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 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-553- 0.06% |
$219K - $259K
|
966K
$447M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-554- 8.17% |
$219K - $259K
|
6.23K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-554- 0.79% |
$219K - $259K
|
69.3K
$32.1M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-554- 2.3% |
$219K - $259K
|
23.5K
$10.9M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-558- 2.17% |
$220K - $261K
|
25.1K
$11.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-560- 0.94% |
$221K - $262K
|
58.9K
$27.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-562- 41.91% |
$222K - $263K
|
779
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-562- 17.08% |
$222K - $263K
|
2.73K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-564- 1.32% |
$223K - $264K
|
42.1K
$19.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-565- 2.8% |
$223K - $264K
|
19.6K
$9.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-566- 1.06% |
$224K - $265K
|
52.9K
$24.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-568- 5.12% |
$224K - $266K
|
10.5K
$4.87M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-568- 8.11% |
$224K - $266K
|
6.44K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-568- 8.17% |
$224K - $266K
|
6.39K
$2.96M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-569- 3.06% |
$225K - $266K
|
18K
$8.34M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-571- 17.87% |
$226K - $267K
|
2.62K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-575- 3.31% |
$227K - $269K
|
16.8K
$7.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-576- 25.93% |
$228K - $269K
|
1.65K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-576- 2.05% |
$228K - $269K
|
27.5K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-577- 1.89% |
$228K - $270K
|
29.9K
$13.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-580- 0.39% |
$229K - $271K
|
150K
$69.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-580- 6.83% |
$229K - $271K
|
7.91K
$3.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-581- 1.66% |
$230K - $272K
|
34.4K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-581- 9.53% |
$230K - $272K
|
5.51K
$2.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-583- 2.05% |
$230K - $273K
|
27.9K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-585- 1.97% |
$231K - $274K
|
29.1K
$13.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-585- 0.85% |
$231K - $274K
|
68K
$31.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-586- 5.89% |
$232K - $274K
|
9.36K
$4.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-587- 2.57% |
$232K - $274K
|
22.3K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-587- 2.21% |
$232K - $274K
|
26K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-588- 2.29% |
$232K - $275K
|
25.1K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-591- 0.49% |
$234K - $276K
|
120K
$55.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-591- 0.98% |
$234K - $276K
|
59.7K
$27.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-593- 19.09% |
$234K - $277K
|
2.51K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-594- 1.96% |
$235K - $278K
|
29.7K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-595- 47.15% |
$235K - $278K
|
667
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-601- 0.9% |
$237K - $281K
|
66.1K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-601- 1.58% |
$237K - $281K
|
37.4K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-602- 0.78% |
$238K - $281K
|
76.5K
$35.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-604- 4.44% |
$239K - $282K
|
13K
$6.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-608- 1.64% |
$240K - $284K
|
36.6K
$16.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-609- 8.04% |
$241K - $285K
|
6.97K
$3.23M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-611- 1.93% |
$241K - $286K
|
31K
$14.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-616- 8.75% |
$243K - $288K
|
6.43K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-617- 3.71% |
$244K - $288K
|
16K
$7.42M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-617- 9.06% |
$244K - $288K
|
6.19K
$2.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-618- 2.67% |
$244K - $289K
|
22.5K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-618- 4.83% |
$244K - $289K
|
12.2K
$5.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-620- 2.92% |
$245K - $290K
|
20.6K
$9.54M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-622- 3.22% |
$246K - $291K
|
18.7K
$8.65M
|