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 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
357+ 6.75% |
$141K - $167K
|
5.64K
$2.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
356+ 1.11% |
$141K - $166K
|
32.3K
$17M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
355+ 1.35% |
$140K - $166K
|
26.6K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
355+ 7.86% |
$140K - $166K
|
4.87K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
354+ 0.74% |
$140K - $166K
|
47.9K
$25.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
354+ 2.02% |
$140K - $166K
|
17.9K
$9.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
353+ 0.4% |
$139K - $165K
|
88.8K
$46.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
353+ 5.33% |
$139K - $165K
|
6.98K
$3.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
352+ 30.88% |
$139K - $165K
|
1.49K
$784K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
352+ 0.27% |
$139K - $165K
|
132K
$69.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
351+ 1.87% |
$139K - $164K
|
19.1K
$10M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
349+ 2.15% |
$138K - $163K
|
16.6K
$8.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
348+ 18.64% |
$138K - $163K
|
2.22K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
348+ 7.42% |
$138K - $163K
|
5.04K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
347+ 0.73% |
$137K - $162K
|
48.2K
$25.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
346+ 0.43% |
$137K - $162K
|
80.5K
$42.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
346+ 0.93% |
$137K - $162K
|
37.6K
$19.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
345+ 28.94% |
$136K - $161K
|
1.54K
$808K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
345+ 0.36% |
$136K - $161K
|
96.6K
$50.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
343+ 1.77% |
$136K - $160K
|
19.7K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
343+ 15.14% |
$136K - $160K
|
2.61K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
342+ 0.09% |
$135K - $160K
|
392K
$206M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
342+ 2.25% |
$135K - $160K
|
15.5K
$8.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
341+ 1.43% |
$135K - $159K
|
24.1K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
340+ 0.65% |
$134K - $159K
|
52.9K
$27.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
340+ 2.85% |
$134K - $159K
|
12.3K
$6.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
340+ 2.05% |
$134K - $159K
|
16.9K
$8.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
339+ 1.33% |
$134K - $159K
|
25.9K
$13.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
338+ 13.78% |
$134K - $158K
|
2.79K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
338+ 2.01% |
$134K - $158K
|
17.2K
$9.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
335+ 1.74% |
$132K - $157K
|
19.5K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
334+ 2.97% |
$132K - $156K
|
11.6K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
334+ 7.21% |
$132K - $156K
|
4.97K
$2.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
333+ 4.67% |
$132K - $156K
|
7.47K
$3.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
332+ 3.55% |
$131K - $155K
|
9.67K
$5.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
331+ 2.47% |
$131K - $155K
|
13.7K
$7.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
331+ 1.34% |
$131K - $155K
|
25K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
330+ 1.42% |
$130K - $154K
|
23.5K
$12.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
330+ 41.83% |
$130K - $154K
|
1.12K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
329+ 3.85% |
$130K - $154K
|
8.86K
$4.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
329+ 2.06% |
$130K - $154K
|
16.3K
$8.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
327+ 6.02% |
$129K - $153K
|
5.76K
$3.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
326+ 1.51% |
$129K - $152K
|
21.8K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
325+ 14.34% |
$128K - $152K
|
2.59K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
325+ 16.54% |
$128K - $152K
|
2.29K
$1.2M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
325+ 16.54% |
$128K - $152K
|
2.29K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
324+ 2.29% |
$128K - $151K
|
14.5K
$7.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
322+ 2.67% |
$127K - $151K
|
12.4K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
321+ 2.04% |
$127K - $150K
|
16K
$8.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
321+ 2.37% |
$127K - $150K
|
13.9K
$7.29M
|