Purchases and Sales Made in Q3 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 2024. 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 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.62K+ 6.62% |
$641K - $759K
|
26.1K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 57.83% |
$641K - $758K
|
4.42K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.61K+ 31.65% |
$637K - $753K
|
6.7K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.6K+ 41.64% |
$633K - $749K
|
5.45K
$2.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.6K+ 5.6% |
$632K - $748K
|
30.2K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.58K+ 5.53% |
$623K - $737K
|
30.1K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.57K+ 3.98% |
$622K - $735K
|
41.1K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 4.41% |
$620K - $734K
|
37.2K
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.57K+ 0.21% |
$620K - $733K
|
763K
$321M
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.57K+ 9.08% |
$618K - $732K
|
18.8K
$7.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.56K+ 3.22% |
$614K - $727K
|
49.8K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
1.53K+ 162.97% |
$603K - $714K
|
2.46K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.52K+ 3.83% |
$600K - $710K
|
41.2K
$17.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.51K+ 0.37% |
$596K - $705K
|
406K
$171M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 1.99% |
$588K - $696K
|
76.3K
$32.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.48K+ 11.33% |
$586K - $694K
|
14.6K
$6.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.48K+ 6.46% |
$586K - $693K
|
24.4K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.48K+ 0.51% |
$586K - $693K
|
292K
$123M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 24.72% |
$585K - $692K
|
7.47K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.48K+ 6.37% |
$583K - $690K
|
24.6K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.47K+ 0.94% |
$582K - $689K
|
159K
$66.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.47K+ 9.6% |
$581K - $687K
|
16.8K
$7.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.46K+ 0.28% |
$578K - $685K
|
523K
$220M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.45K+ 4.82% |
$573K - $678K
|
31.5K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.45K+ 2.98% |
$572K - $677K
|
50K
$21M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.44K+ 6.45% |
$568K - $672K
|
23.7K
$9.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.44K+ 3.77% |
$568K - $672K
|
39.6K
$16.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.43K+ 9.35% |
$565K - $669K
|
16.7K
$7.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.43K+ 0.24% |
$565K - $668K
|
599K
$252M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.43K+ 14.23% |
$564K - $667K
|
11.5K
$4.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
1.43K+ 4.22% |
$563K - $667K
|
35.2K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.42K+ 14.29% |
$562K - $664K
|
11.4K
$4.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.42K+ 14.65% |
$560K - $663K
|
11.1K
$4.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.42K+ 12.82% |
$560K - $662K
|
12.5K
$5.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.39K+ 8.96% |
$548K - $649K
|
16.9K
$7.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.37K+ 19.59% |
$543K - $642K
|
8.39K
$3.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.37K+ 0.99% |
$540K - $639K
|
139K
$58.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.34K+ 1.48% |
$531K - $628K
|
92.1K
$38.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.33K+ 9.68% |
$525K - $621K
|
15.1K
$6.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.33K+ 210.28% |
$525K - $621K
|
1.96K
$824K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.33K+ 8.88% |
$524K - $620K
|
16.3K
$6.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.31K+ 9.97% |
$518K - $613K
|
14.5K
$6.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.31K+ 6.65% |
$517K - $612K
|
21K
$8.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.31K+ 2.71% |
$516K - $610K
|
49.5K
$20.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.3K+ 4.0% |
$514K - $608K
|
33.8K
$14.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 103.02% |
$512K - $605K
|
2.55K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.3K+ 24.72% |
$512K - $605K
|
6.53K
$2.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.29K+ 0.48% |
$511K - $605K
|
271K
$114M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.49% |
$509K - $603K
|
87.5K
$36.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.28K+ 15.4% |
$507K - $600K
|
9.62K
$4.04M
|