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 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
827+ 1.17% |
$225K - $252K
|
71.3K
$30M
|
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
827+ 55.43% |
$225K - $252K
|
2.32K
$974K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
826+ 7.15% |
$224K - $252K
|
12.4K
$5.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
826+ 1.44% |
$224K - $252K
|
58.2K
$24.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
824+ 6.26% |
$224K - $252K
|
14K
$5.87M
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
819+ 3.6% |
$222K - $250K
|
23.6K
$9.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
819New |
$222K - $250K
|
819
$344K
|
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
815+ 15.29% |
$221K - $249K
|
6.15K
$2.58M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
813+ 8.15% |
$221K - $248K
|
10.8K
$4.53M
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
805+ 1.36% |
$219K - $246K
|
60.1K
$25.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
802+ 0.67% |
$218K - $245K
|
121K
$50.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
801+ 1.14% |
$218K - $244K
|
71K
$29.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
800+ 7.51% |
$217K - $244K
|
11.5K
$4.81M
|
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
800+ 61.54% |
$217K - $244K
|
2.1K
$882K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
796+ 2.76% |
$216K - $243K
|
29.6K
$12.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
792+ 0.24% |
$215K - $242K
|
331K
$139M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
789+ 5.42% |
$214K - $241K
|
15.4K
$6.45M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
786+ 4.88% |
$213K - $240K
|
16.9K
$7.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
785New |
$213K - $240K
|
785
$330K
|
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
780+ 0.4% |
$212K - $238K
|
194K
$81.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
779+ 6.0% |
$212K - $238K
|
13.8K
$5.79M
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
778+ 4.45% |
$211K - $237K
|
18.3K
$7.67M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
777+ 0.91% |
$211K - $237K
|
85.8K
$36M
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
777+ 6.72% |
$211K - $237K
|
12.3K
$5.18M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
771+ 1.76% |
$209K - $235K
|
44.5K
$18.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
770+ 11.49% |
$209K - $235K
|
7.47K
$3.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
770+ 60.16% |
$209K - $235K
|
2.05K
$861K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
767+ 6.65% |
$208K - $234K
|
12.3K
$5.17M
|
|
|
Nov 01, 2021
Q3 2021
|
Wright Investors Service Inc
|
BUY
|
- |
766+ 0.94% |
$208K - $234K
|
81.9K
$34.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
764+ 3.29% |
$208K - $233K
|
24K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
761+ 0.76% |
$207K - $232K
|
100K
$42.1M
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
757+ 7.3% |
$206K - $231K
|
11.1K
$4.68M
|
|
|
Nov 09, 2021
Q3 2021
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
757+ 0.73% |
$206K - $231K
|
104K
$43.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
752+ 5.81% |
$204K - $230K
|
13.7K
$5.76M
|
|
|
Oct 28, 2021
Q3 2021
|
Dillon & Associates Inc
|
BUY
|
- |
750+ 6.74% |
$204K - $229K
|
11.9K
$4.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
750+ 32.95% |
$204K - $229K
|
3.03K
$1.27M
|
|
|
Oct 08, 2021
Q3 2021
|
Addenda Capital Inc.
|
BUY
|
- |
749+ 0.61% |
$203K - $229K
|
124K
$52.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
747New |
$203K - $228K
|
747
$314K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
746+ 19.82% |
$203K - $228K
|
4.51K
$1.9M
|
|
|
Nov 09, 2021
Q3 2021
|
University Of Texas
|
BUY
|
- |
739New |
$201K - $226K
|
739
$311K
|
|
|
Jan 19, 2022
Q3 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
736New |
$200K - $225K
|
736
$309K
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
732+ 38.43% |
$199K - $223K
|
2.64K
$1.11M
|
|
|
Feb 10, 2022
Q3 2021
|
Chelsea Counsel CO
|
BUY
|
- |
730+ 1.82% |
$198K - $223K
|
40.8K
$17.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
724+ 1.68% |
$197K - $221K
|
43.7K
$18.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
724+ 0.57% |
$197K - $221K
|
128K
$53.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
721+ 19.13% |
$196K - $220K
|
4.49K
$1.89M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
716+ 1.92% |
$194K - $219K
|
38K
$16M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
712+ 1.44% |
$193K - $217K
|
50K
$21M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
711+ 1.31% |
$193K - $217K
|
55.1K
$23.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
710+ 7.09% |
$193K - $217K
|
10.7K
$4.51M
|