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 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
897+ 1.83% |
$354K - $419K
|
50K
$21M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
895+ 4.95% |
$354K - $418K
|
19K
$7.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
893+ 0.74% |
$353K - $418K
|
122K
$51.2M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
888+ 6.43% |
$351K - $415K
|
14.7K
$6.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
884+ 18.65% |
$349K - $413K
|
5.62K
$2.36M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
880+ 0.92% |
$348K - $411K
|
96K
$40.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
880+ 16.15% |
$348K - $411K
|
6.33K
$2.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
876+ 4.01% |
$346K - $410K
|
22.7K
$9.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
874+ 2.14% |
$345K - $409K
|
41.8K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
874+ 8.15% |
$345K - $409K
|
11.6K
$4.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
872+ 0.95% |
$345K - $408K
|
93K
$39.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
866+ 0.73% |
$342K - $405K
|
120K
$50.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
866+ 4.88% |
$342K - $405K
|
18.6K
$7.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
864+ 2.75% |
$341K - $404K
|
32.3K
$13.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
863+ 24.76% |
$341K - $404K
|
4.35K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
860+ 20.59% |
$340K - $402K
|
5.04K
$2.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
856+ 0.37% |
$338K - $400K
|
233K
$97.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
852+ 10.26% |
$337K - $398K
|
9.16K
$3.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
846+ 3.49% |
$334K - $396K
|
25.1K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
845+ 11.65% |
$334K - $395K
|
8.1K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
838+ 10.55% |
$331K - $392K
|
8.78K
$3.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
838+ 20.2% |
$331K - $392K
|
4.99K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
838+ 2.39% |
$331K - $392K
|
35.9K
$15.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
837+ 10.11% |
$331K - $391K
|
9.11K
$3.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
836+ 5.55% |
$330K - $391K
|
15.9K
$6.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
832+ 1.67% |
$329K - $389K
|
50.6K
$21.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
832+ 4.78% |
$329K - $389K
|
18.2K
$7.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
832+ 10.05% |
$329K - $389K
|
9.11K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
831+ 4.27% |
$328K - $389K
|
20.3K
$8.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
829+ 6.25% |
$328K - $388K
|
14.1K
$5.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
820+ 5.75% |
$324K - $383K
|
15.1K
$6.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
817+ 1.28% |
$323K - $382K
|
64.6K
$27.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
807+ 5.67% |
$319K - $377K
|
15K
$6.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
805+ 2.18% |
$318K - $376K
|
37.7K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
805+ 12.79% |
$318K - $376K
|
7.1K
$2.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
802+ 4.22% |
$317K - $375K
|
19.8K
$8.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
801+ 2.08% |
$317K - $375K
|
39.3K
$16.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
800+ 6.86% |
$316K - $374K
|
12.5K
$5.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
799+ 7.54% |
$316K - $374K
|
11.4K
$4.79M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
797+ 3.11% |
$315K - $373K
|
26.5K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
796+ 1.95% |
$315K - $372K
|
41.7K
$17.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
795+ 1.73% |
$314K - $372K
|
46.7K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
792+ 8.41% |
$313K - $370K
|
10.2K
$4.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
783+ 4.69% |
$309K - $366K
|
17.5K
$7.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
782+ 2.05% |
$309K - $366K
|
38.9K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
781+ 16.61% |
$309K - $365K
|
5.48K
$2.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
781+ 1.2% |
$309K - $365K
|
65.6K
$27.6M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
764+ 5.01% |
$302K - $357K
|
16K
$6.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
762+ 2.49% |
$301K - $356K
|
31.4K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
760+ 0.87% |
$300K - $355K
|
88.4K
$37.2M
|