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 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.41% |
$10.3K - $12.2K
|
6.32K
$2.66M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
26+ 0.68% |
$10.3K - $12.2K
|
3.85K
$1.62M
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
26+ 1.33% |
$10.3K - $12.2K
|
1.99K
$834K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
26+ 1.23% |
$10.3K - $12.2K
|
2.14K
$898K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 0.69% |
$10.3K - $12.2K
|
3.78K
$1.59M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25+ 0.84% |
$9.88K - $11.7K
|
3K
$1.26M
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
25+ 35.71% |
$9.88K - $11.7K
|
95
$39.9K
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25+ 0.58% |
$9.88K - $11.7K
|
4.31K
$1.81M
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25+ 0.79% |
$9.88K - $11.7K
|
3.21K
$1.35M
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
25+ 1.28% |
$9.88K - $11.7K
|
1.98K
$833K
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
25+ 0.56% |
$9.88K - $11.7K
|
4.51K
$1.9M
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
24+ 1.81% |
$9.48K - $11.2K
|
1.35K
$569K
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.47% |
$9.48K - $11.2K
|
716
$301K
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
24+ 0.11% |
$9.48K - $11.2K
|
21K
$8.82M
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
23+ 0.42% |
$9.09K - $10.8K
|
5.52K
$2.32M
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
23+ 0.89% |
$9.09K - $10.8K
|
2.6K
$1.09M
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
23+ 0.64% |
$9.09K - $10.8K
|
3.6K
$1.51M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
22+ 0.51% |
$8.69K - $10.3K
|
4.31K
$1.81M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 0.38% |
$8.69K - $10.3K
|
5.77K
$2.42M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
22+ 0.22% |
$8.69K - $10.3K
|
10.3K
$4.31M
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
22+ 0.51% |
$8.69K - $10.3K
|
4.3K
$1.81M
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
21+ 0.31% |
$8.3K - $9.82K
|
6.88K
$2.89M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 0.53% |
$8.3K - $9.82K
|
3.97K
$1.67M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
20+ 0.42% |
$7.9K - $9.35K
|
4.77K
$2M
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
20+ 1.22% |
$7.9K - $9.35K
|
1.66K
$697K
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$7.9K - $9.35K
|
15.1K
$6.36M
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
20+ 0.84% |
$7.9K - $9.35K
|
2.4K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.1% |
$7.9K - $9.35K
|
20.4K
$8.58M
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
20+ 0.28% |
$7.9K - $9.35K
|
7.16K
$3.01M
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
20+ 0.06% |
$7.9K - $9.35K
|
32.9K
$13.8M
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
19+ 0.06% |
$7.51K - $8.88K
|
32K
$13.5M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
19+ 1.32% |
$7.51K - $8.88K
|
1.46K
$614K
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$7.11K - $8.42K
|
6.59K
$2.77M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18+ 0.32% |
$7.11K - $8.42K
|
5.66K
$2.38M
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
18+ 0.09% |
$7.11K - $8.42K
|
19.7K
$8.3M
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
18+ 0.09% |
$7.11K - $8.42K
|
19.5K
$8.2M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 0.27% |
$7.11K - $8.42K
|
6.66K
$2.8M
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
18+ 0.03% |
$7.11K - $8.42K
|
52.8K
$22.2M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17+ 0.14% |
$6.72K - $7.95K
|
12.3K
$5.16M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.21% |
$6.32K - $7.48K
|
7.6K
$3.19M
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.38% |
$6.32K - $7.48K
|
4.27K
$1.79M
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
16+ 0.54% |
$6.32K - $7.48K
|
2.97K
$1.25M
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
15+ 0.18% |
$5.93K - $7.01K
|
8.27K
$3.47M
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
15+ 1.67% |
$5.93K - $7.01K
|
914
$384K
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
15+ 0.03% |
$5.93K - $7.01K
|
47.2K
$19.8M
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
15+ 0.15% |
$5.93K - $7.01K
|
10.4K
$4.35M
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
15+ 0.1% |
$5.93K - $7.01K
|
15.1K
$6.33M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.48% |
$5.93K - $7.01K
|
3.13K
$1.32M
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
15+ 0.02% |
$5.93K - $7.01K
|
68.9K
$28.9M
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 1.1% |
$5.93K - $7.01K
|
1.38K
$579K
|