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
|
X Square Capital, LLC
|
BUY
|
- |
166+ 3.64% |
$45.1K - $50.7K
|
4.73K
$2.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
165+ 5.28% |
$44.8K - $50.4K
|
3.29K
$1.42M
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
164+ 17.77% |
$44.5K - $50.1K
|
1.09K
$470K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
164+ 0.61% |
$44.5K - $50.1K
|
27.3K
$11.8M
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
164+ 2.47% |
$44.5K - $50.1K
|
6.81K
$2.94M
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
161+ 2.42% |
$43.7K - $49.1K
|
6.81K
$2.94M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
161+ 17.91% |
$43.7K - $49.1K
|
1.06K
$458K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
160+ 0.08% |
$43.5K - $48.8K
|
189K
$81.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
160+ 1.97% |
$43.5K - $48.8K
|
8.29K
$3.58M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
156+ 0.39% |
$42.4K - $47.6K
|
39.8K
$17.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
156+ 4.7% |
$42.4K - $47.6K
|
3.48K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
156+ 0.04% |
$42.4K - $47.6K
|
372K
$161M
|
|
|
Nov 15, 2021
Q3 2021
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
155+ 17.22% |
$42.1K - $47.3K
|
1.06K
$456K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
152+ 3.64% |
$41.3K - $46.4K
|
4.32K
$1.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
152+ 0.07% |
$41.3K - $46.4K
|
227K
$97.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
151+ 2.76% |
$41K - $46.1K
|
5.62K
$2.43M
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
151+ 0.03% |
$41K - $46.1K
|
557K
$241M
|
|
|
Nov 02, 2021
Q3 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
151+ 0.32% |
$41K - $46.1K
|
47K
$20.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
150+ 4.79% |
$40.7K - $45.8K
|
3.28K
$1.42M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
150+ 2.02% |
$40.7K - $45.8K
|
7.59K
$3.28M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
150+ 2.78% |
$40.7K - $45.8K
|
5.54K
$2.39M
|
|
|
Oct 29, 2021
Q3 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
149+ 3.42% |
$40.5K - $45.5K
|
4.5K
$1.94M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
146+ 2.32% |
$39.7K - $44.6K
|
6.43K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
144+ 0.68% |
$39.1K - $44K
|
21.2K
$9.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
144+ 1.3% |
$39.1K - $44K
|
11.3K
$4.86M
|
|
|
Oct 22, 2021
Q3 2021
|
Palmer Knight CO
|
BUY
|
- |
142+ 0.44% |
$38.6K - $43.3K
|
32.2K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
142+ 0.69% |
$38.6K - $43.3K
|
20.8K
$9M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
141+ 9.94% |
$38.3K - $43K
|
1.56K
$673K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
141+ 7.06% |
$38.3K - $43K
|
2.14K
$924K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
137+ 3.28% |
$37.2K - $41.8K
|
4.31K
$1.86M
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
136+ 0.66% |
$36.9K - $41.5K
|
20.8K
$8.99M
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
136+ 1.16% |
$36.9K - $41.5K
|
11.9K
$5.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
136+ 0.22% |
$36.9K - $41.5K
|
62.1K
$26.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
135+ 1.92% |
$36.7K - $41.2K
|
7.16K
$3.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
134+ 2.32% |
$36.4K - $40.9K
|
5.91K
$2.55M
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
134+ 4.12% |
$36.4K - $40.9K
|
3.39K
$1.46M
|
|
|
Nov 08, 2021
Q3 2021
|
Schulhoff & CO Inc
|
BUY
|
- |
133+ 1.0% |
$36.1K - $40.6K
|
13.4K
$5.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
132+ 1.49% |
$35.9K - $40.3K
|
8.97K
$3.88M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
132+ 0.02% |
$35.9K - $40.3K
|
755K
$326M
|
|
|
Nov 12, 2021
Q3 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
131+ 0.15% |
$35.6K - $40K
|
88.9K
$38.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
130+ 0.97% |
$35.3K - $39.7K
|
13.6K
$5.86M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
127+ 1.82% |
$34.5K - $38.8K
|
7.11K
$3.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
126+ 0.97% |
$34.2K - $38.5K
|
13.1K
$5.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
126+ 0.7% |
$34.2K - $38.5K
|
18.2K
$7.88M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
125+ 0.13% |
$34K - $38.2K
|
100K
$43.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
125+ 1.13% |
$34K - $38.2K
|
11.2K
$4.82M
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
123+ 0.16% |
$33.4K - $37.5K
|
79.3K
$34.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
121+ 2.05% |
$32.9K - $36.9K
|
6.02K
$2.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
BUY
|
- |
119+ 0.4% |
$32.3K - $36.3K
|
30K
$13M
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.89% |
$32K - $36K
|
6.35K
$2.74M
|