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 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.71K+ 3.13% |
$1.47M - $1.73M
|
122K
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.7K+ 2.3% |
$1.46M - $1.73M
|
165K
$60.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
3.69K+ 6.31% |
$1.46M - $1.72M
|
62.1K
$22.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 7.21% |
$1.46M - $1.72M
|
54.7K
$20.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.68K+ 31.23% |
$1.45M - $1.72M
|
15.5K
$5.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 5.19% |
$1.45M - $1.72M
|
74.5K
$27.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.67K+ 1.28% |
$1.45M - $1.72M
|
290K
$106M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
3.66K+ 8.93% |
$1.45M - $1.71M
|
44.7K
$16.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 11.04% |
$1.44M - $1.71M
|
36.8K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
3.65K+ 17.41% |
$1.44M - $1.7M
|
24.6K
$9.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.64KNew |
$1.44M - $1.7M
|
3.64K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
3.62KNew |
$1.43M - $1.69M
|
3.62K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
3.62K+ 0.83% |
$1.43M - $1.69M
|
437K
$160M
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.61K+ 1.84% |
$1.42M - $1.69M
|
199K
$73M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.6K+ 4.43% |
$1.42M - $1.68M
|
84.9K
$31.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.59K+ 22.96% |
$1.42M - $1.68M
|
19.2K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.55KNew |
$1.4M - $1.66M
|
3.55K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.54K+ 19.33% |
$1.4M - $1.66M
|
21.9K
$8.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.54K+ 4.01% |
$1.4M - $1.66M
|
91.9K
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.54K+ 2.43% |
$1.4M - $1.66M
|
149K
$54.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.53K+ 39.71% |
$1.4M - $1.65M
|
12.4K
$4.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.51KNew |
$1.39M - $1.64M
|
3.51K
$1.29M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.51K+ 3.9% |
$1.39M - $1.64M
|
93.4K
$34.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.49K+ 8.7% |
$1.38M - $1.63M
|
43.6K
$16M
|
|
|
Apr 10, 2025
Q3 2024
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.49K+ 8.44% |
$1.38M - $1.63M
|
44.9K
$16.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 180.81% |
$1.38M - $1.63M
|
5.41K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.46K+ 27.97% |
$1.37M - $1.62M
|
15.8K
$5.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.45K+ 1.28% |
$1.36M - $1.61M
|
273K
$100M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
3.45K+ 232.01% |
$1.36M - $1.61M
|
4.94K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.45K+ 8.74% |
$1.36M - $1.61M
|
42.9K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
3.44K+ 35.8% |
$1.36M - $1.61M
|
13.1K
$4.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.43K+ 9.24% |
$1.35M - $1.6M
|
40.5K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.41K+ 3.48% |
$1.35M - $1.59M
|
101K
$37.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
3.4K+ 4.11% |
$1.34M - $1.59M
|
85.9K
$31.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.38K+ 15.04% |
$1.34M - $1.58M
|
25.9K
$9.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
3.38KNew |
$1.33M - $1.58M
|
3.38K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.36K+ 72.34% |
$1.33M - $1.57M
|
8.01K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.35K+ 6.39% |
$1.33M - $1.57M
|
55.8K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.35K+ 3.26% |
$1.32M - $1.57M
|
106K
$38.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
3.33K+ 8.51% |
$1.32M - $1.56M
|
42.5K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.33K+ 21.29% |
$1.31M - $1.56M
|
19K
$6.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.32K+ 2.93% |
$1.31M - $1.55M
|
117K
$42.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.31K+ 1.22% |
$1.31M - $1.55M
|
275K
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
3.25KNew |
$1.28M - $1.52M
|
3.25K
$1.19M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.22K+ 17.96% |
$1.27M - $1.51M
|
21.2K
$7.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.22K+ 9.4% |
$1.27M - $1.5M
|
37.5K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
3.21K+ 38.83% |
$1.27M - $1.5M
|
11.5K
$4.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.2K+ 4.87% |
$1.27M - $1.5M
|
69K
$25.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
3.2K+ 121.4% |
$1.26M - $1.5M
|
5.84K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
3.2K+ 2.66% |
$1.26M - $1.49M
|
123K
$45.2M
|