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
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.43K- 0.45% |
$567K - $670K
|
316K
$133M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.44K- 2.86% |
$570K - $675K
|
49K
$20.6M
|
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.45K- 5.42% |
$573K - $678K
|
25.3K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.45K- 3.65% |
$574K - $679K
|
38.4K
$16.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.48K- 72.5% |
$583K - $690K
|
560
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.48K- 1.09% |
$584K - $691K
|
134K
$56.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.49K- 20.99% |
$588K - $696K
|
5.61K
$2.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.51K- 4.31% |
$595K - $705K
|
33.5K
$14.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.51K- 0.8% |
$598K - $708K
|
188K
$79.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.52K- 4.15% |
$600K - $710K
|
35.1K
$14.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 5.17% |
$601K - $711K
|
27.9K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.52K- 3.06% |
$601K - $711K
|
48.3K
$20.3M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 10.2% |
$605K - $716K
|
13.5K
$5.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.53K- 97.15% |
$606K - $717K
|
45
$18.9K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.53K- 1.75% |
$606K - $717K
|
85.8K
$36.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.54K- 0.12% |
$608K - $719K
|
1.23M
$518M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 1.32% |
$612K - $724K
|
115K
$48.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.56K- 4.79% |
$616K - $728K
|
30.9K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-1.57K- 10.74% |
$619K - $732K
|
13K
$5.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.58K- 10.14% |
$623K - $737K
|
14K
$5.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.58K- 0.17% |
$625K - $739K
|
910K
$382M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.6K- 9.11% |
$633K - $749K
|
16K
$6.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.63K- 1.43% |
$643K - $760K
|
112K
$47.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.65K- 2.45% |
$650K - $769K
|
65.5K
$27.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-1.66K- 1.66% |
$654K - $774K
|
97.8K
$41.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.66K- 0.75% |
$656K - $777K
|
219K
$91.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.67K- 1.13% |
$660K - $781K
|
147K
$61.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.68K- 11.66% |
$662K - $783K
|
12.7K
$5.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.68K- 63.79% |
$663K - $785K
|
953
$400K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.72K- 2.59% |
$680K - $804K
|
64.6K
$27.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 0.84% |
$681K - $806K
|
203K
$85.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-1.77K- 10.44% |
$699K - $828K
|
15.2K
$6.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.8K- 7.85% |
$711K - $842K
|
21.1K
$8.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.8K- 1.52% |
$712K - $843K
|
117K
$49M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.82K- 9.52% |
$718K - $850K
|
17.3K
$7.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.82K- 2.1% |
$719K - $850K
|
84.6K
$35.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.82K- 2.99% |
$719K - $850K
|
58.9K
$24.8M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.82K- 10.61% |
$721K - $853K
|
15.4K
$6.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.83K- 3.61% |
$723K - $855K
|
48.9K
$20.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.84K- 4.15% |
$725K - $858K
|
42.4K
$17.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.85K- 2.55% |
$732K - $866K
|
70.9K
$29.8M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.86K- 10.52% |
$733K - $867K
|
15.8K
$6.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.89K- 4.53% |
$746K - $882K
|
39.8K
$16.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.9K- 3.13% |
$749K - $886K
|
58.6K
$24.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.91K- 5.37% |
$753K - $891K
|
33.6K
$14.1M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.91K- 2.42% |
$754K - $892K
|
76.9K
$32.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.92K- 2.68% |
$757K - $896K
|
69.7K
$29.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.93K- 10.92% |
$762K - $902K
|
15.7K
$6.61M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.94K- 23.21% |
$765K - $906K
|
6.41K
$2.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.94K- 2.98% |
$768K - $909K
|
63.3K
$26.6M
|