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 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
710+ 7.09% |
$193K - $217K
|
10.7K
$4.54M
|
|
|
Nov 04, 2021
Q3 2021
|
Freemont Management S.A.
|
BUY
|
- |
700+ 0.55% |
$190K - $214K
|
127K
$53.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
700+ 7.31% |
$190K - $214K
|
10.3K
$4.35M
|
|
|
Oct 22, 2021
Q3 2021
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
698+ 0.33% |
$190K - $213K
|
214K
$90.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
696+ 2.91% |
$189K - $212K
|
24.6K
$10.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
696New |
$189K - $212K
|
696
$295K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
694+ 15.6% |
$188K - $212K
|
5.14K
$2.18M
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
694New |
$188K - $212K
|
694
$294K
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
693+ 1.81% |
$188K - $212K
|
39K
$16.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
689+ 3.17% |
$187K - $210K
|
22.4K
$9.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
685+ 3.2% |
$186K - $209K
|
22.1K
$9.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
683+ 2.32% |
$186K - $208K
|
30.2K
$12.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
683+ 1.2% |
$186K - $208K
|
57.4K
$24.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
680+ 39.77% |
$185K - $208K
|
2.39K
$1.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
680+ 0.7% |
$185K - $208K
|
98K
$41.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
678+ 2.66% |
$184K - $207K
|
26.1K
$11.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
676+ 1.15% |
$184K - $206K
|
59.5K
$25.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Heron Bay Capital Management
|
BUY
|
- |
675+ 2.5% |
$183K - $206K
|
27.6K
$11.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
665+ 3.53% |
$181K - $203K
|
19.5K
$8.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
665+ 1.47% |
$181K - $203K
|
46K
$19.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
665+ 73.08% |
$181K - $203K
|
1.58K
$667K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
659+ 0.5% |
$179K - $201K
|
134K
$56.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
658+ 0.4% |
$179K - $201K
|
165K
$69.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
657+ 6.17% |
$178K - $201K
|
11.3K
$4.79M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
655+ 9.42% |
$178K - $200K
|
7.61K
$3.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
652+ 7.35% |
$177K - $199K
|
9.52K
$4.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
650+ 3.04% |
$177K - $198K
|
22K
$9.32M
|
|
|
Oct 20, 2021
Q3 2021
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
650+ 6.56% |
$177K - $198K
|
10.6K
$4.47M
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
648+ 2.08% |
$176K - $198K
|
31.8K
$13.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
648+ 13.11% |
$176K - $198K
|
5.59K
$2.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
647+ 2.62% |
$176K - $197K
|
25.4K
$10.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
BUY
|
- |
646+ 57.27% |
$175K - $197K
|
1.77K
$751K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
644+ 6.06% |
$175K - $197K
|
11.3K
$4.77M
|
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
639+ 2.65% |
$174K - $195K
|
24.8K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
636+ 3.3% |
$173K - $194K
|
19.9K
$8.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
636+ 2.69% |
$173K - $194K
|
24.3K
$10.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
635+ 3.25% |
$172K - $194K
|
20.2K
$8.54M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
633+ 1.58% |
$172K - $193K
|
40.7K
$17.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
632+ 5.44% |
$172K - $193K
|
12.2K
$5.18M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
630+ 1.87% |
$171K - $192K
|
34.4K
$14.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
629+ 10.31% |
$171K - $192K
|
6.73K
$2.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
628+ 2.4% |
$171K - $192K
|
26.8K
$11.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
628+ 2.44% |
$171K - $192K
|
26.4K
$11.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
627+ 1.78% |
$170K - $191K
|
35.8K
$15.2M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
623+ 0.64% |
$169K - $190K
|
98.6K
$41.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
621+ 6.59% |
$169K - $190K
|
10K
$4.25M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
619+ 5.14% |
$168K - $189K
|
12.7K
$5.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
614+ 2.55% |
$167K - $187K
|
24.7K
$10.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
612+ 1.14% |
$166K - $187K
|
54.2K
$22.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
608+ 2.51% |
$165K - $186K
|
24.8K
$10.5M
|