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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
128+ 1.99% |
$50.6K - $59.8K
|
6.58K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
127+ 0.53% |
$50.2K - $59.4K
|
24K
$12.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
127+ 0.56% |
$50.2K - $59.4K
|
22.9K
$11.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
126+ 0.88% |
$49.8K - $58.9K
|
14.5K
$7.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
126+ 1.48% |
$49.8K - $58.9K
|
8.63K
$4.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
126+ 2.76% |
$49.8K - $58.9K
|
4.69K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
126+ 2.45% |
$49.8K - $58.9K
|
5.28K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
125+ 21.37% |
$49.4K - $58.4K
|
710
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
125+ 3.16% |
$49.4K - $58.4K
|
4.09K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 5.02% |
$49K - $58K
|
2.59K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
124+ 3.93% |
$49K - $58K
|
3.28K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
124+ 21.53% |
$49K - $58K
|
700
$354K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
124+ 20.29% |
$49K - $58K
|
735
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
123+ 8.83% |
$48.6K - $57.5K
|
1.52K
$766K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
123+ 1.04% |
$48.6K - $57.5K
|
12K
$6.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
122+ 0.37% |
$48.2K - $57K
|
33K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
121+ 2.06% |
$47.8K - $56.6K
|
5.99K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
121+ 4.43% |
$47.8K - $56.6K
|
2.85K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
121+ 4.65% |
$47.8K - $56.6K
|
2.72K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
121+ 4.4% |
$47.8K - $56.6K
|
2.87K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
120+ 0.43% |
$47.4K - $56.1K
|
27.9K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
120+ 1.65% |
$47.4K - $56.1K
|
7.39K
$3.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
120+ 0.88% |
$47.4K - $56.1K
|
13.7K
$6.94M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
119+ 1.13% |
$47K - $55.6K
|
10.7K
$5.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
118+ 11.84% |
$46.6K - $55.2K
|
1.12K
$563K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
118+ 3.63% |
$46.6K - $55.2K
|
3.37K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
118+ 0.57% |
$46.6K - $55.2K
|
20.9K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
117+ 0.95% |
$46.2K - $54.7K
|
12.4K
$6.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
116+ 5.68% |
$45.8K - $54.2K
|
2.16K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
116+ 1.33% |
$45.8K - $54.2K
|
8.83K
$4.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
115+ 0.92% |
$45.4K - $53.8K
|
12.6K
$6.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
115+ 0.56% |
$45.4K - $53.8K
|
20.5K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
115+ 0.97% |
$45.4K - $53.8K
|
11.9K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
115+ 18.67% |
$45.4K - $53.8K
|
731
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
115+ 0.26% |
$45.4K - $53.8K
|
44.3K
$22.4M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
114+ 1.68% |
$45K - $53.3K
|
6.9K
$3.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
114+ 1.62% |
$45K - $53.3K
|
7.14K
$3.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
113+ 3.1% |
$44.7K - $52.8K
|
3.76K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
113+ 0.14% |
$44.7K - $52.8K
|
81.1K
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
113+ 0.21% |
$44.7K - $52.8K
|
53.5K
$27M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
112+ 6.44% |
$44.3K - $52.4K
|
1.85K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
112+ 0.7% |
$44.3K - $52.4K
|
16.2K
$8.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
111+ 4.19% |
$43.9K - $51.9K
|
2.76K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
110+ 0.19% |
$43.5K - $51.4K
|
56.6K
$28.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
110+ 9.67% |
$43.5K - $51.4K
|
1.25K
$630K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
110+ 3.46% |
$43.5K - $51.4K
|
3.29K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
110+ 8.9% |
$43.5K - $51.4K
|
1.35K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
110+ 0.02% |
$43.5K - $51.4K
|
498K
$252M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
110+ 1.01% |
$43.5K - $51.4K
|
11K
$5.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
109+ 12.87% |
$43.1K - $51K
|
956
$483K
|