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 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
45+ 0.63% |
$12.2K - $13.7K
|
7.22K
$3.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
45+ 0.35% |
$12.2K - $13.7K
|
12.8K
$6.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
45+ 1.48% |
$12.2K - $13.7K
|
3.08K
$1.63M
|
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
45+ 0.08% |
$12.2K - $13.7K
|
56.3K
$29.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
44+ 3.17% |
$12K - $13.4K
|
1.43K
$758K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
44+ 0.81% |
$12K - $13.4K
|
5.49K
$2.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
44+ 0.11% |
$12K - $13.4K
|
38.6K
$20.4M
|
|
|
Oct 06, 2021
Q3 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
44+ 1.45% |
$12K - $13.4K
|
3.09K
$1.63M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
43+ 0.32% |
$11.7K - $13.1K
|
13.3K
$7.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
43+ 0.2% |
$11.7K - $13.1K
|
21.8K
$11.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
43+ 2.06% |
$11.7K - $13.1K
|
2.13K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
43+ 0.24% |
$11.7K - $13.1K
|
18.2K
$9.61M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
42+ 2.0% |
$11.4K - $12.8K
|
2.15K
$1.14M
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
41+ 1.84% |
$11.1K - $12.5K
|
2.28K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
41+ 0.56% |
$11.1K - $12.5K
|
7.42K
$3.92M
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
40+ 0.96% |
$10.9K - $12.2K
|
4.23K
$2.24M
|
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
40+ 3.29% |
$10.9K - $12.2K
|
1.26K
$665K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
40+ 0.12% |
$10.9K - $12.2K
|
32.9K
$17.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
39+ 2.02% |
$10.6K - $11.9K
|
1.97K
$1.04M
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
39+ 0.53% |
$10.6K - $11.9K
|
7.4K
$3.92M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
39+ 0.33% |
$10.6K - $11.9K
|
11.8K
$6.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
39+ 0.53% |
$10.6K - $11.9K
|
7.45K
$3.94M
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
38+ 0.15% |
$10.3K - $11.6K
|
25.3K
$13.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
38+ 1.13% |
$10.3K - $11.6K
|
3.41K
$1.81M
|
|
|
Oct 21, 2021
Q3 2021
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
38+ 0.52% |
$10.3K - $11.6K
|
7.37K
$3.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38+ 0.44% |
$10.3K - $11.6K
|
8.74K
$4.62M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
38New |
$10.3K - $11.6K
|
38
$20.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
37+ 0.32% |
$10K - $11.3K
|
11.5K
$6.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
36+ 3.98% |
$9.78K - $11K
|
941
$498K
|
|
|
Nov 16, 2021
Q3 2021
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
36+ 0.18% |
$9.78K - $11K
|
19.5K
$10.3M
|
|
|
Oct 06, 2021
Q3 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
36New |
$9.78K - $11K
|
36
$19.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
35+ 0.13% |
$9.51K - $10.7K
|
27K
$14.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
34+ 0.12% |
$9.23K - $10.4K
|
27.7K
$14.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
34+ 0.11% |
$9.23K - $10.4K
|
30.2K
$16M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
33+ 1.34% |
$8.96K - $10.1K
|
2.5K
$1.32M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
33+ 0.27% |
$8.96K - $10.1K
|
12.2K
$6.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
33+ 0.04% |
$8.96K - $10.1K
|
74.7K
$39.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
32+ 0.32% |
$8.69K - $9.77K
|
9.91K
$5.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
32+ 2.57% |
$8.69K - $9.77K
|
1.28K
$677K
|
|
|
May 19, 2025
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
32+ 2.57% |
$8.69K - $9.77K
|
1.28K
$677K
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
31+ 0.73% |
$8.42K - $9.46K
|
4.27K
$2.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
31+ 0.23% |
$8.42K - $9.46K
|
13.3K
$7.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
30+ 0.56% |
$8.15K - $9.16K
|
5.42K
$2.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
29+ 0.12% |
$7.88K - $8.85K
|
23.3K
$12.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
28+ 0.07% |
$7.6K - $8.55K
|
38.7K
$20.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
27+ 0.12% |
$7.33K - $8.24K
|
22.9K
$12.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
27+ 0.16% |
$7.33K - $8.24K
|
16.5K
$8.71M
|
|
|
Nov 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
27+ 0.29% |
$7.33K - $8.24K
|
9.27K
$4.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
27+ 0.13% |
$7.33K - $8.24K
|
20.4K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
26+ 0.65% |
$7.06K - $7.94K
|
4.02K
$2.13M
|