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 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
43+ 2.06% |
$11.7K - $13.1K
|
2.13K
$920K
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
43+ 0.24% |
$11.7K - $13.1K
|
18.2K
$7.85M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
42+ 2.0% |
$11.4K - $12.8K
|
2.15K
$927K
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
41+ 1.84% |
$11.1K - $12.5K
|
2.28K
$983K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
41+ 0.56% |
$11.1K - $12.5K
|
7.42K
$3.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
40+ 0.96% |
$10.9K - $12.2K
|
4.23K
$1.83M
|
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
40+ 3.29% |
$10.9K - $12.2K
|
1.26K
$543K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
40+ 0.12% |
$10.9K - $12.2K
|
32.9K
$14.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
39+ 2.02% |
$10.6K - $11.9K
|
1.97K
$851K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
39+ 0.53% |
$10.6K - $11.9K
|
7.4K
$3.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
39+ 0.33% |
$10.6K - $11.9K
|
11.8K
$5.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
39+ 0.53% |
$10.6K - $11.9K
|
7.45K
$3.22M
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
38+ 0.15% |
$10.3K - $11.6K
|
25.3K
$10.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
38+ 1.13% |
$10.3K - $11.6K
|
3.41K
$1.47M
|
|
|
Oct 21, 2021
Q3 2021
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
38+ 0.52% |
$10.3K - $11.6K
|
7.37K
$3.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38+ 0.44% |
$10.3K - $11.6K
|
8.74K
$3.77M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
38New |
$10.3K - $11.6K
|
38
$16.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
37+ 0.32% |
$10K - $11.3K
|
11.5K
$4.96M
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
36+ 3.98% |
$9.78K - $11K
|
941
$406K
|
|
|
Nov 16, 2021
Q3 2021
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
36+ 0.18% |
$9.78K - $11K
|
19.5K
$8.43M
|
|
|
Oct 06, 2021
Q3 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
36New |
$9.78K - $11K
|
36
$15.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
35+ 0.13% |
$9.51K - $10.7K
|
27K
$11.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
34+ 0.12% |
$9.23K - $10.4K
|
27.7K
$12M
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
34+ 0.11% |
$9.23K - $10.4K
|
30.2K
$13M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
33+ 1.34% |
$8.96K - $10.1K
|
2.5K
$1.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
33+ 0.27% |
$8.96K - $10.1K
|
12.2K
$5.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
33+ 0.04% |
$8.96K - $10.1K
|
74.7K
$32.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
32+ 0.32% |
$8.69K - $9.77K
|
9.91K
$4.28M
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
32+ 2.57% |
$8.69K - $9.77K
|
1.28K
$552K
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
31+ 0.73% |
$8.42K - $9.46K
|
4.27K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
31+ 0.23% |
$8.42K - $9.46K
|
13.3K
$5.73M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
30+ 0.56% |
$8.15K - $9.16K
|
5.42K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
29+ 0.12% |
$7.88K - $8.85K
|
23.3K
$10.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
28+ 0.07% |
$7.6K - $8.55K
|
38.7K
$16.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
27+ 0.12% |
$7.33K - $8.24K
|
22.9K
$9.88M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
27+ 0.16% |
$7.33K - $8.24K
|
16.5K
$7.11M
|
|
|
Nov 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
27+ 0.29% |
$7.33K - $8.24K
|
9.27K
$4M
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
27+ 0.13% |
$7.33K - $8.24K
|
20.4K
$8.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
26+ 0.65% |
$7.06K - $7.94K
|
4.02K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
26+ 0.05% |
$7.06K - $7.94K
|
48K
$20.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.16% |
$6.79K - $7.63K
|
15.4K
$6.64M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Advisors, Inc.
|
BUY
|
- |
25+ 0.06% |
$6.79K - $7.63K
|
44.7K
$19.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Fenimore Asset Management Inc
|
BUY
|
- |
25+ 0.77% |
$6.79K - $7.63K
|
3.26K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
25+ 0.41% |
$6.79K - $7.63K
|
6.17K
$2.66M
|
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
25+ 0.55% |
$6.79K - $7.63K
|
4.61K
$1.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
24+ 0.03% |
$6.52K - $7.33K
|
87.2K
$37.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
23+ 0.68% |
$6.25K - $7.02K
|
3.39K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
23+ 0.11% |
$6.25K - $7.02K
|
21.4K
$9.23M
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
23+ 0.08% |
$6.25K - $7.02K
|
30K
$13M
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
22+ 0.26% |
$5.98K - $6.71K
|
8.43K
$3.64M
|