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 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8+ 0.3% |
$2.17K - $2.44K
|
2.71K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$2.17K - $2.44K
|
12.4K
$5.26M
|
|
|
Nov 08, 2021
Q3 2021
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
8+ 0.0% |
$2.17K - $2.44K
|
564K
$240M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
8+ 0.56% |
$2.17K - $2.44K
|
1.45K
$616K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
7+ 0.27% |
$1.9K - $2.14K
|
2.58K
$1.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
7+ 0.18% |
$1.9K - $2.14K
|
3.84K
$1.63M
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7+ 0.56% |
$1.9K - $2.14K
|
1.26K
$536K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.2% |
$1.9K - $2.14K
|
3.55K
$1.51M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
6+ 0.18% |
$1.63K - $1.83K
|
3.28K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Ns Partners LTD
|
BUY
|
- |
6+ 0.0% |
$1.63K - $1.83K
|
552K
$235M
|
|
|
Oct 13, 2021
Q3 2021
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
5+ 0.01% |
$1.36K - $1.53K
|
42.1K
$17.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$1.09K - $1.22K
|
39.4K
$16.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
4+ 0.06% |
$1.09K - $1.22K
|
6.46K
$2.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
4+ 0.0% |
$1.09K - $1.22K
|
292K
$124M
|
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
3+ 0.01% |
$815 - $916
|
26.6K
$11.3M
|
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$815 - $916
|
17.2K
$7.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3+ 0.1% |
$815 - $916
|
3.05K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3+ 0.01% |
$815 - $916
|
25.2K
$10.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 200.0% |
$543 - $610
|
3
$1.28K
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
2+ 0.12% |
$543 - $610
|
1.6K
$682K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
2+ 0.05% |
$543 - $610
|
3.65K
$1.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
2+ 0.08% |
$543 - $610
|
2.66K
$1.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2+ 0.0% |
$543 - $610
|
57.5K
$24.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
2+ 0.13% |
$543 - $610
|
1.51K
$642K
|
|
|
Oct 05, 2021
Q3 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$272 - $305
|
28.6K
$12.2M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.09% |
$272 - $305
|
1.14K
$484K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$272 - $305
|
3.75K
$1.59M
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
1+ 0.11% |
$272 - $305
|
942
$401K
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.03% |
$272 - $305
|
3.88K
$1.65M
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$272 - $305
|
2.59K
$1.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1+ 0.03% |
$272 - $305
|
3.98K
$1.69M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$272 - $305
|
1.92K
$815K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
1+ 0.0% |
$272 - $305
|
30.6K
$13M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$272 - $305
|
15.2K
$6.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$272 - $305
|
7.31K
$3.11M
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
1+ 0.06% |
$272 - $305
|
1.77K
$753K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$272 - $305
|
3.07K
$1.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
1+ 0.13% |
$272 - $305
|
757
$322K
|
|
|
Oct 28, 2021
Q3 2021
|
Emerald Advisers, LLC
|
BUY
|
- |
1+ 0.0% |
$272 - $305
|
23.2K
$9.88M
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$272 - $305
|
2.27K
$965K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1+ 0.13% |
$272 - $305
|
798
$339K
|
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1+ 0.09% |
$272 - $305
|
1.17K
$497K
|
|
|
Nov 12, 2021
Q3 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1+ 0.0% |
$272 - $305
|
51.5K
$21.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
1+ 0.01% |
$272 - $305
|
11.3K
$4.83M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$272 - $305
|
505
$215K
|
|
|
Nov 16, 2021
Q3 2021
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$272 - $305
|
1.1K
$468K
|
|
|
Nov 12, 2021
Q3 2021
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$272 - $305
|
1.76K
$750K
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$272 - $305
|
24.2K
$10.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$272 - $305
|
7.18K
$3.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$272 - $305
|
6.93K
$2.95M
|