73% |
$77.9K - $94.4K
|
10.4K
$4.25M
|
|
Jan 06, 2022
Q4 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
274+ 0.96% |
$77.6K - $94K
|
28.9K
$11.9M
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
274+ 0.94% |
$77.6K - $94K
|
29.4K
$12.1M
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
272+ 20.94% |
$77K - $93.3K
|
1.57K
$645K
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
272+ 4.29% |
$77K - $93.3K
|
6.61K
$2.71M
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
271+ 11.34% |
$76.7K - $93K
|
2.66K
$1.09M
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
271+ 0.75% |
$76.7K - $93K
|
36.3K
$14.9M
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
271+ 9.74% |
$76.7K - $93K
|
3.05K
$1.25M
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
271+ 0.91% |
$76.7K - $93K
|
30.1K
$12.4M
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
270+ 0.81% |
$76.4K - $92.6K
|
33.4K
$13.7M
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
270+ 0.24% |
$76.4K - $92.6K
|
111K
$45.5M
|
|
Feb 14, 2022
Q4 2021
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
268+ 28.0% |
$75.9K - $92K
|
1.23K
$503K
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
265+ 3.88% |
$75K - $90.9K
|
7.1K
$2.92M
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
264+ 22.51% |
$74.7K - $90.6K
|
1.44K
$590K
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
264+ 1.74% |
$74.7K - $90.6K
|
15.5K
$6.35M
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
257+ 8.99% |
$72.8K - $88.2K
|
3.12K
$1.28M
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
257+ 3.17% |
$72.8K - $88.2K
|
8.36K
$3.43M
|
|
Jan 19, 2022
Q4 2021
|
Ht Partners LLC
|
BUY
|
- |
255+ 2.8% |
$72.2K - $87.5K
|
9.35K
$3.84M
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
254+ 1.03% |
$71.9K - $87.1K
|
24.9K
$10.2M
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
253+ 1.34% |
$71.6K - $86.8K
|
19.1K
$7.83M
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
253+ 1.9% |
$71.6K - $86.8K
|
13.6K
$5.58M
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
252+ 0.64% |
$71.3K - $86.5K
|
39.4K
$16.2M
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
252+ 3.14% |
$71.3K - $86.5K
|
8.28K
$3.4M
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
251+ 2.0% |
$71.1K - $86.1K
|
12.8K
$5.26M
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
250New |
$70.8K - $85.8K
|
250
$103K
|
|
Feb 11, 2022
Q4 2021
|
Saban Cheryl
Los Angeles, CA |
BUY
|
- |
250+ 1041.67% |
$70.8K - $85.8K
|
274
$112K
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
249+ 10.81% |
$70.5K - $85.4K
|
2.55K
$1.05M
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
249+ 0.35% |
$70.5K - $85.4K
|
71K
$29.1M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
247+ 1.85% |
$69.9K - $84.7K
|
13.6K
$5.58M
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
246+ 7.28% |
$69.6K - $84.4K
|
3.63K
$1.49M
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
245+ 1.14% |
$69.4K - $84.1K
|
21.8K
$8.94M
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
245+ 4.76% |
$69.4K - $84.1K
|
5.39K
$2.21M
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
243+ 1.95% |
$68.8K - $83.4K
|
12.7K
$5.2M
|
|
Feb 14, 2022
Q4 2021
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
242+ 7.92% |
$68.5K - $83K
|
3.3K
$1.35M
|