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
|
Old Port Advisors
|
SELL
|
- |
-340- 1.04% |
$134K - $159K
|
32.5K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-340- 2.36% |
$134K - $159K
|
14.1K
$5.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-342- 2.91% |
$135K - $160K
|
11.4K
$4.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-342- 15.32% |
$135K - $160K
|
1.89K
$794K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-343- 11.35% |
$136K - $160K
|
2.68K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-345- 1.53% |
$136K - $161K
|
22.3K
$9.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-347- 0.88% |
$137K - $162K
|
38.9K
$16.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-350- 3.5% |
$138K - $164K
|
9.66K
$4.06M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-351- 7.26% |
$139K - $164K
|
4.48K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-354- 0.67% |
$140K - $166K
|
52.4K
$22M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-355- 13.11% |
$140K - $166K
|
2.35K
$988K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-355- 0.65% |
$140K - $166K
|
54.2K
$22.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-356- 2.6% |
$141K - $166K
|
13.3K
$5.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-357- 2.3% |
$141K - $167K
|
15.2K
$6.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-357- 0.48% |
$141K - $167K
|
73.7K
$31M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-358- 2.5% |
$141K - $167K
|
13.9K
$5.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-359- 4.89% |
$142K - $168K
|
6.98K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-360- 0.74% |
$142K - $168K
|
48.6K
$20.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-360- 4.99% |
$142K - $168K
|
6.85K
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-361- 1.84% |
$143K - $169K
|
19.3K
$8.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-362- 1.58% |
$143K - $169K
|
22.6K
$9.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-365- 0.15% |
$144K - $171K
|
251K
$105M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-366- 0.75% |
$145K - $171K
|
48.4K
$20.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-368- 7.22% |
$145K - $172K
|
4.73K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-371- 15.12% |
$147K - $173K
|
2.08K
$875K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-373- 41.72% |
$147K - $174K
|
521
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-374- 5.59% |
$148K - $175K
|
6.32K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-374- 0.61% |
$148K - $175K
|
60.6K
$25.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-374- 3.83% |
$148K - $175K
|
9.38K
$3.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-374- 13.99% |
$148K - $175K
|
2.3K
$966K
|
|
|
Oct 16, 2024
Q3 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-375- 0.99% |
$148K - $175K
|
37.6K
$15.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-378- 5.35% |
$149K - $177K
|
6.68K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-378- 0.42% |
$149K - $177K
|
90K
$37.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-381- 0.23% |
$151K - $178K
|
163K
$68.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-381- 43.25% |
$151K - $178K
|
500
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-384- 0.27% |
$152K - $180K
|
142K
$59.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-385- 0.8% |
$152K - $180K
|
47.7K
$20M
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-388- 12.73% |
$153K - $181K
|
2.66K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-388- 4.3% |
$153K - $181K
|
8.63K
$3.62M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-391- 0.28% |
$155K - $183K
|
141K
$59.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-391- 2.59% |
$155K - $183K
|
14.7K
$6.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-398- 0.57% |
$157K - $186K
|
69.6K
$29.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-400- 26.97% |
$158K - $187K
|
1.08K
$455K
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-400- 8.01% |
$158K - $187K
|
4.6K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-401- 1.07% |
$158K - $187K
|
37K
$15.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-404- 11.07% |
$160K - $189K
|
3.25K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-404- 12.13% |
$160K - $189K
|
2.93K
$1.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-406- 1.69% |
$160K - $190K
|
23.6K
$9.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-406- 1.1% |
$160K - $190K
|
36.5K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-407- 1.32% |
$161K - $190K
|
30.4K
$12.8M
|