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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.27K+ 12.0% |
$502K - $594K
|
11.9K
$4.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.27K+ 4.42% |
$500K - $591K
|
29.9K
$12.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.26K+ 2.41% |
$499K - $591K
|
53.6K
$22.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.26K+ 0.8% |
$499K - $591K
|
159K
$66.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.26K+ 6.79% |
$497K - $588K
|
19.8K
$8.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.25K+ 6.77% |
$494K - $585K
|
19.7K
$8.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.25K+ 8.59% |
$494K - $584K
|
15.8K
$6.64M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.25K+ 15.54% |
$494K - $584K
|
9.29K
$3.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.25K+ 3.88% |
$492K - $583K
|
33.4K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.25K+ 11.7% |
$492K - $582K
|
11.9K
$4.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.24K+ 1.79% |
$491K - $581K
|
70.9K
$29.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.24K+ 15.25% |
$488K - $577K
|
9.34K
$3.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$488K - $577K
|
1.24K
$519K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.23K+ 18.55% |
$486K - $575K
|
7.86K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.23K+ 4.61% |
$485K - $574K
|
27.9K
$11.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.23K+ 1.07% |
$484K - $573K
|
116K
$48.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.22K+ 4.4% |
$484K - $572K
|
29.1K
$12.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.22K+ 3.66% |
$483K - $571K
|
34.7K
$14.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.22K+ 5.1% |
$482K - $570K
|
25.1K
$10.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.21K+ 9.55% |
$478K - $565K
|
13.9K
$5.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 1.4% |
$477K - $564K
|
87.2K
$36.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.2K+ 7.99% |
$476K - $563K
|
16.3K
$6.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.2K+ 9.48% |
$474K - $561K
|
13.9K
$5.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.2K+ 148.88% |
$473K - $560K
|
2K
$841K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.19K+ 19.6% |
$470K - $556K
|
7.26K
$3.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 0.19% |
$467K - $553K
|
626K
$263M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.18K+ 8.41% |
$467K - $553K
|
15.2K
$6.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 16.6% |
$467K - $552K
|
8.3K
$3.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
1.18K+ 2.05% |
$466K - $551K
|
58.7K
$24.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.18K+ 10.23% |
$465K - $551K
|
12.7K
$5.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.18K+ 4.51% |
$465K - $550K
|
27.3K
$11.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.16K+ 12.7% |
$459K - $543K
|
10.3K
$4.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
1.16K+ 0.84% |
$456K - $540K
|
139K
$58.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
1.15K+ 2.63% |
$454K - $538K
|
44.8K
$18.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 20.75% |
$452K - $535K
|
6.66K
$2.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.66% |
$451K - $533K
|
44K
$18.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.13K+ 0.74% |
$447K - $528K
|
153K
$64.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 15.44% |
$446K - $527K
|
8.43K
$3.54M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.13K+ 14.52% |
$445K - $527K
|
8.89K
$3.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.12K+ 1.93% |
$442K - $523K
|
59.2K
$24.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 0.53% |
$441K - $522K
|
210K
$88.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.11K+ 2.37% |
$439K - $519K
|
48K
$20.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
1.11K+ 8.77% |
$437K - $517K
|
13.7K
$5.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.1K+ 1.85% |
$436K - $516K
|
60.8K
$25.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.1K+ 7.54% |
$435K - $515K
|
15.7K
$6.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.09K+ 1.89% |
$430K - $509K
|
58.8K
$24.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.09K+ 6.85% |
$429K - $507K
|
16.9K
$7.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.08K+ 78.78% |
$428K - $507K
|
2.46K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.08K+ 0.37% |
$427K - $505K
|
295K
$124M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.08K+ 27.46% |
$426K - $504K
|
5K
$2.1M
|