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 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
136+ 1.79% |
$38.5K - $46.7K
|
7.73K
$3.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
135+ 1.16% |
$38.2K - $46.3K
|
11.7K
$4.8M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
135+ 0.39% |
$38.2K - $46.3K
|
34.8K
$14.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
131+ 0.31% |
$37.1K - $44.9K
|
42.9K
$17.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
131+ 1.75% |
$37.1K - $44.9K
|
7.6K
$3.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
131+ 1.48% |
$37.1K - $44.9K
|
8.99K
$3.67M
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
130+ 1.21% |
$36.8K - $44.6K
|
10.9K
$4.44M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
130+ 1.57% |
$36.8K - $44.6K
|
8.42K
$3.44M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
130+ 0.72% |
$36.8K - $44.6K
|
18.2K
$7.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
130+ 0.72% |
$36.8K - $44.6K
|
18.2K
$7.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
130+ 1.08% |
$36.8K - $44.6K
|
12.2K
$4.99M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
130+ 0.96% |
$36.8K - $44.6K
|
13.7K
$5.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
130+ 0.35% |
$36.8K - $44.6K
|
37.4K
$15.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
130+ 2.9% |
$36.8K - $44.6K
|
4.61K
$1.88M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
129+ 0.43% |
$36.5K - $44.3K
|
30.1K
$12.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
129+ 1.59% |
$36.5K - $44.3K
|
8.25K
$3.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
128+ 1.02% |
$36.2K - $43.9K
|
12.7K
$5.17M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
128+ 1.93% |
$36.2K - $43.9K
|
6.74K
$2.75M
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
127+ 1.01% |
$36K - $43.6K
|
12.7K
$5.18M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
126+ 0.61% |
$35.7K - $43.2K
|
20.9K
$8.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
126+ 1.14% |
$35.7K - $43.2K
|
11.2K
$4.56M
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
126+ 1.38% |
$35.7K - $43.2K
|
9.28K
$3.79M
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
126+ 15.79% |
$35.7K - $43.2K
|
924
$377K
|
|
|
Feb 13, 2025
Q4 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
126+ 5.15% |
$35.7K - $43.2K
|
2.57K
$1.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
125+ 1.0% |
$35.4K - $42.9K
|
12.6K
$5.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
125+ 0.22% |
$35.4K - $42.9K
|
56.8K
$23.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
124+ 1.1% |
$35.1K - $42.5K
|
11.4K
$4.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
121+ 1.38% |
$34.3K - $41.5K
|
8.86K
$3.62M
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
121+ 54.75% |
$34.3K - $41.5K
|
342
$140K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
121+ 54.75% |
$34.3K - $41.5K
|
342
$140K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
120+ 0.55% |
$34K - $41.2K
|
21.8K
$8.88M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
119+ 2.56% |
$33.7K - $40.8K
|
4.77K
$1.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
119New |
$33.7K - $40.8K
|
119
$48.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
117+ 2.41% |
$33.1K - $40.1K
|
4.97K
$2.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
115+ 0.82% |
$32.6K - $39.5K
|
14.1K
$5.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
115+ 6.32% |
$32.6K - $39.5K
|
1.93K
$790K
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
114+ 2.25% |
$32.3K - $39.1K
|
5.19K
$2.12M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
114+ 0.13% |
$32.3K - $39.1K
|
86.7K
$35.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
BUY
|
- |
112+ 6.16% |
$31.7K - $38.4K
|
1.93K
$788K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
112+ 0.35% |
$31.7K - $38.4K
|
32.5K
$13.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
110+ 6.63% |
$31.1K - $37.7K
|
1.77K
$723K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
109+ 1.24% |
$30.9K - $37.4K
|
8.9K
$3.64M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
109+ 2.99% |
$30.9K - $37.4K
|
3.76K
$1.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
108+ 0.27% |
$30.6K - $37.1K
|
39.9K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
108+ 42.69% |
$30.6K - $37.1K
|
361
$147K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
106+ 1.06% |
$30K - $36.4K
|
10.1K
$4.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
101+ 0.47% |
$28.6K - $34.7K
|
21.7K
$8.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
101+ 5.85% |
$28.6K - $34.7K
|
1.83K
$747K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
100+ 2.6% |
$28.3K - $34.3K
|
3.94K
$1.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
100+ 0.75% |
$28.3K - $34.3K
|
13.4K
$5.46M
|