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 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
669New |
$264K - $313K
|
669
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
662+ 1.02% |
$262K - $310K
|
65.7K
$27.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
660+ 13.75% |
$261K - $309K
|
5.46K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
658New |
$260K - $308K
|
658
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
651+ 0.88% |
$257K - $304K
|
74.7K
$31.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
650+ 1.71% |
$257K - $304K
|
38.8K
$16.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
649+ 5.98% |
$256K - $303K
|
11.5K
$4.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
648+ 0.35% |
$256K - $303K
|
184K
$77.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
645+ 2.96% |
$255K - $302K
|
22.4K
$9.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
641+ 4.72% |
$253K - $300K
|
14.2K
$5.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
640+ 5.87% |
$253K - $299K
|
11.5K
$4.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
639+ 23.27% |
$253K - $299K
|
3.39K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
635+ 4.65% |
$251K - $297K
|
14.3K
$6.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
634+ 3.27% |
$251K - $296K
|
20K
$8.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
633+ 2.18% |
$250K - $296K
|
29.6K
$12.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
627+ 2.51% |
$248K - $293K
|
25.6K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
624+ 0.67% |
$247K - $292K
|
94.2K
$39.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
619New |
$245K - $289K
|
619
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
618+ 2.63% |
$244K - $289K
|
24.1K
$10.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
616+ 1.52% |
$243K - $288K
|
41.1K
$17.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
615+ 1.78% |
$243K - $288K
|
35.2K
$14.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
612+ 0.6% |
$242K - $286K
|
103K
$43.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
611+ 5.89% |
$241K - $286K
|
11K
$4.61M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
610+ 4.21% |
$241K - $285K
|
15.1K
$6.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
609+ 16.44% |
$241K - $285K
|
4.31K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
607+ 0.9% |
$240K - $284K
|
68.3K
$28.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
607+ 0.31% |
$240K - $284K
|
195K
$82M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
607+ 1.79% |
$240K - $284K
|
34.6K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
598+ 54.61% |
$236K - $280K
|
1.69K
$711K
|
|
|
Nov 05, 2024
Q3 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
598+ 3.74% |
$236K - $280K
|
16.6K
$6.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
595+ 1.95% |
$235K - $278K
|
31.1K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
593+ 3.46% |
$234K - $277K
|
17.8K
$7.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
593+ 8.28% |
$234K - $277K
|
7.76K
$3.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
590+ 7.96% |
$233K - $276K
|
8.01K
$3.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
589+ 5.03% |
$233K - $275K
|
12.3K
$5.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
589+ 12.15% |
$233K - $275K
|
5.44K
$2.28M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
587+ 4.56% |
$232K - $274K
|
13.5K
$5.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
583+ 4.58% |
$230K - $273K
|
13.3K
$5.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
582+ 2.97% |
$230K - $272K
|
20.2K
$8.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
581+ 2.73% |
$230K - $272K
|
21.9K
$9.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
581+ 3.5% |
$230K - $272K
|
17.2K
$7.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
580+ 0.8% |
$229K - $271K
|
72.9K
$30.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
579+ 2.15% |
$229K - $271K
|
27.5K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
573+ 2.3% |
$226K - $268K
|
25.5K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
573+ 4.34% |
$226K - $268K
|
13.8K
$5.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
569+ 0.6% |
$225K - $266K
|
94.7K
$39.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
567+ 0.36% |
$224K - $265K
|
160K
$67.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
565+ 0.53% |
$223K - $264K
|
107K
$45.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
563+ 2.77% |
$222K - $263K
|
20.9K
$8.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
562+ 13.84% |
$222K - $263K
|
4.62K
$1.94M
|