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
|
First Bancorp, Inc
|
BUY
|
- |
119+ 1.13% |
$47K - $55.6K
|
10.7K
$4.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
118+ 11.84% |
$46.6K - $55.2K
|
1.12K
$457K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
118+ 3.63% |
$46.6K - $55.2K
|
3.37K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
118+ 0.57% |
$46.6K - $55.2K
|
20.9K
$8.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
117+ 0.95% |
$46.2K - $54.7K
|
12.4K
$5.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
116+ 5.68% |
$45.8K - $54.2K
|
2.16K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
116+ 1.33% |
$45.8K - $54.2K
|
8.83K
$3.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
115+ 0.92% |
$45.4K - $53.8K
|
12.6K
$5.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
115+ 0.56% |
$45.4K - $53.8K
|
20.5K
$8.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
115+ 0.97% |
$45.4K - $53.8K
|
11.9K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
115+ 18.67% |
$45.4K - $53.8K
|
731
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
115+ 0.26% |
$45.4K - $53.8K
|
44.3K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
114+ 1.68% |
$45K - $53.3K
|
6.9K
$2.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
114+ 1.62% |
$45K - $53.3K
|
7.14K
$2.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
113+ 3.1% |
$44.7K - $52.8K
|
3.76K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
113+ 0.14% |
$44.7K - $52.8K
|
81.1K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
113+ 0.21% |
$44.7K - $52.8K
|
53.5K
$21.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
112+ 6.44% |
$44.3K - $52.4K
|
1.85K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
112+ 0.7% |
$44.3K - $52.4K
|
16.2K
$6.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
111+ 4.19% |
$43.9K - $51.9K
|
2.76K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
110+ 0.19% |
$43.5K - $51.4K
|
56.6K
$23.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
110+ 9.67% |
$43.5K - $51.4K
|
1.25K
$511K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
110+ 3.46% |
$43.5K - $51.4K
|
3.29K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
110+ 8.9% |
$43.5K - $51.4K
|
1.35K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
110+ 0.02% |
$43.5K - $51.4K
|
498K
$204M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
110+ 1.01% |
$43.5K - $51.4K
|
11K
$4.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
109+ 12.87% |
$43.1K - $51K
|
956
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
109+ 0.69% |
$43.1K - $51K
|
15.9K
$6.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
109+ 1.43% |
$43.1K - $51K
|
7.75K
$3.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
109+ 0.62% |
$43.1K - $51K
|
17.7K
$7.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
109+ 1.93% |
$43.1K - $51K
|
5.74K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
109+ 1.61% |
$43.1K - $51K
|
6.9K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
109+ 2.43% |
$43.1K - $51K
|
4.59K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
108+ 0.88% |
$42.7K - $50.5K
|
12.4K
$5.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
107+ 0.32% |
$42.3K - $50K
|
33.2K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
107+ 0.6% |
$42.3K - $50K
|
17.8K
$7.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
107+ 0.29% |
$42.3K - $50K
|
36.9K
$15.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
107+ 7.16% |
$42.3K - $50K
|
1.6K
$656K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
107+ 0.83% |
$42.3K - $50K
|
13K
$5.31M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
107+ 6.73% |
$42.3K - $50K
|
1.7K
$695K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
106+ 2.58% |
$41.9K - $49.6K
|
4.21K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
106+ 3.2% |
$41.9K - $49.6K
|
3.42K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
105+ 3.23% |
$41.5K - $49.1K
|
3.35K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
104+ 0.21% |
$41.1K - $48.6K
|
48.7K
$20M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
104+ 0.06% |
$41.1K - $48.6K
|
179K
$73.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
104+ 0.44% |
$41.1K - $48.6K
|
23.9K
$9.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.46% |
$41.1K - $48.6K
|
3.11K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
104+ 1.56% |
$41.1K - $48.6K
|
6.77K
$2.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
103+ 0.71% |
$40.7K - $48.2K
|
14.6K
$5.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
103+ 6.14% |
$40.7K - $48.2K
|
1.78K
$729K
|