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 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-13- 3.23% |
$5.14K - $6.08K
|
390
$164K
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-13- 1.31% |
$5.14K - $6.08K
|
980
$412K
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13- 0.51% |
$5.14K - $6.08K
|
2.56K
$1.08M
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-13- 0.08% |
$5.14K - $6.08K
|
15.5K
$6.52M
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-14- 0.42% |
$5.53K - $6.55K
|
3.29K
$1.38M
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-14- 0.38% |
$5.53K - $6.55K
|
3.66K
$1.54M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-14- 0.13% |
$5.53K - $6.55K
|
10.9K
$4.57M
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-15- 0.19% |
$5.93K - $7.01K
|
7.84K
$3.29M
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-15- 0.88% |
$5.93K - $7.01K
|
1.69K
$711K
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-15- 2.02% |
$5.93K - $7.01K
|
728
$306K
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-15- 0.68% |
$5.93K - $7.01K
|
2.19K
$919K
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-15- 1.02% |
$5.93K - $7.01K
|
1.46K
$611K
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15- 0.18% |
$5.93K - $7.01K
|
8.32K
$3.5M
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-16- 0.02% |
$6.32K - $7.48K
|
85.7K
$36M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.39% |
$6.32K - $7.48K
|
4.04K
$1.7M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17- 0.04% |
$6.72K - $7.95K
|
45.7K
$19.2M
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-17- 0.4% |
$6.72K - $7.95K
|
4.27K
$1.79M
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.3% |
$7.51K - $8.88K
|
6.33K
$2.66M
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-19- 0.06% |
$7.51K - $8.88K
|
30K
$12.6M
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-20- 1.65% |
$7.9K - $9.35K
|
1.19K
$501K
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-20- 0.14% |
$7.9K - $9.35K
|
13.9K
$5.83M
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-20- 0.94% |
$7.9K - $9.35K
|
2.11K
$885K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 0.35% |
$7.9K - $9.35K
|
5.63K
$2.36M
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-20- 0.06% |
$7.9K - $9.35K
|
36K
$15.1M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-21- 0.46% |
$8.3K - $9.82K
|
4.55K
$1.91M
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-21- 3.04% |
$8.3K - $9.82K
|
670
$282K
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-21- 0.5% |
$8.3K - $9.82K
|
4.21K
$1.77M
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-21- 0.3% |
$8.3K - $9.82K
|
6.92K
$2.91M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-22- 0.07% |
$8.69K - $10.3K
|
33K
$13.9M
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-22- 0.43% |
$8.69K - $10.3K
|
5.15K
$2.16M
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-22- 0.88% |
$8.69K - $10.3K
|
2.48K
$1.04M
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-23- 0.32% |
$9.09K - $10.8K
|
7.25K
$3.04M
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-23- 33.82% |
$9.09K - $10.8K
|
45
$18.9K
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-23- 0.34% |
$9.09K - $10.8K
|
6.75K
$2.83M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-23- 0.16% |
$9.09K - $10.8K
|
14.1K
$5.94M
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-23- 0.11% |
$9.09K - $10.8K
|
21.6K
$9.08M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-25- 2.6% |
$9.88K - $11.7K
|
938
$394K
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-25- 0.86% |
$9.88K - $11.7K
|
2.9K
$1.22M
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-25- 1.15% |
$9.88K - $11.7K
|
2.15K
$905K
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-25- 2.41% |
$9.88K - $11.7K
|
1.01K
$425K
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-25- 0.17% |
$9.88K - $11.7K
|
15.1K
$6.35M
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-25- 0.16% |
$9.88K - $11.7K
|
15.7K
$6.61M
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-25- 0.23% |
$9.88K - $11.7K
|
10.8K
$4.56M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-25- 0.55% |
$9.88K - $11.7K
|
4.54K
$1.91M
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25- 1.94% |
$9.88K - $11.7K
|
1.26K
$530K
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-26- 0.14% |
$10.3K - $12.2K
|
18.5K
$7.79M
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-26- 2.72% |
$10.3K - $12.2K
|
931
$391K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-26- 1.72% |
$10.3K - $12.2K
|
1.49K
$625K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.18% |
$10.3K - $12.2K
|
14.6K
$6.15M
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-27- 2.56% |
$10.7K - $12.6K
|
1.03K
$431K
|