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 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-34- 0.22% |
$9.23K - $10.4K
|
15.2K
$6.45M
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-34- 0.3% |
$9.23K - $10.4K
|
11.1K
$4.72M
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-34- 0.52% |
$9.23K - $10.4K
|
6.57K
$2.78M
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-35- 0.1% |
$9.51K - $10.7K
|
36.2K
$15.3M
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-35- 0.11% |
$9.51K - $10.7K
|
33K
$14M
|
|
Oct 13, 2021
Q3 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-36- 0.08% |
$9.78K - $11K
|
44.5K
$18.9M
|
|
Oct 13, 2021
Q3 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-38- 2.73% |
$10.3K - $11.6K
|
1.36K
$574K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-38- 0.62% |
$10.3K - $11.6K
|
6.07K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-39- 0.37% |
$10.6K - $11.9K
|
10.5K
$4.45M
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-39- 0.25% |
$10.6K - $11.9K
|
15.6K
$6.6M
|
|
Oct 26, 2021
Q3 2021
|
Penbrook Management LLC
|
SELL
|
- |
-40- 0.11% |
$10.9K - $12.2K
|
37.8K
$16M
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-40- 0.1% |
$10.9K - $12.2K
|
38.1K
$16.2M
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-40- 3.49% |
$10.9K - $12.2K
|
1.11K
$468K
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-41- 0.7% |
$11.1K - $12.5K
|
5.78K
$2.45M
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-41- 0.05% |
$11.1K - $12.5K
|
76.3K
$32.3M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-41- 0.08% |
$11.1K - $12.5K
|
49.7K
$21M
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-42- 0.09% |
$11.4K - $12.8K
|
46K
$19.5M
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-42- 12.61% |
$11.4K - $12.8K
|
291
$123K
|
|
Oct 25, 2021
Q3 2021
|
Unison Asset Management LLC
|
SELL
|
- |
-42- 0.31% |
$11.4K - $12.8K
|
13.5K
$5.72M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-43- 0.22% |
$11.7K - $13.1K
|
19.2K
$8.14M
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.16% |
$12K - $13.4K
|
26.7K
$11.3M
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-44- 0.34% |
$12K - $13.4K
|
13K
$5.5M
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-44- 0.45% |
$12K - $13.4K
|
9.82K
$4.16M
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-45- 0.81% |
$12.2K - $13.7K
|
5.52K
$2.34M
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-45- 1.08% |
$12.2K - $13.7K
|
4.1K
$1.74M
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-45- 0.63% |
$12.2K - $13.7K
|
7.1K
$3.01M
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-46- 0.34% |
$12.5K - $14K
|
13.4K
$5.66M
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-47- 0.25% |
$12.8K - $14.3K
|
18.6K
$7.87M
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-47- 0.04% |
$12.8K - $14.3K
|
123K
$52.1M
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-47- 0.82% |
$12.8K - $14.3K
|
5.68K
$2.4M
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-47- 3.95% |
$12.8K - $14.3K
|
1.14K
$484K
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-49- 0.8% |
$13.3K - $15K
|
6.1K
$2.58M
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-49- 2.17% |
$13.3K - $15K
|
2.21K
$934K
|
|
Nov 08, 2021
Q3 2021
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-49- 0.03% |
$13.3K - $15K
|
185K
$78.4M
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-50- 2.43% |
$13.6K - $15.3K
|
2.01K
$851K
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-50- 0.01% |
$13.6K - $15.3K
|
635K
$269M
|
|
Oct 20, 2021
Q3 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-50- 0.97% |
$13.6K - $15.3K
|
5.09K
$2.15M
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
SELL
|
- |
-50- 2.7% |
$13.6K - $15.3K
|
1.8K
$762K
|
|
Nov 01, 2021
Q3 2021
|
Lipe & Dalton
|
SELL
|
- |
-50- 0.66% |
$13.6K - $15.3K
|
7.55K
$3.2M
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-50- 0.8% |
$13.6K - $15.3K
|
6.23K
$2.64M
|
|
Oct 25, 2021
Q3 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-50- 0.29% |
$13.6K - $15.3K
|
17K
$7.18M
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-51- 0.31% |
$13.9K - $15.6K
|
16.3K
$6.92M
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
SELL
|
- |
-51- 0.63% |
$13.9K - $15.6K
|
8K
$3.39M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-51- 0.2% |
$13.9K - $15.6K
|
25.9K
$11M
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-52- 0.65% |
$14.1K - $15.9K
|
7.96K
$3.37M
|
|
Nov 12, 2021
Q3 2021
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-53- 5.25% |
$14.4K - $16.2K
|
957
$405K
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
SELL
|
- |
-54- 0.4% |
$14.7K - $16.5K
|
13.5K
$5.73M
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-54- 2.24% |
$14.7K - $16.5K
|
2.36K
$997K
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-54- 1.59% |
$14.7K - $16.5K
|
3.34K
$1.41M
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-55- 14.32% |
$14.9K - $16.8K
|
329
$139K
|