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
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-60- 0.75% |
$23.7K - $28.1K
|
7.94K
$3.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-60- 0.2% |
$23.7K - $28.1K
|
29.3K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-60- 0.08% |
$23.7K - $28.1K
|
71.9K
$29.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-60- 9.23% |
$23.7K - $28.1K
|
590
$241K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-61- 0.29% |
$24.1K - $28.5K
|
21K
$8.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-61- 3.38% |
$24.1K - $28.5K
|
1.75K
$712K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-61- 0.63% |
$24.1K - $28.5K
|
9.61K
$3.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-61- 2.86% |
$24.1K - $28.5K
|
2.07K
$845K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-62- 0.34% |
$24.5K - $29K
|
18K
$7.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-62- 0.58% |
$24.5K - $29K
|
10.6K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-62- 0.26% |
$24.5K - $29K
|
24.1K
$9.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-62- 0.11% |
$24.5K - $29K
|
54.6K
$22.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-62- 0.49% |
$24.5K - $29K
|
12.6K
$5.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-63- 0.45% |
$24.9K - $29.5K
|
14K
$5.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-63- 2.42% |
$24.9K - $29.5K
|
2.54K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-63- 0.68% |
$24.9K - $29.5K
|
9.25K
$3.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-63- 0.68% |
$24.9K - $29.5K
|
9.24K
$3.77M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-63- 1.0% |
$24.9K - $29.5K
|
6.27K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-64- 2.12% |
$25.3K - $29.9K
|
2.96K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-64- 1.72% |
$25.3K - $29.9K
|
3.66K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-64- 1.53% |
$25.3K - $29.9K
|
4.11K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-64- 1.2% |
$25.3K - $29.9K
|
5.29K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-64- 0.99% |
$25.3K - $29.9K
|
6.38K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-64- 0.31% |
$25.3K - $29.9K
|
20.4K
$8.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-65- 0.72% |
$25.7K - $30.4K
|
9.02K
$3.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-65- 0.4% |
$25.7K - $30.4K
|
16.1K
$6.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-65- 0.63% |
$25.7K - $30.4K
|
10.3K
$4.18M
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-65- 3.8% |
$25.7K - $30.4K
|
1.64K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 1.24% |
$26.1K - $30.9K
|
5.25K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-66- 3.57% |
$26.1K - $30.9K
|
1.78K
$728K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 0.57% |
$26.1K - $30.9K
|
11.4K
$4.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-66- 3.91% |
$26.1K - $30.9K
|
1.62K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-66- 0.36% |
$26.1K - $30.9K
|
18.2K
$7.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-66- 0.58% |
$26.1K - $30.9K
|
11.2K
$4.59M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-66- 0.92% |
$26.1K - $30.9K
|
7.14K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-67- 0.34% |
$26.5K - $31.3K
|
19.8K
$8.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69- 0.39% |
$27.3K - $32.3K
|
17.5K
$7.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-69- 2.9% |
$27.3K - $32.3K
|
2.31K
$943K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-69- 0.48% |
$27.3K - $32.3K
|
14.3K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-69- 0.3% |
$27.3K - $32.3K
|
23.1K
$9.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-69- 0.61% |
$27.3K - $32.3K
|
11.3K
$4.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-70- 0.52% |
$27.7K - $32.7K
|
13.5K
$5.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-70- 0.37% |
$27.7K - $32.7K
|
19K
$7.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-70- 0.52% |
$27.7K - $32.7K
|
13.4K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-70- 1.26% |
$27.7K - $32.7K
|
5.51K
$2.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-71- 1.51% |
$28.1K - $33.2K
|
4.62K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-71- 2.12% |
$28.1K - $33.2K
|
3.28K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-71- 1.12% |
$28.1K - $33.2K
|
6.25K
$2.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-72- 0.77% |
$28.5K - $33.7K
|
9.31K
$3.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 5.11% |
$28.8K - $34.1K
|
1.36K
$554K
|