Purchases and Sales Made in Q3 2021 in Microsoft Corp (MSFT)

MSFT Quotes by TradingView

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 12, 2021 Q3 2021
Kohmann Bosshard Financial Services, LLC

BUY
 -
334
+ 8.15%
$90.7K - $102K
4.43K $1.91M
Dec 10, 2021 Q3 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
333
+ 2.14%
$90.4K - $102K
15.9K $6.87M
Nov 12, 2021 Q3 2021
Cranbrook Wealth Management, LLC

BUY
 -
330
+ 12.12%
$89.6K - $101K
3.05K $1.32M
Sep 10, 2024 Q3 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
327
+ 5.5%
$88.8K - $99.8K
6.27K $2.71M
Nov 12, 2021 Q3 2021
Stevard, LLC

Chicago, IL
BUY
 -
326
+ 27.19%
$88.5K - $99.5K
1.53K $659K
Oct 25, 2021 Q3 2021
Atlas Private Wealth Management

BUY
 -
325
+ 7.3%
$88.3K - $99.2K
4.78K $2.06M
Oct 22, 2021 Q3 2021
Gibson Capital, LLC

Wexford, PA
BUY
 -
325
+ 32.76%
$88.3K - $99.2K
1.32K $569K
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
325
+ 65.39%
$88.3K - $99.2K
822 $355K
Oct 20, 2021 Q3 2021
Crumly & Associates Inc.

BUY
 -
324
+ 5.6%
$88K - $98.9K
6.11K $2.64M
Oct 21, 2021 Q3 2021
Apcm Wealth Management For Individuals

BUY
 -
323
+ 26.2%
$87.7K - $98.6K
1.56K $672K
Oct 12, 2021 Q3 2021
First Hawaiian Bank

BUY
 -
321
+ 0.35%
$87.2K - $98K
91K $39.3M
Nov 04, 2021 Q3 2021
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
320
+ 13.25%
$86.9K - $97.7K
2.74K $1.18M
Nov 15, 2021 Q3 2021
Ironvine Capital Partners, LLC

Omaha, NE
BUY
 -
320
+ 0.13%
$86.9K - $97.7K
251K $108M
Nov 03, 2021 Q3 2021
Lex Aurum Advisors, LLC

BUY
 -
319
+ 2.17%
$86.6K - $97.4K
15K $6.48M
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

BUY
 -
316
+ 3.5%
$85.8K - $96.4K
9.35K $4.04M
Nov 12, 2021 Q3 2021
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
316
+ 5.78%
$85.8K - $96.4K
5.79K $2.5M
Nov 15, 2021 Q3 2021
Trustco Bank Corp N Y

Albany, NY
BUY
 -
315
+ 2.0%
$85.6K - $96.1K
16.1K $6.95M
Sep 21, 2023 Q3 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
315
+ 64.55%
$85.6K - $96.1K
803 $347K
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

BUY
 -
313
+ 1.38%
$85K - $95.5K
23.1K $9.96M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
313
+ 18.35%
$85K - $95.5K
2.02K $872K
Nov 12, 2021 Q3 2021
Leelyn Smith, LLC

Geneva, IL
BUY
 -
313
+ 1.69%
$85K - $95.5K
18.8K $8.13M
Oct 14, 2021 Q3 2021
Reliant Investment Management, LLC

BUY
 -
312
+ 15.74%
$84.7K - $95.2K
2.29K $991K
Oct 19, 2021 Q3 2021
Uma Financial Services, Inc.

BUY
 -
312
+ 2.28%
$84.7K - $95.2K
14K $6.04M
Oct 26, 2021 Q3 2021
Ifg Advisors, LLC

BUY
 -
310
+ 6.4%
$84.2K - $94.6K
5.15K $2.22M
Oct 12, 2021 Q3 2021
Tsfg, LLC

BUY
 -
307
+ 3.26%
$83.4K - $93.7K
9.72K $4.2M
Nov 15, 2021 Q3 2021
Algert Global LLC

San Francisco, CA
BUY
 -
307
+ 2.19%
$83.4K - $93.7K
14.4K $6.2M
Oct 19, 2021 Q3 2021
Marshall & Sullivan Inc

BUY
 -
306
+ 0.85%
$83.1K - $93.4K
36.5K $15.7M
Nov 12, 2021 Q3 2021
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
306
+ 2.96%
$83.1K - $93.4K
10.6K $4.6M
Oct 21, 2021 Q3 2021
Boyd Watterson Asset Management LLC

BUY
 -
301
+ 0.61%
$81.8K - $91.9K
49.4K $21.3M
Oct 14, 2021 Q3 2021
Intelligence Driven Advisers, LLC

BUY
 -
301
+ 6.58%
$81.8K - $91.9K
4.87K $2.1M
Nov 16, 2021 Q3 2021
Pavion Blue Capital, LLC

BUY
 -
301
+ 0.48%
$81.8K - $91.9K
63K $27.2M
Jan 09, 2024 Q3 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
301
+ 0.93%
$81.8K - $91.9K
32.5K $14.1M
Oct 15, 2021 Q3 2021
Sequent Asset Management, LLC

BUY
 -
300
+ 13.0%
$81.5K - $91.6K
2.61K $1.13M
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
297
+ 21.79%
$80.7K - $90.7K
1.66K $717K
Oct 26, 2021 Q3 2021
Reik & Co., LLC

BUY
 -
295
+ 1.59%
$80.1K - $90K
18.8K $8.12M
Nov 12, 2021 Q3 2021
United Bank

BUY
 -
295
+ 1.58%
$80.1K - $90K
19K $8.21M
Nov 12, 2021 Q3 2021
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
295
+ 42.94%
$80.1K - $90K
982 $424K
Nov 09, 2021 Q3 2021
Keebeck Alpha, LP

Stamford, CT
BUY
 -
295
+ 5.69%
$80.1K - $90K
5.48K $2.37M
Oct 26, 2021 Q3 2021
Levy Wealth Management Group, LLC

BUY
 -
292
+ 4.46%
$79.3K - $89.1K
6.83K $2.95M
Oct 25, 2021 Q3 2021
Meridian Financial Partners LLC

BUY
 -
292
+ 2.02%
$79.3K - $89.1K
14.7K $6.36M
Nov 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

BUY
 -
292
+ 33.22%
$79.3K - $89.1K
1.17K $506K
Nov 15, 2021 Q3 2021
Bar Harbor Trust Services

Ellsworth, ME
BUY
 -
288
+ 0.71%
$78.2K - $87.9K
41.1K $17.7M
Nov 09, 2021 Q3 2021
Evolution Wealth Advisors, LLC

BUY
 -
281
+ 3.75%
$76.3K - $85.8K
7.77K $3.36M
Nov 15, 2021 Q3 2021
Quantinno Capital Management LP

New York, NY
BUY
 -
281
+ 26.76%
$76.3K - $85.8K
1.33K $575K
Oct 26, 2021 Q3 2021
Arcus Capital Partners, LLC

BUY
 -
279
+ 6.32%
$75.8K - $85.2K
4.69K $2.03M
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

BUY
 -
278
+ 0.63%
$75.5K - $84.9K
44.4K $19.2M
Oct 26, 2021 Q3 2021
Orgel Wealth Management, LLC

BUY
 -
277
+ 4.83%
$75.2K - $84.5K
6.01K $2.6M
Oct 12, 2021 Q3 2021
Iowa State Bank

BUY
 -
277
+ 0.58%
$75.2K - $84.5K
47.7K $20.6M
Nov 12, 2021 Q3 2021
9258 Wealth Management, LLC

BUY
 -
276
+ 0.58%
$75K - $84.2K
47.5K $20.5M

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