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
|
Regency Capital Management Inc.\De
|
BUY
|
- |
604+ 2.77% |
$164K - $184K
|
22.4K
$9.48M
|
|
|
Mar 17, 2022
Q3 2021
|
Retirement Solution Inc.
|
BUY
|
- |
601+ 3.46% |
$163K - $183K
|
18K
$7.61M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
599+ 1.72% |
$163K - $183K
|
35.3K
$15M
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
599+ 8.99% |
$163K - $183K
|
7.26K
$3.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
598+ 29.59% |
$162K - $183K
|
2.62K
$1.11M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
596+ 1.27% |
$162K - $182K
|
47.4K
$20.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
586+ 55.65% |
$159K - $179K
|
1.64K
$694K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
583+ 4.19% |
$158K - $178K
|
14.5K
$6.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
577+ 6.45% |
$157K - $176K
|
9.52K
$4.03M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
576+ 0.44% |
$156K - $176K
|
131K
$55.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
576+ 914.29% |
$156K - $176K
|
639
$271K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
571+ 1.11% |
$155K - $174K
|
52.2K
$22.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
570New |
$155K - $174K
|
570
$241K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
569+ 1.44% |
$155K - $174K
|
40.1K
$17M
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
569+ 3.1% |
$155K - $174K
|
18.9K
$8.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
565+ 1.74% |
$153K - $172K
|
33K
$14M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
563+ 2.44% |
$153K - $172K
|
23.6K
$10M
|
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
563+ 2.81% |
$153K - $172K
|
20.6K
$8.73M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
561+ 4.11% |
$152K - $171K
|
14.2K
$6.02M
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
561+ 1.02% |
$152K - $171K
|
55.8K
$23.6M
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
560+ 8.74% |
$152K - $171K
|
6.97K
$2.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
557+ 0.74% |
$151K - $170K
|
75.4K
$31.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
554+ 2.52% |
$150K - $169K
|
22.5K
$9.54M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
552+ 6.48% |
$150K - $168K
|
9.07K
$3.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
551+ 33.74% |
$150K - $168K
|
2.18K
$925K
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
548+ 2.04% |
$149K - $167K
|
27.4K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
548+ 0.25% |
$149K - $167K
|
217K
$92M
|
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
543+ 0.26% |
$147K - $166K
|
207K
$87.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
543+ 0.72% |
$147K - $166K
|
76K
$32.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
538+ 0.23% |
$146K - $164K
|
230K
$97.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
533+ 10.87% |
$145K - $163K
|
5.44K
$2.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
533+ 3.96% |
$145K - $163K
|
14K
$5.92M
|
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
530+ 0.69% |
$144K - $162K
|
77.8K
$32.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
530+ 2.2% |
$144K - $162K
|
24.6K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
529+ 31.7% |
$144K - $161K
|
2.2K
$931K
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
525+ 6.96% |
$143K - $160K
|
8.06K
$3.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
522+ 0.21% |
$142K - $159K
|
252K
$107M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
518+ 1.65% |
$141K - $158K
|
31.9K
$13.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
518+ 0.17% |
$141K - $158K
|
297K
$126M
|
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
517+ 1.42% |
$140K - $158K
|
36.9K
$15.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
515+ 0.79% |
$140K - $157K
|
65.4K
$27.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
515+ 0.57% |
$140K - $157K
|
90.9K
$38.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
513+ 67.59% |
$139K - $157K
|
1.27K
$539K
|
|
|
Oct 13, 2021
Q3 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
510+ 1.69% |
$139K - $156K
|
30.6K
$13M
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
509+ 12.06% |
$138K - $155K
|
4.73K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
507+ 19.05% |
$138K - $155K
|
3.17K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
506+ 1.41% |
$137K - $154K
|
36.4K
$15.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
505+ 3.1% |
$137K - $154K
|
16.8K
$7.11M
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
505+ 1.87% |
$137K - $154K
|
27.5K
$11.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
503+ 1.96% |
$137K - $154K
|
26.2K
$11.1M
|