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 10, 2021
Q3 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 8.07% |
$374K - $420K
|
18.4K
$7.96M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.37KNew |
$372K - $418K
|
1.37K
$592K
|
|
|
Nov 08, 2021
Q3 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
1.36K+ 29.5% |
$370K - $416K
|
5.98K
$2.58M
|
|
|
Nov 23, 2022
Q3 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
1.36K+ 29.5% |
$370K - $416K
|
5.98K
$2.58M
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
1.36K+ 2.28% |
$369K - $414K
|
61K
$26.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
1.36K+ 9.2% |
$368K - $414K
|
16.1K
$6.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.35K+ 16.99% |
$367K - $412K
|
9.3K
$4.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
1.34K+ 1.69% |
$365K - $410K
|
81K
$35M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
1.33K+ 1.22% |
$361K - $406K
|
111K
$47.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
BUY
|
- |
1.33KNew |
$360K - $405K
|
1.33K
$573K
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.33K+ 4.39% |
$360K - $404K
|
31.5K
$13.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
1.32K+ 47.78% |
$360K - $404K
|
4.1K
$1.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
1.32K+ 60.39% |
$359K - $404K
|
3.51K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$357K - $401K
|
1.32K
$568K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
1.31K+ 3.26% |
$357K - $401K
|
41.6K
$18M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
1.31K+ 1.66% |
$356K - $400K
|
80.6K
$34.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.31K+ 5.69% |
$356K - $400K
|
24.3K
$10.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.31K+ 6.83% |
$355K - $399K
|
20.4K
$8.82M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 4.69% |
$353K - $397K
|
29.1K
$12.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.3K+ 3.57% |
$353K - $397K
|
37.7K
$16.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.29K+ 17.86% |
$350K - $393K
|
8.49K
$3.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.28K+ 1.06% |
$346K - $389K
|
121K
$52.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.28K+ 2.12% |
$346K - $389K
|
61.3K
$26.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Fcf Advisors LLC
|
BUY
|
- |
1.27K+ 7.2% |
$346K - $389K
|
19K
$8.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.27K+ 0.41% |
$346K - $389K
|
314K
$136M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
1.27K+ 6.05% |
$345K - $388K
|
22.3K
$9.62M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.26K+ 7.63% |
$342K - $384K
|
17.8K
$7.67M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.26K+ 0.26% |
$341K - $384K
|
494K
$213M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.25K+ 2.65% |
$340K - $382K
|
48.5K
$21M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.25K+ 66.85% |
$339K - $381K
|
3.12K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.25K+ 1.48% |
$338K - $380K
|
85.2K
$36.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.24KNew |
$336K - $377K
|
1.24K
$534K
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 0.92% |
$335K - $376K
|
135K
$58.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
1.23K+ 23.08% |
$333K - $374K
|
6.54K
$2.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.23KNew |
$333K - $374K
|
1.23K
$530K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
1.22K+ 1.08% |
$331K - $372K
|
114K
$49.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.22K+ 132.03% |
$331K - $372K
|
2.14K
$926K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.22K+ 10.87% |
$331K - $371K
|
12.4K
$5.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.22K+ 8.92% |
$331K - $371K
|
14.9K
$6.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.21K+ 3.83% |
$329K - $370K
|
32.8K
$14.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.2K+ 1.16% |
$327K - $367K
|
105K
$45.2M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.2K+ 1.9% |
$327K - $367K
|
64.7K
$27.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.2K+ 1.07% |
$326K - $366K
|
113K
$48.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
1.2KNew |
$325K - $365K
|
1.2K
$517K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.19K+ 0.18% |
$323K - $364K
|
646K
$279M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.19K+ 1.23% |
$323K - $364K
|
98.4K
$42.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.19K+ 12.14% |
$323K - $363K
|
11K
$4.74M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.19K+ 2.04% |
$323K - $363K
|
59.5K
$25.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.19K+ 18.68% |
$322K - $362K
|
7.53K
$3.25M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.18K+ 25.85% |
$321K - $361K
|
5.76K
$2.49M
|