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 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
65+ 2.66% |
$17.7K - $19.8K
|
2.51K
$1.06M
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
64+ 0.47% |
$17.4K - $19.5K
|
13.7K
$5.81M
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
64+ 0.96% |
$17.4K - $19.5K
|
6.74K
$2.85M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
63+ 3.56% |
$17.1K - $19.2K
|
1.84K
$777K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
62+ 1.92% |
$16.8K - $18.9K
|
3.29K
$1.39M
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
62+ 0.5% |
$16.8K - $18.9K
|
12.6K
$5.32M
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
61+ 7.95% |
$16.6K - $18.6K
|
828
$351K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
60+ 1.4% |
$16.3K - $18.3K
|
4.36K
$1.85M
|
|
|
Oct 20, 2021
Q3 2021
|
North Point Portfolio Managers Corp
|
BUY
|
- |
60+ 1.24% |
$16.3K - $18.3K
|
4.91K
$2.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
60+ 0.03% |
$16.3K - $18.3K
|
206K
$87.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
60+ 0.71% |
$16.3K - $18.3K
|
8.55K
$3.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
60+ 7.1% |
$16.3K - $18.3K
|
905
$383K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
59+ 2.28% |
$16K - $18K
|
2.65K
$1.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
59+ 0.36% |
$16K - $18K
|
16.3K
$6.89M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
58+ 0.11% |
$15.8K - $17.7K
|
55.3K
$23.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
56+ 0.05% |
$15.2K - $17.1K
|
109K
$46.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
55+ 0.29% |
$14.9K - $16.8K
|
19.3K
$8.16M
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
55+ 0.17% |
$14.9K - $16.8K
|
31.6K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
54+ 1.5% |
$14.7K - $16.5K
|
3.66K
$1.55M
|
|
|
Oct 15, 2021
Q3 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
54+ 2.62% |
$14.7K - $16.5K
|
2.12K
$897K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
54+ 2.59% |
$14.7K - $16.5K
|
2.14K
$907K
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
54+ 1.16% |
$14.7K - $16.5K
|
4.72K
$2M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
53+ 1.13% |
$14.4K - $16.2K
|
4.74K
$2.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.26% |
$14.1K - $15.9K
|
19.8K
$8.37M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
52+ 1.7% |
$14.1K - $15.9K
|
3.12K
$1.32M
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
51+ 0.16% |
$13.9K - $15.6K
|
31.1K
$13.2M
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
51+ 0.24% |
$13.9K - $15.6K
|
20.9K
$8.84M
|
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
50+ 0.41% |
$13.6K - $15.3K
|
12.2K
$5.17M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
50+ 0.49% |
$13.6K - $15.3K
|
10.2K
$4.31M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
50+ 0.09% |
$13.6K - $15.3K
|
56.6K
$23.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
50+ 1.81% |
$13.6K - $15.3K
|
2.81K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Concentrum Wealth Management
|
BUY
|
- |
50+ 1.58% |
$13.6K - $15.3K
|
3.22K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
50+ 1.19% |
$13.6K - $15.3K
|
4.26K
$1.81M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
49+ 0.27% |
$13.3K - $15K
|
18.3K
$7.74M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
49+ 3.17% |
$13.3K - $15K
|
1.59K
$675K
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
48+ 0.2% |
$13K - $14.7K
|
23.6K
$10M
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
48+ 5.41% |
$13K - $14.7K
|
936
$396K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
48+ 1.44% |
$13K - $14.7K
|
3.39K
$1.43M
|
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
BUY
|
- |
47+ 2.9% |
$12.8K - $14.3K
|
1.67K
$705K
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
47+ 0.12% |
$12.8K - $14.3K
|
38.5K
$16.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
47+ 0.62% |
$12.8K - $14.3K
|
7.63K
$3.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
47+ 4.96% |
$12.8K - $14.3K
|
994
$421K
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
45+ 0.63% |
$12.2K - $13.7K
|
7.22K
$3.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
45+ 0.35% |
$12.2K - $13.7K
|
12.8K
$5.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
45+ 1.48% |
$12.2K - $13.7K
|
3.08K
$1.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
45+ 0.08% |
$12.2K - $13.7K
|
56.3K
$23.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
44+ 3.17% |
$12K - $13.4K
|
1.43K
$607K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
44+ 0.81% |
$12K - $13.4K
|
5.49K
$2.32M
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
44+ 0.11% |
$12K - $13.4K
|
38.6K
$16.3M
|
|
|
Oct 06, 2021
Q3 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
44+ 1.45% |
$12K - $13.4K
|
3.09K
$1.31M
|