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 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
500+ 5.51% |
$136K - $153K
|
9.57K
$4.02M
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
500+ 4.58% |
$136K - $153K
|
11.4K
$4.8M
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
499+ 5.61% |
$136K - $152K
|
9.39K
$3.95M
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
499+ 1.45% |
$136K - $152K
|
34.8K
$14.6M
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
496+ 1.81% |
$135K - $151K
|
27.9K
$11.7M
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
492+ 2.06% |
$134K - $150K
|
24.3K
$10.2M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
492+ 2.94% |
$134K - $150K
|
17.2K
$7.23M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
488+ 3.36% |
$133K - $149K
|
15K
$6.3M
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
487+ 12.21% |
$132K - $149K
|
4.48K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
486+ 0.26% |
$132K - $148K
|
188K
$79.2M
|
|
Oct 19, 2021
Q3 2021
|
Blossom Wealth Management
|
BUY
|
- |
484+ 24.43% |
$131K - $148K
|
2.47K
$1.04M
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
483+ 1.74% |
$131K - $147K
|
28.2K
$11.9M
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
483+ 14.44% |
$131K - $147K
|
3.83K
$1.61M
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
482+ 5.36% |
$131K - $147K
|
9.48K
$3.98M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
477+ 0.33% |
$130K - $146K
|
147K
$61.8M
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
475+ 16.77% |
$129K - $145K
|
3.31K
$1.39M
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
470+ 1.28% |
$128K - $143K
|
37.2K
$15.6M
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
463+ 0.41% |
$126K - $141K
|
114K
$48M
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
463New |
$126K - $141K
|
463
$195K
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
459+ 1.23% |
$125K - $140K
|
37.8K
$15.9M
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
458+ 1.2% |
$124K - $140K
|
38.7K
$16.3M
|
|
Nov 15, 2021
Q3 2021
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
457+ 0.87% |
$124K - $139K
|
53.3K
$22.4M
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
453+ 0.42% |
$123K - $138K
|
109K
$45.8M
|
|
Nov 12, 2021
Q3 2021
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
453+ 1.23% |
$123K - $138K
|
37.2K
$15.6M
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
451+ 0.89% |
$122K - $138K
|
50.9K
$21.4M
|
|
Oct 26, 2021
Q3 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
446+ 0.88% |
$121K - $136K
|
50.9K
$21.4M
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
446+ 5.27% |
$121K - $136K
|
8.91K
$3.75M
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
445+ 3.93% |
$121K - $136K
|
11.8K
$4.94M
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
443+ 10.52% |
$120K - $135K
|
4.66K
$1.96M
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
442+ 8.91% |
$120K - $135K
|
5.4K
$2.27M
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
441+ 2.98% |
$120K - $135K
|
15.2K
$6.4M
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
440+ 0.21% |
$120K - $134K
|
213K
$89.4M
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
440+ 0.98% |
$120K - $134K
|
45.2K
$19M
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
439+ 3.35% |
$119K - $134K
|
13.6K
$5.7M
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
437+ 0.69% |
$119K - $133K
|
63.4K
$26.6M
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
437+ 0.56% |
$119K - $133K
|
77.9K
$32.7M
|
|
Nov 03, 2021
Q3 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
436+ 4.62% |
$118K - $133K
|
9.87K
$4.15M
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
436+ 1.21% |
$118K - $133K
|
36.6K
$15.4M
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
435+ 0.37% |
$118K - $133K
|
117K
$49M
|
|
Nov 12, 2021
Q3 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
435+ 1.14% |
$118K - $133K
|
38.5K
$16.2M
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
432+ 3.26% |
$117K - $132K
|
13.7K
$5.75M
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
431+ 4.18% |
$117K - $132K
|
10.7K
$4.51M
|
|
Oct 29, 2021
Q3 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
429+ 16.37% |
$117K - $131K
|
3.05K
$1.28M
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
429+ 7.36% |
$117K - $131K
|
6.26K
$2.63M
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
427+ 4.85% |
$116K - $130K
|
9.24K
$3.88M
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
426+ 4.15% |
$116K - $130K
|
10.7K
$4.49M
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
426+ 2.42% |
$116K - $130K
|
18.1K
$7.59M
|
|
Oct 18, 2021
Q3 2021
|
Birinyi Associates Inc
|
BUY
|
- |
425+ 0.97% |
$115K - $130K
|
44.5K
$18.7M
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
422+ 1.5% |
$115K - $129K
|
28.6K
$12M
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
412+ 1.8% |
$112K - $126K
|
23.3K
$9.78M
|