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 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1- 0.03% |
$395 - $468
|
3.47K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.02% |
$395 - $468
|
5.29K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.25% |
$790 - $935
|
801
$337K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2- 0.01% |
$790 - $935
|
28.2K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2- 0.18% |
$790 - $935
|
1.08K
$455K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3- 0.16% |
$1.19K - $1.4K
|
1.91K
$801K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-3- 0.02% |
$1.19K - $1.4K
|
13.6K
$5.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.31% |
$1.19K - $1.4K
|
956
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$1.19K - $1.4K
|
21.8K
$9.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3- 0.36% |
$1.19K - $1.4K
|
821
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-3- 0.04% |
$1.19K - $1.4K
|
8.51K
$3.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.1% |
$1.58K - $1.87K
|
3.83K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4- 0.02% |
$1.58K - $1.87K
|
26K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-4- 0.01% |
$1.58K - $1.87K
|
47.5K
$20M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-4- 0.18% |
$1.58K - $1.87K
|
2.21K
$929K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-4- 0.27% |
$1.58K - $1.87K
|
1.5K
$631K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-5- 0.1% |
$1.98K - $2.34K
|
5.07K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-5- 0.03% |
$1.98K - $2.34K
|
14.3K
$6.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-5- 0.23% |
$1.98K - $2.34K
|
2.17K
$913K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5- 0.14% |
$1.98K - $2.34K
|
3.48K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-6- 0.12% |
$2.37K - $2.81K
|
5.03K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-6- 0.09% |
$2.37K - $2.81K
|
6.79K
$2.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-7- 1.4% |
$2.77K - $3.27K
|
493
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-7- 0.02% |
$2.77K - $3.27K
|
31.2K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-7- 0.05% |
$2.77K - $3.27K
|
14.2K
$5.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-7- 0.02% |
$2.77K - $3.27K
|
30.4K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7- 0.01% |
$2.77K - $3.27K
|
54.9K
$23.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-7- 0.07% |
$2.77K - $3.27K
|
10.5K
$4.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7- 0.05% |
$2.77K - $3.27K
|
15.2K
$6.39M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-8- 0.36% |
$3.16K - $3.74K
|
2.22K
$931K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-8- 0.04% |
$3.16K - $3.74K
|
20.4K
$8.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-8- 0.12% |
$3.16K - $3.74K
|
6.61K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9- 0.3% |
$3.56K - $4.21K
|
3.02K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-9- 0.11% |
$3.56K - $4.21K
|
8.16K
$3.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-9- 0.24% |
$3.56K - $4.21K
|
3.71K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9- 0.46% |
$3.56K - $4.21K
|
1.93K
$811K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 0.21% |
$3.95K - $4.68K
|
4.84K
$2.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$3.95K - $4.68K
|
23.4K
$9.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10- 0.02% |
$3.95K - $4.68K
|
52.6K
$22.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-10- 0.7% |
$3.95K - $4.68K
|
1.41K
$592K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-10- 0.35% |
$3.95K - $4.68K
|
2.85K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-11- 0.14% |
$4.35K - $5.14K
|
7.58K
$3.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.47% |
$4.35K - $5.14K
|
2.33K
$980K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-11- 0.36% |
$4.35K - $5.14K
|
3.05K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-11- 1.28% |
$4.35K - $5.14K
|
849
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-11- 5.47% |
$4.35K - $5.14K
|
190
$79.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-11- 0.26% |
$4.35K - $5.14K
|
4.15K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-11- 0.06% |
$4.35K - $5.14K
|
17.6K
$7.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.21% |
$4.74K - $5.61K
|
5.77K
$2.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12- 0.3% |
$4.74K - $5.61K
|
3.94K
$1.66M
|