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 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-220- 0.8% |
$86.9K - $103K
|
27.1K
$13.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-221- 0.49% |
$87.3K - $103K
|
44.9K
$22.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-222- 0.26% |
$87.7K - $104K
|
86.6K
$44.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-222- 0.35% |
$87.7K - $104K
|
64K
$32.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-223- 7.0% |
$88.1K - $104K
|
2.96K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-223- 16.31% |
$88.1K - $104K
|
1.14K
$584K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-223- 2.52% |
$88.1K - $104K
|
8.63K
$4.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-224- 1.66% |
$88.5K - $105K
|
13.3K
$6.78M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-224- 1.88% |
$88.5K - $105K
|
11.7K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-225- 0.47% |
$88.9K - $105K
|
47.2K
$24.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-226- 1.7% |
$89.3K - $106K
|
13.1K
$6.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-226- 3.61% |
$89.3K - $106K
|
6.03K
$3.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-228- 2.03% |
$90.1K - $107K
|
11K
$5.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-229- 0.52% |
$90.5K - $107K
|
44.2K
$22.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-229- 1.21% |
$90.5K - $107K
|
18.7K
$9.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-229- 1.78% |
$90.5K - $107K
|
12.6K
$6.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-229- 1.24% |
$90.5K - $107K
|
18.3K
$9.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-230- 8.21% |
$90.9K - $108K
|
2.57K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-230- 0.82% |
$90.9K - $108K
|
27.9K
$14.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-231- 0.28% |
$91.3K - $108K
|
82.9K
$42.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-231- 1.34% |
$91.3K - $108K
|
17K
$8.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-231- 0.67% |
$91.3K - $108K
|
34.3K
$17.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-232- 2.18% |
$91.7K - $108K
|
10.4K
$5.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-232- 5.29% |
$91.7K - $108K
|
4.16K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-235- 5.33% |
$92.9K - $110K
|
4.18K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-236- 3.63% |
$93.3K - $110K
|
6.27K
$3.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-236- 0.77% |
$93.3K - $110K
|
30.6K
$15.6M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-238- 8.89% |
$94K - $111K
|
2.44K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-238- 2.95% |
$94K - $111K
|
7.84K
$4M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-239- 0.12% |
$94.4K - $112K
|
195K
$99.4M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-239- 3.63% |
$94.4K - $112K
|
6.35K
$3.24M
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-240- 3.76% |
$94.8K - $112K
|
6.14K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-240- 5.77% |
$94.8K - $112K
|
3.92K
$2M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-240- 0.29% |
$94.8K - $112K
|
81.4K
$41.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-240- 3.8% |
$94.8K - $112K
|
6.08K
$3.1M
|
|
|
Dec 23, 2024
Q3 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-240- 2.03% |
$94.8K - $112K
|
11.6K
$5.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-241- 1.87% |
$95.2K - $113K
|
12.6K
$6.45M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-242- 3.94% |
$95.6K - $113K
|
5.9K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-242- 2.81% |
$95.6K - $113K
|
8.36K
$4.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-242- 5.7% |
$95.6K - $113K
|
4.01K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-242- 2.33% |
$95.6K - $113K
|
10.2K
$5.19M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-242- 0.54% |
$95.6K - $113K
|
44.2K
$22.6M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-242- 0.93% |
$95.6K - $113K
|
25.7K
$13.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-242- 1.89% |
$95.6K - $113K
|
12.6K
$6.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-243- 2.34% |
$96K - $114K
|
10.1K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-243- 1.14% |
$96K - $114K
|
21K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-243- 9.4% |
$96K - $114K
|
2.34K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-244- 0.54% |
$96.4K - $114K
|
44.8K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-248- 1.64% |
$98K - $116K
|
14.9K
$7.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-249- 0.44% |
$98.4K - $116K
|
55.8K
$28.5M
|