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 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
459+ 5.12% |
$181K - $215K
|
9.43K
$3.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
455+ 1.0% |
$180K - $213K
|
45.8K
$19.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
451+ 0.84% |
$178K - $211K
|
54.4K
$22.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
450+ 1.02% |
$178K - $210K
|
44.5K
$18.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
449+ 1.54% |
$177K - $210K
|
29.7K
$12.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
448+ 2.58% |
$177K - $209K
|
17.8K
$7.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
448+ 0.18% |
$177K - $209K
|
244K
$102M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
447+ 5.51% |
$177K - $209K
|
8.57K
$3.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
446+ 3.5% |
$176K - $209K
|
13.2K
$5.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
446+ 4.88% |
$176K - $209K
|
9.58K
$4.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
445+ 5.96% |
$176K - $208K
|
7.91K
$3.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
444+ 0.25% |
$175K - $208K
|
178K
$74.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
442+ 9.29% |
$175K - $207K
|
5.2K
$2.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
440+ 0.79% |
$174K - $206K
|
56.4K
$23.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
440+ 79.71% |
$174K - $206K
|
992
$417K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
436+ 2.37% |
$172K - $204K
|
18.8K
$7.91M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
434+ 7.27% |
$171K - $203K
|
6.41K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
433+ 2.89% |
$171K - $202K
|
15.4K
$6.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
429+ 4.34% |
$170K - $201K
|
10.3K
$4.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
423+ 5.83% |
$167K - $198K
|
7.68K
$3.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
422+ 2.85% |
$167K - $197K
|
15.3K
$6.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
420+ 12.94% |
$166K - $196K
|
3.67K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
418+ 1.62% |
$165K - $195K
|
26.2K
$11M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
417+ 2.07% |
$165K - $195K
|
20.5K
$8.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
413+ 2.82% |
$163K - $193K
|
15.1K
$6.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
412+ 22.74% |
$163K - $193K
|
2.22K
$934K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
412+ 1.62% |
$163K - $193K
|
25.8K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
412+ 0.24% |
$163K - $193K
|
174K
$73M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.97% |
$162K - $192K
|
21.3K
$8.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
408+ 0.77% |
$161K - $191K
|
53.7K
$22.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
408+ 1.2% |
$161K - $191K
|
34.3K
$14.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
406+ 1.32% |
$160K - $190K
|
31.1K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
405+ 52.67% |
$160K - $189K
|
1.17K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
405+ 6.3% |
$160K - $189K
|
6.84K
$2.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
404+ 0.72% |
$160K - $189K
|
56.6K
$23.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
404+ 1.54% |
$160K - $189K
|
26.7K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
404+ 2.92% |
$160K - $189K
|
14.2K
$5.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
402+ 13.39% |
$159K - $188K
|
3.4K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
401+ 10.1% |
$158K - $187K
|
4.37K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
401+ 3.31% |
$158K - $187K
|
12.5K
$5.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
401+ 2.2% |
$158K - $187K
|
18.7K
$7.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400+ 20.64% |
$158K - $187K
|
2.34K
$982K
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
400+ 1.05% |
$158K - $187K
|
38.5K
$16.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
399+ 4.81% |
$158K - $187K
|
8.69K
$3.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
399+ 3.38% |
$158K - $187K
|
12.2K
$5.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
398+ 2.7% |
$157K - $186K
|
15.2K
$6.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
396+ 1.99% |
$156K - $185K
|
20.3K
$8.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
395+ 4.49% |
$156K - $185K
|
9.18K
$3.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
394+ 10.2% |
$156K - $184K
|
4.26K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
386+ 0.84% |
$153K - $180K
|
46.4K
$19.5M
|