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 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-1.65K- 15.14% |
$449K - $504K
|
9.26K
$3.89M
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-1.68K- 6.69% |
$456K - $512K
|
23.4K
$9.83M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.68K- 0.18% |
$456K - $513K
|
907K
$381M
|
|
|
Nov 01, 2021
Q3 2021
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.68K- 0.57% |
$456K - $513K
|
293K
$123M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.69K- 15.51% |
$458K - $515K
|
9.2K
$3.86M
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.69K- 3.38% |
$460K - $517K
|
48.4K
$20.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.69KClosed |
$460K - $517K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.7K- 7.6% |
$462K - $519K
|
20.7K
$8.69M
|
|
|
Oct 26, 2021
Q3 2021
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-1.7K- 1.17% |
$462K - $519K
|
144K
$60.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.71K- 1.45% |
$464K - $521K
|
116K
$48.6M
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.71K- 10.21% |
$464K - $522K
|
15K
$6.31M
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.72K- 1.6% |
$468K - $526K
|
106K
$44.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.73K- 42.86% |
$470K - $528K
|
2.31K
$969K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.73K- 2.17% |
$470K - $528K
|
77.9K
$32.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.74K- 1.64% |
$473K - $532K
|
105K
$44M
|
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-1.75K- 5.24% |
$474K - $533K
|
31.5K
$13.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-1.75K- 1.55% |
$474K - $533K
|
111K
$46.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.75K- 31.41% |
$475K - $534K
|
3.82K
$1.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.75K- 8.5% |
$475K - $534K
|
18.8K
$7.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.75K- 0.71% |
$476K - $535K
|
246K
$103M
|
|
|
Nov 02, 2021
Q3 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-1.77K- 39.52% |
$480K - $540K
|
2.71K
$1.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.79K- 3.67% |
$487K - $547K
|
47.1K
$19.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.81K- 2.28% |
$491K - $552K
|
77.6K
$32.6M
|
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.81K- 5.68% |
$492K - $553K
|
30.1K
$12.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.81K- 8.07% |
$492K - $553K
|
20.6K
$8.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.82K- 5.83% |
$493K - $555K
|
29.4K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.82K- 3.31% |
$494K - $555K
|
53.1K
$22.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.82K- 1.36% |
$495K - $556K
|
132K
$55.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.85K- 1.85% |
$502K - $564K
|
97.8K
$41.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.87K- 2.48% |
$508K - $571K
|
73.5K
$30.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.88K- 2.25% |
$509K - $572K
|
81.3K
$34.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Puzo Michael J
|
SELL
|
- |
-1.88K- 4.54% |
$511K - $574K
|
39.5K
$16.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.88K- 8.35% |
$511K - $574K
|
20.7K
$8.68M
|
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.89K- 6.71% |
$513K - $577K
|
26.3K
$11M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-1.89K- 27.78% |
$513K - $577K
|
4.91K
$2.06M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.89K- 12.03% |
$513K - $577K
|
13.8K
$5.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.89K- 3.77% |
$514K - $578K
|
48.3K
$20.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.9K- 5.12% |
$515K - $579K
|
35.2K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
11 Capital Partners LP
New York, NY |
SELL
|
- |
-1.9K- 1.35% |
$516K - $580K
|
139K
$58.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.91K- 4.1% |
$518K - $582K
|
44.6K
$18.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.91K- 10.48% |
$518K - $582K
|
16.3K
$6.85M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.91K- 1.69% |
$519K - $583K
|
111K
$46.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-1.92K- 4.49% |
$522K - $586K
|
40.9K
$17.2M
|
|
|
Oct 01, 2021
Q3 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.93K- 1.17% |
$524K - $588K
|
162K
$68.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-1.93K- 4.16% |
$524K - $589K
|
44.4K
$18.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.93K- 9.2% |
$524K - $589K
|
19.1K
$8.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.94K- 4.76% |
$526K - $592K
|
38.8K
$16.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.94K- 9.78% |
$528K - $593K
|
17.9K
$7.53M
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.95K- 1.79% |
$529K - $595K
|
107K
$45M
|
|
|
Nov 10, 2021
Q3 2021
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.95K- 3.63% |
$530K - $595K
|
51.8K
$21.8M
|