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 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
117+ 6.61% |
$31.8K - $35.7K
|
1.89K
$815K
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
116+ 9.72% |
$31.5K - $35.4K
|
1.31K
$565K
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
116+ 9.08% |
$31.5K - $35.4K
|
1.39K
$602K
|
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
116+ 0.22% |
$31.5K - $35.4K
|
53.2K
$23M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
114+ 0.33% |
$31K - $34.8K
|
35.1K
$15.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
114+ 2.23% |
$31K - $34.8K
|
5.23K
$2.26M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
114+ 5.22% |
$31K - $34.8K
|
2.3K
$993K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
113+ 1.3% |
$30.7K - $34.5K
|
8.83K
$3.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Management Group Inc
|
BUY
|
- |
113+ 3.17% |
$30.7K - $34.5K
|
3.68K
$1.59M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.22% |
$30.4K - $34.2K
|
52K
$22.4M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
111+ 2.25% |
$30.1K - $33.9K
|
5.05K
$2.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
111+ 9.61% |
$30.1K - $33.9K
|
1.27K
$547K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
111+ 0.25% |
$30.1K - $33.9K
|
44.2K
$19.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
BUY
|
- |
111+ 0.26% |
$30.1K - $33.9K
|
42.3K
$18.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
111+ 0.27% |
$30.1K - $33.9K
|
40.8K
$17.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
110+ 0.76% |
$29.9K - $33.6K
|
14.6K
$6.28M
|
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
110+ 1.64% |
$29.9K - $33.6K
|
6.83K
$2.95M
|
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
BUY
|
- |
109+ 1.28% |
$29.6K - $33.3K
|
8.63K
$3.73M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
109+ 11.2% |
$29.6K - $33.3K
|
1.08K
$467K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
108+ 0.56% |
$29.3K - $33K
|
19.4K
$8.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
108+ 0.91% |
$29.3K - $33K
|
11.9K
$5.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
107+ 1.66% |
$29.1K - $32.7K
|
6.54K
$2.82M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
107+ 0.98% |
$29.1K - $32.7K
|
11.1K
$4.79M
|
|
|
Jul 28, 2022
Q3 2021
|
Capital Financial Services, LLC
|
BUY
|
- |
106+ 1.82% |
$28.8K - $32.4K
|
5.94K
$2.57M
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
106+ 1.08% |
$28.8K - $32.4K
|
9.96K
$4.3M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
106+ 1.59% |
$28.8K - $32.4K
|
6.76K
$2.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
105+ 1.26% |
$28.5K - $32K
|
8.43K
$3.64M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 0.34% |
$28.2K - $31.7K
|
30.6K
$13.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Klcm Advisors, Inc.
|
BUY
|
- |
104+ 1.37% |
$28.2K - $31.7K
|
7.67K
$3.31M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
104+ 0.94% |
$28.2K - $31.7K
|
11.1K
$4.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
103+ 12.52% |
$28K - $31.4K
|
926
$400K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
103+ 1.38% |
$28K - $31.4K
|
7.58K
$3.27M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
102+ 0.08% |
$27.7K - $31.1K
|
123K
$52.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
102+ 1.09% |
$27.7K - $31.1K
|
9.5K
$4.1M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
100+ 4.07% |
$27.2K - $30.5K
|
2.56K
$1.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
100+ 0.78% |
$27.2K - $30.5K
|
12.9K
$5.56M
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
100+ 0.89% |
$27.2K - $30.5K
|
11.4K
$4.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
100+ 5.39% |
$27.2K - $30.5K
|
1.95K
$844K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
99+ 5.12% |
$26.9K - $30.2K
|
2.03K
$878K
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
98+ 2.25% |
$26.6K - $29.9K
|
4.46K
$1.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
97+ 0.2% |
$26.3K - $29.6K
|
48.1K
$20.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
94+ 0.46% |
$25.5K - $28.7K
|
20.4K
$8.79M
|
|
|
Oct 28, 2021
Q3 2021
|
Harrington Investments, Inc
|
BUY
|
- |
93+ 0.32% |
$25.3K - $28.4K
|
29.5K
$12.7M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
93+ 1.93% |
$25.3K - $28.4K
|
4.92K
$2.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
93+ 0.03% |
$25.3K - $28.4K
|
292K
$126M
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
93+ 5.23% |
$25.3K - $28.4K
|
1.87K
$808K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
92+ 6.21% |
$25K - $28.1K
|
1.57K
$680K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
92+ 0.36% |
$25K - $28.1K
|
25.3K
$10.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
91+ 3.6% |
$24.7K - $27.8K
|
2.62K
$1.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
91+ 0.07% |
$24.7K - $27.8K
|
124K
$53.7M
|