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 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-264- 1.0% |
$104K - $123K
|
26.1K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-264- 27.39% |
$104K - $123K
|
700
$294K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-265- 5.16% |
$105K - $124K
|
4.87K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-266- 0.58% |
$105K - $124K
|
45.7K
$19.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-266- 0.22% |
$105K - $124K
|
123K
$51.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-267- 1.53% |
$106K - $125K
|
17.2K
$7.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-268- 6.36% |
$106K - $125K
|
3.95K
$1.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-269- 2.03% |
$106K - $126K
|
13K
$5.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-269- 2.75% |
$106K - $126K
|
9.51K
$3.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-269- 1.92% |
$106K - $126K
|
13.7K
$5.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-270- 4.01% |
$107K - $126K
|
6.46K
$2.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-272- 17.26% |
$107K - $127K
|
1.3K
$548K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-273- 1.87% |
$108K - $128K
|
14.4K
$6.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-273- 0.32% |
$108K - $128K
|
86.3K
$36.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-274- 5.48% |
$108K - $128K
|
4.73K
$1.99M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-277- 6.38% |
$109K - $130K
|
4.07K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-278- 1.34% |
$110K - $130K
|
20.5K
$8.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-279- 2.36% |
$110K - $130K
|
11.5K
$4.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-281- 1.03% |
$111K - $131K
|
27K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-281- 0.96% |
$111K - $131K
|
29K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-282- 0.61% |
$111K - $132K
|
45.9K
$19.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-282- 3.61% |
$111K - $132K
|
7.53K
$3.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-284- 2.08% |
$112K - $133K
|
13.4K
$5.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-285- 0.42% |
$113K - $133K
|
68K
$28.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-286- 1.41% |
$113K - $134K
|
20K
$8.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-288- 0.38% |
$114K - $135K
|
76.5K
$32.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-298- 3.9% |
$118K - $139K
|
7.34K
$3.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-298- 34.41% |
$118K - $139K
|
568
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-300- 3.49% |
$119K - $140K
|
8.3K
$3.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-303- 2.34% |
$120K - $142K
|
12.7K
$5.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-303- 1.92% |
$120K - $142K
|
15.5K
$6.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-305- 2.58% |
$121K - $143K
|
11.5K
$4.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-305- 0.36% |
$121K - $143K
|
83.3K
$35M
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-307- 32.25% |
$121K - $144K
|
645
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-308- 1.54% |
$122K - $144K
|
19.6K
$8.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-310- 9.32% |
$122K - $145K
|
3.02K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-310- 0.48% |
$122K - $145K
|
64.1K
$26.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-313- 1.16% |
$124K - $146K
|
26.6K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-313- 3.78% |
$124K - $146K
|
7.97K
$3.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-313- 0.73% |
$124K - $146K
|
42.4K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-313- 3.49% |
$124K - $146K
|
8.66K
$3.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-313- 0.58% |
$124K - $146K
|
53.9K
$22.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-314- 0.81% |
$124K - $147K
|
38.6K
$16.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-316- 4.33% |
$125K - $148K
|
6.99K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-317- 13.19% |
$125K - $148K
|
2.09K
$877K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-319- 2.94% |
$126K - $149K
|
10.5K
$4.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-322- 2.95% |
$127K - $151K
|
10.6K
$4.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-322- 34.22% |
$127K - $151K
|
619
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-323- 0.28% |
$128K - $151K
|
116K
$48.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-325- 2.67% |
$128K - $152K
|
11.9K
$4.99M
|