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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.6K- 15.64% |
$452K - $548K
|
8.61K
$3.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.6K- 2.15% |
$453K - $549K
|
72.7K
$26.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Sam Advisors, LLC
|
SELL
|
- |
-1.62K- 10.82% |
$458K - $554K
|
13.3K
$4.78M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-1.62K- 1.42% |
$458K - $555K
|
113K
$40.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Swarthmore Group Inc
|
SELL
|
- |
-1.63K- 3.29% |
$460K - $558K
|
47.8K
$17.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.63K- 6.43% |
$462K - $560K
|
23.8K
$8.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.64K- 2.61% |
$464K - $563K
|
61.2K
$22M
|
|
|
Feb 02, 2022
Q4 2021
|
Hendley & CO Inc
|
SELL
|
- |
-1.64K- 2.6% |
$465K - $564K
|
61.5K
$22.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-1.65K- 2.39% |
$468K - $567K
|
67.5K
$24.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.66K- 1.39% |
$469K - $569K
|
118K
$42.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.68K- 0.84% |
$474K - $575K
|
197K
$70.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-1.68K- 2.19% |
$474K - $575K
|
74.9K
$26.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.68K- 2.28% |
$476K - $576K
|
71.9K
$25.8M
|
|
|
Jun 14, 2024
Q4 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.68K- 8.43% |
$476K - $577K
|
18.3K
$6.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.69K- 2.89% |
$477K - $578K
|
56.6K
$20.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.69K- 0.7% |
$478K - $580K
|
241K
$86.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.69K- 8.24% |
$479K - $581K
|
18.9K
$6.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.7K- 1.59% |
$482K - $584K
|
105K
$37.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.71K- 5.9% |
$484K - $586K
|
27.2K
$9.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.71K- 40.49% |
$484K - $587K
|
2.52K
$903K
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.73K- 7.55% |
$490K - $594K
|
21.2K
$7.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.73K- 2.41% |
$491K - $595K
|
70.2K
$25.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.74K- 1.73% |
$492K - $597K
|
98.5K
$35.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
SELL
|
- |
-1.74K- 3.52% |
$493K - $598K
|
47.8K
$17.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.75K- 11.73% |
$495K - $600K
|
13.2K
$4.73M
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.75K- 9.98% |
$496K - $601K
|
15.8K
$5.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Cadian Capital Management, LP
New York, NY |
SELL
|
- |
-1.77K- 10.0% |
$501K - $607K
|
15.9K
$5.72M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
SELL
|
- |
-1.78K- 5.81% |
$503K - $609K
|
28.8K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.79K- 6.56% |
$505K - $612K
|
25.4K
$9.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.79K- 0.36% |
$506K - $613K
|
497K
$178M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.8K- 8.94% |
$508K - $616K
|
18.3K
$6.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.8K- 11.24% |
$509K - $617K
|
14.2K
$5.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.8K- 35.66% |
$509K - $617K
|
3.24K
$1.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.8K- 4.47% |
$510K - $618K
|
38.5K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.8K- 10.78% |
$510K - $618K
|
14.9K
$5.35M
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.81K- 1.12% |
$511K - $619K
|
159K
$57M
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-1.81K- 5.07% |
$512K - $621K
|
33.9K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.82K- 0.62% |
$516K - $625K
|
290K
$104M
|
|
|
Jan 24, 2022
Q4 2021
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.82K- 3.79% |
$516K - $625K
|
46.2K
$16.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.83K- 1.51% |
$517K - $626K
|
119K
$42.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.83K- 4.11% |
$518K - $628K
|
42.7K
$15.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.83K- 2.21% |
$519K - $629K
|
81.3K
$29.2M
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.84K- 7.08% |
$521K - $632K
|
24.2K
$8.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.84K- 8.18% |
$522K - $632K
|
20.7K
$7.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.85K- 7.22% |
$523K - $634K
|
23.8K
$8.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.86K- 2.28% |
$526K - $637K
|
79.4K
$28.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.87K- 2.72% |
$529K - $641K
|
66.7K
$24M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.87K- 3.21% |
$529K - $641K
|
56.3K
$20.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.87KClosed |
$530K - $642K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-1.87K- 50.61% |
$530K - $642K
|
1.83K
$656K
|