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
|
Annapolis Financial Services, LLC
|
BUY
|
- |
91+ 3.6% |
$24.7K - $27.8K
|
2.62K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
91+ 0.07% |
$24.7K - $27.8K
|
124K
$52.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
91+ 8.0% |
$24.7K - $27.8K
|
1.23K
$520K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
90+ 0.09% |
$24.4K - $27.5K
|
104K
$44.1M
|
|
|
Nov 09, 2021
Q3 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
90+ 0.06% |
$24.4K - $27.5K
|
139K
$59M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
87+ 1.18% |
$23.6K - $26.6K
|
7.47K
$3.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Ocean Capital Management, LLC
|
BUY
|
- |
86+ 0.78% |
$23.4K - $26.2K
|
11.1K
$4.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
86+ 10.98% |
$23.4K - $26.2K
|
869
$368K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
85+ 1.97% |
$23.1K - $25.9K
|
4.4K
$1.86M
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
85+ 4.49% |
$23.1K - $25.9K
|
1.98K
$838K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
84+ 1.27% |
$22.8K - $25.6K
|
6.69K
$2.83M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
83+ 2.81% |
$22.5K - $25.3K
|
3.04K
$1.29M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
82+ 2.07% |
$22.3K - $25K
|
4.04K
$1.71M
|
|
|
Nov 09, 2021
Q3 2021
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
82+ 0.07% |
$22.3K - $25K
|
125K
$53M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
82+ 0.85% |
$22.3K - $25K
|
9.71K
$4.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
81+ 2.19% |
$22K - $24.7K
|
3.78K
$1.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
80+ 0.75% |
$21.7K - $24.4K
|
10.8K
$4.58M
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
79+ 1.58% |
$21.5K - $24.1K
|
5.08K
$2.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
78+ 0.22% |
$21.2K - $23.8K
|
35.4K
$15M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
77+ 0.89% |
$20.9K - $23.5K
|
8.71K
$3.69M
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
77+ 0.25% |
$20.9K - $23.5K
|
30.9K
$13.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
76+ 0.92% |
$20.6K - $23.2K
|
8.3K
$3.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
75+ 2.75% |
$20.4K - $22.9K
|
2.8K
$1.19M
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
75+ 5.22% |
$20.4K - $22.9K
|
1.51K
$640K
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
75+ 0.96% |
$20.4K - $22.9K
|
7.93K
$3.36M
|
|
|
Oct 25, 2021
Q3 2021
|
Weybosset Research & Management LLC
|
BUY
|
- |
75+ 3.7% |
$20.4K - $22.9K
|
2.1K
$889K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
75+ 0.25% |
$20.4K - $22.9K
|
29.6K
$12.5M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
73+ 0.62% |
$19.8K - $22.3K
|
11.8K
$5M
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.76% |
$19.8K - $22.3K
|
9.66K
$4.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
73+ 0.2% |
$19.8K - $22.3K
|
37.2K
$15.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
72+ 0.85% |
$19.6K - $22K
|
8.51K
$3.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
72+ 2.96% |
$19.6K - $22K
|
2.5K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
72+ 0.17% |
$19.6K - $22K
|
42.1K
$17.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
72+ 0.73% |
$19.6K - $22K
|
10K
$4.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
72+ 5.48% |
$19.6K - $22K
|
1.39K
$587K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
71+ 0.22% |
$19.3K - $21.7K
|
31.8K
$13.5M
|
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
71New |
$19.3K - $21.7K
|
71
$30.1K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
70+ 0.49% |
$19K - $21.4K
|
14.3K
$6.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
70+ 1.93% |
$19K - $21.4K
|
3.69K
$1.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
70+ 6.07% |
$19K - $21.4K
|
1.22K
$518K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
69+ 11.56% |
$18.7K - $21.1K
|
666
$282K
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
69+ 0.12% |
$18.7K - $21.1K
|
58.2K
$24.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
68+ 0.97% |
$18.5K - $20.8K
|
7.11K
$3.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
68+ 0.71% |
$18.5K - $20.8K
|
9.64K
$4.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
67+ 0.88% |
$18.2K - $20.4K
|
7.65K
$3.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
67+ 3.69% |
$18.2K - $20.4K
|
1.88K
$797K
|
|
|
Nov 03, 2021
Q3 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
67+ 0.38% |
$18.2K - $20.4K
|
17.5K
$7.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
66+ 0.41% |
$17.9K - $20.1K
|
16K
$6.79M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
65+ 0.54% |
$17.7K - $19.8K
|
12.1K
$5.12M
|
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
65+ 2.06% |
$17.7K - $19.8K
|
3.22K
$1.36M
|