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 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
13+ 0.32% |
$5.14K - $6.08K
|
4.09K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
13+ 0.01% |
$5.14K - $6.08K
|
134K
$55.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
13+ 0.04% |
$5.14K - $6.08K
|
32K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
13+ 0.61% |
$5.14K - $6.08K
|
2.16K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
13+ 0.23% |
$5.14K - $6.08K
|
5.64K
$2.35M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
13+ 0.11% |
$5.14K - $6.08K
|
12K
$4.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12+ 2.65% |
$4.74K - $5.61K
|
464
$193K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12+ 0.09% |
$4.74K - $5.61K
|
13.3K
$5.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.47% |
$4.74K - $5.61K
|
2.54K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
12+ 1.31% |
$4.74K - $5.61K
|
927
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
12+ 0.81% |
$4.74K - $5.61K
|
1.49K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 0.27% |
$4.74K - $5.61K
|
4.39K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
12+ 0.44% |
$4.74K - $5.61K
|
2.72K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.44% |
$4.35K - $5.14K
|
2.53K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
11+ 0.15% |
$4.35K - $5.14K
|
7.16K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
11+ 0.17% |
$4.35K - $5.14K
|
6.39K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
11+ 0.14% |
$4.35K - $5.14K
|
8.13K
$3.38M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10+ 0.09% |
$3.95K - $4.68K
|
10.6K
$4.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.16% |
$3.95K - $4.68K
|
6.2K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$3.95K - $4.68K
|
3.93K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10+ 0.1% |
$3.95K - $4.68K
|
9.65K
$4.02M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
10+ 0.89% |
$3.95K - $4.68K
|
1.14K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
10+ 0.14% |
$3.95K - $4.68K
|
7.39K
$3.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
10+ 0.16% |
$3.95K - $4.68K
|
6.2K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.18% |
$3.95K - $4.68K
|
5.49K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
9+ 0.24% |
$3.56K - $4.21K
|
3.82K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
9+ 0.03% |
$3.56K - $4.21K
|
35.6K
$14.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
8+ 0.16% |
$3.16K - $3.74K
|
5.13K
$2.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8+ 0.4% |
$3.16K - $3.74K
|
1.99K
$828K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
8+ 0.33% |
$3.16K - $3.74K
|
2.42K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
8+ 0.37% |
$3.16K - $3.74K
|
2.17K
$904K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
34.9K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
32.6K
$13.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8+ 0.34% |
$3.16K - $3.74K
|
2.37K
$986K
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
8+ 0.73% |
$3.16K - $3.74K
|
1.11K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8+ 0.12% |
$3.16K - $3.74K
|
6.67K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
8+ 0.21% |
$3.16K - $3.74K
|
3.79K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.81% |
$2.77K - $3.27K
|
871
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.74% |
$2.77K - $3.27K
|
958
$399K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
7+ 0.06% |
$2.77K - $3.27K
|
12.6K
$5.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 0.41% |
$2.77K - $3.27K
|
1.73K
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
7+ 0.06% |
$2.77K - $3.27K
|
11K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
7+ 0.23% |
$2.77K - $3.27K
|
3.09K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.77K - $3.27K
|
4.04K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
7+ 0.09% |
$2.77K - $3.27K
|
8.17K
$3.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$2.37K - $2.81K
|
3.81K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$2.37K - $2.81K
|
3.24K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.12% |
$2.37K - $2.81K
|
4.92K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
6+ 0.02% |
$2.37K - $2.81K
|
34.7K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
6+ 0.05% |
$2.37K - $2.81K
|
13K
$5.42M
|