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 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.08K+ 27.46% |
$426K - $504K
|
5K
$2.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 11.55% |
$426K - $504K
|
10.4K
$4.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.08K+ 10.84% |
$425K - $503K
|
11K
$4.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.07K+ 1.76% |
$424K - $501K
|
61.9K
$26M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.07K+ 3.4% |
$422K - $499K
|
32.5K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 7.46% |
$417K - $494K
|
15.2K
$6.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.06K+ 9.37% |
$417K - $493K
|
12.3K
$5.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.05K+ 1.16% |
$416K - $492K
|
91.5K
$38.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
1.05KNew |
$416K - $492K
|
1.05K
$442K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.47% |
$411K - $486K
|
71.6K
$30.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.04K+ 74.48% |
$411K - $486K
|
2.43K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.03K+ 1.32% |
$405K - $480K
|
78.7K
$33.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.03K+ 0.86% |
$405K - $479K
|
120K
$50.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.02K+ 4.49% |
$403K - $477K
|
23.8K
$9.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.02K+ 3.37% |
$401K - $475K
|
31.1K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.01K+ 29.5% |
$400K - $473K
|
4.44K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1K+ 174.0% |
$397K - $469K
|
1.58K
$664K
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1KNew |
$396K - $469K
|
1K
$421K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1K+ 3.31% |
$396K - $469K
|
31.3K
$13.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1K+ 13.22% |
$395K - $468K
|
8.57K
$3.6M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
991+ 12.65% |
$392K - $463K
|
8.82K
$3.71M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
990+ 7.1% |
$391K - $463K
|
14.9K
$6.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
985+ 6.86% |
$389K - $461K
|
15.4K
$6.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
984+ 1.64% |
$389K - $460K
|
61K
$25.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
982+ 6.94% |
$388K - $459K
|
15.1K
$6.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
980+ 28.36% |
$387K - $458K
|
4.44K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
980+ 2.59% |
$387K - $458K
|
38.8K
$16.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
977+ 1.93% |
$386K - $457K
|
51.7K
$21.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
973+ 12.9% |
$384K - $455K
|
8.52K
$3.58M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
963+ 6.73% |
$381K - $450K
|
15.3K
$6.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
962+ 2.33% |
$380K - $450K
|
42.2K
$17.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
960+ 139.33% |
$379K - $449K
|
1.65K
$693K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
956+ 11.96% |
$378K - $447K
|
8.95K
$3.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
947+ 1.58% |
$374K - $443K
|
61K
$25.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
943+ 27.25% |
$373K - $441K
|
4.4K
$1.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
943+ 21.55% |
$373K - $441K
|
5.32K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
942+ 1.64% |
$372K - $440K
|
58.5K
$24.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
939+ 8.2% |
$371K - $439K
|
12.4K
$5.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
936+ 2.86% |
$370K - $438K
|
33.6K
$14.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
931+ 18.96% |
$368K - $435K
|
5.84K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
927+ 1.03% |
$366K - $433K
|
90.6K
$38.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
919+ 1.87% |
$363K - $430K
|
49.9K
$21M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
915+ 24.14% |
$362K - $428K
|
4.71K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
915+ 5.14% |
$362K - $428K
|
18.7K
$7.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
914+ 4.58% |
$361K - $427K
|
20.9K
$8.78M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
911+ 21.49% |
$360K - $426K
|
5.15K
$2.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
908+ 0.27% |
$359K - $425K
|
332K
$140M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
902+ 1.34% |
$356K - $422K
|
68.3K
$28.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
901New |
$356K - $421K
|
901
$379K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
897+ 1.83% |
$354K - $419K
|
50K
$21M
|