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 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.67K- 2.13% |
$1.05M - $1.25M
|
122K
$51.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-2.67K- 16.86% |
$1.06M - $1.25M
|
13.2K
$5.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.67K- 4.29% |
$1.06M - $1.25M
|
59.7K
$25.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.68K- 1.74% |
$1.06M - $1.25M
|
151K
$63.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.68K- 37.24% |
$1.06M - $1.25M
|
4.52K
$1.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.74K- 3.17% |
$1.08M - $1.28M
|
83.8K
$35.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.81K- 9.62% |
$1.11M - $1.31M
|
26.4K
$11.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-2.82K- 19.21% |
$1.12M - $1.32M
|
11.9K
$4.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2.85K- 15.82% |
$1.12M - $1.33M
|
15.1K
$6.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.87K- 0.51% |
$1.14M - $1.34M
|
564K
$237M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.04K- 61.98% |
$1.2M - $1.42M
|
1.86K
$783K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.06K- 10.43% |
$1.21M - $1.43M
|
26.2K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.06K- 3.83% |
$1.21M - $1.43M
|
76.8K
$32.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.07K- 22.85% |
$1.21M - $1.43M
|
10.4K
$4.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.09K- 0.96% |
$1.22M - $1.45M
|
319K
$134M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.1K- 11.11% |
$1.22M - $1.45M
|
24.8K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.11K- 2.76% |
$1.23M - $1.45M
|
109K
$46M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.11K- 1.5% |
$1.23M - $1.46M
|
205K
$86M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-3.11K- 12.94% |
$1.23M - $1.46M
|
21K
$8.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-3.12K- 14.28% |
$1.23M - $1.46M
|
18.7K
$7.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-3.17K- 5.9% |
$1.25M - $1.48M
|
50.6K
$21.3M
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-3.21K- 3.98% |
$1.27M - $1.5M
|
77.5K
$32.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.24K- 0.36% |
$1.28M - $1.52M
|
899K
$378M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.26K- 1.53% |
$1.29M - $1.53M
|
209K
$88M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-3.28K- 7.96% |
$1.29M - $1.53M
|
37.8K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.28K- 15.91% |
$1.29M - $1.53M
|
17.3K
$7.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.28K- 4.32% |
$1.3M - $1.53M
|
72.7K
$30.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.31K- 5.33% |
$1.31M - $1.55M
|
58.8K
$24.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.33K- 7.61% |
$1.32M - $1.56M
|
40.4K
$17M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-3.4K- 1.42% |
$1.34M - $1.59M
|
235K
$98.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.41K- 5.72% |
$1.35M - $1.59M
|
56.2K
$23.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.41K- 3.37% |
$1.35M - $1.6M
|
97.9K
$41.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.63K- 1.91% |
$1.43M - $1.7M
|
186K
$78.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.64K- 1.78% |
$1.44M - $1.7M
|
201K
$84.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 88.03% |
$1.45M - $1.72M
|
500
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.69K- 16.42% |
$1.46M - $1.73M
|
18.8K
$7.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.69K- 36.06% |
$1.46M - $1.73M
|
6.55K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.72K- 13.57% |
$1.47M - $1.74M
|
23.7K
$9.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-3.78K- 11.05% |
$1.49M - $1.77M
|
30.4K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.86K- 2.03% |
$1.53M - $1.8M
|
186K
$78.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-3.93K- 1.71% |
$1.55M - $1.84M
|
226K
$94.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.96K- 3.79% |
$1.56M - $1.85M
|
100K
$42.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.97K- 12.85% |
$1.57M - $1.86M
|
26.9K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.04K- 2.33% |
$1.59M - $1.89M
|
169K
$71.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.04K- 6.79% |
$1.6M - $1.89M
|
55.4K
$23.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-4.11K- 3.29% |
$1.62M - $1.92M
|
121K
$50.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-4.12K- 2.44% |
$1.63M - $1.92M
|
164K
$69.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.15K- 2.9% |
$1.64M - $1.94M
|
139K
$58.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-4.15K- 24.94% |
$1.64M - $1.94M
|
12.5K
$5.25M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.19K- 2.4% |
$1.65M - $1.96M
|
170K
$71.4M
|