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 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
148+ 2.53% |
$58.5K - $69.2K
|
6K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
148+ 1.7% |
$58.5K - $69.2K
|
8.83K
$3.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
146+ 2.06% |
$57.7K - $68.3K
|
7.24K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
146+ 3.18% |
$57.7K - $68.3K
|
4.73K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
146+ 3.7% |
$57.7K - $68.3K
|
4.09K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
145+ 12.4% |
$57.3K - $67.8K
|
1.31K
$552K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
145+ 23.93% |
$57.3K - $67.8K
|
751
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
144+ 10.5% |
$56.9K - $67.3K
|
1.52K
$637K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
143+ 2.3% |
$56.5K - $66.9K
|
6.37K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
143+ 1.8% |
$56.5K - $66.9K
|
8.07K
$3.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
141+ 2.92% |
$55.7K - $65.9K
|
4.97K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
139+ 4.8% |
$54.9K - $65K
|
3.04K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
139+ 2.83% |
$54.9K - $65K
|
5.05K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
138+ 0.72% |
$54.5K - $64.5K
|
19.4K
$8.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
138+ 7.66% |
$54.5K - $64.5K
|
1.94K
$815K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
137+ 1.03% |
$54.1K - $64.1K
|
13.5K
$5.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
137+ 5.55% |
$54.1K - $64.1K
|
2.61K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
137+ 0.5% |
$54.1K - $64.1K
|
27.5K
$11.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
136+ 24.5% |
$53.7K - $63.6K
|
691
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
136+ 0.14% |
$53.7K - $63.6K
|
96.6K
$40.6M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
136+ 1.09% |
$53.7K - $63.6K
|
12.6K
$5.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
136+ 0.13% |
$53.7K - $63.6K
|
102K
$42.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
135+ 1.48% |
$53.3K - $63.1K
|
9.23K
$3.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
133+ 0.99% |
$52.6K - $62.2K
|
13.6K
$5.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
132+ 4.53% |
$52.2K - $61.7K
|
3.05K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
132+ 3.13% |
$52.2K - $61.7K
|
4.36K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
132+ 0.67% |
$52.2K - $61.7K
|
19.9K
$8.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
132+ 3.86% |
$52.2K - $61.7K
|
3.55K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
131+ 0.79% |
$51.8K - $61.3K
|
16.8K
$7.05M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
130+ 0.67% |
$51.4K - $60.8K
|
19.7K
$8.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
130+ 0.29% |
$51.4K - $60.8K
|
44.4K
$18.7M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
129+ 2.16% |
$51K - $60.3K
|
6.11K
$2.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
129+ 1.71% |
$51K - $60.3K
|
7.67K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
129+ 0.59% |
$51K - $60.3K
|
21.9K
$9.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
128+ 1.99% |
$50.6K - $59.8K
|
6.58K
$2.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
127+ 0.53% |
$50.2K - $59.4K
|
24K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
127+ 0.56% |
$50.2K - $59.4K
|
22.9K
$9.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
126+ 0.88% |
$49.8K - $58.9K
|
14.5K
$6.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
126+ 1.48% |
$49.8K - $58.9K
|
8.63K
$3.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
126+ 2.76% |
$49.8K - $58.9K
|
4.69K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
126+ 2.45% |
$49.8K - $58.9K
|
5.28K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
125+ 21.37% |
$49.4K - $58.4K
|
710
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
125+ 3.16% |
$49.4K - $58.4K
|
4.09K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 5.02% |
$49K - $58K
|
2.59K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
124+ 3.93% |
$49K - $58K
|
3.28K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
124+ 21.53% |
$49K - $58K
|
700
$294K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
123+ 8.83% |
$48.6K - $57.5K
|
1.52K
$637K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
123+ 1.04% |
$48.6K - $57.5K
|
12K
$5.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
122+ 0.37% |
$48.2K - $57K
|
33K
$13.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
121+ 2.06% |
$47.8K - $56.6K
|
5.99K
$2.52M
|