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 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
593+ 3.46% |
$234K - $277K
|
17.8K
$9.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
593+ 8.28% |
$234K - $277K
|
7.76K
$4.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
590+ 7.96% |
$233K - $276K
|
8.01K
$4.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
589+ 5.03% |
$233K - $275K
|
12.3K
$6.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
589+ 12.15% |
$233K - $275K
|
5.44K
$2.86M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
587+ 4.56% |
$232K - $274K
|
13.5K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
586+ 18.67% |
$232K - $274K
|
3.72K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
583+ 4.58% |
$230K - $273K
|
13.3K
$7M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
582+ 2.97% |
$230K - $272K
|
20.2K
$10.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
581+ 2.73% |
$230K - $272K
|
21.9K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
581+ 3.5% |
$230K - $272K
|
17.2K
$9.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
580+ 0.8% |
$229K - $271K
|
72.9K
$38.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
579+ 2.15% |
$229K - $271K
|
27.5K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
578+ 0.63% |
$228K - $270K
|
92.3K
$48.5M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
573+ 2.3% |
$226K - $268K
|
25.5K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
573+ 4.34% |
$226K - $268K
|
13.8K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
572+ 3.85% |
$226K - $267K
|
15.4K
$8.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
569+ 0.6% |
$225K - $266K
|
94.7K
$49.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
567+ 0.36% |
$224K - $265K
|
160K
$84.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
565+ 0.53% |
$223K - $264K
|
107K
$56.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
563+ 2.77% |
$222K - $263K
|
20.9K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
562+ 13.84% |
$222K - $263K
|
4.62K
$2.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
561+ 9.04% |
$222K - $262K
|
6.77K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
560+ 13.8% |
$221K - $262K
|
4.62K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
560+ 25.65% |
$221K - $262K
|
2.74K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
555+ 17.83% |
$219K - $259K
|
3.67K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
553+ 1.34% |
$219K - $259K
|
41.8K
$22M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
552+ 1.13% |
$218K - $258K
|
49.3K
$25.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
552+ 14.53% |
$218K - $258K
|
4.35K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
552+ 5.6% |
$218K - $258K
|
10.4K
$5.47M
|
|
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
550+ 7.58% |
$217K - $257K
|
7.81K
$4.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
549+ 9.35% |
$217K - $257K
|
6.42K
$3.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
545+ 0.97% |
$215K - $255K
|
56.7K
$29.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
538+ 3.24% |
$213K - $252K
|
17.2K
$9.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
537+ 1.0% |
$212K - $251K
|
54.4K
$28.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
533+ 0.07% |
$211K - $249K
|
771K
$406M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
533+ 4.45% |
$211K - $249K
|
12.5K
$6.58M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
531+ 1.39% |
$210K - $248K
|
38.8K
$20.4M
|
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
531+ 2.84% |
$210K - $248K
|
19.3K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
529+ 1.45% |
$209K - $247K
|
36.9K
$19.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
528+ 1.09% |
$209K - $247K
|
48.9K
$25.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
527+ 1.28% |
$208K - $246K
|
41.7K
$21.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
527+ 1.39% |
$208K - $246K
|
38.4K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
524+ 7.11% |
$207K - $245K
|
7.9K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
523+ 0.37% |
$207K - $245K
|
142K
$74.7M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
521+ 25.39% |
$206K - $244K
|
2.57K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
520+ 13.58% |
$205K - $243K
|
4.35K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
520+ 5.7% |
$205K - $243K
|
9.64K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
520+ 5.87% |
$205K - $243K
|
9.38K
$4.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
519+ 1.12% |
$205K - $243K
|
47K
$24.7M
|