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 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
30+ 3.32% |
$11.9K - $14K
|
934
$387K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 0.32% |
$11.9K - $14K
|
9.3K
$3.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
30+ 1.33% |
$11.9K - $14K
|
2.28K
$947K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
30+ 0.12% |
$11.9K - $14K
|
24.5K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
30+ 0.19% |
$11.9K - $14K
|
16K
$6.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
30+ 1.07% |
$11.9K - $14K
|
2.84K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
29+ 3.37% |
$11.5K - $13.6K
|
890
$369K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
29+ 0.18% |
$11.5K - $13.6K
|
16K
$6.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 0.8% |
$11.1K - $13.1K
|
3.54K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
28+ 0.14% |
$11.1K - $13.1K
|
19.5K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
28+ 0.29% |
$11.1K - $13.1K
|
9.61K
$3.99M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
28+ 0.84% |
$11.1K - $13.1K
|
3.38K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27+ 1.23% |
$10.7K - $12.6K
|
2.22K
$922K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
27+ 0.54% |
$10.7K - $12.6K
|
5.03K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
27+ 0.41% |
$10.7K - $12.6K
|
6.59K
$2.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.41% |
$10.3K - $12.2K
|
6.32K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
26+ 0.68% |
$10.3K - $12.2K
|
3.85K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
26+ 1.33% |
$10.3K - $12.2K
|
1.99K
$823K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
26+ 1.23% |
$10.3K - $12.2K
|
2.14K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 0.69% |
$10.3K - $12.2K
|
3.78K
$1.57M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
26+ 0.18% |
$10.3K - $12.2K
|
14.2K
$5.91M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25+ 0.84% |
$9.88K - $11.7K
|
3K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
25+ 35.71% |
$9.88K - $11.7K
|
95
$39.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25+ 0.58% |
$9.88K - $11.7K
|
4.31K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25+ 0.79% |
$9.88K - $11.7K
|
3.21K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
25+ 1.28% |
$9.88K - $11.7K
|
1.98K
$822K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
25+ 0.56% |
$9.88K - $11.7K
|
4.51K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 0.15% |
$9.88K - $11.7K
|
16.3K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
25+ 0.15% |
$9.88K - $11.7K
|
16.9K
$7M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
25+ 0.98% |
$9.88K - $11.7K
|
2.57K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
24+ 1.81% |
$9.48K - $11.2K
|
1.35K
$561K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.47% |
$9.48K - $11.2K
|
716
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
24+ 0.11% |
$9.48K - $11.2K
|
21K
$8.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
24+ 0.91% |
$9.48K - $11.2K
|
2.67K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
24+ 0.71% |
$9.48K - $11.2K
|
3.41K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
24+ 0.99% |
$9.48K - $11.2K
|
2.45K
$1.02M
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
24+ 0.11% |
$9.48K - $11.2K
|
22.2K
$9.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
23+ 0.42% |
$9.09K - $10.8K
|
5.52K
$2.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
23+ 0.89% |
$9.09K - $10.8K
|
2.6K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
23+ 0.64% |
$9.09K - $10.8K
|
3.6K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
23+ 0.51% |
$9.09K - $10.8K
|
4.57K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
23+ 0.2% |
$9.09K - $10.8K
|
11.3K
$4.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
22+ 0.51% |
$8.69K - $10.3K
|
4.31K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 0.38% |
$8.69K - $10.3K
|
5.77K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
22+ 0.22% |
$8.69K - $10.3K
|
10.3K
$4.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
22+ 0.51% |
$8.69K - $10.3K
|
4.3K
$1.78M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
21+ 0.31% |
$8.3K - $9.82K
|
6.88K
$2.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 0.53% |
$8.3K - $9.82K
|
3.97K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21+ 1.65% |
$8.3K - $9.82K
|
1.29K
$535K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.25% |
$8.3K - $9.82K
|
8.58K
$3.56M
|