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 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-591- 0.98% |
$234K - $276K
|
59.7K
$24.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-593- 19.09% |
$234K - $277K
|
2.51K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-594- 1.96% |
$235K - $278K
|
29.7K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-595- 47.15% |
$235K - $278K
|
667
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-601- 0.9% |
$237K - $281K
|
66.1K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-601- 1.58% |
$237K - $281K
|
37.4K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-602- 0.78% |
$238K - $281K
|
76.5K
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-604- 4.44% |
$239K - $282K
|
13K
$5.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-608- 1.64% |
$240K - $284K
|
36.6K
$14.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-609- 8.04% |
$241K - $285K
|
6.97K
$2.84M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-611- 1.93% |
$241K - $286K
|
31K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-616- 8.75% |
$243K - $288K
|
6.43K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-617- 3.71% |
$244K - $288K
|
16K
$6.54M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-617- 9.06% |
$244K - $288K
|
6.19K
$2.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-618- 2.67% |
$244K - $289K
|
22.5K
$9.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-618- 4.83% |
$244K - $289K
|
12.2K
$4.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-620- 2.92% |
$245K - $290K
|
20.6K
$8.41M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-622- 3.22% |
$246K - $291K
|
18.7K
$7.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-622- 1.05% |
$246K - $291K
|
58.5K
$23.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-623- 7.89% |
$246K - $291K
|
7.27K
$2.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-623- 14.42% |
$246K - $291K
|
3.7K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-627- 17.31% |
$248K - $293K
|
3K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-628- 3.17% |
$248K - $294K
|
19.2K
$7.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-630- 7.07% |
$249K - $295K
|
8.29K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-635- 0.57% |
$251K - $297K
|
110K
$44.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-635- 0.22% |
$251K - $297K
|
291K
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-640- 10.06% |
$253K - $299K
|
5.72K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-641- 0.57% |
$253K - $300K
|
111K
$45.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-642- 6.34% |
$254K - $300K
|
9.48K
$3.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-645- 0.51% |
$255K - $302K
|
125K
$51.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-646- 0.23% |
$255K - $302K
|
278K
$114M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-647- 10.4% |
$256K - $303K
|
5.58K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-647- 0.48% |
$256K - $303K
|
135K
$55M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-647- 9.43% |
$256K - $303K
|
6.22K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-649- 1.84% |
$256K - $303K
|
34.7K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-650- 26.0% |
$257K - $304K
|
1.85K
$755K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-651- 7.6% |
$257K - $304K
|
7.92K
$3.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-653- 0.55% |
$258K - $305K
|
118K
$48.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-654- 20.86% |
$258K - $306K
|
2.48K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-656- 2.41% |
$259K - $307K
|
26.6K
$10.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-663- 11.66% |
$262K - $310K
|
5.02K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-664- 17.17% |
$262K - $310K
|
3.2K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-666- 3.73% |
$263K - $311K
|
17.2K
$7.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-671- 1.19% |
$265K - $314K
|
55.9K
$22.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-671- 5.46% |
$265K - $314K
|
11.6K
$4.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-681- 1.43% |
$269K - $318K
|
46.8K
$19.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-681- 1.16% |
$269K - $318K
|
58.3K
$23.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-681- 7.89% |
$269K - $318K
|
7.95K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-685- 1.37% |
$271K - $320K
|
49.5K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-685- 0.83% |
$271K - $320K
|
82.2K
$33.5M
|