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 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.5K+ 81.94% |
$2.57M - $3.04M
|
14.4K
$6.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.44K+ 37.61% |
$2.54M - $3.01M
|
23.6K
$9.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.43K+ 3.27% |
$2.54M - $3M
|
203K
$85.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.36K+ 27.07% |
$2.51M - $2.98M
|
29.9K
$12.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.32K+ 1.95% |
$2.5M - $2.95M
|
331K
$139M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
6.31KNew |
$2.49M - $2.95M
|
6.31K
$2.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
6.22KNew |
$2.46M - $2.91M
|
6.22K
$2.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
6.18K+ 206.9% |
$2.44M - $2.89M
|
9.16K
$3.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6.16KNew |
$2.43M - $2.88M
|
6.16K
$2.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.15KNew |
$2.43M - $2.87M
|
6.15K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.12K+ 3.52% |
$2.42M - $2.86M
|
180K
$75.6M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.06K+ 6.51% |
$2.39M - $2.83M
|
99.2K
$41.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.01K+ 2.88% |
$2.38M - $2.81M
|
215K
$90.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6K+ 19.4% |
$2.37M - $2.81M
|
36.9K
$15.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 3.68% |
$2.37M - $2.8M
|
169K
$71M
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
5.93K+ 167.64% |
$2.34M - $2.77M
|
9.47K
$3.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.9K+ 11.02% |
$2.33M - $2.76M
|
59.4K
$25M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.79K+ 2.26% |
$2.29M - $2.71M
|
262K
$110M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5.77K+ 4.29% |
$2.28M - $2.7M
|
140K
$59M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.76K+ 41.61% |
$2.28M - $2.7M
|
19.6K
$8.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.72K+ 83.14% |
$2.26M - $2.67M
|
12.6K
$5.29M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.66K+ 28.15% |
$2.24M - $2.65M
|
25.8K
$10.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.61K+ 6.56% |
$2.22M - $2.62M
|
91.2K
$38.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.52K+ 4.16% |
$2.18M - $2.58M
|
138K
$58.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.5K+ 1.26% |
$2.17M - $2.57M
|
441K
$185M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.44K+ 7.13% |
$2.15M - $2.54M
|
81.7K
$34.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.38K+ 6.51% |
$2.13M - $2.52M
|
88K
$37M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
5.29K+ 1.13% |
$2.09M - $2.47M
|
472K
$198M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
5.28K+ 5.65% |
$2.09M - $2.47M
|
98.7K
$41.5M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
5.24K+ 67.19% |
$2.07M - $2.45M
|
13K
$5.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
5.17K+ 7.17% |
$2.04M - $2.42M
|
77.3K
$32.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
5.12K+ 2.68% |
$2.02M - $2.4M
|
196K
$82.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
5.11K+ 2.6% |
$2.02M - $2.39M
|
201K
$84.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$2.02M - $2.39M
|
5.11K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.1K+ 128.12% |
$2.01M - $2.38M
|
9.08K
$3.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
5.04K+ 6.29% |
$1.99M - $2.36M
|
85.1K
$35.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
5.04KNew |
$1.99M - $2.36M
|
5.04K
$2.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.04K+ 23.09% |
$1.99M - $2.35M
|
26.8K
$11.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.01K+ 12.89% |
$1.98M - $2.34M
|
43.9K
$18.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
5K+ 7.58% |
$1.98M - $2.34M
|
71K
$29.8M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.97K+ 6.4% |
$1.96M - $2.32M
|
82.5K
$34.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.93K+ 3.75% |
$1.95M - $2.31M
|
137K
$57.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.9K+ 13.0% |
$1.93M - $2.29M
|
42.6K
$17.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.89K+ 10.56% |
$1.93M - $2.29M
|
51.2K
$21.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.88K+ 1.81% |
$1.93M - $2.28M
|
274K
$115M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.85K+ 26.57% |
$1.92M - $2.27M
|
23.1K
$9.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.79K+ 8.92% |
$1.89M - $2.24M
|
58.5K
$24.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Ams Capital Ltda
|
BUY
|
- |
4.78K+ 8.61% |
$1.89M - $2.24M
|
60.4K
$25.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.75K+ 80.28% |
$1.88M - $2.22M
|
10.7K
$4.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
4.73K+ 8.21% |
$1.87M - $2.21M
|
62.3K
$26.2M
|