Purchases and Sales Made in Q3 2021 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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 12, 2021 Q3 2021
Kohmann Bosshard Financial Services, LLC

BUY
 -
334
+ 8.15%
$90.7K - $102K
4.43K $1.86M
Dec 10, 2021 Q3 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
333
+ 2.14%
$90.4K - $102K
15.9K $6.69M
Nov 12, 2021 Q3 2021
Cranbrook Wealth Management, LLC

BUY
 -
330
+ 12.12%
$89.6K - $101K
3.05K $1.28M
Sep 10, 2024 Q3 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
327
+ 5.5%
$88.8K - $99.8K
6.27K $2.63M
Nov 12, 2021 Q3 2021
Stevard, LLC

Chicago, IL
BUY
 -
326
+ 27.19%
$88.5K - $99.5K
1.53K $641K
Oct 25, 2021 Q3 2021
Atlas Private Wealth Management

BUY
 -
325
+ 7.3%
$88.3K - $99.2K
4.78K $2.01M
Oct 22, 2021 Q3 2021
Gibson Capital, LLC

Wexford, PA
BUY
 -
325
+ 32.76%
$88.3K - $99.2K
1.32K $553K
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
325
+ 65.39%
$88.3K - $99.2K
822 $345K
Oct 20, 2021 Q3 2021
Crumly & Associates Inc.

BUY
 -
324
+ 5.6%
$88K - $98.9K
6.11K $2.57M
Oct 21, 2021 Q3 2021
Apcm Wealth Management For Individuals

BUY
 -
323
+ 26.2%
$87.7K - $98.6K
1.56K $654K
Oct 12, 2021 Q3 2021
First Hawaiian Bank

BUY
 -
321
+ 0.35%
$87.2K - $98K
91K $38.2M
Nov 04, 2021 Q3 2021
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
320
+ 13.25%
$86.9K - $97.7K
2.74K $1.15M
Nov 15, 2021 Q3 2021
Ironvine Capital Partners, LLC

Omaha, NE
BUY
 -
320
+ 0.13%
$86.9K - $97.7K
251K $105M
Nov 03, 2021 Q3 2021
Lex Aurum Advisors, LLC

BUY
 -
319
+ 2.17%
$86.6K - $97.4K
15K $6.3M
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

BUY
 -
316
+ 3.5%
$85.8K - $96.4K
9.35K $3.93M
Nov 12, 2021 Q3 2021
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
316
+ 5.78%
$85.8K - $96.4K
5.79K $2.43M
Nov 15, 2021 Q3 2021
Trustco Bank Corp N Y

Albany, NY
BUY
 -
315
+ 2.0%
$85.6K - $96.1K
16.1K $6.76M
Sep 21, 2023 Q3 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
315
+ 64.55%
$85.6K - $96.1K
803 $337K
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

BUY
 -
313
+ 1.38%
$85K - $95.5K
23.1K $9.69M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
313
+ 18.35%
$85K - $95.5K
2.02K $848K
Nov 12, 2021 Q3 2021
Leelyn Smith, LLC

Geneva, IL
BUY
 -
313
+ 1.69%
$85K - $95.5K
18.8K $7.91M
Oct 14, 2021 Q3 2021
Reliant Investment Management, LLC

BUY
 -
312
+ 15.74%
$84.7K - $95.2K
2.29K $964K
Oct 19, 2021 Q3 2021
Uma Financial Services, Inc.

BUY
 -
312
+ 2.28%
$84.7K - $95.2K
14K $5.88M
Oct 26, 2021 Q3 2021
Ifg Advisors, LLC

BUY
 -
310
+ 6.4%
$84.2K - $94.6K
5.15K $2.16M
Oct 12, 2021 Q3 2021
Tsfg, LLC

BUY
 -
307
+ 3.26%
$83.4K - $93.7K
9.72K $4.08M
Nov 15, 2021 Q3 2021
Algert Global LLC

San Francisco, CA
BUY
 -
307
+ 2.19%
$83.4K - $93.7K
14.4K $6.03M
Oct 19, 2021 Q3 2021
Marshall & Sullivan Inc

BUY
 -
306
+ 0.85%
$83.1K - $93.4K
36.5K $15.3M
Nov 12, 2021 Q3 2021
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
306
+ 2.96%
$83.1K - $93.4K
10.6K $4.47M
Oct 21, 2021 Q3 2021
Boyd Watterson Asset Management LLC

BUY
 -
301
+ 0.61%
$81.8K - $91.9K
49.4K $20.7M
Oct 14, 2021 Q3 2021
Intelligence Driven Advisers, LLC

BUY
 -
301
+ 6.58%
$81.8K - $91.9K
4.87K $2.05M
Nov 16, 2021 Q3 2021
Pavion Blue Capital, LLC

BUY
 -
301
+ 0.48%
$81.8K - $91.9K
63K $26.5M
Jan 09, 2024 Q3 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
301
+ 0.93%
$81.8K - $91.9K
32.5K $13.7M
Oct 15, 2021 Q3 2021
Sequent Asset Management, LLC

BUY
 -
300
+ 13.0%
$81.5K - $91.6K
2.61K $1.1M
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
297
+ 21.79%
$80.7K - $90.7K
1.66K $697K
Oct 26, 2021 Q3 2021
Reik & Co., LLC

BUY
 -
295
+ 1.59%
$80.1K - $90K
18.8K $7.9M
Nov 12, 2021 Q3 2021
United Bank

BUY
 -
295
+ 1.58%
$80.1K - $90K
19K $7.98M
Nov 12, 2021 Q3 2021
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
295
+ 42.94%
$80.1K - $90K
982 $413K
Nov 09, 2021 Q3 2021
Keebeck Alpha, LP

Stamford, CT
BUY
 -
295
+ 5.69%
$80.1K - $90K
5.48K $2.3M
Oct 26, 2021 Q3 2021
Levy Wealth Management Group, LLC

BUY
 -
292
+ 4.46%
$79.3K - $89.1K
6.83K $2.87M
Oct 25, 2021 Q3 2021
Meridian Financial Partners LLC

BUY
 -
292
+ 2.02%
$79.3K - $89.1K
14.7K $6.18M
Nov 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

BUY
 -
292
+ 33.22%
$79.3K - $89.1K
1.17K $492K
Nov 15, 2021 Q3 2021
Bar Harbor Trust Services

Ellsworth, ME
BUY
 -
288
+ 0.71%
$78.2K - $87.9K
41.1K $17.3M
Nov 09, 2021 Q3 2021
Evolution Wealth Advisors, LLC

BUY
 -
281
+ 3.75%
$76.3K - $85.8K
7.77K $3.27M
Nov 15, 2021 Q3 2021
Quantinno Capital Management LP

New York, NY
BUY
 -
281
+ 26.76%
$76.3K - $85.8K
1.33K $559K
Oct 26, 2021 Q3 2021
Arcus Capital Partners, LLC

BUY
 -
279
+ 6.32%
$75.8K - $85.2K
4.69K $1.97M
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

BUY
 -
278
+ 0.63%
$75.5K - $84.9K
44.4K $18.7M
Oct 26, 2021 Q3 2021
Orgel Wealth Management, LLC

BUY
 -
277
+ 4.83%
$75.2K - $84.5K
6.01K $2.53M
Oct 12, 2021 Q3 2021
Iowa State Bank

BUY
 -
277
+ 0.58%
$75.2K - $84.5K
47.7K $20M
Nov 12, 2021 Q3 2021
9258 Wealth Management, LLC

BUY
 -
276
+ 0.58%
$75K - $84.2K
47.5K $20M

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