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 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-923- 5.06% |
$261K - $317K
|
17.3K
$7.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-923- 1.48% |
$261K - $317K
|
61.4K
$25.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-924- 3.53% |
$262K - $317K
|
25.3K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-929- 2.43% |
$263K - $319K
|
37.3K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-930- 0.94% |
$263K - $319K
|
98.1K
$40.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-933- 2.48% |
$264K - $320K
|
36.6K
$15M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-938- 0.34% |
$266K - $322K
|
273K
$112M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-938- 5.05% |
$266K - $322K
|
17.6K
$7.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-938- 3.37% |
$266K - $322K
|
26.9K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-942Closed |
$267K - $323K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-945- 0.9% |
$268K - $324K
|
104K
$42.5M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-949- 10.14% |
$269K - $326K
|
8.41K
$3.43M
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-951- 42.82% |
$269K - $326K
|
1.27K
$518K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-952- 2.63% |
$270K - $327K
|
35.2K
$14.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-952- 2.32% |
$270K - $327K
|
40.2K
$16.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-953- 6.9% |
$270K - $327K
|
12.9K
$5.25M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-955- 5.57% |
$270K - $328K
|
16.2K
$6.61M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-956- 8.91% |
$271K - $328K
|
9.78K
$3.99M
|
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-956- 1.74% |
$271K - $328K
|
54.1K
$22.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
SELL
|
- |
-957- 10.28% |
$271K - $328K
|
8.36K
$3.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-959Closed |
$272K - $329K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-960Closed |
$272K - $329K
|
0
$0
|
|
|
Mar 21, 2022
Q4 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-961- 1.2% |
$272K - $330K
|
78.9K
$32.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-964- 4.41% |
$273K - $331K
|
20.9K
$8.53M
|
|
|
Feb 16, 2022
Q4 2021
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-970- 0.23% |
$275K - $333K
|
421K
$172M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-970- 0.47% |
$275K - $333K
|
204K
$83.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-971- 1.17% |
$275K - $333K
|
81.7K
$33.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-976- 1.18% |
$276K - $335K
|
81.5K
$33.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-978- 1.26% |
$277K - $336K
|
76.8K
$31.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-978- 1.95% |
$277K - $336K
|
49.1K
$20M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
SELL
|
- |
-981- 36.94% |
$278K - $337K
|
1.68K
$684K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-982- 1.07% |
$278K - $337K
|
90.6K
$37M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-985- 3.26% |
$279K - $338K
|
29.3K
$11.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-987- 3.88% |
$279K - $339K
|
24.4K
$9.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-987- 11.61% |
$279K - $339K
|
7.51K
$3.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-989- 3.45% |
$280K - $339K
|
27.7K
$11.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-990- 0.8% |
$280K - $340K
|
122K
$49.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-997- 90.88% |
$282K - $342K
|
100
$40.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-999- 1.43% |
$283K - $343K
|
68.9K
$28.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-1K- 0.13% |
$283K - $343K
|
782K
$319M
|
|
|
Feb 10, 2022
Q4 2021
|
P.A.W. Capital Corp
|
SELL
|
- |
-1K- 25.0% |
$283K - $343K
|
3K
$1.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-1K- 11.03% |
$283K - $343K
|
8.07K
$3.29M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1K- 2.02% |
$283K - $343K
|
48.5K
$19.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1K- 33.52% |
$283K - $343K
|
1.98K
$809K
|
|
|
Feb 15, 2022
Q4 2021
|
Herald Investment Management LTD
|
SELL
|
- |
-1K- 3.75% |
$283K - $343K
|
25.6K
$10.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1KClosed |
$283K - $343K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1K- 1.88% |
$283K - $343K
|
52.1K
$21.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.01K- 0.51% |
$285K - $345K
|
198K
$80.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$287K - $347K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.02K- 37.17% |
$287K - $348K
|
1.72K
$700K
|