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 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
54+ 5.78% |
$21.3K - $25.2K
|
989
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
54+ 0.34% |
$21.3K - $25.2K
|
16.2K
$6.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
53+ 0.02% |
$20.9K - $24.8K
|
298K
$123M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.67% |
$20.9K - $24.8K
|
8K
$3.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
53+ 0.08% |
$20.9K - $24.8K
|
67.4K
$27.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
52+ 2.86% |
$20.5K - $24.3K
|
1.87K
$776K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
52+ 1.0% |
$20.5K - $24.3K
|
5.24K
$2.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
52+ 0.53% |
$20.5K - $24.3K
|
9.83K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
52+ 0.09% |
$20.5K - $24.3K
|
54.9K
$22.8M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
52+ 1.71% |
$20.5K - $24.3K
|
3.09K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
51+ 0.52% |
$20.2K - $23.8K
|
9.81K
$4.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
51+ 4.04% |
$20.2K - $23.8K
|
1.31K
$544K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
51+ 0.34% |
$20.2K - $23.8K
|
15.2K
$6.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
50+ 1.93% |
$19.8K - $23.4K
|
2.64K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
50+ 0.95% |
$19.8K - $23.4K
|
5.3K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 1.35% |
$19.8K - $23.4K
|
3.74K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
49+ 0.82% |
$19.4K - $22.9K
|
6.03K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
49+ 2.3% |
$19.4K - $22.9K
|
2.18K
$903K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
49+ 0.91% |
$19.4K - $22.9K
|
5.43K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
49+ 0.46% |
$19.4K - $22.9K
|
10.7K
$4.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
48+ 0.11% |
$19K - $22.4K
|
41.9K
$17.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
48+ 5.78% |
$19K - $22.4K
|
879
$365K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
48+ 0.33% |
$19K - $22.4K
|
14.8K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
48+ 0.41% |
$19K - $22.4K
|
11.7K
$4.85M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
48+ 1.87% |
$19K - $22.4K
|
2.62K
$1.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
47+ 5.56% |
$18.6K - $22K
|
893
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
47+ 0.2% |
$18.6K - $22K
|
23.3K
$9.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
47+ 0.3% |
$18.6K - $22K
|
15.7K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
46+ 2.64% |
$18.2K - $21.5K
|
1.79K
$741K
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
46+ 0.3% |
$18.2K - $21.5K
|
15.3K
$6.36M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
46+ 0.28% |
$18.2K - $21.5K
|
16.2K
$6.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
46+ 1.49% |
$18.2K - $21.5K
|
3.14K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
46+ 3.02% |
$18.2K - $21.5K
|
1.57K
$651K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
46+ 0.29% |
$18.2K - $21.5K
|
16.1K
$6.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
45+ 0.23% |
$17.8K - $21K
|
19.4K
$8.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
45+ 0.61% |
$17.8K - $21K
|
7.47K
$3.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
45+ 0.61% |
$17.8K - $21K
|
7.44K
$3.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
45+ 9.59% |
$17.8K - $21K
|
514
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 1.12% |
$17.8K - $21K
|
4.07K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
44+ 1.67% |
$17.4K - $20.6K
|
2.67K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
44+ 0.37% |
$17.4K - $20.6K
|
12.1K
$5.01M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 0.66% |
$17.4K - $20.6K
|
6.7K
$2.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
43+ 0.96% |
$17K - $20.1K
|
4.51K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
43+ 5.5% |
$17K - $20.1K
|
825
$342K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
43+ 0.19% |
$17K - $20.1K
|
22.5K
$9.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
42+ 1.39% |
$16.6K - $19.6K
|
3.05K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
42+ 3.88% |
$16.6K - $19.6K
|
1.13K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
42+ 0.4% |
$16.6K - $19.6K
|
10.5K
$4.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42+ 0.37% |
$16.6K - $19.6K
|
11.2K
$4.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
42+ 0.1% |
$16.6K - $19.6K
|
44K
$18.2M
|