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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
16.4K+ 293.64% |
$6.5M - $7.69M
|
22K
$9.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
15.9K+ 181.17% |
$6.28M - $7.43M
|
24.7K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.9K+ 3.69% |
$5.9M - $6.99M
|
420K
$176M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.7K+ 13.81% |
$5.8M - $6.86M
|
121K
$50.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
14.4KNew |
$5.67M - $6.71M
|
14.4K
$6.03M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
14.3K+ 12.28% |
$5.66M - $6.7M
|
131K
$55.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14K+ 8.02% |
$5.55M - $6.56M
|
189K
$79.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
13.9K+ 93.95% |
$5.49M - $6.49M
|
28.7K
$12M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
13.7K+ 1.55% |
$5.41M - $6.4M
|
898K
$377M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
13.6KNew |
$5.39M - $6.37M
|
13.6K
$5.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.3K+ 4.32% |
$5.27M - $6.24M
|
322K
$135M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
13.3K+ 1.5% |
$5.26M - $6.23M
|
901K
$379M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
13.1K+ 1.34% |
$5.18M - $6.13M
|
992K
$417M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12.9K+ 7.56% |
$5.09M - $6.02M
|
183K
$77M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.9K+ 4.14% |
$5.08M - $6.01M
|
324K
$136M
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$5.06M - $5.98M
|
12.8K
$5.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
12.6K+ 28.05% |
$4.99M - $5.91M
|
57.7K
$24.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
12.4K+ 2.48% |
$4.91M - $5.81M
|
513K
$216M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
12.2KNew |
$4.83M - $5.71M
|
12.2K
$5.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
12.1K+ 16.9% |
$4.8M - $5.68M
|
84.1K
$35.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
12.1K+ 25.58% |
$4.8M - $5.68M
|
59.6K
$25M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.1K+ 3.59% |
$4.8M - $5.67M
|
350K
$147M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
11.9K+ 19.68% |
$4.71M - $5.58M
|
72.5K
$30.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
11.8KNew |
$4.66M - $5.51M
|
11.8K
$4.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.7K+ 4.76% |
$4.63M - $5.48M
|
258K
$108M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.6K+ 118.26% |
$4.6M - $5.44M
|
21.5K
$9.03M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
11.6K+ 220.44% |
$4.58M - $5.42M
|
16.9K
$7.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11.5K+ 64.63% |
$4.54M - $5.38M
|
29.3K
$12.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
11.5K+ 34.39% |
$4.53M - $5.35M
|
44.8K
$18.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.3K+ 21.22% |
$4.48M - $5.3M
|
64.7K
$27.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.2K+ 48.45% |
$4.44M - $5.25M
|
34.4K
$14.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
11K+ 18.91% |
$4.35M - $5.14M
|
69.2K
$29.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.8K+ 1.12% |
$4.27M - $5.05M
|
971K
$408M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.8K+ 0.93% |
$4.26M - $5.04M
|
1.17M
$493M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
10.8K+ 5.24% |
$4.25M - $5.03M
|
216K
$90.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
10.7K+ 2.63% |
$4.23M - $5.01M
|
419K
$176M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10.7K+ 18.09% |
$4.22M - $4.99M
|
69.6K
$29.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
10.6K+ 3.73% |
$4.19M - $4.96M
|
295K
$124M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6K+ 0.51% |
$4.17M - $4.94M
|
2.08M
$874M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10.4K+ 10.87% |
$4.12M - $4.87M
|
106K
$44.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10.2K+ 17.4% |
$4.01M - $4.75M
|
68.5K
$28.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
10.1K+ 2.22% |
$4.01M - $4.74M
|
466K
$196M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10K+ 3.95% |
$3.95M - $4.68M
|
264K
$111M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.93K+ 93.86% |
$3.92M - $4.64M
|
20.5K
$8.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
9.85K+ 9.57% |
$3.89M - $4.61M
|
113K
$47.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
9.83K+ 33.11% |
$3.88M - $4.59M
|
39.5K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.82K+ 8.72% |
$3.88M - $4.59M
|
122K
$51.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.8K+ 21.77% |
$3.87M - $4.58M
|
54.8K
$23M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
9.71K+ 5.42% |
$3.84M - $4.54M
|
189K
$79.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.69K+ 0.81% |
$3.83M - $4.53M
|
1.2M
$506M
|