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 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
183+ 4.15% |
$51.8K - $62.8K
|
4.6K
$1.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
181+ 0.93% |
$51.2K - $62.1K
|
19.6K
$7.99M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
179+ 0.43% |
$50.7K - $61.4K
|
41.9K
$17.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
177+ 1.09% |
$50.1K - $60.7K
|
16.5K
$6.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
175+ 2.75% |
$49.5K - $60K
|
6.53K
$2.67M
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
175+ 1.04% |
$49.5K - $60K
|
17K
$6.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
174+ 10.62% |
$49.3K - $59.7K
|
1.81K
$740K
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
171+ 0.17% |
$48.4K - $58.7K
|
101K
$41.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
170+ 0.82% |
$48.1K - $58.3K
|
20.8K
$8.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
168+ 17.85% |
$47.6K - $57.6K
|
1.11K
$453K
|
|
|
Jan 28, 2022
Q4 2021
|
Poplar Forest Capital LLC
|
BUY
|
- |
168+ 8.18% |
$47.6K - $57.6K
|
2.22K
$908K
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
167+ 3.08% |
$47.3K - $57.3K
|
5.59K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Unio Capital LLC
|
BUY
|
- |
167+ 0.33% |
$47.3K - $57.3K
|
51.3K
$20.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
167+ 0.53% |
$47.3K - $57.3K
|
31.7K
$13M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
165+ 33.67% |
$46.7K - $56.6K
|
655
$268K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
162+ 2.26% |
$45.9K - $55.6K
|
7.34K
$3M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
160+ 0.26% |
$45.3K - $54.9K
|
60.9K
$24.9M
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
160+ 1.89% |
$45.3K - $54.9K
|
8.63K
$3.52M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
157+ 11.69% |
$44.4K - $53.9K
|
1.5K
$613K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
155+ 4.7% |
$43.9K - $53.2K
|
3.45K
$1.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
154+ 0.63% |
$43.6K - $52.8K
|
24.7K
$10.1M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
153+ 0.49% |
$43.3K - $52.5K
|
31.6K
$12.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
153+ 0.84% |
$43.3K - $52.5K
|
18.4K
$7.53M
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
152+ 1.44% |
$43K - $52.2K
|
10.7K
$4.37M
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
151+ 2.0% |
$42.7K - $51.8K
|
7.7K
$3.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
151+ 1.99% |
$42.7K - $51.8K
|
7.73K
$3.16M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
150+ 2.8% |
$42.5K - $51.5K
|
5.5K
$2.25M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
149+ 3.36% |
$42.2K - $51.1K
|
4.58K
$1.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
149+ 6.14% |
$42.2K - $51.1K
|
2.58K
$1.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
149+ 4.54% |
$42.2K - $51.1K
|
3.43K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
149+ 0.87% |
$42.2K - $51.1K
|
17.2K
$7.02M
|
|
|
Jan 24, 2022
Q4 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
148+ 0.41% |
$41.9K - $50.8K
|
36.6K
$14.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
148+ 10.05% |
$41.9K - $50.8K
|
1.62K
$662K
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
147+ 1.45% |
$41.6K - $50.4K
|
10.3K
$4.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
146+ 0.53% |
$41.3K - $50.1K
|
27.8K
$11.4M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
146+ 6.33% |
$41.3K - $50.1K
|
2.45K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
146+ 3.09% |
$41.3K - $50.1K
|
4.87K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
144+ 15.38% |
$40.8K - $49.4K
|
1.08K
$441K
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
143+ 8.27% |
$40.5K - $49.1K
|
1.87K
$765K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
142+ 3.19% |
$40.2K - $48.7K
|
4.6K
$1.88M
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
141+ 1.23% |
$39.9K - $48.4K
|
11.6K
$4.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
141+ 0.66% |
$39.9K - $48.4K
|
21.5K
$8.76M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
140+ 6.54% |
$39.6K - $48K
|
2.28K
$932K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
139+ 1.87% |
$39.4K - $47.7K
|
7.57K
$3.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
139+ 1.38% |
$39.4K - $47.7K
|
10.2K
$4.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
139+ 5.08% |
$39.4K - $47.7K
|
2.87K
$1.17M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
138+ 5.52% |
$39.1K - $47.3K
|
2.64K
$1.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
138+ 3.61% |
$39.1K - $47.3K
|
3.97K
$1.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
136+ 0.85% |
$38.5K - $46.7K
|
16.2K
$6.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
136+ 4.21% |
$38.5K - $46.7K
|
3.36K
$1.37M
|