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 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.1% |
$395 - $468
|
962
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.61K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
11.4K
$4.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.26K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.16K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$395 - $468
|
1.39K
$580K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.05% |
$395 - $468
|
1.85K
$768K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1+ 0.08% |
$395 - $468
|
1.22K
$507K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$395 - $468
|
2.31K
$963K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.05% |
$395 - $468
|
2.16K
$900K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1+ 0.05% |
$395 - $468
|
2.14K
$888K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$395 - $468
|
1.72K
$716K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.06% |
$395 - $468
|
1.71K
$710K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1+ 0.07% |
$395 - $468
|
1.4K
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.13% |
$395 - $468
|
756
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1+ 0.09% |
$395 - $468
|
1.06K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.08% |
$395 - $468
|
1.31K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
10.2K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$395 - $468
|
23.5K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
17.1K
$7.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1+ 0.13% |
$395 - $468
|
793
$330K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.34K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1- 0.01% |
$395 - $468
|
19.2K
$7.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1- 0.12% |
$395 - $468
|
807
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$395 - $468
|
12K
$5M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-1- 0.03% |
$395 - $468
|
3.61K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1- 0.03% |
$395 - $468
|
3.47K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.02% |
$395 - $468
|
5.29K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1- 0.14% |
$395 - $468
|
705
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- 0.07% |
$395 - $468
|
1.41K
$585K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$395 - $468
|
627K
$261M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.25% |
$790 - $935
|
801
$333K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2- 0.01% |
$790 - $935
|
28.2K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2- 0.18% |
$790 - $935
|
1.08K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2- 0.09% |
$790 - $935
|
2.17K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-2- 0.03% |
$790 - $935
|
6.54K
$2.72M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3- 0.16% |
$1.19K - $1.4K
|
1.91K
$793K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-3- 0.02% |
$1.19K - $1.4K
|
13.6K
$5.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.31% |
$1.19K - $1.4K
|
956
$398K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$1.19K - $1.4K
|
21.8K
$9.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3- 0.36% |
$1.19K - $1.4K
|
821
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-3- 0.04% |
$1.19K - $1.4K
|
8.51K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3- 0.12% |
$1.19K - $1.4K
|
2.57K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.05% |
$1.19K - $1.4K
|
5.74K
$2.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.1% |
$1.58K - $1.87K
|
3.83K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4- 0.02% |
$1.58K - $1.87K
|
26K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-4- 0.01% |
$1.58K - $1.87K
|
47.5K
$19.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-4- 0.18% |
$1.58K - $1.87K
|
2.21K
$920K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-4- 0.27% |
$1.58K - $1.87K
|
1.5K
$625K
|