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
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-573- 1.57% |
$156K - $175K
|
36K
$15.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-576- 3.03% |
$156K - $176K
|
18.4K
$7.88M
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-578- 5.17% |
$157K - $176K
|
10.6K
$4.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-579- 9.99% |
$157K - $177K
|
5.22K
$2.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-579- 1.75% |
$157K - $177K
|
32.5K
$13.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-580- 0.44% |
$158K - $177K
|
131K
$56.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-582- 2.57% |
$158K - $178K
|
22K
$9.43M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-587- 2.38% |
$159K - $179K
|
24.1K
$10.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-588- 0.82% |
$160K - $179K
|
71.5K
$30.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-594- 9.2% |
$161K - $181K
|
5.86K
$2.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-597- 2.16% |
$162K - $182K
|
27K
$11.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-597- 0.98% |
$162K - $182K
|
60K
$25.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-598- 2.79% |
$162K - $183K
|
20.8K
$8.91M
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-599- 1.68% |
$163K - $183K
|
35.2K
$15M
|
|
|
Nov 12, 2021
Q3 2021
|
Zeit Capital LLC
|
SELL
|
- |
-600- 4.97% |
$163K - $183K
|
11.5K
$4.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-600- 1.17% |
$163K - $183K
|
50.9K
$21.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-604- 3.27% |
$164K - $184K
|
17.8K
$7.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-610- 1.8% |
$166K - $186K
|
33.3K
$14.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-612- 0.76% |
$166K - $187K
|
79.9K
$34.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
SELL
|
- |
-613- 0.68% |
$166K - $187K
|
89.9K
$38.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
SELL
|
- |
-614- 2.73% |
$167K - $187K
|
21.9K
$9.36M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-614- 2.68% |
$167K - $187K
|
22.3K
$9.53M
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-615- 1.08% |
$167K - $188K
|
56.4K
$24.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-615- 2.47% |
$167K - $188K
|
24.3K
$10.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-618- 1.5% |
$168K - $189K
|
40.6K
$17.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-624- 9.4% |
$169K - $190K
|
6.02K
$2.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-628- 5.38% |
$171K - $192K
|
11K
$4.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-630- 4.4% |
$171K - $192K
|
13.7K
$5.85M
|
|
|
Oct 29, 2021
Q3 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-630- 1.9% |
$171K - $192K
|
32.5K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-631- 2.59% |
$171K - $193K
|
23.7K
$10.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-632- 1.17% |
$172K - $193K
|
53.6K
$22.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-632- 0.37% |
$172K - $193K
|
172K
$73.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-633- 4.55% |
$172K - $193K
|
13.3K
$5.68M
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-635- 2.71% |
$172K - $194K
|
22.8K
$9.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-649- 0.09% |
$176K - $198K
|
753K
$322M
|
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
SELL
|
- |
-650- 5.99% |
$177K - $198K
|
10.2K
$4.37M
|
|
|
Nov 04, 2021
Q3 2021
|
Karpas Strategies, LLC
|
SELL
|
- |
-651- 3.69% |
$177K - $199K
|
17K
$7.26M
|
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-652- 3.36% |
$177K - $199K
|
18.7K
$8.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-655- 0.01% |
$178K - $200K
|
12M
$5.15B
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-656- 3.72% |
$178K - $200K
|
17K
$7.27M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-657- 10.22% |
$178K - $201K
|
5.77K
$2.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-661- 4.26% |
$180K - $202K
|
14.8K
$6.35M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-664- 0.94% |
$180K - $203K
|
70.2K
$30M
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-670- 1.05% |
$182K - $204K
|
63K
$26.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-672- 13.39% |
$183K - $205K
|
4.35K
$1.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-674- 2.75% |
$183K - $206K
|
23.9K
$10.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-675- 3.05% |
$183K - $206K
|
21.5K
$9.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-675- 4.68% |
$183K - $206K
|
13.7K
$5.88M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-677- 0.86% |
$184K - $207K
|
77.9K
$33.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-677- 0.78% |
$184K - $207K
|
86.5K
$37M
|