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 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
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
BUY
|
- |
208+ 4.86% |
$82.2K - $97.3K
|
4.48K
$1.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
208+ 0.45% |
$82.2K - $97.3K
|
46.3K
$19.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
207+ 8.49% |
$81.8K - $96.8K
|
2.65K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
207+ 3.63% |
$81.8K - $96.8K
|
5.91K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
206+ 39.02% |
$81.4K - $96.3K
|
734
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
205+ 0.07% |
$81K - $95.8K
|
293K
$123M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
205+ 6.24% |
$81K - $95.8K
|
3.49K
$1.47M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
202+ 0.56% |
$79.8K - $94.4K
|
36.4K
$15.3M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
200+ 2.9% |
$79K - $93.5K
|
7.09K
$2.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 13.38% |
$79K - $93.5K
|
1.7K
$712K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
199+ 0.37% |
$78.6K - $93K
|
54.1K
$22.7M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
197+ 1.63% |
$77.8K - $92.1K
|
12.3K
$5.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
196+ 0.12% |
$77.4K - $91.6K
|
163K
$68.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
192+ 0.08% |
$75.9K - $89.8K
|
233K
$97.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
192+ 10.32% |
$75.9K - $89.8K
|
2.05K
$862K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
192+ 2.13% |
$75.9K - $89.8K
|
9.2K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
191+ 0.31% |
$75.5K - $89.3K
|
62.3K
$26.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
190+ 0.09% |
$75.1K - $88.8K
|
202K
$84.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
190+ 2.4% |
$75.1K - $88.8K
|
8.12K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
189+ 1.55% |
$74.7K - $88.4K
|
12.4K
$5.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
189+ 94.97% |
$74.7K - $88.4K
|
388
$163K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
189+ 0.4% |
$74.7K - $88.4K
|
47.8K
$20.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
187+ 0.94% |
$73.9K - $87.4K
|
20.2K
$8.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
186+ 1.13% |
$73.5K - $87K
|
16.6K
$6.98M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
186+ 8.27% |
$73.5K - $87K
|
2.44K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
186+ 4.86% |
$73.5K - $87K
|
4.01K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
184+ 1.47% |
$72.7K - $86K
|
12.7K
$5.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
184+ 9.57% |
$72.7K - $86K
|
2.11K
$885K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
184+ 0.43% |
$72.7K - $86K
|
42.5K
$17.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
183+ 3.37% |
$72.3K - $85.6K
|
5.62K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
183+ 1.39% |
$72.3K - $85.6K
|
13.3K
$5.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
183+ 1.24% |
$72.3K - $85.6K
|
15K
$6.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
182+ 0.68% |
$71.9K - $85.1K
|
26.9K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
181+ 1.37% |
$71.5K - $84.6K
|
13.4K
$5.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
180+ 1.67% |
$71.1K - $84.2K
|
10.9K
$4.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
180+ 1.88% |
$71.1K - $84.2K
|
9.76K
$4.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
180+ 1.61% |
$71.1K - $84.2K
|
11.4K
$4.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
178+ 1.92% |
$70.3K - $83.2K
|
9.43K
$3.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
177+ 3.14% |
$69.9K - $82.8K
|
5.82K
$2.44M
|