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 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-292- 24.94% |
$79.3K - $89.1K
|
879
$380K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-294- 0.87% |
$79.9K - $89.7K
|
33.5K
$14.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Syquant Capital Sas
|
SELL
|
- |
-300- 7.14% |
$81.5K - $91.6K
|
3.9K
$1.68M
|
|
|
Oct 20, 2021
Q3 2021
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-300- 0.57% |
$81.5K - $91.6K
|
52.8K
$22.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-300- 9.35% |
$81.5K - $91.6K
|
2.91K
$1.26M
|
|
|
Oct 15, 2021
Q3 2021
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 1.0% |
$81.5K - $91.6K
|
29.7K
$12.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Tributary Capital Management, LLC
|
SELL
|
- |
-300- 2.37% |
$81.5K - $91.6K
|
12.4K
$5.35M
|
|
|
Oct 20, 2021
Q3 2021
|
Coho Partners, Ltd.
|
SELL
|
- |
-300- 3.85% |
$81.5K - $91.6K
|
7.5K
$3.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-300- 2.5% |
$81.5K - $91.6K
|
11.7K
$5.06M
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
SELL
|
- |
-300- 9.73% |
$81.5K - $91.6K
|
2.78K
$1.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-300- 0.09% |
$81.5K - $91.6K
|
352K
$152M
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-300- 1.32% |
$81.5K - $91.6K
|
22.4K
$9.69M
|
|
|
Oct 27, 2021
Q3 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-300- 13.04% |
$81.5K - $91.6K
|
2K
$864K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-302- 0.67% |
$82K - $92.2K
|
45.1K
$19.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-302- 4.91% |
$82K - $92.2K
|
5.85K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-304- 4.71% |
$82.6K - $92.8K
|
6.16K
$2.66M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-307- 0.2% |
$83.4K - $93.7K
|
152K
$65.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-308- 1.09% |
$83.7K - $94K
|
28K
$12.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
SELL
|
- |
-311- 2.4% |
$84.5K - $94.9K
|
12.7K
$5.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-311- 1.53% |
$84.5K - $94.9K
|
20K
$8.62M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-315- 0.59% |
$85.6K - $96.1K
|
52.7K
$22.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-315- 11.92% |
$85.6K - $96.1K
|
2.33K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Stewart Asset Management, LLC
|
SELL
|
- |
-316- 3.8% |
$85.8K - $96.4K
|
7.99K
$3.45M
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-320- 0.88% |
$86.9K - $97.7K
|
36.2K
$15.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Exeter Financial, LLC
|
SELL
|
- |
-323- 1.12% |
$87.7K - $98.6K
|
28.4K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-324- 2.51% |
$88K - $98.9K
|
12.6K
$5.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-325- 0.47% |
$88.3K - $99.2K
|
68.2K
$29.5M
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-326- 15.35% |
$88.5K - $99.5K
|
1.8K
$777K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-326- 0.97% |
$88.5K - $99.5K
|
33.3K
$14.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-327- 0.45% |
$88.8K - $99.8K
|
72K
$31.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-329- 0.63% |
$89.4K - $100K
|
52.1K
$22.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-330- 1.49% |
$89.6K - $101K
|
21.9K
$9.45M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-330- 1.44% |
$89.6K - $101K
|
22.6K
$9.75M
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-330- 3.88% |
$89.6K - $101K
|
8.18K
$3.53M
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-332- 5.08% |
$90.2K - $101K
|
6.2K
$2.68M
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-332- 1.07% |
$90.2K - $101K
|
30.7K
$13.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-332- 4.42% |
$90.2K - $101K
|
7.17K
$3.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-333- 10.87% |
$90.4K - $102K
|
2.73K
$1.18M
|
|
|
Nov 17, 2021
Q3 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-335- 1.19% |
$91K - $102K
|
27.8K
$12M
|
|
|
Oct 05, 2021
Q3 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-336- 19.52% |
$91.3K - $103K
|
1.39K
$598K
|
|
|
Nov 15, 2021
Q3 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-339- 5.7% |
$92.1K - $103K
|
5.61K
$2.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
SELL
|
- |
-340- 1.02% |
$92.3K - $104K
|
33.2K
$14.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-340- 7.15% |
$92.3K - $104K
|
4.41K
$1.91M
|
|
|
Oct 25, 2021
Q3 2021
|
Wedgewood Investors Inc
|
SELL
|
- |
-343- 2.11% |
$93.2K - $105K
|
15.9K
$6.86M
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-344- 4.84% |
$93.4K - $105K
|
6.77K
$2.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-345- 4.86% |
$93.7K - $105K
|
6.76K
$2.92M
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-346- 0.86% |
$94K - $106K
|
39.9K
$17.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-346- 0.38% |
$94K - $106K
|
91.6K
$39.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Deltec Asset Management LLC
|
SELL
|
- |
-350- 0.25% |
$95.1K - $107K
|
141K
$61.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-350- 1.61% |
$95.1K - $107K
|
21.3K
$9.21M
|