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 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-240- 0.29% |
$94.8K - $112K
|
81.4K
$33.2M
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-240- 3.8% |
$94.8K - $112K
|
6.08K
$2.48M
|
|
Dec 23, 2024
Q3 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-240- 2.03% |
$94.8K - $112K
|
11.6K
$4.73M
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-241- 1.87% |
$95.2K - $113K
|
12.6K
$5.15M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-242- 3.94% |
$95.6K - $113K
|
5.9K
$2.41M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-242- 2.81% |
$95.6K - $113K
|
8.36K
$3.41M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-242- 5.7% |
$95.6K - $113K
|
4.01K
$1.63M
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-242- 2.33% |
$95.6K - $113K
|
10.2K
$4.15M
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-242- 0.54% |
$95.6K - $113K
|
44.2K
$18M
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-242- 0.93% |
$95.6K - $113K
|
25.7K
$10.5M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-242- 1.89% |
$95.6K - $113K
|
12.6K
$5.13M
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-243- 2.34% |
$96K - $114K
|
10.1K
$4.14M
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-243- 1.14% |
$96K - $114K
|
21K
$8.57M
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-243- 9.4% |
$96K - $114K
|
2.34K
$956K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-244- 0.54% |
$96.4K - $114K
|
44.8K
$18.3M
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-248- 1.64% |
$98K - $116K
|
14.9K
$6.08M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-249- 0.44% |
$98.4K - $116K
|
55.8K
$22.8M
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-249- 2.13% |
$98.4K - $116K
|
11.5K
$4.68M
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-250- 15.7% |
$98.8K - $117K
|
1.34K
$548K
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-250- 2.71% |
$98.8K - $117K
|
8.97K
$3.66M
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-250- 1.47% |
$98.8K - $117K
|
16.7K
$6.83M
|
|
Nov 13, 2024
Q3 2024
|
Latash Investments, LLC
Anchorage, AK |
SELL
|
- |
-250- 5.0% |
$98.8K - $117K
|
4.75K
$1.94M
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-251- 64.52% |
$99.2K - $117K
|
138
$56.3K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-251- 8.63% |
$99.2K - $117K
|
2.66K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Unio Capital LLC
|
SELL
|
- |
-251- 0.83% |
$99.2K - $117K
|
29.9K
$12.2M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-252- 1.52% |
$99.6K - $118K
|
16.4K
$6.68M
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-254- 1.85% |
$100K - $119K
|
13.5K
$5.5M
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-255- 2.4% |
$101K - $119K
|
10.4K
$4.23M
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-255- 0.14% |
$101K - $119K
|
177K
$72.1M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-257- 2.28% |
$102K - $120K
|
11K
$4.49M
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-258- 1.76% |
$102K - $121K
|
14.4K
$5.87M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-259- 12.2% |
$102K - $121K
|
1.86K
$761K
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-259- 2.52% |
$102K - $121K
|
10K
$4.09M
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-259- 1.07% |
$102K - $121K
|
23.9K
$9.77M
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-261- 0.48% |
$103K - $122K
|
54.5K
$22.2M
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-263- 0.77% |
$104K - $123K
|
33.9K
$13.8M
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-263- 2.96% |
$104K - $123K
|
8.61K
$3.51M
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-264- 0.22% |
$104K - $123K
|
120K
$49.1M
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-264- 1.0% |
$104K - $123K
|
26.1K
$10.7M
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-264- 27.39% |
$104K - $123K
|
700
$286K
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-264- 2.21% |
$104K - $123K
|
11.7K
$4.77M
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-265- 5.16% |
$105K - $124K
|
4.87K
$1.99M
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-266- 0.58% |
$105K - $124K
|
45.7K
$18.7M
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-266- 0.22% |
$105K - $124K
|
123K
$50.1M
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-267- 1.53% |
$106K - $125K
|
17.2K
$7M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-267- 0.36% |
$106K - $125K
|
73.4K
$29.9M
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-267- 6.66% |
$106K - $125K
|
3.74K
$1.53M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-268- 6.36% |
$106K - $125K
|
3.95K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-268- 23.06% |
$106K - $125K
|
894
$365K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-269- 2.03% |
$106K - $126K
|
13K
$5.29M
|