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 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-681- 1.16% |
$269K - $318K
|
58.3K
$24.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-685- 1.37% |
$271K - $320K
|
49.5K
$20.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-689- 9.65% |
$272K - $322K
|
6.45K
$2.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-689- 7.98% |
$272K - $322K
|
7.94K
$3.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-697- 29.63% |
$275K - $326K
|
1.66K
$695K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-698- 3.57% |
$276K - $326K
|
18.8K
$7.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-699- 16.29% |
$276K - $327K
|
3.59K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-700- 43.75% |
$277K - $327K
|
900
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-709- 3.03% |
$280K - $332K
|
22.7K
$9.54M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-713- 6.45% |
$282K - $333K
|
10.3K
$4.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-715- 14.43% |
$283K - $334K
|
4.24K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-718- 16.86% |
$284K - $336K
|
3.54K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-720- 4.94% |
$285K - $337K
|
13.9K
$5.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-720- 6.32% |
$285K - $337K
|
10.7K
$4.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-723- 1.54% |
$286K - $338K
|
46.4K
$19.5M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-724- 13.09% |
$286K - $339K
|
4.81K
$2.02M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-727- 1.34% |
$287K - $340K
|
53.5K
$22.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
SELL
|
- |
-727- 4.42% |
$287K - $340K
|
15.7K
$6.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-730- 1.02% |
$288K - $341K
|
70.9K
$29.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-735- 2.02% |
$290K - $344K
|
35.7K
$15M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-743- 3.11% |
$294K - $347K
|
23.1K
$9.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-743- 1.17% |
$294K - $347K
|
62.5K
$26.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-752- 0.92% |
$297K - $352K
|
80.8K
$34M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-753- 2.9% |
$298K - $352K
|
25.2K
$10.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-754- 22.33% |
$298K - $353K
|
2.62K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-755- 27.36% |
$298K - $353K
|
2K
$842K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-770- 0.66% |
$304K - $360K
|
117K
$49.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-773- 5.7% |
$305K - $361K
|
12.8K
$5.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-776- 1.27% |
$307K - $363K
|
60.5K
$25.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-781- 0.76% |
$309K - $365K
|
102K
$42.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-789- 1.02% |
$312K - $369K
|
76.3K
$32.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-794- 5.03% |
$314K - $371K
|
15K
$6.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-794- 3.71% |
$314K - $371K
|
20.6K
$8.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-798- 2.12% |
$315K - $373K
|
36.8K
$15.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-800- 3.88% |
$316K - $374K
|
19.8K
$8.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-801- 1.55% |
$317K - $375K
|
50.9K
$21.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-802- 1.22% |
$317K - $375K
|
65K
$27.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-806- 6.3% |
$318K - $377K
|
12K
$5.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-817- 6.83% |
$323K - $382K
|
11.1K
$4.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-819- 0.93% |
$324K - $383K
|
87K
$36.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-820- 5.5% |
$324K - $383K
|
14.1K
$5.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-821- 1.14% |
$324K - $384K
|
71.3K
$29.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-823- 2.82% |
$325K - $385K
|
28.3K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-826- 0.93% |
$326K - $386K
|
87.9K
$36.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-830- 6.06% |
$328K - $388K
|
12.9K
$5.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-841- 8.39% |
$332K - $393K
|
9.19K
$3.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-843- 3.25% |
$333K - $394K
|
25.1K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-843- 14.19% |
$333K - $394K
|
5.1K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-850- 2.67% |
$336K - $397K
|
31K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-853- 2.15% |
$337K - $399K
|
38.9K
$16.3M
|