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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.18K+ 25.85% |
$321K - $361K
|
5.76K
$2.44M
|
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.17K+ 2.03% |
$318K - $358K
|
58.9K
$24.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.17K+ 7.91% |
$318K - $357K
|
16K
$6.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.16K+ 7.24% |
$316K - $355K
|
17.2K
$7.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.16KNew |
$315K - $354K
|
1.16K
$492K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.16K+ 3.16% |
$315K - $353K
|
37.8K
$16M
|
|
|
May 15, 2023
Q3 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.16K+ 1.83% |
$314K - $353K
|
64.4K
$27.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
1.15K+ 3.0% |
$312K - $351K
|
39.4K
$16.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
BUY
|
- |
1.15K+ 249.57% |
$312K - $350K
|
1.61K
$681K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.15K+ 12.53% |
$312K - $350K
|
10.3K
$4.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
1.15K+ 4.61% |
$312K - $350K
|
26.1K
$11M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.14K+ 8.39% |
$310K - $349K
|
14.8K
$6.25M
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.14K+ 3.7% |
$309K - $347K
|
31.8K
$13.5M
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.14K+ 25.35% |
$308K - $346K
|
5.61K
$2.38M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 0.3% |
$307K - $345K
|
379K
$161M
|
|
|
Oct 05, 2021
Q3 2021
|
Chickasaw Capital Management LLC
|
BUY
|
- |
1.12K+ 6.38% |
$304K - $342K
|
18.7K
$7.91M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1.12K+ 5.29% |
$304K - $342K
|
22.3K
$9.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.12K+ 3.41% |
$303K - $341K
|
33.9K
$14.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.11K+ 9.5% |
$302K - $339K
|
12.8K
$5.42M
|
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.11K+ 1.66% |
$301K - $339K
|
67.9K
$28.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
1.1K+ 2.39% |
$299K - $336K
|
47.1K
$20M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
1.1K+ 18.94% |
$299K - $336K
|
6.91K
$2.93M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.09K+ 13.09% |
$297K - $334K
|
9.45K
$4M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 5.65% |
$296K - $332K
|
20.4K
$8.62M
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
1.09KNew |
$295K - $332K
|
1.09K
$460K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.09K+ 90.79% |
$295K - $331K
|
2.28K
$965K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.08K+ 17.94% |
$294K - $331K
|
7.12K
$3.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.08K+ 10.95% |
$294K - $330K
|
11K
$4.64M
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.08K+ 5673.68% |
$293K - $329K
|
1.1K
$465K
|
|
|
Oct 14, 2021
Q3 2021
|
Security National Bank
|
BUY
|
- |
1.07K+ 2.04% |
$289K - $325K
|
53.3K
$22.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.06K+ 0.57% |
$287K - $323K
|
187K
$79.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.06K+ 14.29% |
$287K - $322K
|
8.45K
$3.58M
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.05K+ 1.74% |
$285K - $320K
|
61.5K
$26.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1.05K+ 1.07% |
$284K - $319K
|
98.5K
$41.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.05K+ 2.6% |
$284K - $319K
|
41.2K
$17.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.04K+ 4.57% |
$284K - $319K
|
23.9K
$10.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.04K+ 7.2% |
$284K - $319K
|
15.5K
$6.58M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 7.35% |
$283K - $318K
|
15.2K
$6.44M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.04K+ 9.12% |
$281K - $316K
|
12.4K
$5.25M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.04K+ 1.92% |
$281K - $316K
|
54.9K
$23.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.04K+ 5.22% |
$281K - $316K
|
20.9K
$8.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
BUY
|
- |
1.02K+ 113.78% |
$278K - $313K
|
1.92K
$815K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.02K+ 0.39% |
$278K - $313K
|
261K
$110M
|
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.02K+ 1.33% |
$277K - $311K
|
77.8K
$32.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
1.02K+ 2.9% |
$277K - $311K
|
36.2K
$15.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.02K+ 0.81% |
$276K - $310K
|
126K
$53.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.01K+ 0.62% |
$275K - $309K
|
164K
$69.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.01K+ 3.74% |
$275K - $309K
|
28.1K
$11.9M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.01K+ 3.74% |
$275K - $309K
|
28.1K
$11.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.01K+ 1.98% |
$274K - $307K
|
51.9K
$22M
|