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 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-438- 2.44% |
$173K - $205K
|
17.5K
$7.34M
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-439- 11.09% |
$173K - $205K
|
3.52K
$1.48M
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-441- 0.2% |
$174K - $206K
|
217K
$91.3M
|
|
Nov 05, 2024
Q3 2024
|
Exane Asset Management
|
SELL
|
- |
-441- 30.0% |
$174K - $206K
|
1.03K
$432K
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-441- 1.42% |
$174K - $206K
|
30.5K
$12.8M
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-443- 3.68% |
$175K - $207K
|
11.6K
$4.88M
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-444- 2.63% |
$175K - $208K
|
16.5K
$6.91M
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-450- 0.88% |
$178K - $210K
|
50.4K
$21.2M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-461- 0.46% |
$182K - $216K
|
99.2K
$41.7M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-463- 0.49% |
$183K - $216K
|
93.5K
$39.3M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-466- 3.14% |
$184K - $218K
|
14.4K
$6.04M
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-470- 2.26% |
$186K - $220K
|
20.3K
$8.53M
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-470- 0.48% |
$186K - $220K
|
96.9K
$40.7M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-472- 4.73% |
$187K - $221K
|
9.5K
$3.99M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-473- 0.79% |
$187K - $221K
|
59.6K
$25M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-473- 0.5% |
$187K - $221K
|
94.6K
$39.8M
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-475- 3.26% |
$188K - $222K
|
14.1K
$5.92M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-482- 0.16% |
$190K - $225K
|
295K
$124M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-484- 7.5% |
$191K - $226K
|
5.97K
$2.51M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-487- 2.36% |
$192K - $228K
|
20.2K
$8.47M
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-488- 7.85% |
$193K - $228K
|
5.73K
$2.41M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-488- 3.04% |
$193K - $228K
|
15.6K
$6.54M
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-489- 1.51% |
$193K - $229K
|
31.8K
$13.4M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-492- 6.19% |
$194K - $230K
|
7.46K
$3.13M
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-492- 1.07% |
$194K - $230K
|
45.4K
$19.1M
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-493- 10.8% |
$195K - $231K
|
4.07K
$1.71M
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-496- 7.88% |
$196K - $232K
|
5.8K
$2.44M
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-496- 7.36% |
$196K - $232K
|
6.25K
$2.62M
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-497- 3.51% |
$196K - $232K
|
13.7K
$5.74M
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-498- 3.77% |
$197K - $233K
|
12.7K
$5.34M
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 0.93% |
$198K - $234K
|
53.5K
$22.5M
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-505- 2.05% |
$200K - $236K
|
24.1K
$10.1M
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-506- 4.0% |
$200K - $237K
|
12.1K
$5.1M
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-506- 1.65% |
$200K - $237K
|
30.2K
$12.7M
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-509- 2.82% |
$201K - $238K
|
17.5K
$7.37M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-509- 0.32% |
$201K - $238K
|
157K
$65.9M
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-513- 1.38% |
$203K - $240K
|
36.6K
$15.4M
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-518- 1.61% |
$205K - $242K
|
31.6K
$13.3M
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-524- 1.84% |
$207K - $245K
|
28K
$11.8M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-525- 16.56% |
$207K - $245K
|
2.65K
$1.11M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-526- 5.28% |
$208K - $246K
|
9.44K
$3.97M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-527- 3.9% |
$208K - $246K
|
13K
$5.46M
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-529- 4.19% |
$209K - $247K
|
12.1K
$5.08M
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-530- 1.22% |
$209K - $248K
|
42.9K
$18M
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-534- 0.27% |
$211K - $250K
|
194K
$81.7M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-546- 2.31% |
$216K - $255K
|
23.1K
$9.71M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-548- 0.54% |
$217K - $256K
|
101K
$42.4M
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.94M
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.94M
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-550- 5.27% |
$217K - $257K
|
9.89K
$4.15M
|