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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-96- 6.17% |
$37.9K - $44.9K
|
1.46K
$596K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-97- 0.5% |
$38.3K - $45.4K
|
19.3K
$7.87M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-97- 2.05% |
$38.3K - $45.4K
|
4.63K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-97- 1.08% |
$38.3K - $45.4K
|
8.85K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-97- 1.34% |
$38.3K - $45.4K
|
7.13K
$2.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-98- 4.92% |
$38.7K - $45.8K
|
1.89K
$773K
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
SELL
|
- |
-98- 4.25% |
$38.7K - $45.8K
|
2.21K
$902K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-98- 1.37% |
$38.7K - $45.8K
|
7.05K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-99- 6.98% |
$39.1K - $46.3K
|
1.32K
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-99- 0.16% |
$39.1K - $46.3K
|
62K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-99- 2.01% |
$39.1K - $46.3K
|
4.83K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
SELL
|
- |
-99- 0.75% |
$39.1K - $46.3K
|
13K
$5.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-100- 8.24% |
$39.5K - $46.8K
|
1.11K
$454K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-100- 8.9% |
$39.5K - $46.8K
|
1.02K
$418K
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-100- 3.15% |
$39.5K - $46.8K
|
3.08K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-100- 0.25% |
$39.5K - $46.8K
|
39.7K
$16.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-100- 0.04% |
$39.5K - $46.8K
|
228K
$93.1M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-100- 3.62% |
$39.5K - $46.8K
|
2.66K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 2.09% |
$39.5K - $46.8K
|
4.69K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-100- 2.49% |
$39.5K - $46.8K
|
3.92K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 0.15% |
$39.5K - $46.8K
|
68.5K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-100- 0.44% |
$39.5K - $46.8K
|
22.4K
$9.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.55% |
$39.5K - $46.8K
|
18K
$7.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-101- 0.04% |
$39.9K - $47.2K
|
243K
$99.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-101- 0.66% |
$39.9K - $47.2K
|
15.3K
$6.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-101- 0.41% |
$39.9K - $47.2K
|
24.3K
$9.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-102- 2.92% |
$40.3K - $47.7K
|
3.39K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-102- 0.33% |
$40.3K - $47.7K
|
30.8K
$12.6M
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-103- 13.96% |
$40.7K - $48.2K
|
635
$259K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-103- 3.31% |
$40.7K - $48.2K
|
3.01K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-103- 1.2% |
$40.7K - $48.2K
|
8.47K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-103- 0.96% |
$40.7K - $48.2K
|
10.6K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-104- 0.12% |
$41.1K - $48.6K
|
83.4K
$34M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-105- 13.73% |
$41.5K - $49.1K
|
660
$269K
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-105- 0.58% |
$41.5K - $49.1K
|
18K
$7.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-105- 0.35% |
$41.5K - $49.1K
|
30.1K
$12.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-105- 4.71% |
$41.5K - $49.1K
|
2.12K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-105- 0.48% |
$41.5K - $49.1K
|
21.8K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-105- 4.63% |
$41.5K - $49.1K
|
2.16K
$883K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-106- 0.26% |
$41.9K - $49.6K
|
40.5K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-106- 6.64% |
$41.9K - $49.6K
|
1.49K
$608K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-106- 1.02% |
$41.9K - $49.6K
|
10.3K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-107- 0.98% |
$42.3K - $50K
|
10.8K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-107- 1.37% |
$42.3K - $50K
|
7.68K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-107- 0.56% |
$42.3K - $50K
|
18.9K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-107- 2.6% |
$42.3K - $50K
|
4.01K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-108- 0.8% |
$42.7K - $50.5K
|
13.4K
$5.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-108- 1.24% |
$42.7K - $50.5K
|
8.59K
$3.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-109- 0.41% |
$43.1K - $51K
|
26.3K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-109- 2.01% |
$43.1K - $51K
|
5.31K
$2.17M
|