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
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-17- 0.19% |
$4.62K - $5.19K
|
9.02K
$3.84M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-18- 1.84% |
$4.89K - $5.49K
|
959
$408K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-18- 0.13% |
$4.89K - $5.49K
|
13.6K
$5.78M
|
|
|
Nov 16, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-18- 1.49% |
$4.89K - $5.49K
|
1.19K
$505K
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-19- 0.03% |
$5.16K - $5.8K
|
59.8K
$25.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-19- 0.23% |
$5.16K - $5.8K
|
8.12K
$3.45M
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-20- 0.05% |
$5.43K - $6.1K
|
42.9K
$18.3M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-20- 0.34% |
$5.43K - $6.1K
|
5.92K
$2.52M
|
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-20- 0.25% |
$5.43K - $6.1K
|
8.09K
$3.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-20- 1.09% |
$5.43K - $6.1K
|
1.82K
$774K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21- 0.06% |
$5.7K - $6.41K
|
36.6K
$15.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
SELL
|
- |
-21- 0.26% |
$5.7K - $6.41K
|
7.93K
$3.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Ruffer LLP
|
SELL
|
- |
-21- 0.77% |
$5.7K - $6.41K
|
2.72K
$1.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-21- 1.41% |
$5.7K - $6.41K
|
1.47K
$626K
|
|
|
Nov 03, 2021
Q3 2021
|
Wilsey Asset Management Inc
|
SELL
|
- |
-22- 0.01% |
$5.98K - $6.71K
|
151K
$64.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-22- 0.13% |
$5.98K - $6.71K
|
17K
$7.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-22- 0.11% |
$5.98K - $6.71K
|
20.2K
$8.59M
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-23- 0.21% |
$6.25K - $7.02K
|
10.7K
$4.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-23- 0.33% |
$6.25K - $7.02K
|
6.89K
$2.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23- 0.64% |
$6.25K - $7.02K
|
3.57K
$1.52M
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-24- 0.09% |
$6.52K - $7.33K
|
26.8K
$11.4M
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-24- 0.26% |
$6.52K - $7.33K
|
9.2K
$3.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-24- 0.72% |
$6.52K - $7.33K
|
3.31K
$1.41M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-25- 0.16% |
$6.79K - $7.63K
|
15.6K
$6.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-25- 0.14% |
$6.79K - $7.63K
|
17.4K
$7.39M
|
|
|
Oct 22, 2021
Q3 2021
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-25- 1.52% |
$6.79K - $7.63K
|
1.62K
$687K
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-26- 0.14% |
$7.06K - $7.94K
|
19.2K
$8.17M
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-26- 0.16% |
$7.06K - $7.94K
|
16.4K
$6.99M
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-26- 0.41% |
$7.06K - $7.94K
|
6.26K
$2.66M
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-27- 0.18% |
$7.33K - $8.24K
|
14.9K
$6.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-27- 0.06% |
$7.33K - $8.24K
|
44.1K
$18.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-27- 0.45% |
$7.33K - $8.24K
|
5.98K
$2.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-27- 1.54% |
$7.33K - $8.24K
|
1.73K
$735K
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-27- 0.54% |
$7.33K - $8.24K
|
4.96K
$2.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-28- 0.71% |
$7.6K - $8.55K
|
3.9K
$1.66M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-28- -0.0% |
$7.6K - $8.55K
|
1.28M
$546M
|
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
SELL
|
- |
-29- 0.18% |
$7.88K - $8.85K
|
16.1K
$6.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-29- 0.55% |
$7.88K - $8.85K
|
5.26K
$2.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-30- 0.2% |
$8.15K - $9.16K
|
15.2K
$6.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-30- 0.06% |
$8.15K - $9.16K
|
52.1K
$22.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30- 0.03% |
$8.15K - $9.16K
|
89.1K
$37.9M
|
|
|
Jan 12, 2024
Q3 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-30- 1.06% |
$8.15K - $9.16K
|
2.81K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-31- 0.06% |
$8.42K - $9.46K
|
48.1K
$20.4M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.78% |
$8.42K - $9.46K
|
3.96K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-31- 1.03% |
$8.42K - $9.46K
|
2.98K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-31- 2.22% |
$8.42K - $9.46K
|
1.37K
$581K
|
|
|
Nov 10, 2021
Q3 2021
|
Capital Management Associates
New York, NY |
SELL
|
- |
-31- 0.15% |
$8.42K - $9.46K
|
20.9K
$8.91M
|
|
|
Oct 29, 2021
Q3 2021
|
Community Bank Of Raymore
|
SELL
|
- |
-33- 0.94% |
$8.96K - $10.1K
|
3.46K
$1.47M
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-34- 0.22% |
$9.23K - $10.4K
|
15.2K
$6.48M
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-34- 0.3% |
$9.23K - $10.4K
|
11.1K
$4.74M
|