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 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
409+ 5.04% |
$111K - $125K
|
8.53K
$3.58M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
407+ 3.11% |
$111K - $124K
|
13.5K
$5.67M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
407+ 3.11% |
$111K - $124K
|
13.5K
$5.67M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
406+ 2.16% |
$110K - $124K
|
19.2K
$8.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
405+ 2.64% |
$110K - $124K
|
15.8K
$6.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
404+ 5.32% |
$110K - $123K
|
8K
$3.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
403+ 1.24% |
$109K - $123K
|
33K
$13.9M
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
401+ 1.29% |
$109K - $122K
|
31.4K
$13.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
400+ 1.53% |
$109K - $122K
|
26.6K
$11.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
400+ 2.33% |
$109K - $122K
|
17.6K
$7.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
400+ 3.09% |
$109K - $122K
|
13.3K
$5.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
399+ 7.1% |
$108K - $122K
|
6.02K
$2.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
399+ 2.77% |
$108K - $122K
|
14.8K
$6.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
398+ 0.23% |
$108K - $121K
|
172K
$72.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
394+ 8.1% |
$107K - $120K
|
5.26K
$2.21M
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
390+ 3.21% |
$106K - $119K
|
12.5K
$5.27M
|
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
390+ 1.29% |
$106K - $119K
|
30.6K
$12.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
389+ 27.59% |
$106K - $119K
|
1.8K
$756K
|
|
|
Nov 04, 2021
Q3 2021
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
384+ 0.04% |
$104K - $117K
|
951K
$400M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
380+ 0.44% |
$103K - $116K
|
86.8K
$36.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
380+ 3.04% |
$103K - $116K
|
12.9K
$5.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
377+ 2.67% |
$102K - $115K
|
14.5K
$6.09M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
377+ 1.31% |
$102K - $115K
|
29.2K
$12.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
376+ 0.83% |
$102K - $115K
|
45.6K
$19.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
376+ 1.31% |
$102K - $115K
|
29K
$12.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
374+ 2.42% |
$102K - $114K
|
15.8K
$6.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
374+ 0.54% |
$102K - $114K
|
69.2K
$29.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
374+ 46.81% |
$102K - $114K
|
1.17K
$493K
|
|
|
Oct 22, 2021
Q3 2021
|
Milestone Resources Group LTD
|
BUY
|
- |
372+ 0.07% |
$101K - $114K
|
561K
$236M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
371+ 2.84% |
$101K - $113K
|
13.5K
$5.65M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
370+ 1.64% |
$100K - $113K
|
23K
$9.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
366+ 1.75% |
$99.4K - $112K
|
21.3K
$8.96M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
365+ 0.24% |
$99.1K - $111K
|
152K
$63.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
364+ 0.35% |
$98.9K - $111K
|
103K
$43.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
358+ 4.56% |
$97.2K - $109K
|
8.2K
$3.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
356+ 0.44% |
$96.7K - $109K
|
82K
$34.4M
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
354+ 25.97% |
$96.1K - $108K
|
1.72K
$721K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
353+ 0.2% |
$95.9K - $108K
|
173K
$72.6M
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
352+ 0.67% |
$95.6K - $107K
|
52.7K
$22.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
352+ 3.51% |
$95.6K - $107K
|
10.4K
$4.36M
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
350+ 2.22% |
$95.1K - $107K
|
16.1K
$6.78M
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
350+ 13.95% |
$95.1K - $107K
|
2.86K
$1.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
347+ 1.52% |
$94.2K - $106K
|
23.1K
$9.72M
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
346+ 0.22% |
$94K - $106K
|
161K
$67.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
343+ 0.14% |
$93.2K - $105K
|
247K
$104M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
342+ 1.18% |
$92.9K - $104K
|
29.4K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
342+ 0.56% |
$92.9K - $104K
|
61K
$25.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
342+ 9.35% |
$92.9K - $104K
|
4K
$1.68M
|
|
|
Oct 25, 2021
Q3 2021
|
Davis Rea Ltd.
|
BUY
|
- |
335+ 1.47% |
$91K - $102K
|
23.2K
$9.75M
|
|
|
Nov 17, 2021
Q3 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
335+ 0.9% |
$91K - $102K
|
37.4K
$15.7M
|