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 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-313- 3.78% |
$124K - $146K
|
7.97K
$3.25M
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-313- 0.73% |
$124K - $146K
|
42.4K
$17.3M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-313- 3.49% |
$124K - $146K
|
8.66K
$3.53M
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-313- 0.58% |
$124K - $146K
|
53.9K
$22M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-313- 13.34% |
$124K - $146K
|
2.03K
$830K
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-314- 0.81% |
$124K - $147K
|
38.6K
$15.7M
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-316- 4.33% |
$125K - $148K
|
6.99K
$2.85M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-316- 0.43% |
$125K - $148K
|
72.5K
$29.6M
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-317- 13.19% |
$125K - $148K
|
2.09K
$852K
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-318- 1.16% |
$126K - $149K
|
27.1K
$11.1M
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-319- 2.94% |
$126K - $149K
|
10.5K
$4.3M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-320- 3.45% |
$126K - $150K
|
8.95K
$3.65M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-322- 2.95% |
$127K - $151K
|
10.6K
$4.32M
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-322- 34.22% |
$127K - $151K
|
619
$253K
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-323- 0.28% |
$128K - $151K
|
116K
$47.4M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-325- 2.67% |
$128K - $152K
|
11.9K
$4.84M
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-326- 0.39% |
$129K - $152K
|
82.7K
$33.7M
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-328- 0.17% |
$130K - $153K
|
189K
$77.2M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-330- 0.25% |
$130K - $154K
|
132K
$54M
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-334- 10.58% |
$132K - $156K
|
2.82K
$1.15M
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-336- 29.29% |
$133K - $157K
|
811
$331K
|
|
Nov 12, 2024
Q3 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-337- 35.4% |
$133K - $158K
|
615
$251K
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-339- 2.54% |
$134K - $159K
|
13K
$5.31M
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-340- 1.04% |
$134K - $159K
|
32.5K
$13.3M
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-340- 2.36% |
$134K - $159K
|
14.1K
$5.74M
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-341- 0.91% |
$135K - $159K
|
37.1K
$15.1M
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-342- 2.91% |
$135K - $160K
|
11.4K
$4.66M
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-342- 15.32% |
$135K - $160K
|
1.89K
$772K
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-343- 11.35% |
$136K - $160K
|
2.68K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-343- 0.33% |
$136K - $160K
|
105K
$42.8M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-343- 1.1% |
$136K - $160K
|
30.9K
$12.6M
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-344- 1.17% |
$136K - $161K
|
29.2K
$11.9M
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-344- 7.53% |
$136K - $161K
|
4.23K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-344- 0.54% |
$136K - $161K
|
63.1K
$25.8M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-345- 1.53% |
$136K - $161K
|
22.3K
$9.09M
|
|
Nov 14, 2024
Q3 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-345- 2.02% |
$136K - $161K
|
16.7K
$6.83M
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-347- 0.88% |
$137K - $162K
|
38.9K
$15.9M
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-350- 3.5% |
$138K - $164K
|
9.66K
$3.94M
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-351- 7.26% |
$139K - $164K
|
4.48K
$1.83M
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-351- 10.44% |
$139K - $164K
|
3.01K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-354- 0.67% |
$140K - $166K
|
52.4K
$21.4M
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-354- 0.51% |
$140K - $166K
|
69.4K
$28.3M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-355- 13.11% |
$140K - $166K
|
2.35K
$960K
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-355- 0.65% |
$140K - $166K
|
54.2K
$22.1M
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-355- 0.88% |
$140K - $166K
|
40K
$16.3M
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-356- 2.6% |
$141K - $166K
|
13.3K
$5.44M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-357- 2.3% |
$141K - $167K
|
15.2K
$6.2M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-357- 0.48% |
$141K - $167K
|
73.7K
$30.1M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-358- 2.5% |
$141K - $167K
|
13.9K
$5.69M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-359- 4.89% |
$142K - $168K
|
6.98K
$2.85M
|