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 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
275+ 3.2% |
$74.7K - $83.9K
|
8.86K
$3.83M
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
274+ 2.09% |
$74.4K - $83.6K
|
13.4K
$5.79M
|
|
Nov 01, 2021
Q3 2021
|
Defender Capital, Llc.
|
BUY
|
- |
269+ 13.12% |
$73.1K - $82.1K
|
2.32K
$1M
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
268+ 3.96% |
$72.8K - $81.8K
|
7.04K
$3.04M
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
265+ 0.97% |
$72K - $80.9K
|
27.5K
$11.9M
|
|
Dec 06, 2021
Q3 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
263+ 0.09% |
$71.4K - $80.3K
|
308K
$133M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
263+ 0.39% |
$71.4K - $80.3K
|
67K
$28.9M
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
261+ 1.76% |
$70.9K - $79.7K
|
15.1K
$6.52M
|
|
Nov 12, 2021
Q3 2021
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
261New |
$70.9K - $79.7K
|
261
$113K
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
258+ 0.53% |
$70.1K - $78.7K
|
48.9K
$21.1M
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
257+ 4.47% |
$69.8K - $78.4K
|
6.01K
$2.6M
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
256New |
$69.5K - $78.1K
|
256
$111K
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
255+ 0.6% |
$69.3K - $77.8K
|
42.5K
$18.3M
|
|
Nov 15, 2021
Q3 2021
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
253+ 0.57% |
$68.7K - $77.2K
|
44.9K
$19.4M
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
253New |
$68.7K - $77.2K
|
253
$109K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
252+ 8.06% |
$68.4K - $76.9K
|
3.38K
$1.46M
|
|
Oct 26, 2021
Q3 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
250+ 0.56% |
$67.9K - $76.3K
|
44.9K
$19.4M
|
|
Oct 25, 2021
Q3 2021
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
250+ 5.88% |
$67.9K - $76.3K
|
4.5K
$1.94M
|
|
Nov 08, 2021
Q3 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
250+ 0.86% |
$67.9K - $76.3K
|
29.4K
$12.7M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
248+ 0.89% |
$67.4K - $75.7K
|
28.1K
$12.1M
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
248+ 6.77% |
$67.4K - $75.7K
|
3.91K
$1.69M
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
248+ 3.18% |
$67.4K - $75.7K
|
8.05K
$3.48M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
245+ 8.22% |
$66.5K - $74.8K
|
3.23K
$1.39M
|
|
Nov 15, 2021
Q3 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
241+ 0.11% |
$65.5K - $73.6K
|
213K
$92.1M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
240+ 0.35% |
$65.2K - $73.3K
|
69.2K
$29.9M
|
|
Oct 19, 2021
Q3 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
237+ 0.41% |
$64.4K - $72.3K
|
57.7K
$24.9M
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
235+ 1.56% |
$63.8K - $71.7K
|
15.3K
$6.62M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
235+ 3.57% |
$63.8K - $71.7K
|
6.82K
$2.95M
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
233+ 6.39% |
$63.3K - $71.1K
|
3.88K
$1.68M
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
232+ 0.73% |
$63K - $70.8K
|
32K
$13.8M
|
|
Nov 03, 2021
Q3 2021
|
Centre Asset Management, LLC
|
BUY
|
- |
230+ 0.47% |
$62.5K - $70.2K
|
48.9K
$21.1M
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
230+ 4.09% |
$62.5K - $70.2K
|
5.85K
$2.53M
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
229+ 3.08% |
$62.2K - $69.9K
|
7.66K
$3.31M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
229+ 1.15% |
$62.2K - $69.9K
|
20.1K
$8.67M
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
228+ 1.65% |
$61.9K - $69.6K
|
14.1K
$6.07M
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
228+ 1.19% |
$61.9K - $69.6K
|
19.4K
$8.37M
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
226+ 0.42% |
$61.4K - $69K
|
53.6K
$23.2M
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
225+ 11.68% |
$61.1K - $68.7K
|
2.15K
$929K
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
225+ 4.27% |
$61.1K - $68.7K
|
5.49K
$2.37M
|
|
Nov 15, 2021
Q3 2021
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
225+ 7.95% |
$61.1K - $68.7K
|
3.06K
$1.32M
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
224+ 4.68% |
$60.8K - $68.4K
|
5.01K
$2.16M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
223+ 20.72% |
$60.6K - $68.1K
|
1.3K
$561K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
223+ 1.95% |
$60.6K - $68.1K
|
11.7K
$5.04M
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
222+ 0.15% |
$60.3K - $67.8K
|
143K
$62M
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
221+ 0.67% |
$60K - $67.5K
|
33.2K
$14.3M
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
221+ 9.77% |
$60K - $67.5K
|
2.48K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
220+ 2.18% |
$59.8K - $67.1K
|
10.3K
$4.46M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
220+ 0.82% |
$59.8K - $67.1K
|
27.2K
$11.7M
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
220+ 0.09% |
$59.8K - $67.1K
|
246K
$106M
|
|
Nov 12, 2021
Q3 2021
|
Parametrica Management LTD
|
BUY
|
- |
218+ 4.15% |
$59.2K - $66.5K
|
5.48K
$2.37M
|