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 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
289+ 5.45% |
$114K - $135K
|
5.59K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
288+ 5.22% |
$114K - $135K
|
5.81K
$2.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
286+ 1.95% |
$113K - $134K
|
14.9K
$6.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
285+ 0.4% |
$113K - $133K
|
71.3K
$30M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
283+ 0.89% |
$112K - $132K
|
32.1K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
283+ 0.22% |
$112K - $132K
|
128K
$53.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
282+ 8.44% |
$111K - $132K
|
3.63K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
282+ 3.24% |
$111K - $132K
|
8.99K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
278+ 11.41% |
$110K - $130K
|
2.71K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
277+ 1.88% |
$109K - $130K
|
15K
$6.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
276+ 2.28% |
$109K - $129K
|
12.4K
$5.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
276+ 4.35% |
$109K - $129K
|
6.63K
$2.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
275+ 2.14% |
$109K - $129K
|
13.1K
$5.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
274+ 0.37% |
$108K - $128K
|
74.7K
$31.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
274+ 1.09% |
$108K - $128K
|
25.5K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
273+ 2.61% |
$108K - $128K
|
10.7K
$4.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
273+ 0.52% |
$108K - $128K
|
52.8K
$22.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
273+ 1.3% |
$108K - $128K
|
21.2K
$8.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
270+ 2.28% |
$107K - $126K
|
12.1K
$5.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
270+ 11.3% |
$107K - $126K
|
2.66K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
270+ 13.75% |
$107K - $126K
|
2.23K
$938K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
269+ 7.42% |
$106K - $126K
|
3.9K
$1.64M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
268+ 9.41% |
$106K - $125K
|
3.12K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
267+ 0.5% |
$106K - $125K
|
53.2K
$22.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
267+ 6.18% |
$106K - $125K
|
4.59K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
266+ 19.22% |
$105K - $124K
|
1.65K
$693K
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
266+ 1.47% |
$105K - $124K
|
18.3K
$7.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
264+ 3.45% |
$104K - $123K
|
7.91K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
261+ 2.83% |
$103K - $122K
|
9.5K
$3.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
261+ 0.29% |
$103K - $122K
|
89.1K
$37.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
260+ 2.8% |
$103K - $122K
|
9.56K
$4.02M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
258+ 11.24% |
$102K - $121K
|
2.55K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
258+ 12.46% |
$102K - $121K
|
2.33K
$978K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
257+ 2.52% |
$102K - $120K
|
10.5K
$4.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
256+ 9.2% |
$101K - $120K
|
3.04K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
256+ 2.6% |
$101K - $120K
|
10.1K
$4.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
254+ 2.93% |
$100K - $119K
|
8.94K
$3.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
254+ 1.07% |
$100K - $119K
|
24K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
253+ 9.96% |
$100K - $118K
|
2.79K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
253+ 7.33% |
$100K - $118K
|
3.7K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
252+ 6.09% |
$99.6K - $118K
|
4.39K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
251+ 7.69% |
$99.2K - $117K
|
3.52K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
250+ 0.45% |
$98.8K - $117K
|
56.2K
$23.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
250+ 9.8% |
$98.8K - $117K
|
2.8K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
249+ 3.04% |
$98.4K - $116K
|
8.45K
$3.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
249+ 3.81% |
$98.4K - $116K
|
6.78K
$2.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
248+ 0.4% |
$98K - $116K
|
62.1K
$26.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
247+ 5.24% |
$97.6K - $115K
|
4.96K
$2.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
246+ 2.55% |
$97.2K - $115K
|
9.89K
$4.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
243+ 0.19% |
$96K - $114K
|
126K
$53.1M
|