Purchases and Sales Made in Q3 2021 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 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 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
2.03KNew |
$552K - $620K
|
2.03K
$854K
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.03K+ 1.03% |
$551K - $619K
|
199K
$83.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.02K+ 52.18% |
$548K - $616K
|
5.89K
$2.47M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
2.02K+ 7.0% |
$548K - $616K
|
30.9K
$13M
|
|
|
Nov 12, 2021
Q3 2021
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.01K+ 10.85% |
$547K - $615K
|
20.6K
$8.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.01K+ 43.63% |
$546K - $613K
|
6.62K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.01K+ 9.63% |
$545K - $613K
|
22.9K
$9.61M
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
2KNew |
$543K - $610K
|
2K
$840K
|
|
|
Oct 26, 2021
Q3 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
1.99K+ 4.15% |
$541K - $608K
|
50K
$21M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.96K+ 5.13% |
$533K - $599K
|
40.2K
$16.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.96K+ 0.51% |
$533K - $599K
|
386K
$162M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.96K+ 3.57% |
$532K - $598K
|
56.9K
$23.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.95K+ 5.2% |
$530K - $596K
|
39.5K
$16.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.95K+ 4.96% |
$529K - $595K
|
41.2K
$17.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.94K+ 14.71% |
$527K - $592K
|
15.1K
$6.36M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.93KNew |
$524K - $589K
|
1.93K
$811K
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 33.85% |
$521K - $586K
|
7.59K
$3.19M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.91K+ 5.75% |
$518K - $582K
|
35.1K
$14.7M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.9K+ 8.95% |
$517K - $581K
|
23.2K
$9.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.9K+ 25.72% |
$515K - $579K
|
9.27K
$3.89M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.9K+ 6.23% |
$515K - $578K
|
32.3K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.89K+ 5.64% |
$514K - $577K
|
35.4K
$14.9M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.88K+ 2.38% |
$512K - $575K
|
81.1K
$34.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.88K+ 1.57% |
$510K - $573K
|
122K
$51.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 2.97% |
$510K - $573K
|
65K
$27.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.87K+ 2.06% |
$509K - $572K
|
92.9K
$39.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
1.87K+ 10.29% |
$509K - $572K
|
20.1K
$8.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.87K+ 1.2% |
$507K - $569K
|
158K
$66.2M
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.86K+ 38.09% |
$504K - $567K
|
6.73K
$2.83M
|
|
|
Nov 08, 2021
Q3 2021
|
Wafra Inc.
New York, NY |
BUY
|
- |
1.85K+ 0.27% |
$503K - $565K
|
684K
$287M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.85K+ 5.96% |
$501K - $563K
|
32.8K
$13.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Odey Holdings LTD
London, X0 |
BUY
|
- |
1.84K+ 76.5% |
$499K - $560K
|
4.24K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.83K+ 28.89% |
$498K - $559K
|
8.17K
$3.43M
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.83K+ 19.96% |
$497K - $559K
|
11K
$4.62M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.83K+ 13.13% |
$496K - $557K
|
15.7K
$6.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.83K+ 12.85% |
$496K - $557K
|
16K
$6.73M
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
BUY
|
- |
1.81K+ 16.21% |
$493K - $554K
|
13K
$5.47M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.8K+ 2.76% |
$488K - $548K
|
66.8K
$28.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.77K+ 10.26% |
$482K - $541K
|
19.1K
$8.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.77K+ 5.77% |
$479K - $539K
|
32.4K
$13.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.75K+ 36.08% |
$476K - $535K
|
6.62K
$2.78M
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
1.75K+ 0.88% |
$476K - $535K
|
201K
$84.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.74K+ 3.09% |
$473K - $532K
|
58.2K
$24.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
1.73K+ 1.01% |
$471K - $529K
|
173K
$72.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.73K+ 4.22% |
$470K - $528K
|
42.7K
$18M
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
1.73K+ 44.3% |
$469K - $527K
|
5.62K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.72K+ 1.11% |
$467K - $525K
|
156K
$65.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
1.72K+ 2.49% |
$467K - $525K
|
70.7K
$29.7M
|
|
|
Oct 08, 2021
Q3 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
1.71K+ 27.15% |
$464K - $521K
|
8K
$3.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
1.7K+ 1.99% |
$461K - $519K
|
87.2K
$36.6M
|