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 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
235+ 2.2% |
$92.9K - $110K
|
10.9K
$4.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
235+ 1.32% |
$92.9K - $110K
|
18.1K
$7.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
235+ 1.99% |
$92.9K - $110K
|
12K
$4.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
234+ 3.37% |
$92.5K - $109K
|
7.18K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
234+ 35.62% |
$92.5K - $109K
|
891
$364K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
234+ 0.44% |
$92.5K - $109K
|
53.4K
$21.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
234+ 22.44% |
$92.5K - $109K
|
1.28K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
234+ 2.21% |
$92.5K - $109K
|
10.8K
$4.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
234+ 6.72% |
$92.5K - $109K
|
3.71K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
233+ 1.16% |
$92.1K - $109K
|
20.4K
$8.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
232+ 4.05% |
$91.7K - $108K
|
5.96K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
232+ 2.65% |
$91.7K - $108K
|
8.98K
$3.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
231+ 1.74% |
$91.3K - $108K
|
13.5K
$5.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
231+ 3.21% |
$91.3K - $108K
|
7.42K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
231+ 7.02% |
$91.3K - $108K
|
3.52K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
230+ 7.27% |
$90.9K - $108K
|
3.4K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
230+ 4.01% |
$90.9K - $108K
|
5.97K
$2.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
230+ 4.48% |
$90.9K - $108K
|
5.37K
$2.19M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
229+ 1.26% |
$90.5K - $107K
|
18.3K
$7.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
228+ 18.95% |
$90.1K - $107K
|
1.43K
$584K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
228+ 2.48% |
$90.1K - $107K
|
9.41K
$3.84M
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
228+ 0.83% |
$90.1K - $107K
|
27.5K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
227+ 4.59% |
$89.7K - $106K
|
5.18K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
227+ 1.5% |
$89.7K - $106K
|
15.3K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
226+ 0.73% |
$89.3K - $106K
|
31K
$12.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
226+ 0.7% |
$89.3K - $106K
|
32.4K
$13.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
225+ 3.21% |
$88.9K - $105K
|
7.25K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
225+ 3.24% |
$88.9K - $105K
|
7.16K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
225+ 1.16% |
$88.9K - $105K
|
19.6K
$8.01M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
222+ 13.37% |
$87.7K - $104K
|
1.88K
$769K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
222+ 8.13% |
$87.7K - $104K
|
2.95K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
221+ 0.2% |
$87.3K - $103K
|
109K
$44.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
220+ 0.52% |
$86.9K - $103K
|
42.8K
$17.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
220+ 4.4% |
$86.9K - $103K
|
5.22K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
219+ 0.75% |
$86.5K - $102K
|
29.3K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
219+ 2.59% |
$86.5K - $102K
|
8.66K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
219+ 4.57% |
$86.5K - $102K
|
5.02K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
218+ 1.66% |
$86.1K - $102K
|
13.3K
$5.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
217+ 1.03% |
$85.7K - $101K
|
21.2K
$8.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
217+ 0.28% |
$85.7K - $101K
|
77.2K
$31.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
217+ 1.46% |
$85.7K - $101K
|
15.1K
$6.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
216+ 1.82% |
$85.4K - $101K
|
12.1K
$4.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
215+ 3.59% |
$85K - $101K
|
6.21K
$2.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
214+ 1.68% |
$84.6K - $100K
|
13K
$5.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
213+ 1.64% |
$84.2K - $99.6K
|
13.2K
$5.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
212+ 1.35% |
$83.8K - $99.1K
|
15.9K
$6.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
212+ 2.07% |
$83.8K - $99.1K
|
10.5K
$4.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
212+ 0.08% |
$83.8K - $99.1K
|
260K
$106M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
212+ 1.52% |
$83.8K - $99.1K
|
14.2K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
212+ 1.46% |
$83.8K - $99.1K
|
14.7K
$6.02M
|