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 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14+ 0.26% |
$5.53K - $6.55K
|
5.45K
$2.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14+ 0.57% |
$5.53K - $6.55K
|
2.49K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14+ 0.19% |
$5.53K - $6.55K
|
7.58K
$3.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
14+ 0.05% |
$5.53K - $6.55K
|
26K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
14+ 0.36% |
$5.53K - $6.55K
|
3.95K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 0.08% |
$5.14K - $6.08K
|
17.2K
$7.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
13+ 0.32% |
$5.14K - $6.08K
|
4.09K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
13+ 0.01% |
$5.14K - $6.08K
|
134K
$56.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12+ 2.65% |
$4.74K - $5.61K
|
464
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12+ 0.09% |
$4.74K - $5.61K
|
13.3K
$5.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.47% |
$4.74K - $5.61K
|
2.54K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
12+ 1.31% |
$4.74K - $5.61K
|
927
$390K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.44% |
$4.35K - $5.14K
|
2.53K
$1.06M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10+ 0.09% |
$3.95K - $4.68K
|
10.6K
$4.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.16% |
$3.95K - $4.68K
|
6.2K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$3.95K - $4.68K
|
3.93K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10+ 0.1% |
$3.95K - $4.68K
|
9.65K
$4.06M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
10+ 0.89% |
$3.95K - $4.68K
|
1.14K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
10+ 0.14% |
$3.95K - $4.68K
|
7.39K
$3.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
10+ 0.16% |
$3.95K - $4.68K
|
6.2K
$2.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.18% |
$3.95K - $4.68K
|
5.49K
$2.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
9+ 0.24% |
$3.56K - $4.21K
|
3.82K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
9+ 0.03% |
$3.56K - $4.21K
|
35.6K
$15M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
8+ 0.16% |
$3.16K - $3.74K
|
5.13K
$2.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8+ 0.4% |
$3.16K - $3.74K
|
1.99K
$836K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
8+ 0.33% |
$3.16K - $3.74K
|
2.42K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
8+ 0.37% |
$3.16K - $3.74K
|
2.17K
$913K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
34.9K
$14.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
32.6K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8+ 0.34% |
$3.16K - $3.74K
|
2.37K
$995K
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
8+ 0.73% |
$3.16K - $3.74K
|
1.11K
$467K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.81% |
$2.77K - $3.27K
|
871
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.74% |
$2.77K - $3.27K
|
958
$403K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
7+ 0.06% |
$2.77K - $3.27K
|
12.6K
$5.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$2.37K - $2.81K
|
3.81K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$2.37K - $2.81K
|
3.24K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.12% |
$2.37K - $2.81K
|
4.92K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
6+ 0.02% |
$2.37K - $2.81K
|
34.7K
$14.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
6+ 0.05% |
$2.37K - $2.81K
|
13K
$5.47M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.09% |
$1.98K - $2.34K
|
5.36K
$2.25M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.04% |
$1.98K - $2.34K
|
14K
$5.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
5+ 0.19% |
$1.98K - $2.34K
|
2.64K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.09% |
$1.98K - $2.34K
|
5.56K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
5+ 0.74% |
$1.98K - $2.34K
|
681
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
5+ 0.15% |
$1.98K - $2.34K
|
3.4K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$1.98K - $2.34K
|
4.46K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5+ 0.02% |
$1.98K - $2.34K
|
24.1K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.62% |
$1.98K - $2.34K
|
806
$339K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.11% |
$1.98K - $2.34K
|
4.43K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
5+ 0.02% |
$1.98K - $2.34K
|
25.7K
$10.8M
|