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 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.7KNew |
$1.86M - $2.2M
|
4.7K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4.65K+ 2.23% |
$1.84M - $2.17M
|
213K
$89.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
4.64K+ 11.92% |
$1.83M - $2.17M
|
43.6K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.6K+ 18.31% |
$1.82M - $2.15M
|
29.7K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.55K+ 0.89% |
$1.8M - $2.13M
|
515K
$217M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.52KNew |
$1.79M - $2.11M
|
4.52K
$1.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
4.5K+ 6.6% |
$1.78M - $2.11M
|
72.7K
$30.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.48K+ 11.67% |
$1.77M - $2.09M
|
42.8K
$18M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.47K+ 0.58% |
$1.77M - $2.09M
|
770K
$324M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.41K+ 38.26% |
$1.74M - $2.06M
|
15.9K
$6.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
4.4K+ 4.75% |
$1.74M - $2.06M
|
97K
$40.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.32K+ 7.06% |
$1.71M - $2.02M
|
65.6K
$27.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
4.26K+ 8.83% |
$1.68M - $1.99M
|
52.5K
$22.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.26K+ 4.89% |
$1.68M - $1.99M
|
91.2K
$38.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
4.23K+ 5.78% |
$1.67M - $1.98M
|
77.4K
$32.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.2K+ 11.61% |
$1.66M - $1.96M
|
40.4K
$17M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.16K+ 2.62% |
$1.64M - $1.95M
|
163K
$68.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.15K+ 26.56% |
$1.64M - $1.94M
|
19.8K
$8.32M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.15K+ 3.75% |
$1.64M - $1.94M
|
115K
$48.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.11K+ 8.05% |
$1.63M - $1.92M
|
55.2K
$23.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.11K+ 3.51% |
$1.62M - $1.92M
|
121K
$50.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
4.02K+ 1.34% |
$1.59M - $1.88M
|
304K
$128M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.98K+ 6.35% |
$1.57M - $1.86M
|
66.6K
$28M
|
|
|
Oct 25, 2024
Q3 2024
|
Trinity Street Asset Management LLP
|
BUY
|
- |
3.93K+ 7.23% |
$1.55M - $1.84M
|
58.3K
$24.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
3.88K+ 32.9% |
$1.53M - $1.81M
|
15.7K
$6.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.88K+ 2.53% |
$1.53M - $1.81M
|
157K
$66.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.87KNew |
$1.53M - $1.81M
|
3.87K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
3.8K+ 52.07% |
$1.5M - $1.78M
|
11.1K
$4.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.8K+ 1.26% |
$1.5M - $1.78M
|
306K
$129M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.77K+ 22.41% |
$1.49M - $1.76M
|
20.6K
$8.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.75K+ 5.38% |
$1.48M - $1.75M
|
73.4K
$30.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.71K+ 3.13% |
$1.47M - $1.73M
|
122K
$51.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
3.69K+ 6.31% |
$1.46M - $1.72M
|
62.1K
$26.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 7.21% |
$1.46M - $1.72M
|
54.7K
$23M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.68K+ 31.23% |
$1.45M - $1.72M
|
15.5K
$6.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 5.19% |
$1.45M - $1.72M
|
74.5K
$31.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.67K+ 1.28% |
$1.45M - $1.72M
|
290K
$122M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
3.66K+ 8.93% |
$1.45M - $1.71M
|
44.7K
$18.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 11.04% |
$1.44M - $1.71M
|
36.8K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
3.65K+ 17.41% |
$1.44M - $1.7M
|
24.6K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
3.62KNew |
$1.43M - $1.69M
|
3.62K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.61K+ 1.84% |
$1.42M - $1.69M
|
199K
$83.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.59K+ 22.96% |
$1.42M - $1.68M
|
19.2K
$8.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.54K+ 19.33% |
$1.4M - $1.66M
|
21.9K
$9.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.54K+ 4.01% |
$1.4M - $1.66M
|
91.9K
$38.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.53K+ 39.71% |
$1.4M - $1.65M
|
12.4K
$5.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 180.81% |
$1.38M - $1.63M
|
5.41K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.45K+ 1.28% |
$1.36M - $1.61M
|
273K
$115M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
3.45K+ 232.01% |
$1.36M - $1.61M
|
4.94K
$2.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.45K+ 8.74% |
$1.36M - $1.61M
|
42.9K
$18M
|