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 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1K+ 14.73% |
$273K - $306K
|
7.82K
$3.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1K+ 10.24% |
$272K - $306K
|
10.8K
$4.56M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1K+ 4.57% |
$272K - $305K
|
22.9K
$9.68M
|
|
|
Oct 27, 2021
Q3 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
995+ 0.3% |
$270K - $304K
|
329K
$139M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
985+ 1.94% |
$268K - $301K
|
51.8K
$21.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
985+ 0.82% |
$268K - $301K
|
121K
$51.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
984+ 2.61% |
$267K - $300K
|
38.6K
$16.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
973+ 3.76% |
$264K - $297K
|
26.9K
$11.4M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
966+ 1.86% |
$262K - $295K
|
52.9K
$22.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
961+ 6.7% |
$261K - $293K
|
15.3K
$6.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
961+ 12.9% |
$261K - $293K
|
8.41K
$3.56M
|
|
|
Oct 29, 2021
Q3 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
960+ 1.81% |
$261K - $293K
|
53.9K
$22.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
957+ 4.19% |
$260K - $292K
|
23.8K
$10.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
956+ 5.32% |
$260K - $292K
|
18.9K
$8.02M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
954+ 2.27% |
$259K - $291K
|
42.9K
$18.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
952+ 5.16% |
$259K - $291K
|
19.4K
$8.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
942+ 1.36% |
$256K - $288K
|
70.3K
$29.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
942New |
$256K - $288K
|
942
$399K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
940+ 3.44% |
$255K - $287K
|
28.3K
$12M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
939+ 12.23% |
$255K - $287K
|
8.62K
$3.65M
|
|
|
Nov 10, 2021
Q3 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
935+ 9.66% |
$254K - $285K
|
10.6K
$4.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
930+ 8.15% |
$253K - $284K
|
12.3K
$5.22M
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
930+ 17.08% |
$253K - $284K
|
6.38K
$2.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
925+ 30.78% |
$251K - $282K
|
3.93K
$1.66M
|
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
921+ 4.29% |
$250K - $281K
|
22.4K
$9.49M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
913+ 5.27% |
$248K - $279K
|
18.2K
$7.72M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
911+ 5.49% |
$247K - $278K
|
17.5K
$7.41M
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
911+ 0.98% |
$247K - $278K
|
93.4K
$39.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
910+ 18.1% |
$247K - $278K
|
5.94K
$2.51M
|
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
910+ 3.9% |
$247K - $278K
|
24.2K
$10.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
909+ 1.56% |
$247K - $277K
|
59.2K
$25.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
909+ 7.62% |
$247K - $277K
|
12.8K
$5.43M
|
|
|
Oct 19, 2021
Q3 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
905New |
$246K - $276K
|
905
$383K
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
905New |
$246K - $276K
|
905
$383K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
902+ 1.48% |
$245K - $275K
|
62K
$26.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
901New |
$245K - $275K
|
901
$382K
|
|
|
Oct 06, 2021
Q3 2021
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
900New |
$244K - $275K
|
900
$381K
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
882+ 9.02% |
$240K - $269K
|
10.7K
$4.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
882+ 1.95% |
$240K - $269K
|
46.1K
$19.5M
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
876+ 3.81% |
$238K - $267K
|
23.9K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
875+ 0.47% |
$238K - $267K
|
186K
$78.6M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
873+ 1.58% |
$237K - $266K
|
56.2K
$23.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
872+ 7.5% |
$237K - $266K
|
12.5K
$5.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
865New |
$235K - $264K
|
865
$366K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
857+ 1.81% |
$233K - $262K
|
48.2K
$20.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
849+ 0.76% |
$231K - $259K
|
113K
$48M
|
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
BUY
|
- |
849+ 1.73% |
$231K - $259K
|
49.9K
$21.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Goodwin Daniel L
|
BUY
|
- |
847+ 10.69% |
$230K - $259K
|
8.77K
$3.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
844+ 3.2% |
$229K - $258K
|
27.2K
$11.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
835+ 19.6% |
$227K - $255K
|
5.1K
$2.16M
|