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 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-404- 12.13% |
$160K - $189K
|
2.93K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
J. Stern & Co. LLP
London, X0 |
SELL
|
- |
-404- 66.89% |
$160K - $189K
|
200
$81.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-406- 1.69% |
$160K - $190K
|
23.6K
$9.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-406- 1.1% |
$160K - $190K
|
36.5K
$14.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-407- 1.32% |
$161K - $190K
|
30.4K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-408- 1.88% |
$161K - $191K
|
21.3K
$8.68M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-409- 4.46% |
$162K - $191K
|
8.76K
$3.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-410- 1.31% |
$162K - $192K
|
31K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-410- 3.11% |
$162K - $192K
|
12.8K
$5.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-412- 0.96% |
$163K - $193K
|
42.5K
$17.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-412- 3.51% |
$163K - $193K
|
11.3K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-414- 2.6% |
$164K - $194K
|
15.5K
$6.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-416- 11.2% |
$164K - $195K
|
3.3K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-417- 0.6% |
$165K - $195K
|
69.5K
$28.4M
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-417- 10.73% |
$165K - $195K
|
3.47K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-418- 4.25% |
$165K - $195K
|
9.41K
$3.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-422- 0.57% |
$167K - $197K
|
73.3K
$29.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-422- 0.99% |
$167K - $197K
|
42.3K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-422- 5.42% |
$167K - $197K
|
7.37K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-424- 7.03% |
$168K - $198K
|
5.61K
$2.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-424- 4.18% |
$168K - $198K
|
9.72K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-425- 0.94% |
$168K - $199K
|
44.7K
$18.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-426- 2.76% |
$168K - $199K
|
15K
$6.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-427- 1.19% |
$169K - $200K
|
35.4K
$14.4M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-428- 1.82% |
$169K - $200K
|
23.1K
$9.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-429- 0.51% |
$170K - $201K
|
84K
$34.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-429- 6.24% |
$170K - $201K
|
6.45K
$2.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-430- 1.05% |
$170K - $201K
|
40.7K
$16.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-430- 35.1% |
$170K - $201K
|
795
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-431- 1.3% |
$170K - $202K
|
32.6K
$13.3M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-431- 4.5% |
$170K - $202K
|
9.15K
$3.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-432- 3.24% |
$171K - $202K
|
12.9K
$5.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-434- 36.62% |
$171K - $203K
|
751
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-436- 2.53% |
$172K - $204K
|
16.8K
$6.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-437- 6.0% |
$173K - $204K
|
6.85K
$2.8M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-437- 21.42% |
$173K - $204K
|
1.6K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-437- 2.89% |
$173K - $204K
|
14.7K
$6M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-438- 5.64% |
$173K - $205K
|
7.32K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-438- 2.44% |
$173K - $205K
|
17.5K
$7.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-439- 11.09% |
$173K - $205K
|
3.52K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-439- 17.62% |
$173K - $205K
|
2.05K
$838K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-440- 3.21% |
$174K - $206K
|
13.3K
$5.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-441- 0.2% |
$174K - $206K
|
217K
$88.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Exane Asset Management
|
SELL
|
- |
-441- 30.0% |
$174K - $206K
|
1.03K
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-441- 1.42% |
$174K - $206K
|
30.5K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-443- 3.68% |
$175K - $207K
|
11.6K
$4.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-444- 2.63% |
$175K - $208K
|
16.5K
$6.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-446- 1.54% |
$176K - $209K
|
28.5K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-449- 1.32% |
$177K - $210K
|
33.6K
$13.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-450- 0.88% |
$178K - $210K
|
50.4K
$20.6M
|