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 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
242+ 2.67% |
$95.6K - $113K
|
9.3K
$3.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
242+ 13.13% |
$95.6K - $113K
|
2.09K
$876K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
241+ 0.29% |
$95.2K - $113K
|
83.8K
$35.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
241+ 1.53% |
$95.2K - $113K
|
16K
$6.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
240+ 1.86% |
$94.8K - $112K
|
13.2K
$5.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
239+ 4.27% |
$94.4K - $112K
|
5.84K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
239+ 1.55% |
$94.4K - $112K
|
15.7K
$6.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
238+ 2.51% |
$94K - $111K
|
9.72K
$4.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
238+ 0.63% |
$94K - $111K
|
38K
$16M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
237+ 1.94% |
$93.7K - $111K
|
12.5K
$5.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
235+ 2.2% |
$92.9K - $110K
|
10.9K
$4.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
235+ 1.32% |
$92.9K - $110K
|
18.1K
$7.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
235+ 1.99% |
$92.9K - $110K
|
12K
$5.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
234+ 3.37% |
$92.5K - $109K
|
7.18K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
234+ 35.62% |
$92.5K - $109K
|
891
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
234+ 0.44% |
$92.5K - $109K
|
53.4K
$22.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
234+ 22.44% |
$92.5K - $109K
|
1.28K
$537K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
234+ 2.21% |
$92.5K - $109K
|
10.8K
$4.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
234+ 6.72% |
$92.5K - $109K
|
3.71K
$1.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
232+ 4.05% |
$91.7K - $108K
|
5.96K
$2.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
231+ 1.74% |
$91.3K - $108K
|
13.5K
$5.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
231+ 3.21% |
$91.3K - $108K
|
7.42K
$3.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
231+ 7.02% |
$91.3K - $108K
|
3.52K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
230+ 7.27% |
$90.9K - $108K
|
3.4K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
230+ 4.01% |
$90.9K - $108K
|
5.97K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
229+ 1.26% |
$90.5K - $107K
|
18.3K
$7.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
228+ 18.95% |
$90.1K - $107K
|
1.43K
$601K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
228+ 2.48% |
$90.1K - $107K
|
9.41K
$3.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
227+ 4.59% |
$89.7K - $106K
|
5.18K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
225+ 3.21% |
$88.9K - $105K
|
7.25K
$3.04M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
222+ 13.37% |
$87.7K - $104K
|
1.88K
$791K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
220+ 0.52% |
$86.9K - $103K
|
42.8K
$18M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
219+ 0.75% |
$86.5K - $102K
|
29.3K
$12.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
218+ 1.66% |
$86.1K - $102K
|
13.3K
$5.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
217+ 1.03% |
$85.7K - $101K
|
21.2K
$8.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
217+ 0.28% |
$85.7K - $101K
|
77.2K
$32.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
217+ 1.46% |
$85.7K - $101K
|
15.1K
$6.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
216+ 1.82% |
$85.4K - $101K
|
12.1K
$5.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
215+ 3.59% |
$85K - $101K
|
6.21K
$2.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
214+ 1.68% |
$84.6K - $100K
|
13K
$5.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
213+ 1.64% |
$84.2K - $99.6K
|
13.2K
$5.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
212+ 1.35% |
$83.8K - $99.1K
|
15.9K
$6.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
212+ 2.07% |
$83.8K - $99.1K
|
10.5K
$4.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
212+ 0.08% |
$83.8K - $99.1K
|
260K
$109M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
212+ 1.52% |
$83.8K - $99.1K
|
14.2K
$5.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
210+ 1.35% |
$83K - $98.2K
|
15.7K
$6.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
210+ 2.55% |
$83K - $98.2K
|
8.46K
$3.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
209+ 1.27% |
$82.6K - $97.7K
|
16.7K
$7.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
209+ 2.81% |
$82.6K - $97.7K
|
7.65K
$3.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
209+ 15.4% |
$82.6K - $97.7K
|
1.57K
$658K
|