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 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
106+ 2.58% |
$41.9K - $49.6K
|
4.21K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
106+ 3.2% |
$41.9K - $49.6K
|
3.42K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
105+ 3.23% |
$41.5K - $49.1K
|
3.35K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
104+ 0.21% |
$41.1K - $48.6K
|
48.7K
$20.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
104+ 0.06% |
$41.1K - $48.6K
|
179K
$75M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
104+ 0.44% |
$41.1K - $48.6K
|
23.9K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.46% |
$41.1K - $48.6K
|
3.11K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
103+ 0.71% |
$40.7K - $48.2K
|
14.6K
$6.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
103+ 6.14% |
$40.7K - $48.2K
|
1.78K
$748K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
103+ 8.93% |
$40.7K - $48.2K
|
1.26K
$528K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
103+ 17.22% |
$40.7K - $48.2K
|
701
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
102+ 1.83% |
$40.3K - $47.7K
|
5.68K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
102+ 1.69% |
$40.3K - $47.7K
|
6.12K
$2.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
102+ 0.74% |
$40.3K - $47.7K
|
14K
$5.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
101+ 2.58% |
$39.9K - $47.2K
|
4.02K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 16.69% |
$39.9K - $47.2K
|
706
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
101+ 2.56% |
$39.9K - $47.2K
|
4.05K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
101+ 0.52% |
$39.9K - $47.2K
|
19.5K
$8.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
100+ 1.97% |
$39.5K - $46.8K
|
5.18K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
100+ 6.36% |
$39.5K - $46.8K
|
1.67K
$703K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
100+ 1.17% |
$39.5K - $46.8K
|
8.65K
$3.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.77% |
$39.5K - $46.8K
|
13K
$5.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100+ 6.54% |
$39.5K - $46.8K
|
1.63K
$684K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
99+ 2.98% |
$39.1K - $46.3K
|
3.43K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
99+ 5.87% |
$39.1K - $46.3K
|
1.79K
$750K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
99+ 0.89% |
$39.1K - $46.3K
|
11.2K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
99+ 1.47% |
$39.1K - $46.3K
|
6.86K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
97+ 4.89% |
$38.3K - $45.4K
|
2.08K
$874K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
96+ 0.33% |
$37.9K - $44.9K
|
29.2K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
96+ 0.58% |
$37.9K - $44.9K
|
16.6K
$6.98M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
96+ 3.0% |
$37.9K - $44.9K
|
3.3K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
96+ 2.65% |
$37.9K - $44.9K
|
3.71K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
96+ 0.33% |
$37.9K - $44.9K
|
29.6K
$12.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
96+ 0.74% |
$37.9K - $44.9K
|
13K
$5.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
95+ 18.2% |
$37.5K - $44.4K
|
617
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
95+ 0.4% |
$37.5K - $44.4K
|
23.6K
$9.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
95+ 0.7% |
$37.5K - $44.4K
|
13.6K
$5.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
95+ 0.12% |
$37.5K - $44.4K
|
78.6K
$33M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
94+ 0.04% |
$37.1K - $44K
|
216K
$90.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
93+ 6.07% |
$36.7K - $43.5K
|
1.62K
$682K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
92+ 0.99% |
$36.4K - $43K
|
9.37K
$3.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
92+ 0.24% |
$36.4K - $43K
|
38.5K
$16.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
92+ 0.51% |
$36.4K - $43K
|
18.1K
$7.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
91+ 0.51% |
$36K - $42.5K
|
17.9K
$7.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
91+ 0.49% |
$36K - $42.5K
|
18.8K
$7.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
90+ 4.26% |
$35.6K - $42.1K
|
2.2K
$926K
|
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
90+ 0.67% |
$35.6K - $42.1K
|
13.5K
$5.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
89+ 0.32% |
$35.2K - $41.6K
|
28K
$11.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
89+ 0.31% |
$35.2K - $41.6K
|
28.9K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
88+ 2.01% |
$34.8K - $41.1K
|
4.47K
$1.88M
|