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
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-774- 6.02% |
$210K - $236K
|
12.1K
$5.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-775- 0.16% |
$210K - $237K
|
480K
$203M
|
|
|
Nov 08, 2021
Q3 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-777- 2.9% |
$211K - $237K
|
26K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-779- 4.64% |
$212K - $238K
|
16K
$6.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-780- 1.03% |
$212K - $238K
|
74.7K
$31.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-781- 2.24% |
$212K - $238K
|
34K
$14.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-783- 3.35% |
$213K - $239K
|
22.6K
$9.56M
|
|
|
Oct 12, 2021
Q3 2021
|
F&V Capital Management, LLC
|
SELL
|
- |
-785- 2.29% |
$213K - $240K
|
33.4K
$14.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-787- 0.29% |
$214K - $240K
|
266K
$113M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-788- 2.63% |
$214K - $241K
|
29.1K
$12.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-796- 3.61% |
$216K - $243K
|
21.2K
$9M
|
|
|
Nov 03, 2021
Q3 2021
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-800Closed |
$217K - $244K
|
0
$0
|
|
|
Feb 14, 2023
Q3 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-800- 4.05% |
$217K - $244K
|
19K
$8.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-801- 1.47% |
$218K - $244K
|
53.5K
$22.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
SELL
|
- |
-804- 13.14% |
$218K - $245K
|
5.32K
$2.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
SELL
|
- |
-805- 2.41% |
$219K - $246K
|
32.7K
$13.8M
|
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-808- 26.33% |
$219K - $247K
|
2.26K
$957K
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
SELL
|
- |
-813- 0.85% |
$221K - $248K
|
95.2K
$40.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-813- 2.81% |
$221K - $248K
|
28.1K
$11.9M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-815- 3.47% |
$221K - $249K
|
22.7K
$9.61M
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-818- 14.19% |
$222K - $250K
|
4.95K
$2.09M
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-825- 3.33% |
$224K - $252K
|
23.9K
$10.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-825- 2.35% |
$224K - $252K
|
34.2K
$14.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-826Closed |
$224K - $252K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-836- 1.36% |
$227K - $255K
|
60.5K
$25.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-838- 1.33% |
$228K - $256K
|
62.3K
$26.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-839- 0.69% |
$228K - $256K
|
121K
$51.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
SELL
|
- |
-849- 35.07% |
$231K - $259K
|
1.57K
$666K
|
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-849- 2.57% |
$231K - $259K
|
32.1K
$13.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-850- 0.73% |
$231K - $259K
|
115K
$48.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-850- 1.1% |
$231K - $259K
|
76.8K
$32.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-851Closed |
$231K - $260K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-851- 1.3% |
$231K - $260K
|
64.5K
$27.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-852- 2.84% |
$231K - $260K
|
29.1K
$12.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-858- 1.86% |
$233K - $262K
|
45.4K
$19.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-861- 4.69% |
$234K - $263K
|
17.5K
$7.41M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-864- 2.43% |
$235K - $264K
|
34.6K
$14.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-867- 2.71% |
$235K - $265K
|
31.2K
$13.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Jacobs & CO
|
SELL
|
- |
-869- 0.81% |
$236K - $265K
|
106K
$45M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-872- 0.45% |
$237K - $266K
|
193K
$81.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-875- 3.36% |
$238K - $267K
|
25.2K
$10.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Tamar Securities, LLC
|
SELL
|
- |
-875- 1.64% |
$238K - $267K
|
52.6K
$22.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-878- 0.51% |
$238K - $268K
|
170K
$71.9M
|
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-878- 4.87% |
$238K - $268K
|
17.2K
$7.26M
|
|
|
Oct 21, 2021
Q3 2021
|
Founders Capital Management, LLC
|
SELL
|
- |
-879- 0.68% |
$239K - $268K
|
128K
$54.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Torray LLC
|
SELL
|
- |
-880- 2.15% |
$239K - $269K
|
40K
$16.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-881- 28.01% |
$239K - $269K
|
2.26K
$959K
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-883- 0.85% |
$240K - $270K
|
103K
$43.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-896- 0.62% |
$243K - $273K
|
143K
$60.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-898- 3.04% |
$244K - $274K
|
28.6K
$12.1M
|