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
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-63- 0.11% |
$17.8K - $21.6K
|
55.2K
$22.5M
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-64- 0.38% |
$18.1K - $22K
|
16.8K
$6.87M
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-64- 1.07% |
$18.1K - $22K
|
5.9K
$2.41M
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-64- 9.76% |
$18.1K - $22K
|
592
$242K
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-65- 0.11% |
$18.4K - $22.3K
|
58.6K
$23.9M
|
|
Jan 18, 2022
Q4 2021
|
Asset Planning Services Inc
|
SELL
|
- |
-65- 0.12% |
$18.4K - $22.3K
|
55.5K
$22.7M
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-65- 2.14% |
$18.4K - $22.3K
|
2.97K
$1.21M
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-66- 14.25% |
$18.7K - $22.6K
|
397
$162K
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
SELL
|
- |
-66- 0.23% |
$18.7K - $22.6K
|
28.1K
$11.5M
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
SELL
|
- |
-67- 0.77% |
$19K - $23K
|
8.59K
$3.51M
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-67- 2.21% |
$19K - $23K
|
2.96K
$1.21M
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-68- 0.44% |
$19.3K - $23.3K
|
15.3K
$6.23M
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-69- 9.94% |
$19.5K - $23.7K
|
625
$255K
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-69- 0.12% |
$19.5K - $23.7K
|
56.3K
$23M
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
SELL
|
- |
-70- 0.21% |
$19.8K - $24K
|
33.5K
$13.7M
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-70- 1.97% |
$19.8K - $24K
|
3.48K
$1.42M
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-70- 0.31% |
$19.8K - $24K
|
22.4K
$9.13M
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-71- 0.97% |
$20.1K - $24.4K
|
7.28K
$2.97M
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-73- 0.88% |
$20.7K - $25K
|
8.21K
$3.35M
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
SELL
|
- |
-74- 3.64% |
$21K - $25.4K
|
1.96K
$800K
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-76- 11.41% |
$21.5K - $26.1K
|
590
$241K
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-76Closed |
$21.5K - $26.1K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-78- 0.51% |
$22.1K - $26.8K
|
15.2K
$6.22M
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-78- 0.26% |
$22.1K - $26.8K
|
30K
$12.2M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-78- 0.51% |
$22.1K - $26.8K
|
15.3K
$6.27M
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-79- 1.09% |
$22.4K - $27.1K
|
7.17K
$2.93M
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-79- 0.53% |
$22.4K - $27.1K
|
14.7K
$6.02M
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-80- 0.91% |
$22.6K - $27.4K
|
8.75K
$3.57M
|
|
Feb 14, 2022
Q4 2021
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-81- 0.04% |
$22.9K - $27.8K
|
213K
$87M
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-81- 1.89% |
$22.9K - $27.8K
|
4.2K
$1.72M
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-81- 0.85% |
$22.9K - $27.8K
|
9.42K
$3.85M
|
|
Jan 18, 2022
Q4 2021
|
Reliant Investment Management, LLC
|
SELL
|
- |
-82- 3.57% |
$23.2K - $28.1K
|
2.21K
$903K
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
SELL
|
- |
-82- 0.56% |
$23.2K - $28.1K
|
14.5K
$5.94M
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-82- 0.15% |
$23.2K - $28.1K
|
56.2K
$23M
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-82- 0.42% |
$23.2K - $28.1K
|
19.4K
$7.94M
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-82- 0.07% |
$23.2K - $28.1K
|
113K
$46M
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-84- 0.88% |
$23.8K - $28.8K
|
9.44K
$3.86M
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-84- 0.23% |
$23.8K - $28.8K
|
35.8K
$14.6M
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-86- 7.53% |
$24.3K - $29.5K
|
1.06K
$431K
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-87- 1.29% |
$24.6K - $29.9K
|
6.64K
$2.71M
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
SELL
|
- |
-87- 1.09% |
$24.6K - $29.9K
|
7.92K
$3.23M
|
|
Jan 05, 2022
Q4 2021
|
New England Research & Management, Inc.
|
SELL
|
- |
-87- 0.63% |
$24.6K - $29.9K
|
13.7K
$5.59M
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-87- 2.22% |
$24.6K - $29.9K
|
3.83K
$1.56M
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-89- 1.54% |
$25.2K - $30.5K
|
5.68K
$2.32M
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-89- 6.78% |
$25.2K - $30.5K
|
1.22K
$500K
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-89- 0.56% |
$25.2K - $30.5K
|
15.7K
$6.42M
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-89- 0.57% |
$25.2K - $30.5K
|
15.5K
$6.33M
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-90- 0.86% |
$25.5K - $30.9K
|
10.3K
$4.22M
|
|
Feb 08, 2022
Q4 2021
|
Schulhoff & CO Inc
|
SELL
|
- |
-90- 0.67% |
$25.5K - $30.9K
|
13.3K
$5.44M
|
|
Feb 14, 2022
Q4 2021
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-90- 4.26% |
$25.5K - $30.9K
|
2.02K
$826K
|