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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
1.7K+ 1.99% |
$461K - $519K
|
87.2K
$36.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
1.7K+ 0.7% |
$461K - $518K
|
246K
$104M
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.69K+ 15.54% |
$459K - $516K
|
12.6K
$5.32M
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.69K+ 5.35% |
$458K - $514K
|
33.2K
$14.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
1.67K+ 82.4% |
$454K - $510K
|
3.7K
$1.57M
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
1.67K+ 3.47% |
$452K - $508K
|
49.7K
$21M
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.66K+ 8.76% |
$450K - $506K
|
20.6K
$8.72M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.65K+ 9.95% |
$449K - $505K
|
18.3K
$7.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.62K+ 13.68% |
$440K - $494K
|
13.5K
$5.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.61K+ 3.4% |
$438K - $492K
|
49K
$20.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.61K+ 3.06% |
$436K - $490K
|
54K
$22.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.58K+ 10.63% |
$428K - $481K
|
16.4K
$6.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.58K+ 4.65% |
$428K - $481K
|
35.4K
$15M
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.57K+ 21.93% |
$426K - $479K
|
8.72K
$3.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.56K+ 72.12% |
$422K - $475K
|
3.71K
$1.57M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.55K+ 1.77% |
$420K - $472K
|
89K
$37.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
1.54K+ 14.02% |
$419K - $471K
|
12.6K
$5.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.54K+ 3.15% |
$419K - $471K
|
50.6K
$21.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.54K+ 2.81% |
$417K - $469K
|
56.3K
$23.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
1.53K+ 2.99% |
$416K - $468K
|
52.7K
$22.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.53K+ 0.7% |
$416K - $468K
|
219K
$92.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.53K+ 0.4% |
$415K - $466K
|
381K
$161M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
1.51K+ 0.65% |
$411K - $462K
|
236K
$99.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.5K+ 1.51% |
$408K - $459K
|
101K
$42.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.5K+ 2.36% |
$408K - $459K
|
65.1K
$27.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.5K+ 24.85% |
$407K - $458K
|
7.54K
$3.19M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.5K+ 9.01% |
$407K - $457K
|
18.1K
$7.68M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
1.48K+ 26.76% |
$403K - $453K
|
7.03K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.48K+ 0.73% |
$403K - $453K
|
205K
$86.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.48K+ 2.57% |
$401K - $451K
|
58.9K
$24.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.48K+ 1.19% |
$401K - $450K
|
125K
$53.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.46K+ 2.94% |
$397K - $447K
|
51.2K
$21.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.46K+ 11.56% |
$397K - $447K
|
14.1K
$5.98M
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
1.46K+ 1.72% |
$396K - $445K
|
86.3K
$36.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.46K+ 10.51% |
$396K - $445K
|
15.3K
$6.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.45K+ 2.41% |
$394K - $443K
|
61.7K
$26.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.45K+ 2.47% |
$394K - $443K
|
60.1K
$25.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.45K+ 70.44% |
$394K - $442K
|
3.51K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.44K+ 1.33% |
$391K - $440K
|
110K
$46.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
1.44K+ 0.44% |
$390K - $438K
|
325K
$137M
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.43K+ 13.23% |
$389K - $438K
|
12.3K
$5.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.43KNew |
$389K - $438K
|
1.43K
$607K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.43K+ 4.21% |
$388K - $436K
|
35.4K
$15M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.43K+ 29.14% |
$387K - $435K
|
6.32K
$2.68M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.42K+ 100.5% |
$386K - $433K
|
2.83K
$1.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.42K+ 11.79% |
$386K - $433K
|
13.5K
$5.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.41K+ 0.45% |
$383K - $430K
|
317K
$134M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.4K+ 4.9% |
$381K - $428K
|
30K
$12.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.39K+ 50.47% |
$379K - $425K
|
4.16K
$1.76M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.39K+ 30.87% |
$376K - $423K
|
5.87K
$2.49M
|