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 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
3.4K+ 4.11% |
$1.34M - $1.59M
|
85.9K
$36.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.38K+ 15.04% |
$1.34M - $1.58M
|
25.9K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
3.38KNew |
$1.33M - $1.58M
|
3.38K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.36K+ 72.34% |
$1.33M - $1.57M
|
8.01K
$3.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
3.33K+ 8.51% |
$1.32M - $1.56M
|
42.5K
$17.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.33K+ 21.29% |
$1.31M - $1.56M
|
19K
$7.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.32K+ 2.93% |
$1.31M - $1.55M
|
117K
$49M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.31K+ 1.22% |
$1.31M - $1.55M
|
275K
$115M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.22K+ 9.4% |
$1.27M - $1.5M
|
37.5K
$15.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.2K+ 4.87% |
$1.27M - $1.5M
|
69K
$29M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.17K+ 10.34% |
$1.25M - $1.48M
|
33.8K
$14.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.17K+ 4.94% |
$1.25M - $1.48M
|
67.3K
$28.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.17K+ 1438.64% |
$1.25M - $1.48M
|
3.39K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
3.14K+ 3.02% |
$1.24M - $1.47M
|
107K
$45.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.14K+ 32.41% |
$1.24M - $1.47M
|
12.8K
$5.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.14K+ 1.54% |
$1.24M - $1.47M
|
207K
$86.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.11K+ 2.73% |
$1.23M - $1.45M
|
117K
$49.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
3.09K+ 23.34% |
$1.22M - $1.45M
|
16.3K
$6.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.09K+ 6.11% |
$1.22M - $1.44M
|
53.6K
$22.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.07K+ 132.38% |
$1.21M - $1.44M
|
5.39K
$2.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.06K+ 10.0% |
$1.21M - $1.43M
|
33.7K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.05K+ 48.07% |
$1.21M - $1.43M
|
9.4K
$3.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 4.96% |
$1.2M - $1.42M
|
64.4K
$27.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.03K+ 11.18% |
$1.2M - $1.42M
|
30.2K
$12.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.03K+ 7.1% |
$1.2M - $1.42M
|
45.7K
$19.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.03K+ 3.38% |
$1.2M - $1.41M
|
92.7K
$38.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.02K+ 5.44% |
$1.19M - $1.41M
|
58.4K
$24.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.01K+ 79.54% |
$1.19M - $1.41M
|
6.79K
$2.85M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3K+ 27.53% |
$1.19M - $1.4M
|
13.9K
$5.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.98K+ 3.67% |
$1.18M - $1.39M
|
84.1K
$35.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.97K+ 28.52% |
$1.17M - $1.39M
|
13.4K
$5.62M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.84K+ 15.33% |
$1.12M - $1.33M
|
21.4K
$8.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.83K+ 7.28% |
$1.12M - $1.32M
|
41.7K
$17.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.77K+ 4.37% |
$1.1M - $1.3M
|
66.3K
$27.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.77K+ 1.5% |
$1.09M - $1.3M
|
188K
$79M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.76K+ 38.08% |
$1.09M - $1.29M
|
10K
$4.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.54% |
$1.09M - $1.29M
|
63.4K
$26.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.73K+ 0.72% |
$1.08M - $1.28M
|
382K
$161M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.73K+ 12.6% |
$1.08M - $1.28M
|
24.4K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.72K+ 1.83% |
$1.08M - $1.27M
|
151K
$63.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.72K+ 0.25% |
$1.07M - $1.27M
|
1.11M
$467M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.71K+ 24.85% |
$1.07M - $1.27M
|
13.6K
$5.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.69KNew |
$1.06M - $1.26M
|
2.69K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.68K+ 6.91% |
$1.06M - $1.25M
|
41.6K
$17.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 12.28% |
$1.06M - $1.25M
|
24.5K
$10.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.68K+ 7.2% |
$1.06M - $1.25M
|
39.9K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.64K+ 11.2% |
$1.04M - $1.23M
|
26.2K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.61K+ 0.3% |
$1.03M - $1.22M
|
870K
$366M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.59K+ 7.79% |
$1.02M - $1.21M
|
35.8K
$15M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.57K+ 9.9% |
$1.02M - $1.2M
|
28.5K
$12M
|