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 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
100+ 1.11% |
$28.3K - $34.3K
|
9.12K
$3.72M
|
|
|
Feb 16, 2022
Q4 2021
|
Investment Management Associates Inc
|
BUY
|
- |
100+ 2.66% |
$28.3K - $34.3K
|
3.86K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
100+ 0.42% |
$28.3K - $34.3K
|
23.7K
$9.67M
|
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
99+ 3.07% |
$28K - $34K
|
3.32K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
99New |
$28K - $34K
|
99
$40.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
98+ 0.17% |
$27.7K - $33.6K
|
58.6K
$23.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
98+ 1.27% |
$27.7K - $33.6K
|
7.79K
$3.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
98+ 0.54% |
$27.7K - $33.6K
|
18.4K
$7.5M
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
98+ 0.21% |
$27.7K - $33.6K
|
47.8K
$19.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
97+ 0.94% |
$27.5K - $33.3K
|
10.4K
$4.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
96+ 3.71% |
$27.2K - $32.9K
|
2.68K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
96+ 2.14% |
$27.2K - $32.9K
|
4.59K
$1.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
95+ 4.52% |
$26.9K - $32.6K
|
2.2K
$897K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
94+ 1.1% |
$26.6K - $32.3K
|
8.68K
$3.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
94+ 3.31% |
$26.6K - $32.3K
|
2.94K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
94+ 3.08% |
$26.6K - $32.3K
|
3.15K
$1.28M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
93+ 2.73% |
$26.3K - $31.9K
|
3.5K
$1.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
93+ 0.4% |
$26.3K - $31.9K
|
23.4K
$9.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
92+ 0.73% |
$26K - $31.6K
|
12.8K
$5.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
92+ 0.99% |
$26K - $31.6K
|
9.39K
$3.84M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
92+ 1.24% |
$26K - $31.6K
|
7.54K
$3.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
91+ 0.5% |
$25.8K - $31.2K
|
18.2K
$7.44M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
90+ 1.75% |
$25.5K - $30.9K
|
5.22K
$2.13M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
90+ 0.26% |
$25.5K - $30.9K
|
34.5K
$14.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
90+ 1.81% |
$25.5K - $30.9K
|
5.07K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
90+ 5.71% |
$25.5K - $30.9K
|
1.67K
$680K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
89+ 0.24% |
$25.2K - $30.5K
|
36.9K
$15.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
89+ 1.98% |
$25.2K - $30.5K
|
4.58K
$1.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
89+ 0.24% |
$25.2K - $30.5K
|
37.2K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
88+ 1.69% |
$24.9K - $30.2K
|
5.31K
$2.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
87+ 0.6% |
$24.6K - $29.9K
|
14.6K
$5.95M
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
87+ 0.95% |
$24.6K - $29.9K
|
9.29K
$3.79M
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
86+ 1.45% |
$24.3K - $29.5K
|
6.03K
$2.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
85+ 1.31% |
$24.1K - $29.2K
|
6.56K
$2.68M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
85+ 3.27% |
$24.1K - $29.2K
|
2.69K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
85+ 5.62% |
$24.1K - $29.2K
|
1.6K
$652K
|
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
85+ 0.48% |
$24.1K - $29.2K
|
17.7K
$7.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
85+ 0.22% |
$24.1K - $29.2K
|
39.5K
$16.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
84+ 0.54% |
$23.8K - $28.8K
|
15.6K
$6.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
84+ 0.68% |
$23.8K - $28.8K
|
12.5K
$5.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
83+ 4.74% |
$23.5K - $28.5K
|
1.84K
$749K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
83+ 0.61% |
$23.5K - $28.5K
|
13.8K
$5.62M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
82+ 0.25% |
$23.2K - $28.1K
|
33K
$13.5M
|
|
|
May 12, 2022
Q4 2021
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
82+ 2.5% |
$23.2K - $28.1K
|
3.36K
$1.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Sitrin Capital Management LLC
|
BUY
|
- |
81+ 0.24% |
$22.9K - $27.8K
|
33.5K
$13.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
81+ 0.18% |
$22.9K - $27.8K
|
44.3K
$18.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
80+ 5.56% |
$22.6K - $27.4K
|
1.52K
$621K
|
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
BUY
|
- |
79+ 0.13% |
$22.4K - $27.1K
|
62K
$25.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
77+ 0.33% |
$21.8K - $26.4K
|
23.4K
$9.57M
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
76+ 1.49% |
$21.5K - $26.1K
|
5.16K
$2.11M
|