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 |
---|---|---|---|---|---|---|---|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-359- 15.44% |
$142K - $168K
|
1.97K
$803K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-360- 0.74% |
$142K - $168K
|
48.6K
$19.8M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-360- 4.99% |
$142K - $168K
|
6.85K
$2.8M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-361- 1.84% |
$143K - $169K
|
19.3K
$7.88M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-361- 1.56% |
$143K - $169K
|
22.8K
$9.32M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-362- 1.58% |
$143K - $169K
|
22.6K
$9.23M
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-365- 0.15% |
$144K - $171K
|
251K
$102M
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-366- 0.75% |
$145K - $171K
|
48.4K
$19.8M
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-366- 15.12% |
$145K - $171K
|
2.06K
$839K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-367- 0.95% |
$145K - $172K
|
38.1K
$15.6M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-368- 7.22% |
$145K - $172K
|
4.73K
$1.93M
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-371- 15.12% |
$147K - $173K
|
2.08K
$850K
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-372- 1.44% |
$147K - $174K
|
25.5K
$10.4M
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-373- 41.72% |
$147K - $174K
|
521
$213K
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-374- 5.59% |
$148K - $175K
|
6.32K
$2.58M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-374- 0.61% |
$148K - $175K
|
60.6K
$24.7M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-374- 3.83% |
$148K - $175K
|
9.38K
$3.83M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-374- 13.99% |
$148K - $175K
|
2.3K
$939K
|
|
Oct 16, 2024
Q3 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-375- 0.99% |
$148K - $175K
|
37.6K
$15.4M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-375- 1.12% |
$148K - $175K
|
33K
$13.5M
|
|
Nov 13, 2024
Q3 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-375- 1.72% |
$148K - $175K
|
21.4K
$8.75M
|
|
Nov 14, 2024
Q3 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-375- 3.67% |
$148K - $175K
|
9.85K
$4.02M
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-378- 5.35% |
$149K - $177K
|
6.68K
$2.73M
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-378- 0.42% |
$149K - $177K
|
90K
$36.7M
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-378- 1.81% |
$149K - $177K
|
20.5K
$8.37M
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-380- 1.58% |
$150K - $178K
|
23.6K
$9.64M
|
|
Oct 24, 2024
Q3 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-381- 0.23% |
$151K - $178K
|
163K
$66.5M
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-381- 43.25% |
$151K - $178K
|
500
$204K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-381- 2.74% |
$151K - $178K
|
13.5K
$5.52M
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-384- 0.27% |
$152K - $180K
|
142K
$57.9M
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-384- 6.62% |
$152K - $180K
|
5.42K
$2.21M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-385- 0.8% |
$152K - $180K
|
47.7K
$19.5M
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-385- 1.35% |
$152K - $180K
|
28.1K
$11.5M
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-388- 12.73% |
$153K - $181K
|
2.66K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-388- 4.3% |
$153K - $181K
|
8.63K
$3.52M
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-391- 0.28% |
$155K - $183K
|
141K
$57.6M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-391- 2.59% |
$155K - $183K
|
14.7K
$6.01M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-397- 2.04% |
$157K - $186K
|
19K
$7.76M
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-397- 8.74% |
$157K - $186K
|
4.15K
$1.69M
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-398- 0.57% |
$157K - $186K
|
69.6K
$28.4M
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-398- 1.64% |
$157K - $186K
|
23.8K
$9.73M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-398- 12.28% |
$157K - $186K
|
2.84K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-399- 1.12% |
$158K - $187K
|
35.2K
$14.4M
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-400- 26.97% |
$158K - $187K
|
1.08K
$442K
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-400- 8.01% |
$158K - $187K
|
4.6K
$1.88M
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-400- 24.36% |
$158K - $187K
|
1.24K
$507K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-401- 1.07% |
$158K - $187K
|
37K
$15.1M
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-402- 1.88% |
$159K - $188K
|
21K
$8.58M
|
|
Nov 14, 2024
Q3 2024
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-403- 2.43% |
$159K - $188K
|
16.2K
$6.61M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-404- 11.07% |
$160K - $189K
|
3.25K
$1.32M
|