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 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
58+ 2.16% |
$22.9K - $27.1K
|
2.75K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
58+ 3.6% |
$22.9K - $27.1K
|
1.67K
$702K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
58+ 0.49% |
$22.9K - $27.1K
|
11.9K
$5M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
58+ 1.1% |
$22.9K - $27.1K
|
5.31K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
57+ 0.45% |
$22.5K - $26.7K
|
12.6K
$5.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
56+ 0.46% |
$22.1K - $26.2K
|
12.2K
$5.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
56+ 0.09% |
$22.1K - $26.2K
|
60.1K
$25.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
56+ 0.36% |
$22.1K - $26.2K
|
15.4K
$6.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
55+ 0.22% |
$21.7K - $25.7K
|
24.5K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
55+ 1.41% |
$21.7K - $25.7K
|
3.95K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
55+ 0.19% |
$21.7K - $25.7K
|
28.3K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
55+ 39.01% |
$21.7K - $25.7K
|
196
$82.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
54+ 4.17% |
$21.3K - $25.2K
|
1.35K
$566K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
54+ 0.14% |
$21.3K - $25.2K
|
38.6K
$16.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
54+ 2.16% |
$21.3K - $25.2K
|
2.55K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
54+ 5.78% |
$21.3K - $25.2K
|
989
$416K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
53+ 0.02% |
$20.9K - $24.8K
|
298K
$125M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.67% |
$20.9K - $24.8K
|
8K
$3.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
53+ 0.08% |
$20.9K - $24.8K
|
67.4K
$28.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
52+ 2.86% |
$20.5K - $24.3K
|
1.87K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
52+ 1.0% |
$20.5K - $24.3K
|
5.24K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
52+ 0.53% |
$20.5K - $24.3K
|
9.83K
$4.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
51+ 0.52% |
$20.2K - $23.8K
|
9.81K
$4.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
51+ 4.04% |
$20.2K - $23.8K
|
1.31K
$551K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
50+ 1.93% |
$19.8K - $23.4K
|
2.64K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
50+ 0.95% |
$19.8K - $23.4K
|
5.3K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
49+ 0.82% |
$19.4K - $22.9K
|
6.03K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
49+ 2.3% |
$19.4K - $22.9K
|
2.18K
$915K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
49+ 0.91% |
$19.4K - $22.9K
|
5.43K
$2.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
48+ 0.11% |
$19K - $22.4K
|
41.9K
$17.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
48+ 5.78% |
$19K - $22.4K
|
879
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
48+ 0.33% |
$19K - $22.4K
|
14.8K
$6.22M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
47+ 5.56% |
$18.6K - $22K
|
893
$375K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
47+ 0.2% |
$18.6K - $22K
|
23.3K
$9.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
46+ 0.3% |
$18.2K - $21.5K
|
15.3K
$6.44M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
46+ 0.28% |
$18.2K - $21.5K
|
16.2K
$6.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
46+ 1.49% |
$18.2K - $21.5K
|
3.14K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
45+ 0.23% |
$17.8K - $21K
|
19.4K
$8.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
45+ 0.61% |
$17.8K - $21K
|
7.47K
$3.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
45+ 0.61% |
$17.8K - $21K
|
7.44K
$3.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
45+ 9.59% |
$17.8K - $21K
|
514
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
44+ 1.67% |
$17.4K - $20.6K
|
2.67K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
43+ 0.96% |
$17K - $20.1K
|
4.51K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
43+ 5.5% |
$17K - $20.1K
|
825
$347K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
43+ 0.19% |
$17K - $20.1K
|
22.5K
$9.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
42+ 1.39% |
$16.6K - $19.6K
|
3.05K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
42+ 3.88% |
$16.6K - $19.6K
|
1.13K
$473K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
42+ 0.4% |
$16.6K - $19.6K
|
10.5K
$4.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42+ 0.37% |
$16.6K - $19.6K
|
11.2K
$4.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
42+ 0.1% |
$16.6K - $19.6K
|
44K
$18.5M
|