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
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$272 - $305
|
7.18K
$3.04M
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$272 - $305
|
6.93K
$2.93M
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$272 - $305
|
2.54K
$1.07M
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 0.01% |
$272 - $305
|
8.54K
$3.62M
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-2- 0.15% |
$543 - $610
|
1.35K
$570K
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2- 0.01% |
$543 - $610
|
15.6K
$6.6M
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-2- 0.07% |
$543 - $610
|
3.06K
$1.29M
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-3- 0.08% |
$815 - $916
|
3.53K
$1.49M
|
|
Nov 09, 2021
Q3 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-3- 0.01% |
$815 - $916
|
25.2K
$10.7M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-3- 0.05% |
$815 - $916
|
6.54K
$2.77M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-3- 0.01% |
$815 - $916
|
28.7K
$12.1M
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3- 0.07% |
$815 - $916
|
4.32K
$1.83M
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-5- 0.08% |
$1.36K - $1.53K
|
5.89K
$2.49M
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5- 0.01% |
$1.36K - $1.53K
|
34.5K
$14.6M
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5- 0.1% |
$1.36K - $1.53K
|
5.05K
$2.14M
|
|
Oct 12, 2021
Q3 2021
|
Fruth Investment Management
|
SELL
|
- |
-5- 0.02% |
$1.36K - $1.53K
|
22.9K
$9.68M
|
|
Oct 13, 2021
Q3 2021
|
Ht Partners LLC
|
SELL
|
- |
-5- 0.05% |
$1.36K - $1.53K
|
9.09K
$3.85M
|
|
Oct 20, 2021
Q3 2021
|
Mount Vernon Associates Inc
|
SELL
|
- |
-5- 0.02% |
$1.36K - $1.53K
|
23.7K
$10M
|
|
Oct 20, 2021
Q3 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-5- 0.42% |
$1.36K - $1.53K
|
1.18K
$500K
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-6- 0.02% |
$1.63K - $1.83K
|
30.9K
$13.1M
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
SELL
|
- |
-6- 0.05% |
$1.63K - $1.83K
|
13.3K
$5.64M
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7Closed |
$1.9K - $2.14K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Sitrin Capital Management LLC
|
SELL
|
- |
-8- 0.02% |
$2.17K - $2.44K
|
33.4K
$14.2M
|
|
Nov 12, 2021
Q3 2021
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-8- 0.05% |
$2.17K - $2.44K
|
16.1K
$6.83M
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-9- 0.42% |
$2.44K - $2.75K
|
2.16K
$913K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-9- 0.67% |
$2.44K - $2.75K
|
1.34K
$566K
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-9- 0.01% |
$2.44K - $2.75K
|
87.5K
$37.1M
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-9- 0.03% |
$2.44K - $2.75K
|
32.5K
$13.7M
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-9- 0.06% |
$2.44K - $2.75K
|
15.3K
$6.49M
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9- 0.02% |
$2.44K - $2.75K
|
36.6K
$15.5M
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.06% |
$2.44K - $2.75K
|
14.6K
$6.2M
|
|
Oct 18, 2021
Q3 2021
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.1% |
$2.72K - $3.05K
|
10.2K
$4.32M
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-10- 0.13% |
$2.72K - $3.05K
|
7.55K
$3.2M
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10- 0.2% |
$2.72K - $3.05K
|
4.93K
$2.09M
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-10- 0.04% |
$2.72K - $3.05K
|
26.3K
$11.1M
|
|
Nov 15, 2021
Q3 2021
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-10- 0.89% |
$2.72K - $3.05K
|
1.11K
$470K
|
|
Oct 08, 2021
Q3 2021
|
Strid Group, LLC
|
SELL
|
- |
-11- 0.65% |
$2.99K - $3.36K
|
1.68K
$711K
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-11- 0.62% |
$2.99K - $3.36K
|
1.77K
$750K
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-11- 0.14% |
$2.99K - $3.36K
|
7.69K
$3.26M
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-12- 0.19% |
$3.26K - $3.66K
|
6.32K
$2.68M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12- 0.05% |
$3.26K - $3.66K
|
23.9K
$10.1M
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-13- 0.02% |
$3.53K - $3.97K
|
70.9K
$30M
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
SELL
|
- |
-13- 0.64% |
$3.53K - $3.97K
|
2.03K
$858K
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-14- 0.17% |
$3.8K - $4.27K
|
8.02K
$3.4M
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-14- -0.0% |
$3.8K - $4.27K
|
1.13M
$477M
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-15- 0.85% |
$4.07K - $4.58K
|
1.75K
$742K
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-15- 0.37% |
$4.07K - $4.58K
|
4K
$1.7M
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-15- 0.42% |
$4.07K - $4.58K
|
3.56K
$1.51M
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-15- 0.2% |
$4.07K - $4.58K
|
7.67K
$3.25M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-16- 0.18% |
$4.35K - $4.88K
|
8.74K
$3.7M
|