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
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
26+ 0.05% |
$7.06K - $7.94K
|
48K
$25.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.16% |
$6.79K - $7.63K
|
15.4K
$8.13M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Advisors, Inc.
|
BUY
|
- |
25+ 0.06% |
$6.79K - $7.63K
|
44.7K
$23.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Fenimore Asset Management Inc
|
BUY
|
- |
25+ 0.77% |
$6.79K - $7.63K
|
3.26K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
25+ 0.41% |
$6.79K - $7.63K
|
6.17K
$3.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
25+ 0.55% |
$6.79K - $7.63K
|
4.61K
$2.44M
|
|
|
Nov 10, 2021
Q3 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
24+ 0.03% |
$6.52K - $7.33K
|
87.2K
$46.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
23+ 0.68% |
$6.25K - $7.02K
|
3.39K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
23+ 0.11% |
$6.25K - $7.02K
|
21.4K
$11.3M
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
23+ 0.08% |
$6.25K - $7.02K
|
30K
$15.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
22+ 0.26% |
$5.98K - $6.71K
|
8.43K
$4.46M
|
|
|
Oct 28, 2021
Q3 2021
|
Belmont Capital, LLC
|
BUY
|
- |
22New |
$5.98K - $6.71K
|
22
$11.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Newfound Research LLC
|
BUY
|
- |
22+ 6.61% |
$5.98K - $6.71K
|
355
$188K
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.74% |
$5.98K - $6.71K
|
3K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
22+ 4.19% |
$5.98K - $6.71K
|
547
$289K
|
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 0.04% |
$5.98K - $6.71K
|
61.4K
$32.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
21New |
$5.7K - $6.41K
|
21
$11.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
21+ 0.2% |
$5.7K - $6.41K
|
10.5K
$5.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
21+ 0.42% |
$5.7K - $6.41K
|
5.07K
$2.68M
|
|
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
21+ 1.62% |
$5.7K - $6.41K
|
1.32K
$696K
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
20+ 1.51% |
$5.43K - $6.1K
|
1.34K
$711K
|
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
20+ 0.27% |
$5.43K - $6.1K
|
7.36K
$3.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
19+ 0.65% |
$5.16K - $5.8K
|
2.93K
$1.55M
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
BUY
|
- |
19+ 0.06% |
$5.16K - $5.8K
|
30.9K
$16.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.12% |
$4.89K - $5.49K
|
15.6K
$8.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
18+ 0.13% |
$4.89K - $5.49K
|
13.5K
$7.13M
|
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
18+ 0.19% |
$4.89K - $5.49K
|
9.64K
$5.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
18+ 0.48% |
$4.89K - $5.49K
|
3.75K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
18+ 0.06% |
$4.89K - $5.49K
|
29K
$15.3M
|
|
|
Nov 12, 2021
Q3 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
18+ 0.2% |
$4.89K - $5.49K
|
8.94K
$4.73M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
18+ 9.38% |
$4.89K - $5.49K
|
210
$111K
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
17+ 0.47% |
$4.62K - $5.19K
|
3.65K
$1.93M
|
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
BUY
|
- |
17+ 0.31% |
$4.62K - $5.19K
|
5.42K
$2.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
17+ 0.59% |
$4.62K - $5.19K
|
2.89K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
17+ 0.27% |
$4.62K - $5.19K
|
6.34K
$3.36M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
16+ 0.36% |
$4.35K - $4.88K
|
4.45K
$2.36M
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16+ 0.07% |
$4.35K - $4.88K
|
21.6K
$11.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
16+ 0.8% |
$4.35K - $4.88K
|
2.01K
$1.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16+ 1.15% |
$4.35K - $4.88K
|
1.4K
$743K
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
15+ 0.14% |
$4.07K - $4.58K
|
10.4K
$5.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
15+ 0.16% |
$4.07K - $4.58K
|
9.16K
$4.85M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 0.22% |
$4.07K - $4.58K
|
6.88K
$3.64M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
15+ 0.34% |
$4.07K - $4.58K
|
4.48K
$2.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
14+ 0.18% |
$3.8K - $4.27K
|
7.97K
$4.22M
|
|
|
Nov 08, 2021
Q3 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
14+ 0.18% |
$3.8K - $4.27K
|
7.69K
$4.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 0.04% |
$3.8K - $4.27K
|
32.1K
$17M
|
|
|
Nov 09, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
13+ 1.09% |
$3.53K - $3.97K
|
1.21K
$638K
|
|
|
Oct 14, 2021
Q3 2021
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
12+ 0.05% |
$3.26K - $3.66K
|
26.2K
$13.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.01% |
$3.26K - $3.66K
|
103K
$54.6M
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
12+ 0.49% |
$3.26K - $3.66K
|
2.46K
$1.3M
|